Experience

Ulliance, Inc.

• United States
• Human Resources
• 1 - 100 Employee

• Chief Financial Officer

  • Sep 2020 - Present

• Director of Finance & HR

  • Sep 2017 - Present

  Troy, Michigan



Brown & Brown Insurance

• United States
• Insurance
• 700 & Above Employee

• Regional Operations Supervisor

  • Jan 2014 - Nov 2015

  Ensured compliance to Corporate Guidelines and Best Practices for 9 Insurance Profit Centers in the Midwest with Annual Revenues exceeding $40M. Provided ongoing financial analysis, training, mentorship, and management to 7 direct reports.

• Accounting Operations Leader (AOL)

  • Jul 2003 - May 2015

  Sterling Heights, MI Responsible for all acctg for M/E J/Es & recons through finl stmts, financial analysis, finl projections, & rptg under tight deadlines for multiple branches. Achieved 98 (May 2010) & 96 (Nov 2012) out of 100 on Corp Internal Audits. Named 1 of 7 Acctg Trainers for new AOLs within Brown & Brown’s 180+ Profit Centers. Created in-depth docs & led the efforts to implement training. 2012 awarded AOL of the Year Above & Beyond–Down’s Region. Performed HR functions incl: New Hire… Show more Responsible for all acctg for M/E J/Es & recons through finl stmts, financial analysis, finl projections, & rptg under tight deadlines for multiple branches. Achieved 98 (May 2010) & 96 (Nov 2012) out of 100 on Corp Internal Audits. Named 1 of 7 Acctg Trainers for new AOLs within Brown & Brown’s 180+ Profit Centers. Created in-depth docs & led the efforts to implement training. 2012 awarded AOL of the Year Above & Beyond–Down’s Region. Performed HR functions incl: New Hire Orientations, Reviews, Terms, & Ee File maint. Managed Acctg Staff, IT Team & Rcptn Team. Created complex Excel Templates & Workbooks, utilizing V-Lookups & PivotTables. Data Retention Policy Lead & Catastrophe Plan Coordinator. Coordinated/tracked Carrier Bonus docs & calcs. Reconciled Sales & Use Tax, Unclaimed Prop rptg through Corp. Met with vendors to negotiate / secured savgs & contracts. Agency contact for Agency Mgmt System upgrades/liaison to Agency Depts. Participated in Acq Due Diligence potential Merger Candidates. *Agency Acct | 02/2004 – 06/2009 Asstd AOL & CFO with M/E J/Es, treasury trfs & recs through fin'l stmts, monthly var anal revenue, exp & salary actl vs. budt & projections to Sr Mgmt. Performed payroll functions including complex cross company trfs, j/es, payments of taxes, 401k contributions and ER match & recs using web-based payroll providers. Analyzed outdated acctg functions & payroll processes & led migrations to ADP & other programs. Implemented/streamlined/administered Emp Exp Reimb using a 3rd-party vendor reducing turnaround time and exp rptg. Processed daily/mo/annl Cash Receipts / AR / Insurance Co Pay / Producer Pay & asstd overseeing AP functions/staff. Kept Fixed Asset listing, tagging, documentation & recs to Corp roster. Asstd with annl prep of Budget Binder info & basic anal for many exp accounts. Contractor 07/2003-02/2004 - Performed clean-up efforts of Insurance Co Payables, fill in for AP, payroll & budget duties. Offered FT emp after 6 mos.



Hudson & Muma, Inc.

• Insurance
• 1 - 100 Employee

• Controller

  • Aug 2002 - Apr 2003

  Royal Oak, MI •Responsible for all monthly financial transactions and reconciliations through financial statements, and financial / cash-flow analysis. Coordinated and managed external audits. •Managed daily accounts receivable, accounts payable and banking activities. •Performed semi-monthly payroll functions including interface with the payroll company. •Led a cleanup effort of all accounting records. •Provided continued assistance in training new Controller in 2003/2004.



Visual Services Inc.

• Accounting Supervisor

  • Apr 1999 - Jul 2002

  Bloomfield Hills, MI •Performed month-end consolidation of financial statements for seven entities. •Assisted in the preparation of the quarterly and annual SEC Financial Statement filings. •Responsible for the month-end general ledger account reconciliations. •Led, identified, implemented and documented new procedures to increase efficiency and accuracy in the Accounting Department. A reduction from 25 to 15 days for consolidated financial statements. •Project Liaison between the Accounting… Show more •Performed month-end consolidation of financial statements for seven entities. •Assisted in the preparation of the quarterly and annual SEC Financial Statement filings. •Responsible for the month-end general ledger account reconciliations. •Led, identified, implemented and documented new procedures to increase efficiency and accuracy in the Accounting Department. A reduction from 25 to 15 days for consolidated financial statements. •Project Liaison between the Accounting Department and other areas of the company to lead and set priorities, identify and reconcile issues, which included general ledger software conversion, and cost allocations. Show less



CoverX Corporation

• Accountant

  • Jun 1996 - Apr 1999

  Southfield, MI •Prepared Statutory Financial Statements for 2 insurance companies. •Performed month-end general ledger account and bank reconciliations. •Managed accounts receivable and accounts payable functions. •Performed treasury management activities relating to cash receipts and disbursements, daily transfer of funds, returned items and premium payments. •Acted as a liaison between the Accounting Department and Operations, Claims, Administration and Sr. Management. •Prepared and filed… Show more •Prepared Statutory Financial Statements for 2 insurance companies. •Performed month-end general ledger account and bank reconciliations. •Managed accounts receivable and accounts payable functions. •Performed treasury management activities relating to cash receipts and disbursements, daily transfer of funds, returned items and premium payments. •Acted as a liaison between the Accounting Department and Operations, Claims, Administration and Sr. Management. •Prepared and filed premium tax requirements for 15 states. •Compilation of Loss Summary information for Schedule P of the Statutory Statement. •Intricate involvement in general ledger conversion to windows based system. Show less



Comerica Bank

• United States
• Banking
• 700 & Above Employee

• Commercial Lending - Department Assistant

  • May 1990 - Jun 1996

  Detroit & Birmingham, MI •Prepared commercial loan committee packages for formal approval process. •Prepared cash flow analyses, break even analyses, proforma balance sheets, collateral analyses, and account payable and accounts receivable concentration, aging, ratio and trend analyses. •Integrated complex financial statements using the TurboFast financial model program for use in financial statement analyses and ratio analyses. •Calculated financial covenants to monitor compliance with bank credit… Show more •Prepared commercial loan committee packages for formal approval process. •Prepared cash flow analyses, break even analyses, proforma balance sheets, collateral analyses, and account payable and accounts receivable concentration, aging, ratio and trend analyses. •Integrated complex financial statements using the TurboFast financial model program for use in financial statement analyses and ratio analyses. •Calculated financial covenants to monitor compliance with bank credit agreements. •Earned eight awards for outstanding performance in exceeding customer expectations and suggesting and implementing new strategies to improve efficiency. Customer Service Assistant, Correspondent Banking Group •Assisted customer representatives in providing account information and initiating Fed Funds investments, wire transfers, certificates of deposit and other security investments for regional/local financial institutions. Show less