Experience

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  CT Department of Insurance

  • Hartford, CT

  • Financial Examiner

    • Jul 2017 - Present
    • Hartford, CT

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  Robert Half Management Resources

  • Consultant

    • 2014 - Jun 2017

    Worked as a consultant at Cigna, Chemtura, and Connecticare.

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  The Hartford

  • AVP of Federal Taxes

    • Jun 1998 - Sep 2014

    Project Management/Process Improvement• Streamlined monthly/quarterly tax provision process by leading the Tax Department in Finance Transformation project to create a common G/L for the enterprise. Facilitated discussions with senior finance leaders in each line of business and reduced the level at which taxes were recorded, thus making the process simpler and less cumbersome to support. • Led selection process and implementation of common tax software platform for enterprise tax reporting responsibilities, allowing consolidation of tax data within one software system. • Designed and implemented use of Taxstream tax provision software for the life managed companies. Converted the tax reporting process from Excel to Taxstream provision software, reducing risk of error due to manual input, generating more accurate calculations of tax provisions, and automating both GAAP and statutory deferred income tax inventories. Team Development• Led teams ranging from 2 to 8 staff members with noted record of successfully motivating, mentoring and developing staff skills for promotional readiness.• Fostered collaborative relationships inside and outside of department and met high performance standards by finding common ground and providing honest analysis and transparency.• Addressed performance management issues and was successful in coming to positive outcomes along with gaining respect from staff members. Data Analysis/Collaborative Problem Solving• Supplied documentation during comprehensive review of tax amounts, proving no adjustment was necessary on GAAP balance sheet and resolving long term audit review issue.• Interpreted the original and revised guidelines and requirements for reporting of deferred income taxes on statutory basis and designed work papers to use in calculating and disclosing information for management and external financial reporting.

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  Cigna

  • Assistant Director

    • Feb 1989 - Jun 1998

    Federal tax provisioning and compliance for the individual life, reinsurance and pension divisions of the corporation. In addition, managed the state tax unit of 6 members and responsible for all state and local tax compliance.

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  Blum Shapiro

  • Staff Accountant

    • Jun 1987 - Feb 1989

    Spent a year in the audit area, mainly auditing non-profit organizations. Also, spent a year in the tax area, mainly preparing individual tax returns for clients. Prepared various compilations and reviews for numerous clients.