Gemma Strong

Licensed life and health from CA Dept. of Insurance

Benefits Analysis

Client's Financial Needs Analysis

Provide financial planning customized to each client's retirement goal and future financial plan.

Dealings with 5 major Living Benefits Company

AIG

National Life

Fidelity & Guaranty Life & aNNUITY

American National

and all others ,...

• Developed and implemented strategies to increase sales and profitability.
• Managed budget implementations, employee reviews, training, schedules, and contract negotiations.
• Monitored financial performance, set budgets and controlled expenses to provide financial stability and long-term organizational growth.
• Maximized efficiency by coaching and mentoring personnel on management principles, industry practices, company procedures, and technology systems.

• Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
• Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
• Executed financial reporting, managing prepaid accounts, schedules, reconciliations, event settlements, and month-end accruals.
• Participated in internal and external audit processes to establish accurate financial records and comply with Generally Accepted Accounting Principles and regulatory requirements.
• Collected and arranged financial information and entered details into [software] financial management system.
• Created journal entry schedules to improve efficiency, support, and documentation of accounting processes.
• Maintained fixed asset records and depreciation schedules to establish accurate calculations.