Curtis R.

Swayze
Champlin, MN 55316 763-234-8147 cswayze1@msn.com

CAREER OBJECTIVE
Accounting Specialist / Commissions & Payroll

PROFESSIONAL SUMMARY
Articulate and motivated accounting and finance professional with experience in commission management and
customer service at the corporate level; 10+ year dedication to commission processing and payments for a sales
staff of over 500 agents; skilled in payroll processing for a large insurance company; adept in budgeting,
forecasting, and all forms of financial reporting; collaborated with IT professionals to pioneer the design, build,
and launch of a highly successful Web-enabled commission processing tool; consistently ranked in the top 20%
performance rating; committed to high levels of performance with outstanding achievements; well respected by
peers and subordinates with excellent interpersonal skills.

CRITICAL SKILLS & ABILITIES
Oral / Written Communication Commission Processing / Payroll Prepare / Reconcile Reports
Critical Thinking / Analysis Financial Accounting / Billing Strategic Planning / Budgeting
Organized / Problem-Solving Compliance / Audit Knowledgeable Tech Savvy / Adaptable

PROFESSIONAL EXPERIENCE

Risk Solution Resources, Minneapolis, MN 2010 to 2014
Accounting Assistant
Risk Solution Resources is the Special Markets Manager for the Pan-American Life Insurance Group and is responsible
for the management of their Domestic Markets Group Program Business.

Actively involved in correcting, processing, and reconciling invoices, departmental billings, expense reports,
employee reimbursements, cash receipts, vendor statements, and journal vouchers; review and code financial
information; prepare and process documents for disbursing funds, making deposits, and reporting; manage
multiple bank accounts; compile and review information for company auditors and regulatory agencies; maintain
meticulous records and produce quarterly reports.

Specific Responsibilities and Accomplishments:
Improved expense report reconciliation and payments for program managers with zero errors.
Handled difficult and complex assignments thus earning the respect of management.
Continually exceeded expectations resulting in outstanding performance reviews.

Meritain Health, Plymouth, MN 2001 to 2010
Client Service Manager (2008 to 2010)
Meritain Health offers employers comprehensive, fully integrated, end-to-end solutions for their health benefit
requirements. Their client service approach includes customized plan designs, high touch plan management, and a
strong focus on wellness and education.

Based on outstanding performance, assumed an internal leadership role for building new client relationships and
retaining at-risk clients; assessed and interpreted client need through telephone consultations; conducted
research and analysis to resolve complex issues and financial problems; provided solutions to non-standard
requests; prepared stewardship reports and service agreements; translated customer service concepts into
practice.

Specific Responsibilities and Accomplishments:
Key point-of-contact for escalated benefit and financial issues involving members, clients, and sales
management.
Curtis R. Swayze 763-234-8147 Page 2 of 2

Acted as a resource and trainer for others with less experience.

Commission Analyst (2001 to 2008)

Accountable for the calculation of sales commissions quota and actual on a monthly and quarterly basis, verifying
accuracy of calculations, and ensuring timely communication to the payroll team; performed month-end close for
commissions accrual; completed variance analyses on sales compensation/commission payments across both
internal and external sales functions; reconciled and resolved discrepancies in commission pay; researched and
analyzed disputes and discrepancies reported by the sales team; developed and maintained transparency in the
reporting of issues, communicating actions taken, and escalation; prepared standard and ad hoc reports for the
Finance department regarding commissions; assisted in the development and refinement of department policies
and procedures consistent with internal control structures.

Specific Responsibilities and Accomplishments:
Managed commission testing, processing, and payment of multiple plans for over 500 sales
representatives totaling over $2 million paid out annually while handling all agent customer service
commission inquiries.
Supported process change initiatives within the Accounting organization.
Supported the internal and external audit processes.

GE Capital IT Solutions, Plymouth, MN 1998 to 2001
Commission Analyst
GE Capital IT Solutions provides services ranging from desktop PC support and maintenance to 24 X 7 information
technology operations support. It has supported companies such as Cisco Systems, Inc., IBM Global Services, GE
Financial Assurance (Now Genworth Financial), and Sybase, Inc.

Responsible for the calculation of sales commission quota and actuals on a monthly and quarterly basis, verifying
accuracy of calculations, and providing timely communication to the payroll team of actual amounts; analyzed
commission reports and other financial information for special reporting and testing; reconciled reports;
presented proposals to the Vice President of Sales for incentive issue resolution.

Provided outstanding customer service.
Managed the implementation, administration, and resolution of 12 commission plans for over 400
sales representatives with incentives totaling $13+ million annually.
Ranked in the top 20% (performance rating) by continuously exceeding corporate objectives.
Created, standardized, and implemented company-wide commission files for efficient and adaptable
administration of incentive plans.
Designed, developed, and implemented a corporate commission process to enforce objectivity and
fairness while adhering to corporate objectives.
Streamlined commission processing and improved the monthly commission pay-out timeline by two
weeks thus increasing sales representative satisfaction.
Collaborated with IT analysts and developers to design, build, and launch a pioneering, Web-enabled
financial tool for commission processing then trained the entire sales force in its usage.

EDUCATION & CERTIFICATION
BBA in Business Management, Minnesota State University, Mankato, MN
Certified in MS Excel by Cert Staffing, 2011

ACTIVITIES IN THE COMMUNITY
Advent Lutheran Church Mortgage Reduction Campaign Sponsor, since 2013
Champlin Park Youth Hockey Association Committee Member 2013
Champlin-Dayton Athletic Association Youth Baseball, Basketball, and Football Volunteer 2011-2013