Accounting Manager Resume
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SUMMARY:
- Over 20 years’ experience with solid and progressive knowledge experience in all facets of management, corporate strategy, finance, technology and risk management.
- Highly skilled in collaborating with all stakeholders; from board members to senior executives and line staff to achieve and exceed business goals and objectives.
- A motivational leader adept in building teams, enhancing risk intelligence and driving growth and success.
SKILL:
- Corporate Risk Management
- Business Modeling & Process Improvement
- Cost analysis and modeling
- Measure and manage performance
- Strategy Development and Execution
- Managed team of 10 direct reports
- System Development & Methodologies
- Audit internal and external processes
PROFESSIONAL EXPERIENCE:
Confidential
Accounting Manager
Responsibilities:
- Managed and directed the Solvency Two team which gathered N. American data and input into system to ensure solvency
- Led the development of an international accounting software system (Q 7)
- Formulated country unit strategies on gathering data for quantitative reports due to the Dutch regulator on a quarterly basis.
- Manage weekly country unit Q&A calls with CFO’s from 11 different countries
- Created, monitored and implemented Intra - Group Transaction Program documents ( $6 million budget)
- Worked with eleven country units gathering and validating country unit data streamlining their process and procedures
- Worked with Dutch regulators making sure we are compliant with all Solvency Two regulations
- Develop, monitored, and improved processes and procedures for all country units
- Determine how capital is spent, recognizing inefficiencies and recommending capital allocations on a going forward basis
- Recognize and address internal inefficiencies in office operations; evaluate operations for improvement opportunities and implement new procedures and controls
- Created and performed a four tier software testing model to ensure complete and accurate outcomes
- Perform financial analysis and participate in decision making process in support of new ventures
Confidential
Director of Finance
Responsibilities:
- Directed and managed investments for the private client services accounts
- Managed internal compliance team for the firm
- Led quarterly sales presentations for the firms clients
- Developed and implemented investment strategies for investors
- Assisted in developing sales goals, marketing strategies and long term growth plans
Confidential
Portfolio Manager
Responsibilities:
- Managed $ 3.5 billion portfolio for a P&C and Life Company including $3.1 billion in corporate, agency, and municipal bonds and $500 million in equities
- Managed all compliance with auditors and state regulators
- Analyzed credits, negotiated terms and covenants on private placement investments
- Evaluated financial risk and prepared financial forecasts, financing scenarios and other documents concerning capital management
- Successfully negotiated with issuers, attorneys and fellow Bondholders on bankruptcy workouts
- Analyzed current investments in the portfolio while performing due diligence for new investment opportunities using prospectus, 10-K financials, as well as third-party research such as Moody’s, S&P, CreditSights, GimmeCredit, and Morningstar
- Planned short and long-term cash flows and assessed financial performance for United Fire
- Prepared operating budgets for the investment department
- Authored quarterly Investment Committee reports for board meetings and presented reports to the Board
- Worked with internal and external auditors on procedures, GAAP compliance, and policies and controls in the Investment and Accounting departments
- Led the merger of insurance company’s investment department, merging and streamlining the two organizations
- Managed and implemented investment software
- Managed analysts and investment accounting staff (5 people)
- Researched changes in accounting principles related to life insurance and property and casualty products
- Member of the following company committees: 401k executive committee, Pension fund executive committee, Enterprise Risk Management committee