(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
Executive Profile
Job Type: Permanent, Temporary, Term, Detail, Seasonal, Summeg Presfdential Management Fellows, Recent Graduates, Multiple Appointrnent Types, Intermittent, Internships, Telework l Wori SctreOute: Full-Time, Part-Timg Sirift Wortq'Intermittent, Job Shfrng, Multiple Schedules I
Skill Highlights
  • Small business development Project management Leadership skills
  • Public speaClaire Team player
  • Financial management
Grambling State University Grambling, LA Expected in 05 Bachelor's Degree : - GPA : GPA: 3.5 Magna Cum Laude GPA: 3.3 GPA: 4.0 Cum Laude GPA: 3.5 0 i Credits Earned: 30 Semester hours Magna Cum Laude GPA: 3.3 GPA: 4.0 Cum Laude //www.usaj obs. gov/Applicant/Resume/ListResumes U291201s
Core Accomplishments

Staff development

. Launched well developed program of professional development courses

Human Resources:

. Empowered team members and increased overall retention

Operations Management

. Managed day to day operations of private career college

. Implemented internal accounting controls saving taxpayers millions

Professional Experience
United Way Of America - President CEO
New Haven, CT, 06/2003 - Present
  • 99,000.00 USD Per Year Hours per weck: 40 Implements the organization's general policies on the appointment, terminatioq renewal or reinstatement of agents and contributes to decisions about individual cases.
  • Responsible for developing and implementing intemal accounting controls to safeguard assets.
  • Responsible for all financial and compliance accounting, bookkeeping, and preparation of fi nancial statements.
  • Negotiates compensation plans and new business/customer retention targets with agents, and directs them toward desired target markets.
  • Monitors, reviews and evaluates the performance of agents against their goals for premium growth and retention, loss experience and target markets.
  • Develops marketing strategies to assure altainment of desired targets and goals.
  • Manages the business relationships between the company and its agents and directs agents marketing focus on accomplishment of stated goals and objectives.
  • Responsible for conducting internal audits ofcustomer files to assure compliance with all policy guidance, local, state and federal regulations.
  • Responsible for maClaire sure thal all files are adequately documented to comply with rules and regulations.
  • Responsible for maClaire sure that all licenses are current and to assure that continuing education is eamed and up to date.
  • Responsible for verifting, tracing and confirming that all documentation is adequate for financial and compliance purposes.
  • Responsible for preparing financial reports such as balance sheets, profit and lost, etc.
  • Responsible for keeping track ofcomputer generated records.
  • Responsible for preparing excel spreadsheets to show policies in force, policies in cancellations, terminations and loss ratio loss.
  • Responsible for reading, interpreting and adhering to all insurance.
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  • Responsible for communicating both, orally and in writing, with team members within my organization, as well as, members of the general public.
  • Responsible for providing training to junior staffmembers.
  • Sell all types ofinsurance products: term, universal, whole life, as well as, retirement and disabilrty insurance policies.
  • Sell automobile, homeowners, major medical health insurance, disability insurance, long term care, heart attack and stroke.
  • Sell investment products such as: annuities, IRAs, bonds, 40lks, mutual funds and 529 college savings plans.
  • Empower, motivate and train team members.
  • Assist with completing contracts, applications and forms.
  • Evaluate degree offinancial risk using field underwriting and observation.
  • Use telephone communication techniques.
  • Calculate insurance premiums, awards and refunds.
  • Conduct seminars with senior citizens, baby boomers, and other interested parties to introduce and explain new retirement products, investments and services.
  • Well versed in all types of retirement accounts, including but not limited to, IRAs, Roth IRA, 40lKs, Roth 401K, as well as, SEP IRA.
  • Sell supplemental health insurance policies: accident, cancer, critical care and recovery, dental, hospital confinement indemnity, hospital confinement sickness indemnity, hospital intensive care, and cancer.
  • Sell individual and group policies.
  • Sell long term care, short term disability and long term disability.
United Way Of America - President/CEO
Onalaska, WI, 01/1980 - 05/2003
  • 06n996 - 05/2003 Salary: 99,999.00 USD Per Year Hours per week: 40 Responsible for day to day operations ofa privately held career college whose objective was to provide vocational training leading to employment.
  • Responsible for developing and implementing intemal accounting controls to prevent, fraud, waste and abuse.
  • As President and CEO ofthe college I assured the following: Compliance with all applicable local, state and federal rules and regulations, including but not limited to, federal student financial assistance.
  • Responsible for completing and maintaining Title IV accreditation.
  • Responsible for providing documentation, risk assessments, security plans, and evaluations.
  • Responsible for maClaire sure that textbooks and reference materials were up to date, comprehensive and subject related.
  • Responsible for maClaire sure that catalogs contained information about the course syllabus, hours ofeach required subject, entance requirements, hours ofattendance, tuition charges, fees and discounts, refund policy, scholarship programs, schedules, grading procedures, student regulations, housing and job placement practices.
  • Made sure that the school was profitable and had sound financial structue with sufficient resources to continue to operate.
  • Made sure that the school's refund policy was fair and equitable policy for the retum ofany unused portion ofstudent financial aid when students fail to begin a course of study, withdraw, or discontinue at any time prior to completion.
  • Assured that satisfactory standards relating to attendance, progress, and conduct were strictly enforced.
  • Assured that the school facilities and locations were up to standards.
  • Assured that the schools, rooms, buildings and infiastructure met hups ://www.usaj obs.
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  • Responsible for providing adequate resources for marketing purposes.
  • Responsible for maintaining and increasing student enrollment for profitability.
  • Responsible for assuring students maintained satisfactory academic progress before student financial aid funds were disbursed.
  • Responsible for hiring the best qualified employees.
  • Responsible for developing l and maintaining financial and accounting records for audit I purposes.
