High-performing, influential and collaborative leader leveraging a distinguished business management skill set acquired through multi-industry experiences to drive employee engagement and business results.
Performed reinsurance accounting activities, including preparing, classifying, recording, maintaining, and reconciling the General Ledger accounts, sub-ledgers, and subsystems in compliance with accepted accounting policies and principles
• Prepared financial foot note information for SEC, GAAP, and statutory reporting
• Communicated to management on recognized trends of issues/concerns.
• Prepared, records, analyzes, and reports reinsurance accounting transactions and ensures the integrity of accounting records for completeness, accuracy and compliance with accepted accounting policies and principles
• Communicated with third party reinsured on identified discrepancies and resolves in a collaborative and timely fashion.
• Promoted and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
• Conducted and/or participates in accounting projects
• Provided accurate and timely reinsurance treaty administration which includes cash settlements and analyzing and validating data.
• Conducted quality assurance checks on his/her journal entries and post to General Ledger Accounts.
• Determined classifications and records financial transactions applying accounting technique, standard practices and accepted accounting policies and principles.
• Researched and provides accounting impacts on new and existing reinsurance structures/transaction.
• Participated in the preparation of and review of the Fund Administration Board Materials
• Collaborated with internal and external resources to analyze and provide reporting on the valuation process of the securities in the Lincoln Funds
• Maintained a working knowledge of strategic investment market activities and industry pronouncements, assessing their impacts on the Funds as well as LNL.
• Reviewed, analyzes and monitors financial information for the Funds to insure integrity of financial systems and accuracy of data.
• Researched accounting guidance for newly developed products and company initiatives related to LVIP/LAT Funds.
• Collaborated with management to recommend and implement process improvements, enhance controls and efficiencies.
• Stayed current with technological innovations, updating administration capabilities and capacity in a cost effective and efficient fashion.
• Provided support with the coordination, preparation, validation and review of the SEC financial data filings.
• Completed monthly income allocation process for Lincoln Investment Advisors Corp (LIAC).
• Prepared and analyzed quarterly financial reporting for LIAC.
• Worked closely with management to recommend and implement process improvements, IT enhancements, and other added controls and efficiencies.
• Assures fund administration compliance with the Investment Company Act of 1940 as well as the Securities Acts of 1933 and 1934.
As a Customer Service Representative, I served as the primary point of contact for individuals who have questions or concerns regarding their retirement plan. I performed and served as a subject matter expert and educate them about the retirement plan using excellent customer service and problem-solving skills to create a positive experience. This provided insight into the world of retirement plan operations while gaining new skills through a defined career pathing and development program.