Shirley Bennett Email and Phone Number

• Manage accounting policy for fixed assets.• Coordinate and manage tagging and inventory of fixed assets. • Research, identified, and resolved discrepancies in accounts. • Manage financial transactions and recordkeeping with strict attention to detail.• Generate monthly billing invoices, statements, and collect on overdue accounts.• Prepare monthly journal entries for inter-fund transfer transactions, inventory transactions, and SRF loan payments.• Prepare fixed asset reports for audit and financial control purposes. • Works closely with project engineers in breaking down complex projects into asset categories and closing project work orders.• Maintain project budgets to ensure PMIS and general ledger systems reflect the same financial values. • Provides final review and approval of all Utility payment vouchers ensuring in compliance with Utility purchasing policy, Utility approval authority, vendor discounts and with proper accounting coded.• Direct contact for Utility personnel on appropriate payment procedures and field payment voucher questions from other departments. • Reconcile and balance A/R, A/P, fixed assets, and general ledgers.

• Received and processed all non-emergency calls for city services and information.• Performed customer service functions by telephone, internet, e-mail, fax, mail, and social media determining nature/urgency of the issue; categorizes and codes complaints for data entry purposes and to monitor resolution. • Provided information and assistance related to City services/activities, procedures, documentation, or other issues; respond to questions, complaints, or requests for service; analyzed data to determine proper response to inquiries.• Researched requests, problems, and complaints and initiates appropriate action; generating work orders to resolve service issues; locating and contacting appropriate personnel in City agencies/departments for information or assistance with problem resolution; refers problems to other departments/individuals as appropriate.• Monitored calls regularly to ensure proper consideration is given all in a customer-friendly manner and to ensure correct information is communicated at all times.• Relationship manager with key stakeholders from departments and divisions by communicating any outstanding issues/opportunities/key findings of the Citizen Services Department and potential partnering with departments. • Assisted with communication strategies including marketing of the Constituent Services department; speaking at a variety of public venues as requested. • Assisted with hands on training with new employees coming abroad the 311 call center.

• Manage all aspects of accounting and bookkeeping functions utilizing QuickBooks• Prepare quarterly financial statements and cash flow projections for the Board and Corporate office • Prepare and update annual budget for yearly events• Manage accounts payable and accounts receivable• Reconcile bank account • Assist in coordinating events with chapter and corporate• Manage fundraising projects

• Conducted tax interviews for the preparation of complete and accurate federal and state tax returns for business firms and individuals.• Reviewed completed tax returns for accuracy and compliance per federal, state and local regulation standards.• Provided additional research or follow-up on complex tax issues and deduction problems of clients. • Developed and maintained client relations with outstanding relationship building.• Answer client inquiries regarding tax codes, laws, and appropriate deductions• Advise clients of investment strategies to minimize their taxes as per tax laws.

• Conducted and managed quality audit reviews of retirement plans financial distributions and contribution policy and processes.• Extensive knowledge in retirement plans regulation and laws of 403b, 401k, 401a, 457, and IRA products.• Trained and developed peer training sessions enhancing the knowledge of all policy and procedure audit processes.• Promoted and served as a team lead providing expert analysis and problem solving to process issues. • Analyzed and identify quality error trends providing solutions to the process.

• Managed financial transactions and record keeping with strict attention to detail.• Reconciled and balanced A/R, A/P and bank accounts. • Researched, identified, and resolved discrepancies in A/R and A/P. • Generated invoices, monthly statements, and collect on overdue accounts.• Managed payroll and prepare payroll tax returns filings (940, 941 and W-2’s).• Prepared financial statements (balance sheet, cash flow, income statement and profit & loss) for management, external auditors and investors.

