Corporate Cfo | Benefit Accounting
Current• Currently employed as part of client engagement for a Fortune 500 Insurance Company located in Springfield, MA in the capacity of Corporate CFO | Benefits Accounting. • Highly motivated to follow through on any project. • Self-taught in Technical writing of DTPs by working with the SME to create detailed procedures needed to accomplish a specific process effectively and accurately. Updating of DTPs when processes were modified. • Continual improving and innovating processes to be more efficient in terms of timeliness and accuracy.• Willing to do whatever it takes for successful Customer Service by meeting and exceeding the client’s SLAs.• Aptitude to promptly adapt communications skills to meet the exclusive needs of multiple audiences.• Ability to prioritize through critical thinking, accountability, and integrity.• Monthlya. Preparation of the Benefits Expense Memo.b. Updating and maintaining monthly YTD Expense reports.c. Expense forecasting by analyzing variances and trends for the current year as well as the prior year.d. Analysis of the GL to prepare the necessary accruals.e. Analysis and preparation of the Annual Incentive Plan accrual and management reports.f. Monitoring of the Health Trust in order to accurately fund trust.g. Ad Hoc requests for reports and projects. • Annuala. Preparation of the audited financial statements for two Health & Welfare Plans for the active employees and agents.b. Preparation and filing of the IRS form 5500, 5558, Schedule A, Schedule C, and Schedule H for two Health & Welfare Plans for the active employees and agents.c. Preparation and filing of the IRS form 990, 990T, Schedule O, and Schedule R for four Trusts’.d. Benefits Budget for the Home Office and Agents. e. Proficient in SAP, MS Excel, Word, Outlook, PowerPoint.f. Strong understanding of QMS and ISMS processes.