Sharon Mulhern
Lantana,FL
Summary
Accomplished at New York Life Insurance Co, I spearheaded innovative system programs and quality control procedures, enhancing efficiency and financial accuracy. My expertise in MS Excel and analytical thinking significantly reduced process times and improved team performance, showcasing a blend of technical proficiency and leadership.
Overview
16
16
years of professional experience
Work History
Senior Agency Analyst
New York Life Insurance Co
05.2012 - 10.2017
- Responsible for Agents' Professional Liability Insurance Plan.
- Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.
- Led cross-functional teams including outside vendor in development of system program to upload agent(s) payment(s) for liability insurance from outside vendor and download and credit each individual agent's ledger account for payment. This was the first system program of its type successfully implemented in NY Life's Agency Dept.
Director - Agent Compensation Services
New York Life Insurance Co
05.2007 - 04.2012
- Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
- Responsible for Agent(s) Monetary Programs to help supplement agent(s) commissions.
- Developed and implemented report for tracking progress on key Annual Income Programs for agents' Life and Annuity Policy Persistency Bonus.
- Cultivated strong, amicable relationships with agents by responding promptly to inquiries and/or complaints, treating each agent with courtesy and respect no matter how irate, frustrated, or angry the agent might be about the particular situation for which they have contacted the Agent Compensation Services Dept.
Senior Annuity Accounting Analyst
New York Life Insurance Co
10.2005 - 05.2007
- Maintained up-to-date knowledge of accounting regulations, industry standards, and best practices through continuous professional development activities.
- Enhanced financial accuracy by conducting thorough analysis and reconciliation of accounts.
- Assisted external auditors during annual reviews, providing detailed documentation and clarification on complex accounting issues.
- Collaborated with IT department to resolve system-related issues impacting financial reporting capabilities efficiently.
- Streamlined accounting processes for increased efficiency and reduced errors.
- Reduced month-end closing time through streamlined account reconciliations and process improvements.
- Developed professional relationships with internal and external clients to encourage open communication and feedback.
- Leveraged accounting and finance experiences and expertise to identify, propose and implement automated solutions and reduce manual processes.
Senior QC Accounting Analyst
New York Life Insurance Co
10.2003 - 04.2005
- Maintained up-to-date knowledge of accounting regulations, industry standards, and best practices through continuous professional development activities.
- Enhanced financial accuracy by conducting thorough analysis and reconciliation of accounts.
- Organized [Type] and [Type] financial statements and assessed cash activities to verify proper usage of organizational funds.
- Assisted external auditors during annual reviews, providing detailed documentation and clarification on complex accounting issues.
- Streamlined accounting processes for increased efficiency and reduced errors.
- Reconciled accounts and resolved both internal variances and discrepancies in external documentation.
- Reduced month-end closing time through streamlined account reconciliations and process improvements.
- Participated in company-wide process improvement initiatives designed to enhance overall operational efficiencies across all departments.
- Analyzed variances between actuals versus budgets/forecasts for informed decision making on corrective actions if needed.
- Increased interdepartmental collaboration by fostering strong relationships with cross-functional teams in support of business objectives.
- Prepared spreadsheets using formulas, V-lookup and other intermediate and advanced Microsoft Excel skills.
- Managed multiple simultaneous projects, ensuring timely completion and accurate results in a fast-paced environment.
Senior Quality Control Accounting Analyst
New York Life Insurance Co
05.2001 - 10.2003
- Streamlined quality control procedures, leading to more efficient workflows and timely issue resolution.
- .Served as a subject matter expert in quality control, routinely consulted by colleagues for guidance on complex issues or unique challenges.
- Developed comprehensive training materials, contributing to the professional development of junior analysts and improving overall team performance.
- Identified root causes of recurring issues, enabling targeted improvements and long-term prevention measures.
- Developed and maintained quality assurance procedure documentation.
- Created and revised procedures, checklists and job aids to reduce errors.
- Collected and analyzed data to measure effectiveness of quality control processes.
Education
MBA - Finance
Long Island University
Orangeburg, NY05-2003
Bachelor of Science - Psychology
Mercy College
Dobbs Ferry, NY05-1985
Skills
- Microsoft office
- Analytical thinking
- MS Excel
- Time management
Timeline
Senior Agency Analyst
New York Life Insurance Co
05.2012 - 10.2017
Director - Agent Compensation Services
New York Life Insurance Co
05.2007 - 04.2012
Senior Annuity Accounting Analyst
New York Life Insurance Co
10.2005 - 05.2007
Senior QC Accounting Analyst
New York Life Insurance Co
10.2003 - 04.2005
Senior Quality Control Accounting Analyst
New York Life Insurance Co
05.2001 - 10.2003
MBA - Finance
Long Island University
Bachelor of Science - Psychology
Mercy College
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