Stephen A. Inman
Syracuse
Summary
My work experience has been focused on the corporate banking, insurance, financial services, and manufacturing sectors. Strengths include: Proficiency in Microsoft Office Product suite and various banking and insurance software, Strong attention to detail in a heavily regulated and frequently audited environment, Certified SOX Compliance Tester, Skilled in multi-tasking working in a fast-paced, heavily regulated environment with strict deadlines, Well-developed sense of conflict resolution as well as interpersonal communication, Certified ISO 9001 Auditor
Overview
18
18
years of professional experience
Work History
Accounting Representative / Compliance Specialist
Accountemps/Synapse Services
09.2019 - Current
- Receive in daily payments whether via ACH or physical checks
- Match up daily invoices with carrier invoices/statements
- Track down carrier invoices for invoices without a carrier invoice
- Reconcile statements to open invoices and match up
- Prepare account current statements to set up AP ACH payments in the bank
- Answer carrier/retailer/producer questions/concerns/issues
- Collect money on outstanding and delinquent policies
- Prepare daily commission transfer from Fiduciary Account to Operating Account
- Run AP/AR streamlining process focus group for new computer system
- File Surplus Lines Taxes for states assigned to me on daily/monthly/semi-annual/annual basis
- Assist new employees in getting new employees licensed in Property & Casualty in their respective states
- Maintain and renew company and employ licenses and assist employees in the continuing education process
- Work with Account Managers to obtain Diligent Effort forms for policies and their respective states
- Review new policies and renewal policies for accuracy and apply appropriate stamping language per state requirements
- Prepare state-specific forms required for surplus lines insurance placement.
- Work with retailers and carriers to resolve pre-binding/post-binding subjectivities for binder and policy issuance
Accounting Specialist
Express Employment Services/Riverhawk Corporation
02.2019 - 08.2019
- Monitor and Reconcile daily transactions and balances in Payroll and Operations bank Accounts for cash flow management
- Assist with the preparation of Weekly and Semi-Monthly Payroll
- Reconcile daily receivables to daily shipment report
- Send out invoices to customers on a daily basis and process receivables for money sent in
- Work with sales and other departments to collect money on delinquent invoices
- Work with customers and inside and outside sales representatives to address and resolve any issues
- Process payables from incoming invoices to the check run process
- Process Employee Expense/Safety Reimbursements and Employer contribution of Employee medical bills
- Work with suppliers to resolve any issues or concerns
- Prepare various financial reports and analysis for upper management and other departments
- Various clerical functions such as filing, ordering office supplies, etc.
AP Technician
Special Metals Corporation
09.2016 - 02.2019
- Enter 3-way match/2-way match invoices, Expense Reports, and Check Requests for weekly check run
- Prepare Monthly/Quarterly reports for Management for Financial reporting
- Work with suppliers, customers, and other departments to resolve invoice issues and vendor concerns
- Prepare EFT transactions to be released from the bank
- Prepare various reports whether monthly or when needed
- Assist in the sending of documents/information/lease information for management
- Test Sox Compliance for adherence to PCC Policy and the Sarbanes-Oxley legislation
Accounts Payable Clerk
Accountemps (CBRE/Glider Oil Inc/Remet Inc)/ Remet Inc
08.2014 - 09.2016
- Enter vouchers, print checks, and send out checks for weekly check run
- Prepare Monthly reports for Business Unit leaders and the CEO
- Work with suppliers and customers to resolve invoice issues and vendor concerns
- Assist sister companies with invoice issues and problems
- Process EFT transactions
- Gather Invoices and Purchase/Service Orders to prepare for weekly check run
- Prepare various reports whether monthly or when needed
