• Provide financial support for marketing activities as the liaison between Corporate Marketing and Finance.• Prepare monthly accrual, and adjusting entries for Marketing department and Sunkist subsidiaries.• Review monthly journal entries made by Staff Accountant as they pertain to Sunkist subsidiaries.• Responsible for activities that ensure effective controls, process and audit compliance.• Assist with Internal Audit items as needed and manage annual audit of Hong Kong subsidiary.• Develop ad hoc operational financial performance reports supporting analysis; assist management in identifying trends, favorable and unfavorable.• Management of annual Budget and quarterly Projections for assigned areas.o Prepare, or assist with preparation of, annual Budget and quarterly Projection updates. o Reconciliation to supporting schedules/reports, as applicable.o Investigate and explain variances vs prior versions, operating results and/or other as requested.• Created data model in Excel PowerPivot for Director of Planning & Analysis to use for quarterly Projections updates for the Executive office’s expenses. Then used data model to create latest projection on behalf of Director to ensure deadline was meet.• Book sales accruals to bridge time discrepancy between sales system and accounting system• Create corporate allocation entries to allocate revenue from Profit business to non-profit business based on non-profit, back-office support used to support profit business.

-Create monthly P&L statements for Talent Agents using Excel and MS Dynamics/Axapta. -Generate Revenue reports for multiple revenue streams which are pulled into individual agent’s P&L statement. Handle over 200,000 rows of data which is used in over 150 sheets by utilizing advanced Excel formulas, functions, pivot tables and macros. -Assist Staff Accountant with quarterly accruals.-Help CFO generate Annual Budget.-Prepare Budget vs. Actual reporting for monthly Board meetings.-Improved the salary model workbook on a companywide basis by more accurately calculating benefits, taxes, and various compensation types as well as adding additional summary reports for ongoing review.-Streamlined overtime reporting for department heads by consolidating biweekly data into one Excel workbook, and creating Pivot tables on both a Department and Employee/Supervisor level.

-Manage lead performance for auto dealers’ data feeds.-Review lead flow on daily basis.-Utilize SQL Server and MS Excel weekly, monthly and ad hoc reporting to provide executive management (i.e. revenue and feed statistical reporting).-Helped streamline workbooks to reduce redundancy and increase process speed by combining reports, and thru the use of lookups and macros.-Create pivot tables to analyst lead cost and volume for metrics like business territory and lead partners. -Played an integral role in establishing business requirements to automate our lead performance management system.-Recommended various data integration projects to enhance reporting for senior management.-Oversee management for online banner campaigns.-Act as the liaison between the IT and Product Development teams, and the sales team in creating requirements for the new user interface for banner performance reporting.-Developed Excel worksheets to track banner campaign pacing and weekly statistical reporting.

-Provided initial review and calculation on all financial aspects of disability claims,-Reviewed and ensured the accuracy of the benefit components in the claims payment systems-Recalculated prior payments to adjust for new information, including offsets, taxes, return to work earnings, and possible errors over multiple payment periods

-Manage commercial insurance business, -Provide insurance & risk management solutions-Create proposals & ad hoc reports for Account Executives

-Liason between Portfolio Managers and Equity Traders-Processed buy/sell trades, monitor cash levels and trading limits to ensure internal and external regulations are being met.

-Provided initial review and calculation on all financial aspects of disability claims,-Reviewed and ensured the accuracy of the benefit components in the claims payment systems-Recalculated prior payments to adjust for new information, including offsets, taxes, return to work earnings, and possible errors over multiple payment periods