Experience

The Strategic Financial Alliance, Inc.

• Senior Staff Accountant

  • Jan 2018 - Present

  Assisted with month-end and year-end financial closings for multiple entities by summarizing and analyzing account information. Prepared journal entries and reconciled general ledger accounts using Sage. Prepared and reviewed financial reports for upper management. Prepared and analyzed intercompany transactions. Recorded fixed assets and depreciation. Assisted with the financial year-end audits and quarterly reviews by preparing schedules and obtaining data requested by auditors and responding to auditor queries. Implemented changes in internal controls as developed by Controller and CFO; proved input as to improvements in processes. Assisted with new corporate registrations, state renewal fees, business license renewals and management of corporate domain names. Prepared annual property taxes.



AIG Advisor Group

• Accounting Manager

  • Apr 2015 - Oct 2017

  Supervised a virtual team of 3 Staff Accountants in India. Reviewed and approved reconciliations and wires under $1M dollars. Approved all journal entries and accruals prepared by General Ledger Accountants and managed the month-end closing using SAP. Reviewed and prepared annual internal and external auditing schedules and coordinated audit activities. Maintained the Blackline Reconciliation System and set deadlines and implemented policies. Prepared and reviewed financial reports with the management team. Monitored and analyzed of monthly operating results against budget. Reviewed income and expense payout ratios. Achievements: Implemented BlackLine Reconciliation System and served as System Administrator. Served as active participant in the conversion from one commission system to AS/400. Reorganized the Chart of Accounts in SAP. Assisted in adding a newly merged company to the general ledger system (SAP) and AS/400. Reduced time on processing the commission cycle by using pivot tables. Created a new report that can be generated from AS/400.



AIG Financial Services Corporation

• Senior Accountant

  • Nov 2006 - Apr 2015

  Built new reporting process that shaved one day off time required to generate desired report data. Analyzed GL accounts for trends and variances, bringing issues to light and researching questionable items. Collaborated on project to reorganize SAP chart of accounts, saving time on reporting and reconciliation. Prepared month-end accruals and journal entries along with monthly FOCUS reports and used NETX360 software for these entries. Reviewed income and expense payout ratios; advised on abnormalities and resolved issues.



AIG FINANCIAL SERVICES CORPORATION

• Accountant

  • Dec 2006 - Oct 2013

  Generated ~$1M cost savings on two time-saving projects to convert commission system to AS/400. Cut six hours off processing time for commission cycles and monthly entries by developing Excel PivotTables. Reconciled and prepared monthly NetX360 spreadsheets and journals. Executed monthly reports, accruals, journal entries, and income/expense payout ratio calculations. Generated ~$1M cost savings on two time-saving projects to convert commission system to AS/400. Cut six hours off processing time for commission cycles and monthly entries by developing Excel PivotTables. Reconciled and prepared monthly NetX360 spreadsheets and journals. Executed monthly reports, accruals, journal entries, and income/expense payout ratio calculations.



IBM

• IT Services and IT Consulting
• 1 - 100 Employee

• Financial Analyst

  • Oct 2004 - Nov 2006

  Performed revenue and cost analysis of IBM Industrial Sector portfolio contracts. Prepared forecast and budget for contracts. Participated in weekly/monthly reviews of contract performance. Created reports from BRIO queries and Essbase queries for customers. Improved financial status on contacts by analyzing results and variances; identify trends and recommend actions. Audited data from third party vendors and invoiced customers. Performed revenue and cost analysis of IBM Industrial Sector portfolio contracts. Prepared forecast and budget for contracts. Participated in weekly/monthly reviews of contract performance. Created reports from BRIO queries and Essbase queries for customers. Improved financial status on contacts by analyzing results and variances; identify trends and recommend actions. Audited data from third party vendors and invoiced customers.