Kenneth Steinitz Email & Phone Number

New York City Metropolitan Area

New York City Metropolitan Area

- Continually review work flows and identify efficiencies within internal operating teams- Oversaw internal Claims Team & external TPA partners- Oversaw Risk Management Team ensuring our insureds were meeting our internal and carrier partner guidelines- Oversaw Operations Team and all internal reporting workflows- Support the business with ad-hoc project management, presentations, and requests - Coordinate and lead enterprise wide initiatives and projects that impact the department

Newark Nj

Maintain expense policy, work closely with the Corporate Finance team on planning and forecasting yearly expenses for entire department. Oversee the on-boarding and hiring of employeesSupport outside vendor contracts and track/forecast spending Oversee the department BC plan,Records Retention, privacy practice, and vendor on- boarding process.Support the business with ad-hoc project management, presentations, and requests Coordinate and lead enterprise wide initiatives and projects that impact the departmentAssess and improve process improvements and strategy when necessary and where applicable within the departmentSupport communication process for the department.Support the departments budget and forecast process

• Settling and processing trades, corporate actions, and deal restructurings• Performing cash settlements• Maintaining record keeping and accounting systems for proper activity• Reviewing portfolios and confirming rates and rate discrepancies• Researching and reconciling all cash activity• Preparing and verifying general ledger entries for portfolio activity• Preparing monthly reconciliations for asset and income accounts• Preparing quarterly regulatory reports to support our SEC and NAIC filing requirements• Maintain existing procedures and create new procedures to support new requirements• Prepare monthly reports to test the portfolios are in compliance with internal and external policies

Under-Graduate, Finance

Master'S, Accounting

Bs In Finance, Accounting And Finance