• Analyzed and reconciled general ledger accounts on monthly, quarterly and annual basis.• Managed and reconciled tax bank accounts. • Analyzed financial information that supports tax computation. • Partnered with financial accountants to compute corporation fiscal liabilities. • Conducted compliance reviews on premium tax and municipal tax return filings.• Prepared federal and state income (generally corporate and partnership) tax returns including multi-state corporate tax returns and supporting worksheets.• Prepared and managed payroll, sales & use, and property tax returns filings for multiple General Business Corporations and Life Insurance Companies.• Expert knowledge in premium tax Sarbanes-Oxley business rules and processes.• Assisted with the merging and acquisition of Life Insurance and Annuity Companies. • Analyzed, researched and trained, on all premium tax compliance updates on Health, Life, and Securities Report ensuring we are in accordance with federal and state compliance and regulatory updates.• Prepared estimated state tax payments for 6 subsidiary companies.• Strong relationship manager to taxing authorities’ inquiries.• Planned and researched on various tax issues like analysis of proposed legislation and new tax laws.• Calculated federal income tax liability, with permanent and temporary differences on a quarterly basis for various subsidiary companies. • Managed, trained and mentored new employees as well as interns on tax compliance filings to assist in preparation of returns.• Developed and coordinated policies and procedures to ensure that new hires and existing employees adhere to tax rules when preparing compliance filings and such rules comply with the insurance/financial industry practices and accounting principles.• Identified new computer software for municipal tax filings process improvement to streamline processes and increase efficiency and productivity.

• Reconciled and balanced general ledger accounts.• Managed and reconciled bank accounts against general ledger daily trade activity. • Reconciled and balanced A/R and A/P accounts.• Prepared and managed financial reporting and financial statements for mutual funds.• Managed all fund accounting and unit value pricing activities of LN Mutual Funds and LL Separate Accounts.• Project Lead of new fund/product development and implementation• Researched and resolved mutual fund discrepancies, such as missing trade information, cash availability.• Processed daily mutual fund trades under strict time constraints.• Identified and implemented new trade system, controls and procedures streamlining processes and increased efficiency and productivity of trading staff.• Supervised training for new employees as well as continuous training for existing employees.

• Provided outstanding service to customers and agents regarding needs, questions and policies by researching answers and documenting information. • Ensured that appropriate changes were made to policies in order to resolve customer issues or to address specific needs by clearly communicating with the customer and sales agent.• Successfully and effectively communicated with customers regarding complex retirement policies in order to provide clarity and understanding, using effective oral and written communication skills.• Worked closely and familiar with National Financial Services clearing solutions.• Implemented online process and procedure manual call inquiry process flow to decrease multiple responses for each customer, which resulted in a 10% decrease of return calls for the same inquiry. • Responded to 60+ customer inquiries daily in high-volume call center through effective time management, strong problem solving and analytical ability.

• Defined and established process work flows for Annuity product markets.• Reviewed and evaluated changes in operations due to business issues and regulatory updates.• Analyzed detail work flow for consideration of process redesign.• Prepared major systems test materials, validating results, and implementation of new system.• Initiated and refined documentation on current policy and procedures and developed documents and implemented new procedures, resulting in development and updating of procedure manuals.• Coordinated and conducted training sessions in annuity retirement plan procedures and policies in accordance with industry standards.• Esteemed for motivating peers, retaining their attention, and cultivating a zest for learning and retaining materials, policies and procedure processes.

• Supervised production staff, troubleshoot and assisted in the resolution of problem specific financial transaction processes to a staff of 20 plus employees.• Facilitated weekly staff meetings to share information, respond to issues and avoid escalation, and develop incentive programs to improve performance.• Fielded and made pro-active calls providing information on retirement product market requirements, offer alternatives and responded to the more technical aspects of the Retirement Annuity Plan distributions.• Exposure to Fidelity Investment Funds.• Directed month-end production meetings, generated forecasts, and set performance milestones to ensure accuracy and timeliness of month-end deliverables.• Analyzed unit quality and production goals.• Coached individual team members in financial services position and in future development.• Relationship manager with brokers, agents, and wholesalers.• Relationship liaison between internal departments for various processes.