Financial Applications Resume Examples in Word Format Free Download -->

Financial Applications Resume Examples in Word Format Free Download

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Sample Template Example of Beautiful Excellent Professional Curriculum Vitae / Resume / CV Format with Career Objective, Job Profile & Work Experience for Freshers & Experienced in Word / Doc / Pdf Free Download
MAYA Greene
309 River Road
Windham, ME 04001
207-892-9876
maya.greene@roadrunner.com


Financial reporting professional with background in individual life insurance and annuity reserves and retirement plan contributions.  Proficient in MS Excel and Access. 

EXPERIENCE

ING, Lewiston, ME                  2008-2011
Operations Coordinator
Responsible for balancing 401(k) and 457 plan contributions, rollovers and loan repayments for 7 clients.
·        Implemented revised payroll workflows in order to eliminate manual processing and reduce processing time by 2 days.
·        Cleared outstanding accounting items within 10 days of receipt.
·        Teamed with other financial departments to refund excess contributions and incorrect loan payments to clients in a timely manner.
·        Implemented project to track incoming telephone calls from clients in order to determine problem-solving priorities for department.



Metlife, Boston, MA              1996-2006
Financial Reporting - Actuarial Department
Responsible for statutory and tax reserve reporting of traditional life insurance and annuities for 3 subsidiary lines of business.  Completed portions of the company’s annual statement.  Verified accuracy of 4 reserve subsystems and reported errors.  Participated in 4 reserve subsystem conversions and 2 reserve software upgrades.
·    Researched product and policy histories of 6,000 annuities for corporate demutualization project. Provided product knowledge to contracted programmers in order to update policies with demutualization credits in most efficient manner. Presented with Above and Beyond Award from annuity service department.
·    Teamed with 12+ co-workers in creating streamlined annuity payout rate structure over the course of 1 year. Implemented changes to workflow by training 8 associates in annuity service department on new guidelines.  Enabled actuarial financial reporting division to eliminate manual calculations, focusing on more pertinent reporting issues.
·    Organized reserve repository database for 12 annuity products within 2 month period, decreasing length of time to create monthly reserve reports from 7 to 3 days.


Michael J. Greene                                                                                                                          Page 2

·    Participated in external and internal audits of reserve reporting workflow, including Sarbanes-Oxley requirements.  Documented reporting procedures to identify areas of weakness and implement changes.
·    Uncovered errors in reserve subsystem programs causing $10M understatement of reserves. Aided programmers and administrative personnel in correction of errors.
·    Created new process for receiving reserve information from third party administrator after a server was irreparably damaged.  Completed in 1 month in order to meet reporting deadlines.
·    Served on quality council which implemented recognition program to promote teamwork across divisions.  Served as chairman and presented at actuarial department quarterly meeting.
New England Financial, Boston, MA                     1989-1996
Junior Underwriter
Approved risk selection of life insurance applications of amounts up to $100,000. 
·        Communicated with 20+ agencies regarding policy approvals.  
·        Accepted variable life insurance applications for company through suitability reviews.
Valuation Analyst -Actuarial Department
Prepared statutory and tax reserve reports for traditional life insurance and annuities.
·        Calculated payment amounts for annuities within their contract payout phase. 
·        Communicated with annuity service department on administrative and accounting issues.
New Business Insurance Analyst
Approved use of specialized underwriting guidelines for small business insurance plans consisting of up to 100 participants. 
·        Acted as liaison among agents, underwriters, and marketing department.
·        Developed position by creating procedures to issue policies expediently within the confines of the marketing department’s regulations.
·        Presented with Extra Mile Award for processing plan with 100 participants within 1 week.



EDUCATION
BA, Psychology, University of Pennsylvania, Philadelphia, PA.

PROFESSIONAL DESIGNATIONS
LOMA designations FLMI and ACS.




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