RESULTS-DRIVEN ACHIEVEMENTS

$16M Roofing Construction Company…
• Mentoring Accounting Manager to assume Controller role after CFO left,
• Designed and implemented key metrics dashboard,
• Simplified monthly financial messaging and streamlined forecasting

$1M General Insurance Agency…
• Developed forecast and pro-forma financials for potential investor use,

$3M Commercial & Benefits Insurance Brokerage…
• Replaced CFO and brought financials current,
• Developed Line of Business reporting to allow owner to see how each division performed,
• Mentored Operations Manager to excel in Accounting role

$500M Industrial Services Company…
• Developed reconciliation culture and procedures,
• Led audit completion and financial statement preparation,
• Leading monthly close during transition from interim to permanent controller while at a $500M industrial services client

$60 Million Managing General Insurance Agency…
•Managed accounting, finance and operations of the US arm of a global managing general agency in the insurance space with 23 employees and an annual premium turnover of $60 million annually.
•Optimized the finance group into a cohesive team to manage accounts of $15 million.
•Created systems and processes for forecasting of revenue and budgeting of expenses resulting in trustworthy reports of $13 million revenue and $9 million in costs. *Rely, confidence, trustworthy,

Global Insurer Run Off Division with $2B in Assets…
•Oversaw and led successful development and implementation of commutation program and the operational reinsurance team for the Run-Off division of a major global insurer, which centrally integrated discontinued operations the Group.
•Optimized over $500 million in reinsurance assets in the US, Canada, UK, France and Germany, handled by a staff of 7 reinsurance professionals.
•Achieved recovery of over $1 million in overlooked assets through introduction of new software.
•Achieved termination of several internal reinsurance contracts in excess of $40 million, resulting in a reduction of handling and reporting costs.
•Expended a rigorous review of underlying claims and reinsurance programs, which increased recoveries by $2 million and improved balance sheet accuracy.
•Improved accounting, finance and reinsurance operations for newly established Global Discontinued Business Division including recruitment and development of new team. Division included 20 business portfolios globally encompassing $1 billion in reinsurance assets managed by 9 reinsurance professionals.
•Achieved recoveries in excess of $1.5 million through initiatives including broker cash reviews and audits.
•Added 5 key operating indicators and accurate virtual financials for GDBD through implementation of SAAP accounting software.
•Eliminated a $70 million business resulting in a net profit of $500K.

Global Industrial Insurer with $1B in Revenue Yearly…
•Led Operational Finance function including premium collection and reinsurance accounting departments of major North American commercial and specialty insurer, handling cash turnover of $2 billion annually.
•Managed staff of 24 accountants and collectors including startup of a Canadian Branch.
•Contributed to local and global project teams in $30 million project to convert the financial software to SAP; produced requirements for premium and reinsurance accounting functions.
•Improved accounting for $600 million in accounts receivable including conversion to SAP.
•Streamlined integration of $40 million business unit assumed due to sale.
•Added $2 million in balances previously written off.
•Reduced cash outstanding by over 35%, from over 60 days to under 40 days for $600 million in accounts receivables.
•Optimized recovery of $2.5 billion in reinsurance from World Trade Center event, with no write-offs.
•Introduced new reinsurance and accounts receivable systems ahead of Y2K, improving design and optimizing testing.
•Reestablished internal audit department and operations of a leading global insurance group’s US property & casualty insurance company, building trust with management and auditees while enhancing controls.