- Assist in the sending of documents/information/lease information in CBRE transition
- Prepare Expense reports for CEO and territory sales managers
Customer Service Rep/Buyer/Analyst
Advanced Motors & Drives
09.2012 - 08.2014
- Input purchases orders and requisitions to vendors for inventory items and non-inventory supplies and set up shipments and coordinate logistics with vendors
- Track, measure, and report various metrics on a monthly basis for upper management
- Compile forecasts for future volume and submit to vendors
- Audit different departments to ensure compliance with ISO 9001 standards, procedures, and work instructions
Accounting Assistant
C.R. Fletcher & Associates, Syracuse, NY
05.2012 - 08.2012
- Sort and distribute incoming correspondence
- Make Credit calls on outstanding invoices and credit references
- Prepare daily checks and cash for bank deposit
- Prepare and process invoices & cash vouchers for weekly check run
- Scan various documents for electronic storage
- Approve orders to be prepared and sent out
- Set up new Vendor and Customer accounts
ASO/CCC Full Service Insurance Customer Service Representative
Traveler’s Insurance, Syracuse, NY
06.2011 - 03.2012
- Answer inquiries and resolve concerns regarding Home/Property & Casualty and Automobile policies and billing
- Make various changes to customer’s Home and Auto policies for the Customer and/or Agent
- Take and process payments for Insurance premium policies
SOC Insurance Accounting - Insurance Accounting - Cash & Disbursement Team
AXA Equitable, Syracuse, NY
09.2010 - 04.2011
- Prepare and book various daily bank statistics into PeopleSoft software
- Update and maintain various check and money wire Access databases
- Prepare, verify, and send money wires to Treasurers as well as book wires into PeopleSoft
- Prepare, verify, and deposit internal check deposits as well deposits received from varying business units
- Prepare, verify, key-in, and send out daily checks to policy holders
Corporate Trust Accounting/Securities Processing Clerk
The Bank of New York Mellon, Syracuse, NY
05.2008 - 09.2010
- Performed reconciliation on various hedge fund accounts
- Received, Sorted, ticketed, and distributed incoming correspondence to various bank business lines
- Ticketed and processed Redemptions, Transfers, Lost Securities, and other bond transactions
- Maintain and Update onsite vault for previously processed bond transactions
- Achievements:
- Employee of the Month – May 2009
- Employee Engagement Committee
Education
Bachelor of Science - Business Administration
Le Moyne College
Syracuse, NY05.2007
A.A.S. - Computer Science
Onondaga Community College
Syracuse, NY05.2005
Skills
- Accounts receivable management
- Accounts payable processing
- Invoice reconciliation
- Cash flow analysis
- Regulatory compliance
- Payment processing
- Tax filing procedures
- Surplus lines insurance
- Customer service skills
- Cross-department collaboration
- Policy issuance processes
- Data entry accuracy
- Purchase order management
- Microsoft Excel
Timeline
Accounting Representative / Compliance Specialist
Accountemps/Synapse Services
09.2019 - Current
Accounting Specialist
Express Employment Services/Riverhawk Corporation
02.2019 - 08.2019
AP Technician
Special Metals Corporation
09.2016 - 02.2019
Accounts Payable Clerk
Accountemps (CBRE/Glider Oil Inc/Remet Inc)/ Remet Inc
08.2014 - 09.2016
Customer Service Rep/Buyer/Analyst
Advanced Motors & Drives
09.2012 - 08.2014
Accounting Assistant
C.R. Fletcher & Associates, Syracuse, NY
05.2012 - 08.2012
ASO/CCC Full Service Insurance Customer Service Representative
Traveler’s Insurance, Syracuse, NY
06.2011 - 03.2012
SOC Insurance Accounting - Insurance Accounting - Cash & Disbursement Team
AXA Equitable, Syracuse, NY
09.2010 - 04.2011
Corporate Trust Accounting/Securities Processing Clerk
The Bank of New York Mellon, Syracuse, NY
05.2008 - 09.2010
A.A.S. - Computer Science
Onondaga Community College
Bachelor of Science - Business Administration
Le Moyne College
New York State Property & Casualty Broker License (License # BR-1071986)
Authorized to sell Property & Casualty insurance policies in NY state.