Experience

BGA Insurance

• Insurance
• 1 - 100 Employee

• Controller

  • Jan 2010 - Present

  Newport Beach, CA Accountable for all accounting and technology Responsibilities include: AP, AR, payroll, 1099's, financial reporting for external CPA firm and banks Participate in financial strategic planning Prepare and make daily bank deposits Manage corporate and individual state insurance licensing and registration with various state agencies nationwide to ensure compliance with regulatory requirements Developing and maintaining monthly premium/sales reports Other… Show more Accountable for all accounting and technology Responsibilities include: AP, AR, payroll, 1099's, financial reporting for external CPA firm and banks Participate in financial strategic planning Prepare and make daily bank deposits Manage corporate and individual state insurance licensing and registration with various state agencies nationwide to ensure compliance with regulatory requirements Developing and maintaining monthly premium/sales reports Other responsibilities: Information Technology - network setup and maintenance, desktop support, hardware and software acquisitions, management of outsourced website, as well as all technology related inquiries

• Controller

  • 2010 - Present



First Choice Brokerage

• Commission Dept. Manager

  • Nov 2005 - Dec 2009

  •Receiving and reconciling commission statements. •Creating semimonthly commission statements detailing independent agent’s commission payout. •Prepare and make daily bank deposits. •Assist in reconciliation of bank deposits. •Developing and maintaining monthly premium / sales reports. •Creating and maintaining commission structure to ensure company profitability while maintaining market place competitiveness. •Coordinate and advise on technology purchases through out the… Show more •Receiving and reconciling commission statements. •Creating semimonthly commission statements detailing independent agent’s commission payout. •Prepare and make daily bank deposits. •Assist in reconciliation of bank deposits. •Developing and maintaining monthly premium / sales reports. •Creating and maintaining commission structure to ensure company profitability while maintaining market place competitiveness. •Coordinate and advise on technology purchases through out the company.

• Commission Department Manager

  • Nov 2005 - Dec 2009

  Oversee the disbursement of commission to over one hundred independent life insurance agents. Responsibilities include: Receiving and reconciling commission statements Creating semi-monthly commission statements detailing independent agents' commission payouts Prepare and make daily bank deposits Assist in reconciliation of bank deposits Developing and maintaining monthly premium/sales reports Creating and maintaining commission structure to ensure company… Show more Oversee the disbursement of commission to over one hundred independent life insurance agents. Responsibilities include: Receiving and reconciling commission statements Creating semi-monthly commission statements detailing independent agents' commission payouts Prepare and make daily bank deposits Assist in reconciliation of bank deposits Developing and maintaining monthly premium/sales reports Creating and maintaining commission structure to ensure company profitability while maintaining marketplace competitiveness Coordinate and advise on technology purchases throughout the company Accomplishments include: Created commission schedules used by independent agents to determine commission rates across a wide range of life insurance products Created formal sales reporting charts used by the marketing department, VP of sales, and upper management



Prada Group

• Italy
• Retail Luxury Goods and Jewelry
• 700 & Above Employee

• Store Accountant

  • Nov 2001 - Nov 2006

  •Reconcile cash and credit sales against bank deposits across the region presenting weekly and monthly reports of this data to upper management. •Investigate discrepancies and prepare resolution reports. •Monitor and participate in semi-annual physical inventories. •Developing and maintaining weekly cash receipt reports. •Ensure information between retail boutiques and finance department flows efficiently. •Prepare and make daily bank deposits.



Prada USA Corp

• Store Accountant

  • Nov 2001 - Nov 2005

  I was initially hired to oversee three Southern California boutiques, including the Beverly Hills flagship location and was promoted within six months to oversee the remaining west coast stores. Responsibilities included: Reconcile cash and credit sales against bank deposits across the region presenting weekly and monthly reports of this data to upper management Investigate discrepancies and prepare resolution reports Monitor and participate in semi-annual physical… Show more I was initially hired to oversee three Southern California boutiques, including the Beverly Hills flagship location and was promoted within six months to oversee the remaining west coast stores. Responsibilities included: Reconcile cash and credit sales against bank deposits across the region presenting weekly and monthly reports of this data to upper management Investigate discrepancies and prepare resolution reports Monitor and participate in semi-annual physical inventories Developing and maintaining weekly cash receipt reports Ensure information between retail boutiques and finance department flows efficiently Prepare and make daily bank deposits Accomplishments included: Identified a lack of formal reporting and developed a reporting system to include weekly and monthly reconciliation reports Show less