Heather Gould Email and Phone Number

• Work on Projects team supporting the Hub Financial Center – centralized accounting for entire company, one in US, one in Canada.• Developed Metrics reporting for all departments for Hub Financial Center to track accounting employee productivity.• Serve as Subject Matter Expert for everything Applied Epic and Vertifore Benefitpoint.• Worked on project to implement and support Iconixx (third party Producer Compensation Software) and to update all policies in Epic and Benefitpoint to work accordingly. Serve as Subject Matter Expert on Iconixx Software.• Converted Premium Payables Return Premiums process from General Ledger to Cash on Account to utilize Epic functionality.• Working with Robotic Automation Team to develop bots to perform automatable tasks in Epic and Benefitpoint to create efficiencies.• Worked with IT team to develop integrations between Epic and Benefitpoint to Iconixx using SQL scripts developed with vendors for production and A/R.• Working with Data Warehouse team to develop reports for the Hub Financial Center to pull daily reports from Data Warehouse instead of running from front end interface for Epic and Benefitpoint to drive time savings.• Specialize in the use of Reporting to streamline processes.• Develop Macros and template files in Excel for daily processes.• Coordinate with Mergers and Acquisitions to make sure data converted to Epic and Benefitpoint align with Agency Standards.• Work Month End as needed to support Iconixx processing. During Cutover periods, transformed data from prior methodology to new methodology to calculate Producer Compensation and A/R hold back correctly.• Create and maintain SOPS for how to perform tasks within Applied and Benefitpoint and how to create daily reporting.• Served as Team Lead for Commission Analysts to use reporting to identify potential missing commissions and reporting for tracking wins, developed training & SOPS• Cash Based and Accrual Based Accounting.

Summary: Transition personal lines production to cash basis recognition, direct bill reconciliation of commercial lines production, import and reconciliation of life & health commission statements.Detailed:• Commercial and Personal Lines Direct Bill Reconciliation clean up – never reconciled prior to my position, began process and cleaned up going back 1 year, developed process to reconcile. • Processing of all Direct bill commissions using download, import and manual entry. OmniPage Ultimate used for conversion to excel from paper statements to create filesfor importing into AMS360. Processing of Producer commissions during Direct Bill commissions.• Review of all Production for accuracy for revenue.• Review of all Producer Commissions for accuracy at month end, both Agency Bill and Direct Bill. This includes tracking producer splits.• Carrier Payables: statement reconciliation, outstanding items tracking and daily payments to carriers• Daily banking activity tracking (to watch for ACHs for commissions and client payments)• Tracking and Paying of Surplus Lines in Washington where agency is responsible for filing• Generation and Posting of Journal Entries (both month-end and one-time entries)• Month End Close: Reporting verifying accuracy of system, reconciliation of GL accounts. Reclassification of revenue based on corrected departments, Creation and distribution of Producer Commission Statements.• AMS360 (Vertifore) on-site expert for reporting, transacting• Cash Based and Accrual Based Accounting• Creation and Maintenance of Customer Spreadsheets, allocating premium by entity for larger customers, assisting in audit data• Ad-hoc reporting for management and staff, as needed• Support Staff Person of the Year 2014, out of ~ 30 people

Emphasis on Systems (The Agency Manager, Benefitpoint, Erlon);Detail:• Posting of Daily Cash Receipts, both direct bill commissions and customer payments, Vendor Payables, Bank Reconciliations• Tracking of Employee Benefits commissions using Excel and OmniPage 17 for OCR (Optical Character Recognition) for conversion to excel from paper statements to create and maintain a database for revenue tracking and producer commissions• Carrier Payables: statement reconciliation, outstanding items tracking and daily payments to carriers• Tracking and Filing of Surplus Lines in the following states: Washington, Oregon, Idaho, Alaska, Minnesota and Arizona• Generation and Posting of Journal Entries (both month-end and one-time entries)• Month End Close; assisting progressing to running the month end close process on the last business night of the month• The Agency Manager (TAM) on-site expert for reporting & transacting• Assisting in Mergers and Acquisitions in regard to Broker Management System (BMS) integration and accounting tracking• Main contact with Corporate for all BMS upgrades and validation prior to go ahead to allow others in; coordination of testers for upgradesCASH BASED AND ACCRUAL BASED ACCOUNTING

Detail:Publishing company that printed Fishing & Hunting News Magazine, commercial printing• Job Costing for commercial printing jobs including: entering material and time on jobs, invoicing to customers, close jobs, month end work-in-process reconciliation• A/P including: invoice data entry, A/P check selection and printing, manual check entry as required• A/R including: sales order entry, invoicing, daily cash receipts entry• Daily Deposit Coordination including: opening mail, batching checks for circulation, distribute deposit reports to appropriate departments, prepare deposit for bank pickup• Inventory Management including: physical count entry, balancing G/L accounts to inventory valuation reports, weekly paper inventory to calculate paper used on jobs• Achieved more accurate tracking of ink inventory using Excel, leading to decreased physical inventory variances• Create customized sales reports for publisher by exporting data from MAS90 to ExcelACCRUAL-BASED ACCOUNTING USING MAS90 SOFTWARE

Detail:Electronics Manufacturer’s Representative for Electrical Components• Accounting duties include: enter orders, convert orders to invoices, import invoices into sales tracking software (Sales Analysis), payout commissions and determine incentives for outside sales staff; assist staff accountant, prepare deposits as needed, maintain/reconcile petty cash, prepare manual checks and online payments using QuickBooks• Cut time required to process commission checks in half – streamlining process and reducing errors• Maintain and track all split commissions, both in and out of territory• Process ~$3 million in billings per month• Generate and analyze sales reports for Company President using Excel, presentations using PowerPointCASH-BASED ACCOUNTING

Detail: Distributor of specialty light bulbs for the movie industry• Customer Service, Computer SupportACCOUNTS RECEIVABLE USING MAS90 INCLUDING: RECEIVING PO’S, CREATING SALES ORDERS, SHIPPING, INVOICING, RECEIVING PAYMENT