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
Indianapolis, IN
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
Indianapolis, IN
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
Fort Wayne, IN
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