Regina Virk: in Ladera Ranch, CA

Identified trends and variances by analyzing projected revenues/expenditures with actual results. Comparative/variance analysis between previous and current fiscal years. Technical support regarding CCTV/alarm systems. Developed/maintained training materials within databases for internal accounts. System and Software support to over 800 corporate locations.

Analyzed and reconciled monthly aging report. Performed analysis and reconciliation to account for variances. Posted monthly, quarterly and yearly accruals. Performed a variety (Adhoc) of research and analysis of cash transactions. Conducted internal audits for multi-department review.

Provided information regarding product features, contract values, withdrawals, fund performance, outstanding issue requirements, 1035 exchanges, IRA/Qualified Plan transfers and rollovers, agent licensing commissions. Technical support regarding contract structuring, death benefits/options, taxation, cost basis, investment fund choices and administrative forms. Processed exchanges between sub-accounts, changes to future allocations, and requests for Rebalancing and Dollar Cost Averaging (DCA).