Beverly Jackson Email & Phone Number

North Richland Hills, Us

Served as subject matter expert for all accounting and agent compensation systems and applications. Coordinated with business unit and IT personnel in analyzing system requests, planning projects, and developing system specifications for new programming projects and maintenance to existing systems. Performed structured testing activities, integration, and user acceptance testing by creating data and test plans and executing tests. Approved new code and code fixes for production deployment. Oversaw knowledge transfer to business unit, including planning, organization, development, preparation, documentation, and individual and group training sessions. Provided guidance to business users on accounting and agent compensation systems. Followed internal standards and change control procedures.

North Richland Hills, Us

Subject matter expert for accounting operations, financial reporting, payment distribution, and agent compensations systems. Applied accounting principles, methods, and knowledge of functional areas to meet requirements and deliver automated solutions. Developed and maintained partnership with vendors, developers, project managers, and business users to understand strategic direction, processes, and business needs. Participated in all phases of accounting, payment distribution, and compensation system development, with emphasis on planning, analysis, testing, integration, documentation, knowledge transfer, and training phases. Worked with executive team to develop strategies to improve performance and establish business objectives.

Managed daily activities of accounting operations team of up to seven employees, overseeing general ledger, accounts payable, fixed assets, cash management, account reconciliations, and month-end closing. Oversaw bank accounts and short-term investments for seven companies. Performed monthly, quarterly, and annual expense and cash flow analysis. Partnered with CFO in complex financial analysis, reconciliations, ad hoc reporting, and special projects. Coordinated internal and external audit requests and Department of Insurance (DOI) examiner requests.

Directed day-to-day activity of financial reporting team and accounting operations, overseeing general ledger, accounts payable, fixed assets, cash management, and account reconciliations. Managed staff of up to five team members. Oversaw bank accounts and short-term investments for seven companies. Supported CFO in performing complex analysis and reconciliations. Coordinated preparation of GAAP and statutory financial statements and accruals.

Prepared monthly, quarterly, and annual GAAP and statutory financial statements for three to four companies, completing accrual entries. Completed 10Q and annual statement schedules. Prepared accrual entries and performed complex analysis and reconciliations. Combined monthly and quarterly financial statements of seven to ten self-employed divisions into one single management report. Managed DOI examiner requests. Developed ad hoc reports, reconciliations, analyses, and special projects.