Finance Specialist

• Mar 2020 - Present

Float Teller

• Aug 2019 - Jan 2020

Registered Representative

• Oct 2018 - Aug 2019

Registered Representative

• Jan 2016 - Oct 2018

I am licensed to sell insurance and securities in: NY. I am licensed to sell insurance in CA. MassMutual Financial Group is a marketing designation (or fleet name) for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliates and sales representatives. I am licensed to sell insurance and securities in: NY. I am licensed to sell insurance in CA. MassMutual Financial Group is a marketing designation (or fleet name) for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliates and sales representatives.

Reimbursement Analyst

• Jan 2011 - Apr 2014

• Responsible for AR, Revenue, Bad Debt Analysis & Reporting • Month End Close (General Accounting), Financial Statements Analysis (Income Stmt & Balance Sht) • Monthly Statistical Analysis & Reporting, Quarterly Quest Reporting • Audit Compliance and Financial Analysis • Net Revenue Budgeting, Payment Realization & Contract Allowance Analysis • Responsible for monthly NYS Surcharge & Assessments Reporting, Cash Receipts Analysis • Responsible for AR, Revenue, Bad Debt Analysis & Reporting • Month End Close (General Accounting), Financial Statements Analysis (Income Stmt & Balance Sht) • Monthly Statistical Analysis & Reporting, Quarterly Quest Reporting • Audit Compliance and Financial Analysis • Net Revenue Budgeting, Payment Realization & Contract Allowance Analysis • Responsible for monthly NYS Surcharge & Assessments Reporting, Cash Receipts Analysis

Financial Analyst

• Mar 1996 - Mar 2009

Reporting & Analysis: • Responsible for month-end reporting for the Wines Division and Aviation Department to include G/L activity (e.g. Balance Sheet, P&Ls, JE’s, Account Reconciliations, consolidation, etc.) • Assisted Director of Finance with IBC month-end reporting and reconciliations, cash flow analysis • Provided analytical support related to global compensation & benefits, BOD & Exec. compensation, Exec. Health Program, EBIT by company, insurance claims, vendor benefit auditing, and M&A activity (e.g. census data, retention bonus and integration cost tracking) • Supported the Finance Department with the annual budget process for wines division HR to include planning for T&E, compensation & benefits, consulting, meetings and other HR related expenses • Assisted with annual SG&A budget process for the division to include calculating administrative costs, compensation & benefits, personnel services, outside services, T&E, communications and utilities, facilities and equipment and supplies & materials expenses • Generated G/L analysis reports for key department heads, identified variances and errors, prepared the JE’s • Responsible for daily cash application of AR in JDE; managed misc. cash receivables using JDE; completed banking transactions 2-3 times per week Financial Planning & Systems Management: • Improved the Intercompany planning process among the wine division Operating Companies during the Latest Estimates, Strategic Plan and Annual Plan (e.g. consolidation of Intercompany volumes/sales, A/R & A/P) • Assisted with implementation and provided ongoing support for the Intercompany and See Through Profit modules in the Financial Planning and Reporting system (Hyperion); held a key role in the FPAR project • Accountable for centralizing Intercompany transfer pricing among the Wine Division Operating Companies; created and maintained the Transfer Pricing Matrix (TPM); developed the process and procedures manual related to transfer pricing Show less