Alison Mosca Email & Phone Number

I have been working in the accounting and financial services field for 30 years. My experience includes internal audit, accounting- month end, year end, financial statement preparation, tax returns, external audits, human resources, benefit administration, payroll, contract negotiation, banking, SBA loans, private loan negotiation, office management, and process improvement. I am a previously licensed 2-15 health, life and annuities agent and series 7 Finra securities representative so I have a tremendous knowledge of employee benefits and retirement plans. I am a notary public in Florida. I have an extensive background in general liability insurance, professional liability insurance, errors and omissions insurance. I have worked in large corporations as well as small and can adapt to any work environment. My accomplishments include saving a previous employer over $50k in IRS penalties, $65k in health benefit premiums, $12k a year in payroll administration and $200k a year of payroll expense for 3 consecutive years. I have a strong work ethic, desire to succeed and pride myself on outstanding results. I treat others with respect and go out of my way to help co-workers no matter what position in the organization.

Listed skills include Financial Needs Analysis, Retirement Strategies, Business Strategies, Estate Planning, and 2 others.