  • Supervisor: Eddie Claire ((555) 432-1000 1 6) Okay to contact this Supervisor: Contact me first Ofrice of Inspector Gcneral Serics: 0511 Pay Plan: CS Qrade: l3 70,000.00 USD Per Year Hours per week: 40 Auditor (This is a federal job Responsible for planning and directing audis aimed at identifring and detecting fraud, waste and abuse in Departrnent programs and r operations.
  • Conducted sensitive and controversial reviews includingviolationsoflawsandregulations,aswellas, evalualions ofmanagement practices, processes and delivery of services.Advisedteammembersonidentiffingandapplying appropriate criteria to used in projects and desigting methodologies to evaluate complex progrirms and operations based on the criteria.
  • Ensured that audit team members assigned to each engagement have and maintain the requisite technical comptency and independence.
  • Conducted comprehensive financial audits, federal and state compliance audits, and agreed analyses to detect unusual financial statement relationships.
  • Performed intemal accounting controls and substantive tests.
  • Documented audit procedures and cross referenced work papers.
  • Created management representation letters, memos, draft and final audit reports for management review.
  • Coordinated and conducted entrance/exit conferences- Allocated staffand other resources to the accomplishment of the mission, and monitored the resource usage to ensure that engagement results warrant the resources expended and were completed within the budget and established milestones.
  • l Worked very closely with junior staffteam members to develop , skills in detecting discrepancies in information and reconciling the discrepancies and distinguishing between relevant and irrelevant information: understanding and analyzing business, commercial, l industrial and agency records, and identi$ing problematic trends, pattems, and methods of operation.
  • l implementing significant new review strategies, analyzed key policy questions and issues, and developed significant policy recommendations and positions for OIG consideration.
  • Provided l information to managers to assist them in decision maClaire, made recommendations for improvement or corrective action in programs, processes, and operation ofDepartment activities based on audit results, and facilitated administrative action.
  • Directed the preparation and publishing ofreports based on , sufficient, competent, relevant evidence collected through the review process.
  • Prepared reports that contained findings and recommendations for improvement based on the objectives of the review.
  • Represented the OIG by presenting the position of the OIG to appropriate officials within and outside the Departrnent.
  • Ensures that instructions to others are in keeping with the policies, Irttps ://www.usaj obs.
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  • Assured that the work was l accomplished collaboratively in a team environment with all aspects of the OIG.
  • Briefed senior management and Department officials, both orally and in writing, on findings and recommendations.
  • Assisted with OIG investigations as needed.
  • Lead discussions with high level Department officials to explain findings and recommendations on reports; resolved complex auditing and related financial management problems.
  • Coordinated and interfaced with headquarters, Division Directors, and Senior Agency and extemal o{ficials.
  • Managed a stafI, set and adjust priorities and target completion dates; responsible for personnel matters.
  • Directed and supewised audit staffin carrying out assigned audit responsibilities and reviewed audit work.
  • As a junior auditor briefly audited federal programs funded by Health and Human Services OIG (formerly HEW Audit Agency).
  • Applied accounting and auditing standards necessary to conduct broad audit assignments requiring an integrated analysis ofa large I number and variety ofdifferent operational programs and accounting systems.
  • Assisted with the development of audit plans that assessed the compliance, efficiency, and effectiveness of federally funded programs and assisted with audit implementation.
  • Collected information (from documented reviews, interviews, observation, electronic data etc.).
  • Organized and analyzed information using applicable statistical methods and software.
  • Used various auditing software to document work in accordance l with applicable auditing standards.
  • Communicated both in person and in writing, especially with audit management and auditees (auditees did not always agree with our audit findings).
  • Social Security Administration Series: 0185 Pay Plan: GS Grade: 9 06il978 - 11fi979 Salary: 30,000.00 USD Per Year Hours per week: 40 Social Insurance Representative (This is a federaljob) I Duties, Accomplishments and Related Skills: Responsible for taClaire disability and retirement claims.
  • In depth understanding ofthe social security system, procedures and policies.
  • Proficient in computer programs relevant to thejob as well as data entry programs.
  • Beyond average customer sewice skills.
  • Amazing communication abilities with customers, superiors and other team members.
  • Extremely organized and meticulous in all work.
  • Capable oltravel to meet with recipients as needed.
  • Commitment to the job and loyal to the company.
  • Abilily to multi task, answer phones, greet customers, and work in a fast paced environment.
  • Oversee all aspects of Social Security Claims made by recipients.
  • Draft documents contacting statistics such as claims made, age of recipient, and longevity.
  • Met or spoke with customers to take information regarding claims, explained coverage and policies relevant to the claim being made.
  • Filed and processed all paperwork and updated all customer information after claim was filed.
  • Explored and investigated circumstances around a pending claim to ensure accuracy.
  • Supervisor: Monis McClain (3 188436628) Okay to contact this Supervisor: Contact me first : lllducation: Southern University Baton Rouge, LA United States l.
academic, accounting, accounting systems, administrative, Agency, audit reports, auditing, balance sheets, bonds, bookkeeping, budget, cancer, catalogs, compliance audits, conferences, contracts, critical care, data entry, decision maClaire, delivery, directing, documentation, senior management, fast, financial, financial and accounting, financial audits, financial management, preparing financial reports, focus, forms, funds, Health and Human Services, hiring, Inspector, Insurance, internal audits, investments, letters, marketing strategies, marketing, materials, excel spreadsheets, Monitors, personnel, policies, presenting, processes, profit, progress, reading, reconciling, seminars, sound, statistics, Supervisor, answer phones, telephone, underwriting

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Resume Overview

School Attended

  • Grambling State University

Job Titles Held:

  • President CEO
  • President/CEO


  • Bachelor's Degree

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