- Determine if a process can be improved through operational efficiency analysis of effort (input) vs. value (output)- Utilize conditional logic, calculations, formulas, and formatting through Excel VBA and macros- Process journal entries via PeopleSoft to move funds and charges to the appropriate department based on compensation, reimbursement, and fee structures- Confirm compensation schedules reflect contractual agreements by auditing commission payouts- Process and reconcile all invoice payments related to state DoI appointment guidelines- Create invoices to bill other departments based on analysis of state appointment fees

- Conduct database queries to retrieve specified details needed to complete task at hand- Build reports and/or charts evaluating data to aid upper management in decision making- Locate, extract, filter, and format data through various Microsoft Excel functions such as Vlookup, pivot tables, charting, and conditional statements- Ensure data to be true and accurate based on various validation constraints or checkpoints- Utilize loader templates to process various rate changes and/or mergers in mass

- Reconcile over $28 million in monthly commissions with Corporate Payroll on daily basis.- Perform complex commission audits to reconcile out-of-balance ledgers and research inquiries.- Determine financial impact and legal liability of financial professional and consumer changes- Efficiently create payment accounts and setup direct deposit accounts in order to satisfy the service level agreement.- Utilize Microsoft Excel to conduct breakdowns of producer commissions and overrides in order to precisely calculate the appropriate payouts.- Promptly perform policy level adjustments based on management request and approval.- Generate and emit weekly specialized audits to high-volume production offices.- Proactively communicate with colleagues and producers to fulfill any outstanding requirements.

- Used Salesforce CRM to log and maintain important information about clients and potential clients- Maintained client relationships by rebalancing their portfolios and holding quarterly reviews. - Utilized financial analysis software to create an overview of clients’ financial condition.- Kept in close contact with prospects by persistently following up and handling various objections.- Assessed client needs to make suitable recommendations based on clients’ financial objectives.