VP Finance Strategic Initiatives

• Apr 2023 - Present

Expanded role from prior role, in which I now also lead the Finance Systems team and Accounting Policy team, both integral to implementing corporate strategic initiatives affecting Finance. Responsible for evaluating transactions and the impact on systems and financial reporting. Work closely with leaders across multiple disciplines to meet corporate objectives.

VP Finance Innovation

• Apr 2021 - Mar 2023

Responsible for providing leadership and guidance to optimize significant Finance initiatives, including oversight of the U.S. GAAP Long Duration Insurance Contracts standard implementation and advancement of data strategy and data governance for Finance. Driver of frequent collaboration with cross functional teams to move strategic initiatives and innovative approaches forward.

VP Audit Services (Chief Audit Executive)

• Jan 2018 - Mar 2021

Led all aspects of the internal audit department, including development and execution of the department’s strategy and audit plan, evaluation of enterprise risks, staff training & development, as well as regular reporting to executive management and the Audit Committee of the Board of Directors.

2nd VP, Financial Reporting - Accounting Policy

• Jan 2017 - Dec 2017

Built out and led the accounting policy team who served as advisors to senior management on technical accounting and auditing matters. Responsible for the interpretation and application of U.S. GAAP and Statutory insurance accounting standards in the development of accounting positions for complex transactions. Also was responsible for monitoring regulatory changes affecting financial reporting and developing and maintaining accounting policies to ensure compliance with relevant accounting… Show more Built out and led the accounting policy team who served as advisors to senior management on technical accounting and auditing matters. Responsible for the interpretation and application of U.S. GAAP and Statutory insurance accounting standards in the development of accounting positions for complex transactions. Also was responsible for monitoring regulatory changes affecting financial reporting and developing and maintaining accounting policies to ensure compliance with relevant accounting standards.

Assistant Vice President, Financial Reporting - Accounting Policy

• Jan 2015 - Dec 2016

Accounting Policy Officer

• Apr 2014 - Dec 2014

Senior Manager - Audit

• Sep 2003 - Mar 2014

Started career in public accounting, external audit. Primarily served multinational, publicly traded companies in the consumer products, retail, medical device and technology industries. Possesses a broad understanding of technical standards and SEC financial reporting requirements as well as PCAOB standards and the COSO internal control framework. As a senior manager, was responsible for development and execution of the integrated audit strategy as well as development of the client service… Show more Started career in public accounting, external audit. Primarily served multinational, publicly traded companies in the consumer products, retail, medical device and technology industries. Possesses a broad understanding of technical standards and SEC financial reporting requirements as well as PCAOB standards and the COSO internal control framework. As a senior manager, was responsible for development and execution of the integrated audit strategy as well as development of the client service relationship. Show less Started career in public accounting, external audit. Primarily served multinational, publicly traded companies in the consumer products, retail, medical device and technology industries. Possesses a broad understanding of technical standards and SEC financial reporting requirements as well as PCAOB standards and the COSO internal control framework. As a senior manager, was responsible for development and execution of the integrated audit strategy as well as development of the client service… Show more Started career in public accounting, external audit. Primarily served multinational, publicly traded companies in the consumer products, retail, medical device and technology industries. Possesses a broad understanding of technical standards and SEC financial reporting requirements as well as PCAOB standards and the COSO internal control framework. As a senior manager, was responsible for development and execution of the integrated audit strategy as well as development of the client service relationship. Show less