Mortgage Loan Officer, NMLS #2346993

• Apr 2022 - Present

Controller

• Jun 2019 - Mar 2022

Senior Accountant

• May 2018 - Jun 2019

Manager - Financial Reporting

• Sep 2016 - Jul 2017

• Managed financial statement close process to ensure timely and accurate management, SEC and Statutory reporting on a monthly, quarterly and annual basis• Responsible for financial statements including income statement, balance sheet and footnotes for business segment and legal entities of a Fortune 500 company• Communicated financial results including variances to prior period and forecast to senior management during monthly/quarterly financial close meetings• Department’s point of contact during external and internal audits• Led the streamlining and transition of accounting and reporting tasks to multiple departments during segment shutdown• Reviewed monthly and quarterly journal entries and account reconciliations for accuracy, completeness and compliance with SOX controls and company policy• Managed, trained and mentored a dynamic team of employees and contractors Show less

Supervisor - Financial Reporting

• Apr 2015 - Aug 2016

• Managed financial statement close process to ensure timely and accurate management, SEC and Statutory reporting on a monthly, quarterly and annual basis• Responsible for financial statements including income statement, balance sheet and footnotes for business segment and legal entities of a Fortune 500 company• Communicated financial results including variances to prior period and forecast to senior management during monthly/quarterly financial close meetings• Department’s point of contact during external and internal audits• Analyzed department workflow to develop more efficient processes and procedures• Reviewed monthly and quarterly journal entries and account reconciliations for accuracy, completeness and compliance with SOX controls and company policy• Built organizational talent by reviewing and interviewing potential applicants for open Accounting and Finance positions• Managed, trained and mentored a dynamic team of employees and contractors Show less

Lead Accountant

• Nov 2008 - Apr 2015

• Managed various monthly accounting/reporting duties including state assessment payments, reinsurance accounting, and commission data reporting• Led competitor financial statement analytics team and communicated results to executive management including the CEO and CFO• Identified, analyzed and communicated trends in financial statements• Involved in various cross functional project teams• Provided guidance and coaching for other members of department• Performed and reviewed general ledger journal entries in accordance with GAAP and Statutory accounting principles• Completed and reviewed general ledger account reconciliations Show less

Senior Accountant

• Jul 2007 - Oct 2008

• Prepared trend analysis on various components of the financial statements• Performed general ledger journal entries in accordance with GAAP and Statutory accounting principles• Completed general ledger account reconciliations • Reviewed team members' journal entries and account reconciliations to ensure proper financial statement presentation• Trained new team members on various financial/accounting systems as well company/industry information

Accountant

• Sep 2005 - Jul 2007

• Performed general ledger journal entries in accordance with GAAP and Statutory accounting principles• Completed general ledger account reconciliations

Mutual Fund Accountant

• Sep 2003 - Sep 2005

• Worked cooperatively with Fund Administration, Fund Custody, and mutual fund advisors to resolve discrepancies in fund holdings, security prices, and cash flows • Provided Net Asset Values for multiple mutual funds on a daily basis • Performed daily, weekly, and monthly account reconciliations • Worked cooperatively with Fund Administration, Fund Custody, and mutual fund advisors to resolve discrepancies in fund holdings, security prices, and cash flows • Provided Net Asset Values for multiple mutual funds on a daily basis • Performed daily, weekly, and monthly account reconciliations