Experience

Borislow Insurance

• United States
• Insurance
• 1 - 100 Employee

• Manager, Healthcare & Benefits Informatics

  • Feb 2022 - Present

  Supporting clients in exceeding their programming and financial objectives and goals.

• Analytics Manager

  • Oct 2020 - Mar 2022

  Assist in developing client-facing strategies, programming, and creating/interpreting supportive financial deliverables. Essential functions include data analysis projects, drafting and maintenance of client reporting and explanatory exhibits, RFP development, marketing analysis, vendor implementation and all related quality control.

• Sr. Financial Analyst

  • Apr 2019 - Oct 2020

• Financial Analyst

  • Nov 2017 - Apr 2019

  Support captivated health leadership with day to day risk management projects. Leverage analytics platform to provide financials to our clients. Provide underwriting support. Work to continuously improve operational process around reporting and analytics. Prepare contribution analysis. Assist internal consultants and benefit analyst. Analysis of financial proposals and renewals from stop-loss carriers.



Philips Lighting

• Appliances, Electrical, and Electronics Manufacturing

• Purchase to Pay Specialist

  • May 2017 - Nov 2017

  Monitor the execution of the entire Purchase to Pay (P2P) process. Coordinate P2P process in Philips, liaising with Philips Businesses. Investigate, propose and execute the implementation of further P2P process improvements. Manage/coordinate local accounts payable and expenses activities. Helpdesk for P2P related questions of Infosys or local organizations. Provide relevant reporting to both Fin Ops and sector management.



Putnam Investments

• United States
• Financial Services
• 700 & Above Employee

• Middle Office Analyst

  • Mar 2015 - Nov 2017

  Worked on daily swap collateral calls and ensured that all accounts are adequately collateralized to minimize counterparty risk. Consolidated financial data for reporting request. Developed and maintained relationships with brokers and custodian banks. Prepared and analyzed daily reports. Accountable for adhering to the daily process documented in the Collateral procedures and ensure that all internal deadlines are met. Performed daily portfolio reconciliation and worked with… Show more Worked on daily swap collateral calls and ensured that all accounts are adequately collateralized to minimize counterparty risk. Consolidated financial data for reporting request. Developed and maintained relationships with brokers and custodian banks. Prepared and analyzed daily reports. Accountable for adhering to the daily process documented in the Collateral procedures and ensure that all internal deadlines are met. Performed daily portfolio reconciliation and worked with brokers to resolve issues. Confirmed trade settlement for all collateral movements.

• Control Accountant II

  • Jan 2013 - Mar 2015

  Reconciled money disbursements through banks. Conducted research and reporting to develop resolutions for outstanding items. Handled commission and tax payments to ensure proper payment. Reviewed and resolved returned checks, split checks, and escheatment. Produced money movements and wires to ensure funding availability. Supplied proper and accurate back up for audit. Created and implemented tax period updates procedure. Monitored aging items to ensure resolution in a… Show more Reconciled money disbursements through banks. Conducted research and reporting to develop resolutions for outstanding items. Handled commission and tax payments to ensure proper payment. Reviewed and resolved returned checks, split checks, and escheatment. Produced money movements and wires to ensure funding availability. Supplied proper and accurate back up for audit. Created and implemented tax period updates procedure. Monitored aging items to ensure resolution in a timely manner.

• Control Accountant

  • Aug 2009 - Jan 2013

  Analyzed trail commissions/verify amounts from invoices matches company's totals. Generated trail commission payments and provided proper documentation for back-up. Facilitated and validated the processing of distributions to shareholders. Oversaw fund set up and certification for fund profiles, dividends, and capital gains. Validated accuracy for shareholder system cycles. Managed procedures for audit purposes. Led group in changes and processes. Participated in monthly… Show more Analyzed trail commissions/verify amounts from invoices matches company's totals. Generated trail commission payments and provided proper documentation for back-up. Facilitated and validated the processing of distributions to shareholders. Oversaw fund set up and certification for fund profiles, dividends, and capital gains. Validated accuracy for shareholder system cycles. Managed procedures for audit purposes. Led group in changes and processes. Participated in monthly audits and month end activities. Tested system updated to ensure accuracy. Assisted with updating system reports and set ups.