Director of Financial Reporting

• Aug 2023 - Present

Financial Reporting Manager

• Apr 2019 - Aug 2023

Manager of Financial Reporting and Asset Management

• Jun 2018 - Oct 2019

Senior SEC and Financial Reporting Analyst

• Feb 2018 - Jun 2018

Accounting Supervisor

• Apr 2016 - Feb 2018

Compiles and prepares external and internal financial data.Reviews accounting issues and procedures and makes recommendationsregarding the implementation of accounting policies.Participates in the identification and development of analytical tools andreports to meet the needs of management.Works with internal auditors, insurance examiners, and external auditors toanswer questions and provides supporting data.Maintains journal entries and subsidiary ledgers. Analyzes and reconcilesaccounts; researches cause of discrepancies and takes action to ensureaccounts are balanced.Reviews, prepares and maintains standard accounting journal entries requiringsome calculation of entries. Show less

Senior Accountant - SEC Reporting

• Oct 2014 - Apr 2016

Compiles and analyzes financial information for the company to be submitted to the Securities and Exchange Commission Develops integrated revenue/expense analysis, projections, reports, and presentations. Creates and analyzes monthly, quarterly, and annual reports and ensures financial information has been recorded accurately. Identifies trends and developments and communicates them to management. Monitors actual results of financial data against budget, determines trends and explains financial results. Provides analysis and reports to company’s management, and offers suggestions about financial matters/observations that may affect other departments. Reviews low-risk journal entries, account reconciliations, and other analyses prepared by staff accountants. Show less

Senior Auditor

• Oct 2011 - Oct 2014

External Auditing of private for profit companies, not for profit companies, employee benefit plans, school district & municipal governments. External Auditing of private for profit companies, not for profit companies, employee benefit plans, school district & municipal governments.