Team Lead Resume Example
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TEAM LEAD
Summary
Professional with over 10 years of accounting and reporting experience; operates in highly regulated environment. Demonstrates ability to deliver quality results while taking on increasing levels of responsibility. Seeking opportunity to provide excellent output in a team environment that will positively impact business decisions while continuing to develop and enhance career growth.
Highlights
Excellent understanding of the general ledger, Financial Reporting preparation.
*Strong and proficient analytical and technical skills |
Experience
Team Lead08/2013 to CurrentNorth Country AcademyDenver , NC
- Recent accomplishments include identifying and eliminating BAU inefficiencies in the Group Life Team.
- Instrumental in the automation of database for compilation of segment level reporting.
- Review various reconciliations and analysis prepared to support monthly financial results.
- Prepare monthly underwriting trend analysis of the participating/non participating client for financial results package.
- Managed the process for monthly and quarterly market segment level P&L and analysis of results.
- Continuously work with internal/external vendor to maintain reporting database.
- Assist with preparation of monthly, quarterly & annual GAAP/STAT financial statements analysis of the Group Life Products to Senior management for earnings meeting/discussions.
- Prepare various QFS supporting schedules and footnotes for 10Q & 10K filings of the Group Insurance products to Corporate.
- Review/prepare and approve various monthly GAAP and STAT close entries, exhibits and schedules.
- Prepare, review and ensure accurate and timely completion of various industry survey for the Group Insurance business segment.
- Collaborate with members of Planning & Analysis/Actuarial/Expense to ensure actual data is accurate and explainable and participate in monthly segment meetings to discuss key drivers of results used to prepare explanation to the senior leadership team.
- Fully understand changes in results and assist in completion of financial package for senior management GAAP and STAT signoff.
- Update standard operating procedures and write up of SOP's for SOX walkthrough process Assist with Internal and External audit request and assist with process walk through as needed.
- Train/coach associate to perform various functions.
- Setup process procedures on job functions.
Senior Analyst/Accountant07/2007 to 08/2013CurrentSpartanburg , SC
- Prepare and present detailed monthly/quarterly GAAP and STAT financial statements analysis of LIFEINC portfolio for Senior Management perusal.
- Develop and manage financial metrics used for analysis and provide control of financial reporting Prepare the Quarterly Financial Supplement and all supporting schedules of the Corporate Benefit Funding LOB.
- Provide Income Statement variance analysis of (actuals vs.
- projection and actuals vs.
- actuals) of Structured Settlement, Income Annuities and Post Retirement Benefit suite of products.
- Fully understand changes in results and assist in completion of financial package for senior management signoff Active participant in monthly Segment meetings to discuss actual and projection results with members of CFO / Valuations / Investment/ Expense to ensure reported result is accurate and explainable.
- Prepare pro-rates calculations used in Investments monthly allocation and projection Partner with Regulatory reporting team to provide supporting schedules/documentation used in regulatory filings Prepare monthly FOCUS Reporting to FINRA(Financial Industry Regulatory Authority) for MetLife Broker-Dealer legal entities Review and signoff on balance sheet accounts analysis prepared by junior associates Provide detailed analysis of variances on the Profit and Loss Statement and thorough Operating Statement review for management to file regulatory reports with FINRA Prepare/approve month-end GAAP and STAT close entries, revenue and expense accruals Developed and coach 2 junior account associates Lead the weekly Customer Reserve Computations for various BD legal entities to insure accurate customer protection requirement Manage the daily CABLES (admin system) process e.g.
- approval of bank mapping, fund family mapping, thorough research and reconciliation of daily suspense items, liaise with the BD Commissions group to resolve open items and system related issues etc.
- Review daily and monthly bank reconciliation prepared by associates for several Business Units and propose solutions to resolve any discrepancies Oversee the daily cash transaction processing, journal entry and reconciliation completion, Ensure that bank accounts are adequately funded and collaborate with treasury dept on various issues and investment of idle cash Ensure that inter-company balances are settled for several Business Units and MetLife affiliates on a timely basis and provide assistance in establishing the intended bank structure Create accounting procedures manual and supervise/train associates to perform various account reconciliation/reporting tasks Work with management to provide both Internal Audit (Sox) and External Audits (Regulatory and Financial) with requested information regarding financial reports, governance and internal control matters Prepare special reporting projects as requested by the Director and VP of finance.
Senior Accountant06/2006 to 07/2007AndritzArlington , TX
- Prepared and analyzed financial statements Analyzed monthly operating results and general ledgeraccounts General ledger account reconciliation and research Validated daily cash transactions (receipts and disbursements), maintain bank accounts and reconciliations Allocated lockbox receipts to the appropriate GL, Expense or Revenue accounts and co/dept charge codes Liaison with the Treasury and Legal Dept.
- concerning receipts & disbursements details and monthly legal expenses to the Corp charge code Inter-company transactions and balancing Prepared cash flow statement and monthly accrual schedules Prepared monthly and quarterly journal entries; reconcile general ledger accounts Filed taxes for the Domestic Claims Group.
- Assisted with SOX compliance.
Accountant01/2003 to 06/2006AAA BuildersCity , STATE
- Prepared and maintain financial records such as accounts payable and receivable, general ledger, monthly income statement, balance sheet and bank accounts and reconciliation Ensured that all building project cost are properly charged to the appropriate cost center or P&L Monitored all commitment through purchase orders to the outside vendors Prepared Variance analysis for all location by projects Assisted with budget preparation Expense account processing (reimbursements and cash disbursements), interface with the bank and make daily deposits.
Education
Bachelor of Science: Finance and Accounting Economics2003The City University of New YorkCity, StateFinance and Accounting Economics
Skills
account reconciliation, accounting, accounts payable and receivable, accruals, accrual, automation, balance sheet, bank reconciliation, Bloomberg, budget preparation, BI, CABLES, cash flow statement, coach 2, coach, Cognos, client, database, documentation, drivers, Dun, Senior Management, External Audits, Financials, finance, Financial, Financial Analyst, financial reports, Financial Reporting, financial statements, FOCUS, General ledger, general ledger accounts, GL, Hyperion, Insurance, Internal Audit, Investments, leadership, Legal, Director, Mgmt, market, meetings, Excel, Power Point, Publisher, MS Word, Oracle Financial, PeopleSoft, Profit and Loss Statement, QuickBooks, reporting, requirement, research, SAP, SOX compliance, SOP, Structured, taxes, transaction processing, Treasury, trend, underwriting, Variance analysis
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Resume Overview
School Attended
- The City University of New York
Job Titles Held:
- Team Lead
- Senior Analyst/Accountant
- Senior Accountant
- Accountant
Degrees
- Bachelor of Science : Finance and Accounting Economics 2003
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