Laura Monteforte
Senior Financial Specialist @Financial Independence Group
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WORK HISTORY
Senior Financial Specialist @Financial Independence Group
Cornelius, NC, US
Directly reporting to the CFO.•Responsible for handling commission income for FIG, debit accounts, and marketing consultant payroll. •Calulate and distribute all marketing program payouts and special deals.•Record monthly CPC totals in Advisors Advantage Spreadsheet.•Update Premium Forces Report monthly.•Submit marketing totals for second floor screens.•Allianz permission and users.•Manually enter and track commission statements monthly.•Analyze and reconcile commission statements.•Upper management reporting.
EDUCATION
Appalachian State University
Bachelor's degree
ABOUT LAURA MONTEFORTE
Experience in regulatory compliance, project coordinating, accounting and commissions…
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