Anna Leahy

Financial operations lead with strong 401(k) tax and cash reconciliation skills; specialty expertise in procedure development and documentation; experience with internal and external auditing; coaching and training; highly skilled in Microsoft Office Suite.

- Review and process broker-dealer and custodial changes on annuities.
- Review and process liquidations of annuities.
- Follow-ups with insurance carriers on broker-dealer and custodial changes.
- Compose correspondence regarding changes and liquidations.

Accomplishments:
- Reduced monthly tax reconciliation variances by 50%.
- Initiated interdepartmental leads' meetings to resolve communications difficulties and improve cash variance resolution.

Responsibilities:
- Reconciled cash variances and resolved tax reporting issues for 401(k) plans.
- Assigned incoming work and tracked work-flow of Money Out processors.
- Liaison for work partners in India.
- Assisted with internal and external audits
- Transition planning for transferring a business subsidiary to an outside corporation.
- Coached and trained specialists in mainframe systems, databases, and MS Office Suite skills
- Coordinated effective inter-departmental training;
- Documented and edited existing procedures, developed and communicate new procedures, maintained procedure database.
- Provided staff presentations.

- Processed loans, distributions, and withdrawals from 401(k) plans.
- Reconciled cash variances.
- Reconciled tax reporting variances.

- Processed loans, distributions, and withdrawals from 401(k) plans.
- Reconciled cash daily; reconciled tax variances monthly.
- Received and resolved client service calls.

Microsoft Access, Microsoft Word, Microsoft Excel, Wystar, Business Grammar, procedure writing, fraud prevention, 401(k) tax regulations

Microsoft Word, Excel, Access, spreadsheets, Windows XP, Windows Vista, OS2 Warp, linux, html, writing, editing, operating, word processing, research, procedure writing, lotus notes, databases, reconciling, Abiword, Open Office, Lotus WordPro, Wystar, reconciling, coaching.

Tutor: Minneapolis Public Schools Adult Basic Education Program
Teaching Assistant: Hennepin County Public Library Adult Basic Education Program
Volunteer: Animal Interest Network, Ameriprise Financial Advisors
Volunteer: Habitat for Humanity, Ameriprise Financial Advisors

Writing, art, archaeology

financial operations, retirement services, fraud prevention, procedures, writing, operations, analyst, spreadsheets, database, training, coaching, writing, editing, documenting, 401(k), research, lead, team lead, reconciliation, service, tax reporting, reconciling, business analyst, reconcile, reporting, compliance, tax regulations, trust, operations, processing, annuity, loan