Allan Franklin, CPA, CFE

Vice President of Financial Reporting at Cabrillo Coastal General Insurance Agency, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Fairview, North Carolina, United States, US

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Credentials

  • Certified Fraud Examiner
    Association of Certified Fraud Examiners (ACFE)
    Oct, 2018
    - Oct, 2024
  • Certified Public Accountant (FL)
    American Institute of Certified Public Accountants
    Aug, 2016
    - Oct, 2024

Experience

    • United States
    • Insurance
    • 1 - 100 Employee
    • Vice President of Financial Reporting
      • Jun 2023 - Present

    • Controller
      • Oct 2021 - Jun 2023

    • Assistant Controller
      • Mar 2019 - Oct 2021

    • United States
    • Accounting
    • 100 - 200 Employee
    • Senior - Assurance Services
      • Jan 2015 - Mar 2019

      Industries served include insurance, retail, commercial, not-for-profit, and government. Responsibilities consists of management oversight and performance of agreed-upon procedures, financial statement audits, Litigation support, and financial statement reviews and compilations. Examples include internal control systems documentation and testing for cash receipt, disbursement and payroll transaction cycles; compliance testing; performance of agreed-upon procedures; inventory… Show more Industries served include insurance, retail, commercial, not-for-profit, and government. Responsibilities consists of management oversight and performance of agreed-upon procedures, financial statement audits, Litigation support, and financial statement reviews and compilations. Examples include internal control systems documentation and testing for cash receipt, disbursement and payroll transaction cycles; compliance testing; performance of agreed-upon procedures; inventory observations; performance of detailed audit testing which includes the performance of predictive tests and source document vouching.

    • Assurance Services
      • Jan 2015 - Oct 2017

    • United States
    • Banking
    • Financial Reporting and Reconciliation Accountant / Property & Insurance Accountant
      • Oct 2012 - Jan 2015
    • United States
    • 100 - 200 Employee
    • Tax Auditor II
      • Sep 2011 - Oct 2012

      Responsible for processing, examining, analyzing, and/or interpreting accounting records for the purpose of giving advice, preparing statements or reports, and promoting voluntary tax compliance with an emphasis on doc stamp, mortgage, intangible, and corporate income taxes. Responsible for processing, examining, analyzing, and/or interpreting accounting records for the purpose of giving advice, preparing statements or reports, and promoting voluntary tax compliance with an emphasis on doc stamp, mortgage, intangible, and corporate income taxes.

    • Brazil
    • Retail
    • Operations Manager
      • Jan 2007 - Sep 2011

      During my employment with Guitar Center, I gained four plus years of management experience dealing with hiring, training, and termination of employees. I was responsible for the execution and monitoring of account maintenance and review of monthly profit and loss statements with the intent to implement new strategies to reduce costs and increase sales. I implemented and maintained loss prevention strategies to reduce inventory loss and was also responsible for development of plans to promote… Show more During my employment with Guitar Center, I gained four plus years of management experience dealing with hiring, training, and termination of employees. I was responsible for the execution and monitoring of account maintenance and review of monthly profit and loss statements with the intent to implement new strategies to reduce costs and increase sales. I implemented and maintained loss prevention strategies to reduce inventory loss and was also responsible for development of plans to promote team members from within the company. Show less During my employment with Guitar Center, I gained four plus years of management experience dealing with hiring, training, and termination of employees. I was responsible for the execution and monitoring of account maintenance and review of monthly profit and loss statements with the intent to implement new strategies to reduce costs and increase sales. I implemented and maintained loss prevention strategies to reduce inventory loss and was also responsible for development of plans to promote… Show more During my employment with Guitar Center, I gained four plus years of management experience dealing with hiring, training, and termination of employees. I was responsible for the execution and monitoring of account maintenance and review of monthly profit and loss statements with the intent to implement new strategies to reduce costs and increase sales. I implemented and maintained loss prevention strategies to reduce inventory loss and was also responsible for development of plans to promote team members from within the company. Show less

    • Recording Engineer/Marketing
      • 2005 - 2007

      I was responsible for music engineering, production, and CD/DVD duplication. This was a self-managed position where my business partner and I recruited talent, recorded local bands, marketed and produced music. I was responsible for music engineering, production, and CD/DVD duplication. This was a self-managed position where my business partner and I recruited talent, recorded local bands, marketed and produced music.

Education

  • Florida Atlantic University
    Master of Accounting, Forensic Accounting
    2012 - 2014
  • Flagler College
    BA, Accounting
    2010 - 2012
  • Tallahassee Community College
    Associate of Arts, Accounting
    2010 - 2010

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