CORPORATE ACCOUNTING & FINANCE PROFESSIONAL

PROFILE: Analytical, effective, financial professional with over 25 years of progressively responsible experience leading teams in providing timely, sound financial/accounting analysis and guidance to senior management. Extensive experience in managing accounting and financial functions in the insurance/reinsurance industry. Highly skilled in streamlining business process and systems through analysis and benchmarking activities.
Confident leader able to identify and attract talented people and buildstrong, collaborative teams.
Proactive, strategic thinker able to assess and communicate opportunities and risk.

PROFESSIONAL EXPERIENCE

INDEPENDENT ACCOUNTING AND FINANCE CONSULTANT
Clients include:
Confidential,1/2011 - presentNew York, NY
Services provided include conversion from Great Plains General Ledger system to Microsoft Dynamics A/X. Perform all period closing activities including all Statutory filings utilizing SAP and FSIOasis Filing System
Confidential,2010 - 1/2011New York, NY
Services provided include implementing and testing new Great Plains General Ledger system and Wings Annual Statement system. Consolidate Yellow Book data from over 75 international Chartis offices into new system. Develop various tracking and reconciliation schedules.

Confidential,Morristown, NJ
Reinsurance Accounting Manager 2009 - 2010
$1 billion Property & Casualty, Insurance/Reinsurance Company. Reported to VP/Assistant Controller. Managed staff of four senior accountants. Directed and coordinated operations of Reinsurance Accounting, Payable and Receivable staff. Ensured accurate booking of reinsurance assumed and ceded transactions including GAAP and STAT reporting utilizing WINS and Hyperion systems, preparation of uncollectible reinsurance reserve, timely preparation of management reports and policy and procedure documentation. Prepared Schedule F utilizing Wings Annual Statement System, 10Q/K reinsurance footnote, IFRS conversion and preparation of statutory schedules and footnotes. Interacted with Corporate Reinsurance Department, external reinsurance intermediaries, direct reinsurers and Collection's Department to achieve timely and accurate results. Prepared, reviewed and approved premium and loss receivable and general ledger account reconciliations, coordinated monthly, quarterly and annual closing process and monitored structured settlements and commutation write-offs.

• Documented and cross referenced major responsibilities of department such as GAAP and SAP reporting, IFRS conversions, Schedule F, 10Q/K footnote and statutory footnotes resulting in improved accuracy and efficiency and more effective cross training.
• Reduced month-end closing time by two days, year-end by five days.
• Brought previously outsourced accounting functions in-house, saving $150,000 in annual CPA fees.

Confidential, New York, NY

Finance Manager 2006 - 2009

• $5 billion Property & Casualty, Insurance/Reinsurance Company. Reported to VP of Finance. Prepared monthly income and expense summaries and analysis. Prepared monthly performance-to- plan discussion document and analysis. Prepared annual budget and planning activities utilizing Cognos Business Intelligence and Hyperion systems. Prepared forecasts and reviewed/revised forecast methods to ensure accuracy. Prepared forecast- to-actual variance reports for senior management. Reported on various parent-company sustainability and customer focus initiatives. Collaborated with business leaders to establish and implement effective performance metrics to impact business success. Provided various ad-hoc information to underwriting management to assist them in managing their book of business.
• Linked and automated various monthly and income expense presentations and performance-to-plan analysis resulting in faster and more effective guidance to senior management.

Confidential, New York, NY

Senior Financial Analyst 2005 - 2006

• $500 million Insurance/Reinsurance Broker. Reported to VP. Supported various practice areas by designing and preparing financial analysis and research in such areas as expense performance, rate of return, depreciation, working capital, marketing and investments utilizing Cognos Analysis system. Prepared forecasts, budgets and analyzed trends as they related to business unit. Compiled and prepared monthly results reports as well as developed organization business policies.
• Linked and automated various financial analysis reports which improved timeliness to practice areas.

Confidential, New York, NY

Director of Treasury Operations for Domestic Brokerage Group Comptroller Division 2003 - 2005

• $90 billion International Insurance/Reinsurance Company. Reported to VP/Assistant Controller. Division responsible for all financial issues for 19 AIG owned companies. Managed Cash Processing Unit, comprised of staff of three managers and ten accountants. Controlled and managed all daily cash responsibilities. Issued daily cash management reports and perform transfers as needed. Issued all monthly forecasts, projections and cash results reports including narrative pertaining to reporting variances. Prepared annual cash budget ensuring all departmental communication with service groups and profit centers. Ensured timely bank reconciliations with no over 60 day items reported. Documented and tested internal controls to ensure compliance with SOX Regulation 404.
• Developed and implemented process restricting expenses to company, branch, department and region codes within their managerial structures thus eliminating erroneous departmental expense reporting.

• Reported to Reinsurance Controller. Managed Pro Rata and Facultative Departments consisting of two managers and 18 accountants. Monitored monthly and quarterly GAAP and SAP closing process and reviewed/approved journal entries as needed. Reviewed/approved divisional statistics. Ensured all internal and external inquiries were researched and resolved in timely and accurate manner. Coordinated activities for preparation of Schedule F. Documented and tested internal controls to ensure compliance with SOX Regulation 404.
• Developed and instituted standardized electronic billing format which improved payment process, investigation process, reporting speed and accuracy to profit center and reinsurers.

Confidential, Jersey City, NJ

Assistant Controller for division providing financial and human resource services. 2000 - 2002

• $10 million Financial Services Provider. Reported to CFO. Managed staff of four including two accountants, systems analyst and payroll manager. Developed all monthly financial statements. Prepared and input major journal entries and developed and interpreted matching of cost and revenue. Prepared and filed various tax returns. Calculated producer commissions and managed payroll. Updated depreciation of fixed assets, reconciled bank account and prepared and distributed A/R report.
• Reconciled over $3.5 million worth of unapplied cash receipts.
• Developed Excel spreadsheets to assist in monthly reconciliation of cost and revenue.
• Reduced operation costs by $300,000 by instituting major cost reduction measures.

Confidential, New York, NY

Assistant VP of Finance 1985 - 2000

• $26 million Reinsurance Broker. Reported to CFO. Oversaw and controlled all accounting functions. Managed staff of six accountants. Prepared and analyzed experience reports for all client treaties, prepared various exhibits for broker's marketing documents, prepared corporate budget and financial reports, and prepared corporate and payroll tax returns. Secured letters of credit for clients unauthorized reinsurers and intermediary licensing applications. Managed all aspects of reinsurance accounting including ceded, assumed, facultative and retrocession. Managed company payroll.
• Increased department productivity 50% and reduced error rate 20% by automating statistical records.
• Streamlined cash flow 20% by developing cash monitor system.

• MS Excel, Access, Power Point, Dynamics AX, FRX, Atlas, Great Plains, QuickBooks, Cognos, PeopleSoft, Wings, PeachTree, SAP, Hyperion, Applied, Sage, Essbase, WINS, FSIOasis.

• BA in Accounting/Economics