Stephan Edwards-Thomas Email & Phone Number

Uniondale, Ny, Us

Greater New York Area

Agent licensed to sell insurance through New York Life Insurance Company.

Brooklyn, New York, United States

* Provided customer service at the front desk to clients as they entered the office. * Fielded incoming calls and escalated as appropriate.* Scheduled, confirmed and followed up on financial counseling appointments. * Demonstrated active listening skills by giving clients my full attention and taking time to understand the points made, and asking questions as appropriate.* Understood and interpreted written sentences and paragraphs in work related documents.* Collected payments and issued invoices for goods and services.* Managed business and financial affairs for clients, such as bill payments, travel arrangements and lodging.

Brooklyn, New York

* Provide customized and individualized one-on-one financial counseling and coaching to clients* Conduct financial literacy and financial counseling training workshops for large/small groups and individuals.* Guide and support target population if NYCHA residents in reducing debt, increasing savings and gaining financial stability* Assess client needs and develop action plans to aide members in achieving short and long-term financial goals.* Protect client privacy in compliance with contract requirements * Help members apply for the Earned Income Tax Credit and other tax benefits that they qualify for.* Meet with non-custodial parents who struggle to meet their child support obligations.* Assist custodial parents with establishing or modifying a child support order.* Track progress of program participants through measuring several indicators. * Submit and review reports and other documents related to development of Jobs-Plus site* Achieving quarterly outcome quotas * Prepare and maintain accurate records and files for clients* Manage correspondence with multiple vendors/community organization leaders* Liaison for the Environmental Green Team and Innovation Team company-wide initiatives * Facilitated staff meetings on a rotational basis* Led morning huddles to establish employee’s action plan for the day* Acted as manager on duty during the director’s absences* Submitted payment vouchers into the NYC HRA payment processing system -PACS.* Leadership development graduate

Greater New York City Area

* Prepared and monitored short and long-term budget/forecast for assigned business areas.* Worked with business areas on preparation of annual budgets and quarterly forecast updates.* Monthly and quarterly analysis of actual vs budget vs prior period expenses.* Provided explanations for variances between actual and budgeted projections * Contributed to preparation of senior management presentations with value added support.* Performed adhoc projects, business requests, and process improvements* Achieved Best-in-Class rating for customer service in 2013 and 2014.

Greater New York City Area

* Supported monthly, quarterly and annual financial close activities by reconciling actuals to forecast and researching variances* Collaborated with internal partner groups to gather, analyze and report trends across key performance indicators.* Created expense reports and presentations for senior management.* Monthly headcount tracking and providing commentary on variances versus budget and forecasts.* Submitted expense variance analysis to the Board of Governors.* Created additional reports to support financial reporting, management requests and needs for analysis* Created financial statement footnote disclosures* Conducted annual user certifications of all Federal Reserve System finance applications.* Led and coordinated annual staff appreciation events and team building exercises.

Greater New York City Area

* Analyzed journal entries, accruals, allocate expenses, and closely interact with the Accounting team during the month-end close process* Provided financial/tactical guidance on the annual operating and capital budgets for assigned groups.* Supported the decision-making process by delivering accurate and timely data, analysis, and recommendations* Participate with team members in the analysis, development and delivery of all support work for clients.* Leverage financial management and planning software to help drive reporting & forecasting process improvement.* Assembled, integrated, and synthesized data from multiple sources.* Represented the New York Bank at the Federal Reserve System budget kickoff meeting.* Led and coordinated annual staff appreciation events and team building exercises.

New York, Ny

* Eliminated non-value-added work using business process excellence increasing time for analysis.* Created and administered Bank-wide system for processing capital asset additions, deletions, and modifications.* Tracked and monitored capital expenses against the budget* Performed daily account reconciliations.* Supported the annual budget and rolling forecasting* Subject Matter Expert for the New York district on the Asset Management System Workgroup.* Led and coordinated annual staff appreciation events and team building exercises.

Certificate, Organizational Leadership

The Grant Leadership Development Initiative (GLDI) is a program designed to equip future leaders with the tools and training to grow their.

Bachelor'S Degree, Accounting

New York State Insurance License, Life And Health Insurance