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.

• 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