2/91-Present Golden Life Insurance Company
BUDGET ANALYST

• Balance SI.3 billion budget maintained on IBM mainframe
• Reconcile accounts on ISA/ABC system to other financial systems
• Assist management in budget preparation
• Conduct training classes on the financial system for upper-level management
• Prepare comparison of expense to budget reports for executives
• Submit accounts and I.R.S. filing for the Political Action Committee.
• Generate financial analysis projects using Focus Report Writing and Lotus 1-2-3, including macro programming

6/87-2/91 The Pacific
FUNDING ANALYST

• Prepared contract proposals and illustrative cost calculations
• Constructed Actuarial Valuation Report for individual clients
• Determined the minimum and maximum contribution allowable by law for the I.R.S.
• Assured accuracy of the data base
• Developed plan costs and analyzed actuarial gains/losses

ACCOUNTING TECHNICIAN

• Managed money market mutual fund for 60 corporate clients
• Balanced Trial Balance and generated journal entries
• Maintained, compared and reconciled the fund on three computer systems
• Communicated with other departments, field personnel, and clients
• Prepared financial statements
• Assisted system analysts in preparation and implementation of new computer system