SUMMARY

• Highly motivated professional with diverse insurance and financial services experience seeks challenging and rewarding opportunity in a dynamic organization.
• Record of successful performance with excellent interpersonal, time management and organizational skills.

TECHNICAL SKILLS

Access: Database, MS Word, PowerPoint, SQL, SAP

Advanced Excel: Pivot Tables, Macros, V - Lookup, Sum-IF, Count-IF, Charts

Software: People Soft, SharePoint, Oracle, COGNOS, Envision, QuickBooks, NetSuite, Zuara, SalesForce

PROFESSIONAL EXPERIENCE

Accountant / Analyst

Confidential, Hartford CT

Responsibilities:

• Supported month end & quarterly close, Performed General Ledger functions
• Assisted in monitoring and assessing financial sector trends
• Allocated Contract Pricing, Job costing / Performed Ad Hoc Variance Analysis
• Performed Expense Allocations / Modify & build queries (SQL)/ Performed complex Reconciliations
• Prepared consolidated International intercompany financials statements /Age receivable reports

Financial Analyst

Confidential, Hartford, CT

Responsibilities:

• Analyzed and generated numerous financial data migration reports utilizing Oracle
• Projected cash transfer percentages / Performed Escrow Analysis / Loss deposit Analysis
• Assisted with budgeting & forecasting /Modified and constructed monthly adjustments/ Using SharePoint
• Analyzed premium data, ending invoice schedules & loss deposit schedules

Account Consultant

Confidential, Windsor, CT

Responsibilities:

• Analyzed credit and billing reports for legal department
• Process credit payment & issue client refunds
• Generated reports for the Accounts Receivable recovery project/ Recovered outstanding commercial receivables
• Revised strategies to improve Credit Risk Processes utilizing MS Access, Excel

Accounting Assistant

Confidential, West Hartford, CT

Responsibilities:

• Prepared complex monthly Bank Reconciliations - managed weekly check runs
• Accounts Payable aging report utilizing QuickBooks & Oracle
• Addressed customer inquiries/ Coordinate meetings, department events
• Accurately updated financial accounts: Loan payments, Grants, Scholarships

Pricing Technician

Confidential, Farmington, CT

Responsibilities:

• Calculated replacement costs for personal and business property content for claims
• Allocated replacement budgets, compared loss product cost
• Extensive pricing research utilizing internal database and People Soft queries
• Evaluate and arranged premium payments