Profile

Proficiency in a wide spectrum of accounting functions spanning accounts payable and receivable (A/P and A/R), reconciliations, general ledger (G/L), expense tracking, collections, financial analysis, internal controls, and report preparation. Reputation as a dedicated, structured and systematic professional with polished analytical, planning, documentation, problem solving, management, and communication skills. Well-versed in federal and state tax laws as well as GAAP and SOX (Sarbanes Oxley) compliance. Proven ability to establish and effectively maintain unified working relationships with all levels of an organization. Seasoned background in insurance and reinsurance industry.

Selected Achievements:

• Eliminated need for manual check processing at Endurance Specialty Holdings by opening Lockbox Hub bank account which accelerated cash flow and increased investment income.
• Collaboratively initiated automated claim payments out of sub-ledger system at Endurance to eliminate manual cash entries and allocations, generated significant savings, and expedited claim settlement turnaround.
• Currently hold approval authority up to $250K on payments to brokers/clients.
• Partnered with Financial Systems department at One Beacon Insurance to streamline transfer of information into financial system databases, achieve paperless environment, and increase time available for analysis.

Professional Experience

Confidential, 2005 to Present
Manager, Collections and Aged Debt (2010 to Present)

• Direct cash analysts in performing timely and accurate cash entry and application for billion dollar insurance/reinsurance company.
• Manage and monitor all business cash activities for US and Bermuda insurance and reinsurance including reconciliations for 30+ foreign and domestic bank accounts.
• Diligently manage aged receivables and unallocated cash analysis for all US and Bermuda insurance and reinsurance accounts.
• Seamlessly cooperate with internal and external auditors to ensure SOX compliance for all cash processes and procedures.
• Conduct quarterly meetings with finance executive leadership team, underwriting/sales, and claims department to provide updates on progress with aging receivables.

Cash Analyst (2006 to 2009)

• Applied sharp organizational skills toward facilitating efficient and precise cash accounting of all broker and direct client invoices.
• Managed unallocated cash transactions via monthly reconciliations and communicated with internal clients (claims department and underwriting) and external clients (brokers and direct clients) to research and swiftly resolve unallocated cash transactions.
• Handled aged receivables/payables for all brokers, practiced excellent follow-up on overdue funds and to enforce collections, and settled insurance/reinsurance policy balances with brokers.
• Completed monthly bank reconciliations for 12 accounts including foreign accounts.
• Consistently ensured adherence to internal controls including SOX criteria and provided supporting documentation to auditors as requested.

Reinsurance Accountant (2005 to 2006)

• Spearheaded data quality and contract set-up in Genius software, and meticulously validated all financial components of reinsurance treaty to reflect control sheets.
• Managed portfolio by preparing accounts, analyzing statistics, and booking contingent commissions, sliding scale commissions, premium adjustments, and reinstatement premium transactions.
• Met quarterly with Underwriting staff to review and analyze portfolio trends and performance.
• Played an integral role in monthly, quarterly, and year-end activities by performing multiple reconciliations to ensure accuracy of information into G/L.

Confidential, Boston, MA, 2000 to 2004
Senior Accountant - Premium/Loss Reporting (2002 to 2004)

• Conducted premium and loss accounting activities including in-depth analysis of involuntary pools.
• Prepared journal entries for balance sheet and income statement accounts along with entries into comprehensive premium/loss datamart system.

Accountant - Reinsurance Operations (2001 to 2002)

• Performed full-scope monthly accounting activities of voluntary pools and associations involving both production and cash transactions of premiums, losses, interest and expenses.
• Administered settlement of losses for international ocean marine accounts.
• Proficiently reconciled multiple balance sheet accounts each month.

Accountant - Accounts Payable (2000 to 2001)

• Oversaw A/P, G/L, bankbook reconciliations, and reconciliation of multiple G/L accounts.
• Contributed to month-end closing process to ensure timely and accurate ledger entries.

Education & Professional Development

Bachelor of Science in Business Management

Completed Harvard Business Review "Foundational Skills for Individual Contributors" focusing on situational leadership and communication modules.

Completed Harvard Business Review "General Management Program" focusing on management and coaching modules.

Computer Skills

Microsoft Office Suite, Genius, Lawson, ImageRight, SharePoint, Bond Pro