- Responsible for the oversight, preparation, review, analysis and timely filing of the quarterly and annual financial statements for NYLIFE Insurance Company of Arizona- Manage audits and examinations for NYLIFE Insurance Company of Arizona and the New York Life Insurance Company's Benefit Plans- Ensure compliance with internal controls, including SOX requirements and spreadsheet controls- Responsible for various state filing forms and requests with the respective state insurance departments

- Process death claim payments to beneficiaries on Variable Annuities within Financial Industry Regulatory Authority (FINRA) and state regulations - Advise beneficiaries and agents of the death claim payout options- Review monthly reports to ensure payments are processed within compliance of FINRA and state regulations- Coordinate with the Legal and Accounting departments to resolve intricate death claim cases- Detected system error and led overpayment recovery project to mitigate the company’s financial losses- Presented to new employees on the subject of Variable Annuity death claims

- Processed financial and non-financial transactions on policy owners’ Variable policies- Exceeded key metrics in productivity and quality: 15% over departmental goal- Delivered superior customer service to agents and/or clients point-of-call regarding various policy-related inquiries while complying with regulatory and departmental standards- Provided up to date information on product specifications, including features, performance, current generic tax information, account balances, pricing inquiries and transaction/processing explanations

- Responsible for the population and reconciliation of several master budget templates within the Corporate Information Department. - Used several formulas and functions within Microsoft Excel such as Vlookup and Pivot Tables in order to analyze vast amounts of data/information. - Responsible for maintaining communication with customers (other departments within the company) in order to ensure promptness regarding the forecasts of future budget requests. - Conducted several variance analysis' on the products that our department offers to our customers on a month-over-month and year-over-year basis. This is vital to the determination of the rates that would eventually be used regarding the several products/services that CID offers, along with a specific formula that involves the overall demand of the product along with several other important variables.