Rosan Demello

Resourceful, collaborative, and creative problem solver adept at working in a team environment, managing multiple projects, meeting tight deadlines to maintain corporate compliance, and adhering to federal and state government laws and regulations. Recognized for streamlining processes and cultivating strong positive relationships with people at all levels. Expertise in problem solving, process improvement, and relationship management.

Background includes an BS in Accounting, and currently taking courses LOMA life insurance.

PROFESSIONAL EXPERIENCE

NEW YORK LIFE INSURANCE COMPANY, New York, NY 2013 – Present

Senior Accounting Analyst (2013 – Present)

• Manage the oversight and month-end closing process for 30 highly active and complex general ledger accounts with hundreds of thousands of service transactions
• Balance all general ledger accounts to ensure compliance with Corporate Accounting guidelines and procedures.
• Host quarterly collaboration meetings with internal customers to raise and resolve problems, share best practices to maximize efficiencies and negotiate process improvements
• Collaborate with the Death Claim and Unclaimed Equities team to escheat over $1 million in policy proceeds each year by the statutory deadline, avoiding penalties and interest
• Write detailed technical accounting reconciliation procedures in SharePoint to serve as a training tool, resulting in process consistency
• Review account reconciliations performed by third-party vendors to provide feedback and ensure contract compliance
• Perform user acceptance testing for the redesigned self-service digital experience and provide feedback, resulting in an enhancement to the beneficiary change option
• Execute SQL queries to gather data for investigating out-of-balances and prepare SAP journal entries to reconcile the discrepancies
• Participated in special projects as assigned by management, such as a new product, system enhancement, department initiatives, quarterly and year end processes
• Develop, document, and modify desktop procedure accordingly to capture knowledge

Asset Financial Staffing(NYL) , New York 2012-2013

Consultant (2012 – 2013)

• Assisted the Tax department for reconciling tax reporting (1099) to accounting on a monthly basis.
• Worked closely with management regarding Ad-Hoc activities throughout the internal departments.

The Harry Fox Agency, Inc., New York 2011-2012

 Financial Analyst (2011-2012)

• Assisted with the administration of internal financial applications (i.e. JD Edward, One World Xe/V 9.0, and various banking applications.
• Performed monthly financial closing process, including analytical review, compilation of financial statements and supporting schedules.

Various Firms Contracted, Various Location 2006-2011

 Consultant (2006-2011)

• Blackstone Group – Financial Analyst – New York June 09-July 10

Managed the close of the following legal entities; BMO Capital Markets Corp. and BMO Nesbitt Burns Trading Corp. S.A., Distributed Hyperion reports.

• Headway Corp- Financial Analyst- New York April 06-Aug 06

Prepared Monthly and quarterly journal entries for private equity and hedge fund investments. Assisted with comprehensive semi-annual financial statements.

• Robert Half- Bookkeeping Consultant- New Jersey September 10- January 2011
• Info Tree Service( Siemens) – New Jersey December 2010- August 2011

PricewaterhouseCoopers, New Jersey 2003-2006

Business Assurance Associate (2003-2006)

• Prepared detailed audit reports.
• Collected and analyzed financial data to find out if there are any frauds, violation of laws, regulations and management policies, duplication or errors.
• Inspected account books of companies such as Honeywell, J&J, Krups, Hayward, Steven Institute, and various entities. 
• Conducted interviews and researched, made detailed investigation, and prepared detailed written analysis of results.
• Proposing correction journal entries or disclosures to the financial statements, either orally or in written form, that materially change client-prepared financial statements
• Performed A-133 audits of Not-For-Profit organizations
• Assisted in preparation of SEC Filings (10K , 10Q, and 11K)
• Reviewed inventory control procedures
• Researched current GAAP and FASB pronouncements
• Assisted clients in preparing financial statements in accordance with GAAP
• Performed 404 Sarbanes Oxley Testing

Education

 Rutgers University, Newark, N.J.

•  Bachelor of Science, January 2003, Accounting, Major GPA. 3.5

Awards

•  PricewaterhouseCoopers, 2002, Merit Award Recognition for Best Prepared Request for Proposal Project 
• New York Life 2019, Award in Partnering with Service for the fourth annual World Quality Month (WQM) campaign
• New York Life 2019 and 2021, Award in Best in customer focus recognition
• New York Life December 2021, Embracing New York life Values
• New York Life Promotion 2021- Higher Level 4 
• New York Life Finance Project Representative Lead on CIS Data Transformation 2022
• New York Life Captain of Giving Campaign 2023