Summary
Overview
Work History
Education
Skills
Timeline
Generic

Bronda Richardson-Lynch

Indianapolis,IN

Summary

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.

Overview

25
25
years of professional experience

Work History

Reinsurance Accounting Specialist

Lincoln Financial Group
02.2013 - 01.2021


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.

Mutual Funds Specialist

Lincoln Finacial Group
03.2007 - 02.2013

• 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.

Customer Service Representative

Lincoln Financial Group
08.1995 - 03.2007

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.

  • Answered inbound calls which can average typically anywhere from 60-90 calls per day, call backs and email correspondence from internal and external stakeholders such as plan participants, beneficiaries, financial professional and plan sponsors, addressing customer service inquiries and concerns.
  • Worked in a fast-paced, highly structured, team-oriented environment with a diverse group of employees focused on meeting the needs of the company and our customers through problem resolution.
  • Met and/or exceeded all established key performance goals including call metrics and quality.
  • Built rapport with and educate our customers about their retirement plan while researching multiple systems, databases, platforms and software.
  • Provided accurate, detailed information about the retirement plan, recognizing what needs to be done to meet the customer’s needs and demonstrating flexibility and responsiveness through problem resolution.
  • Demonstrated professionalism and maintain composure in the face of high call volume, shifting priorities and rapid change.
  • Identified and recommend process improvements and organizational initiatives to positively influence the team and quality.

Education

Bachelor of Science -

Indiana University - Purdue University Indianapolis
Indianapolis, IN
05.2013

Skills

  • Customer Service
  • Staff Management
  • Business Operations and Forecasting
  • Compliance Reporting
  • Data Processing
  • General accounting
  • Call Metrics
  • Calm and Professional Under Pressure
  • Process Optimization
  • Computer Proficiency

Timeline

Reinsurance Accounting Specialist

Lincoln Financial Group
02.2013 - 01.2021

Mutual Funds Specialist

Lincoln Finacial Group
03.2007 - 02.2013

Customer Service Representative

Lincoln Financial Group
08.1995 - 03.2007

Bachelor of Science -

Indiana University - Purdue University Indianapolis
Bronda Richardson-Lynch