Brian K. Email & Phone Number

New Orleans, La, Us

• Ensures accurate and timely posting of retirement revenue and reconciliation of payments.• Facilitates the accurate booking and posting of revenue and expenses across multiple offices, ensuring seamless financial operations and interoffice coordination.• Manages and directs the daily workflow for retirement cash posting to meet business goals and deadlines.• Assists in training new hires, ensuring their understanding of roles and responsibilities.• Updates SOPs and training guides to enhance team performance and adherence to procedures.• Provides monthly reporting for identifying and resolving missing agreements, codes, and discrepancies.• Reviews and resolves posting errors by implementing corrective measures, such as creating dummy checks.• Conducts monthly 1:1 meetings with each team member and annual performance evaluations.• Utilizes reporting tools to track overall team performance.

• Validated and audited monthly commission data for accuracy, completeness, and consistency.• Reconciled processing errors and resolutions of advanced commission processing items.• Assisted with planning, evaluating, and improving the efficiency of the format and import process of statements to enhance speed and quality.• Coordinated across the department to reconcile financial discrepancies and complete month-end reporting.• Collaborated closely with producers to ensure accurate calculation and allocation of commissions, meticulously verified and reconciled data to ensure precise representation on their P&L Statements.• Assisted management with team development by training new hires on statement retrieval and import process.

• Processed invoices and sent payment reminders.• Retrieved statements and manipulated them for accurate payment posting.• Resolved posting errors and discrepancies, clearing items in suspense.• Conducted cash application of commission payments.• Reconciled accounts weekly to verify the proper application of ACH and wire payments.

• Evaluated customer accounts and took appropriate action to minimize outstanding accounts receivable balances.• Analyzed various reports to assist in communicating quarterly and annual trends in the general ledger to management.• Maintained a high level of customer service by assisting with all client inquiries.• Reconciled accounts weekly to verify the proper application of ACH and wire payments.• Prepared financial and statistical reports to facilitate the review of customer accounts.

• Supervised the purchase and export process of crude tall oil from US mills to Japan.• Managed railcar and vessel logistics for the exportation of products.• Prepared export documents and filed export declarations.• Managed invoicing to ensure timely billing and receipt of payments.• Routinely prepared and analyzed reports detailing receipt projections.

Bachelor Of Science - Bs, Accounting

Bachelor Of Arts - Ba, Anthropology