Professional with demonstrated success in building and deploying well-planned benefits and compensation plans. Competent in onboarding, orienting and training employees, as well as managing enrollments and budgets.
Overview
10
10
years of professional experience
1
1
Certification
Work History
CONTROLLER
Harpaul Group of Companies
05.2019 - Current
Annual corporation renewals
Provide support for financial decision-making through data analysis.
Assist with month-end close processes and reconciliations.
Create and maintain budgets for various companies
Manage financial reporting and analysis for a mid-sized company.
Collaborate with external auditors during annual audits.
Prepare financial statements and forecasts for management review.
Implement cost-saving initiatives to improve profitability.
Manage accounts payable and receivable processes for four small businesses.
Perform bank reconciliations and maintained accurate financial records.
Prepare monthly financial reports and monitored budget variances.
Process payroll for employees and ensure compliance with tax regulations.
Assist with the year-end audit process and provide necessary documentation.
Utilize QuickBooks to track expenses and generate financial statements.
Collaborate with senior management to analyze financial data and make strategic recommendations.
Process invoices and expense reports for payment
Maintain accurate and detailed financial records
Collaborate with other departments to ensure timely payments
Prepared balance sheets, cash flow reports and income statements.
Managed payroll data entry and processing for 53employees to comply with predetermined company guidelines.
LICENSED INSURANCE AGENT
AMAC
07.2018 - 04.2020
Managed a portfolio of clients and assessed their insurance needs.
Developed and implemented insurance proposals tailored to client requirements.
Reviewed policy coverage and conducted renewals for existing clients.
Maintained accurate records of client interactions and policy information.
Participated in training sessions to stay up-to-date on insurance products and regulations.
Demonstrated excellent communication skills in explaining insurance options to clients.
Provided personalized guidance on plan options and coverage benefits to clients
Developed and implemented customized Medicare marketing strategies to increase client base
Maintained excellent relationships with insurance carriers to ensure prompt resolution of issues
Led Medicare workshops and seminars to educate the community on plan options and benefits
Utilized CRM software to track client information and follow up on leads
Consistently surpassed enrollment targets and exceeded customer satisfaction goals
BENEFIT ANALYST
Central Florida Health
05.2015 - 07.2018
Managed and analyzed employee benefit programs for a large corporation.
Conducted research and data analysis to optimize benefits packages for employees.
Implemented cost-effective benefit solutions for a diverse workforce.
Collaborated with HR and finance departments to ensure compliance with benefit regulations.
Facilitated open enrollment meetings and communicated benefit changes to employees.
Administered leave of absence programs and processed FMLA claims.
Provided exceptional customer service to employees with benefit inquiries and issues.
Maintained accurate benefit records and generated reports for management review.
Managed employee benefits administration, including enrollment and claims processing.
Participated in benefits vendor negotiations and contract renewals.
Stayed abreast of industry trends and regulatory changes to ensure compliance.
Developed and delivered benefits education and training programs for employees.
Resolved benefit-related issues and inquiries from employees in a timely and professional manner.
Senior Payroll Executive at Oasis Investment Companies LLC (Holding Companies of Al Shirawi GroupSenior Payroll Executive at Oasis Investment Companies LLC (Holding Companies of Al Shirawi Group
Financial consulting at Group of companies: Sabbia Group (Ukraine), Keramplus (Ukraine), FTLA Assistance (Ukraine), Mineral Planet Pte. Ltd (Singapore)Financial consulting at Group of companies: Sabbia Group (Ukraine), Keramplus (Ukraine), FTLA Assistance (Ukraine), Mineral Planet Pte. Ltd (Singapore)