Angela Sierra
Clifton,NJ
Summary
Analytical finance professional with experience in financial reporting, Power BI dashboards, and ad hoc data analysis. Skilled in resolving accounting discrepancies, preparing journal entries, and supporting accurate close processes. Focused on improving reporting quality and business insight.
Overview
1
1
Certification
19
19
years of professional experience
Work History
Senior Business Analyst- Finance
Marsh Agency
Saddle Brook, New Jersey
01.2026 - Current
- Prepared journal entries for Growth Bonus producer commissions to ensure accurate financial reporting.
- Produced reports summarizing findings from data analysis activities to facilitate informed decision making.
- Generated standard or custom reports summarizing business, financial or economic data.
- Maintained accurate financial reports using agency accounting systems.
- Prepared monthly financial reports for management review.
- Conducted ad hoc analyses to identify and address operational issues, supporting data-driven decision-making.
- Performed root cause analysis to determine underlying issues in complex problems.
- Coordinated with brokers and staff on accounting questions and adjustments.
- Utilized My Production in Sagitta to access up-to-date information on producers' business operations.
- Use MMA Analytics reports that are built using Microsoft Power BI for getting current information on producers BOB
Senior Accountant
Marsh & McLennan Agency
Saddle Brook, New Jersey
09.2017 - Current
- Oversaw general ledger for Marsh Agency insurance operations in Sagitta Vertifore and EPIC Applied Systems, ensuring accurate financial reporting.
- Prepared monthly financial reports for management review.
- Executed month-end closing, reporting, and reconciliation functions for premium trust and direct bill commissions, supporting compliance and financial integrity.
- Supported month-end close and financial reporting cycles.
- Reconciled bank trust accounts daily, weekly and monthly for agency funds received.
- Ensured compliance with all applicable laws, regulations, policies, procedures, and standards of generally accepted accounting principles.
- Coordinated billing records with brokers, carriers, and clients, facilitating timely payments and maintaining strong relationships.
- Maintained accounting controls and agency documentation standards.
- Assisted with Accounts Receivable tasks, ensuring accurate and timely processing of client payments. in all functions posting ACH, and Lockbox's.
- Premium Finance coordinator managed all premium financing for all offices handling quoting to tracking revenue for all Northeast offices from Cape May to Massachusetts.
Accounting Manager
MJM Global Insurance Brokerage, Inc.
Englewood, New Jersey
01.2012 - 09.2017
- Assist in the responsibility for accounting functions using Tam and Epic an Applied Systems- Insurance software programs;
- Accounts Payable
- Accounts Receivable
- Commissions payable
- Commissions receivable
- Record balance and classify all income and expenditures to their proper accounts
- Prepare Journal Entries, Billing Entries
- Review billing entries and documents entered or prepared by others to ensure accuracy, propriety with proper account coding and adequate explanations and other information to ensure it is in accordance with proper procedures of MJM and federal and state regulations.
- Reconcile accounts and adjust irregularities.
- Train and consult with individuals on the proper procedures to ensure accuracy going forward.
- In House assistant IT- Assist our IT company and phone IT company with help as needed in the office.
- Set up computers and IT phones using the phone server, Fax server, MJM server, Citrix server and help all users with computer problems encountered, involved other IT companies when needed.
- Computer and program Savvy.
Assistant /Project Manager/Designer/Sales Assistant
Modern Office Systems
New York, New York
12.2007 - 09.2011
- Reviewed approved and entered payables in Quickbooks
- Created invoices in E-Manage (In house project management system) and linked back to Quickbooks.
- Ran reports for collections and contacted clients with outstanding invoices (follow up tracking required) upon completion and final invoice of projects.
- Created serviceable items with alerts to service dept.
- When required assisted Design Department in drawing up project plans including
- Using Configura to draw mobile and stationary shelving systems.
- Using AutoCad to draw mobile and stationary shelving systems.
- Using 20/20 to draw modular caseworks systems.
- Tracked and monitored projects from implementation to completion including but not limited to:
- Quotes, order entry (including creating vendor purchase orders and following up with vendor ship dates
- Document tracking (including drawings/costing/alerts for final invoicing) Coordinating delivery and installation of products.
- Customer Service-answering project driven queries.
- Assist five sales personnel, Utilized in House PM system E-Manage to create new projects.
Education
High School Diploma -
Adlaie E. Stevenson
The Bronx, NY12-1985
Skills
- General ledger
- Month-end close
- Financial reporting
- Sagitta software
- EPIC software
- Power BI reporting
- Accounts receivable
- Financial analysis
- Root cause evaluation
- Analytical skills
- Business process improvement
- Detail orientation
Certification
- CDM Institute of Technology AUTO CAD 2007 Fundamentals and Advanced
Accomplishments
- 2024 Pinnacle Award Nomination
Timeline
Senior Business Analyst- Finance
Marsh Agency
01.2026 - Current
Senior Accountant
Marsh & McLennan Agency
09.2017 - Current
Accounting Manager
MJM Global Insurance Brokerage, Inc.
01.2012 - 09.2017
Assistant /Project Manager/Designer/Sales Assistant
Modern Office Systems
12.2007 - 09.2011
High School Diploma -
Adlaie E. Stevenson