Controller

• Jul 2021 - Present

Essential Functions (Overview)o Client relationship managemento Agency billing account management; accounts receivables/accounts payables o Manage direct bill and agency bill cancellations and reinstatements o Correct billing and assist colleagues with errors and/or accounting questionso Manage Accounting Departments for both ARA and Admiralo Commission payables for both ARA and Admiralo Manage the Reconciling of direct bill commission o Process Payroll in ADP Total Source and enter in AMS for both ARA and Admiralo Process 401k for the company o Manage bank accounts for both ARA and Admiralo Approve Ach payments for both ARA and Admiralo Set up relationship with new finance companieso Provide support to staff members (underwriting, managerial, and operational issues)o Take part in discussions with the President, Vice President and Director of Operations regarding the company’s direction, structure, and growtho Oversee financing for VIP clients to ensure accuracy o Service VIP client’s accounting needso Assist in licensing of agency and employeeso Oversee and provide backup for accounting analysts when out of officeo Generate reports for upper management and CPA o Work alongside with Owners and management as well as human resourceo Complete annual census report for 401k o Process ELANY Monthly Fees and Annual Taxes for both ARA and Admiralo Delegate assignments to staff memberso Prepare and conduct annual reviews for Accounting Department as well as some team leads o Networking o Hold Office Meetings o Hold Accounting team meetings to prepare for team leader meetings o Participate in Team Lead Meetings o Participate in Team Lead Support meetingso Together with Director of Operations and VP handle any interpersonal issues within companyo Run day to day of the office o Provide support to all team leaders and their respective team memberso Run daily task reports to ensure accuracy of data entry

Director of Accounting

• Aug 2016 - Present

o Client relationship managemento Agency billing account management; accounts receivables/accounts payables o Manage direct bill and agency bill cancellations and reinstatements o Correct billing and assist colleagues with errors and/or accounting questionso Supervise accounting department o Commission payableso Reconciling of direct bill commission o Process Payroll in ADP and enter in AMS o Process and maintain 401k for the company o Manage bank accounts o Set up relationship with new finance companieso Provide support to staff members (underwriting, managerial, and operational issues)o Take part in discussions with the President and Vice President regarding the company’s direction and growtho Oversee financing for VIP clients to ensure accuracy o Service VIP client’s accounting needso Assist in licensing of agency and employeeso Oversee and provide backup for accounting analyst when out of officeo Generate reports for company and CPA o Work alongside with principals and management as well as human resourceo Complete annual census report for 401k o Complete disability applications which now includes family leave act for company o Complete annual workers comp audit o Delegate assignments to staff memberso Provide support to all team leaders and their respective team memberso Run daily task reports to ensure accuracy of data entryo Hold accounting meetings, office meetings, team lead and upper management meetings. o Process all Journal entries to provide accuracy on books. o Prepare and conduct annual review for Accounting and Team Leadso Create and implement new training planso Review potential new Admiral policy documents for accuracy and approvalo Assist Director of operation with any interpersonal issues within companyo Networking

Manager

• Jul 2007 - Aug 2016

Controller

• Jul 2021 - Present

Accounting Clerk

• Nov 2001 - Jul 2007