Accountable for all accounting and technology Responsibilities include:AP, AR, payroll, 1099's, financial reporting for external CPA firm and banks Participate in financial strategic planningPrepare and make daily bank deposits Manage corporate and individual state insurance licensing and registration with various state agencies nationwide to ensure compliance with regulatory requirementsDeveloping and maintaining monthly premium/sales reportsOther responsibilities: Information Technology - network setup and maintenance, desktop support, hardware and software acquisitions, management of outsourced website, as well as all technology related inquiries

•Receiving and reconciling commission statements.•Creating semimonthly commission statements detailing independent agent’s commission payout.•Prepare and make daily bank deposits. •Assist in reconciliation of bank deposits. •Developing and maintaining monthly premium / sales reports.•Creating and maintaining commission structure to ensure company profitability while maintaining market place competitiveness.•Coordinate and advise on technology purchases through out the company.

Oversee the disbursement of commission to over one hundred independent life insurance agents.Responsibilities include:Receiving and reconciling commission statementsCreating semi-monthly commission statements detailing independent agents' commission payoutsPrepare and make daily bank deposits Assist in reconciliation of bank depositsDeveloping and maintaining monthly premium/sales reportsCreating and maintaining commission structure to ensure company profitability while maintaining marketplace competitivenessCoordinate and advise on technology purchases throughout the companyAccomplishments include:Created commission schedules used by independent agents to determine commission rates across a wide range of life insurance productsCreated formal sales reporting charts used by the marketing department, VP of sales, and upper management

•Reconcile cash and credit sales against bank deposits across the region presenting weekly and monthly reports of this data to upper management.•Investigate discrepancies and prepare resolution reports. •Monitor and participate in semi-annual physical inventories.•Developing and maintaining weekly cash receipt reports.•Ensure information between retail boutiques and finance department flows efficiently.•Prepare and make daily bank deposits.

I was initially hired to oversee three Southern California boutiques, including the Beverly Hills flagship location and was promoted within six months to oversee the remaining west coast stores.Responsibilities included:Reconcile cash and credit sales against bank deposits across the region presenting weekly and monthly reports of this data to upper managementInvestigate discrepancies and prepare resolution reports Monitor and participate in semi-annual physical inventoriesDeveloping and maintaining weekly cash receipt reportsEnsure information between retail boutiques and finance department flows efficientlyPrepare and make daily bank depositsAccomplishments included:Identified a lack of formal reporting and developed a reporting system to include weekly and monthly reconciliation reports