We acquired Accident Insurance Services 10/1/16 and I am handling their accounting and managing their accounting unit.

Cross training in all area of accounting and assisting the controller in reporting, direct bill and other areas of growth so he can focus on other items.

Handle all accounting, admin and operational duties at LevelFirst

Accounting Manager for a group of individual insurance agencies brought together by common ownership. Manage the day-to-day items to make the accounting portion of the office run as well as balancing all general ledger items on the financials for five different companies. Handle paying companies, administering benefits to all employees including insurance, 401K, FSA and HSA. Run payroll Semi monthly as well as additional runs for commission payments twice a month. Keep all HR information… Show more Accounting Manager for a group of individual insurance agencies brought together by common ownership. Manage the day-to-day items to make the accounting portion of the office run as well as balancing all general ledger items on the financials for five different companies. Handle paying companies, administering benefits to all employees including insurance, 401K, FSA and HSA. Run payroll Semi monthly as well as additional runs for commission payments twice a month. Keep all HR information updated on all employees. Check financials several times a month for inconsistencies. Have producers follow up for account receivables. Help establish checks and balances to keep the department running smoothly without items getting missed. Show less

Responsible for all corporate reportsCompleted journal entries in JD Edwards for my branchEvaluated and reported variances of actual and budgeted revenues and expensesWorked with regional office to regionalize accounting functions as well as move some accounting functions to an offshore locationMake sure my branch was in compliance with all SOX and finance policy regulationsDevelop and complete budget as well as help to make any expense reductions… Show more Responsible for all corporate reportsCompleted journal entries in JD Edwards for my branchEvaluated and reported variances of actual and budgeted revenues and expensesWorked with regional office to regionalize accounting functions as well as move some accounting functions to an offshore locationMake sure my branch was in compliance with all SOX and finance policy regulationsDevelop and complete budget as well as help to make any expense reductions possiblePreviously:Responsible for company payablesApplying all direct bill commissions as well as reconciling direct bill accountsWriting off small balances on customer's accountsReturn credits to proper party (finance company, broker, or insured)Issuing checksBalancing all bank accounts as well as keeping outstanding checks within finance manual guidelines (not over 180 days old)Reconciling company payables to keep with the finance manual guidelines (not over 180 days old)Prior to that:Responsible for account receivablesCoding and paying operation expensesStandard administrative duties to the PresidentInvoicing for our Benefits departmentBoth branch and corporate reportsAdministration of telephone systemBack-up to the network administratorScheduling travel, planning meetings, and odd duties around the office to help keep things running smoothly. Show less

Introducing our company to new clients and clinicsTraining clinics across the country in our test protocolSetting up clinics and clients in the databasesContinuing with customer service for clients after set-upScheduling onsite visits for clientsPreparing EEOC documentation for clientsReviewing statistics of client's testingTroubleshooting clinicsResearch and upkeep of the databasesDeveloping statistics for clients and management.

Open bank accountsRelieve tellersBalance the vaultAssist customers with loan applicationsVarious banking needs

Check in all testsSend out test resultsAll invoicing for the departmentCorrespondence with clientsAssist in special projects

Various duties in PICS departmentVarious duties in accountingVarious duties at NHICThis was done as; while attending college. These various duties included balancing accounting spreadsheets and inputting information into the computer databases