Experience

Everence Financial

• United States
• Financial Services
• 200 - 300 Employee

• Senior Vice President & CFO

  • May 2022 - Present



Transamerica

• United States
• Financial Services
• 700 & Above Employee

• VP, Controller, Head of Financial Reporting

  • Jul 2019 - May 2022

  Cedar Rapids, Iowa Area Controller, Head of Financial Reporting for Transamerica, covering multiple bases of accounting, including IFRS and US GAAP, Capital/Solvency II, and US Statutory for insurance company and captive entity filings. Reporting directly to the CFO of Transamerica, serving as a member of the Finance Leadership Team, an officer of affiliated insurance companies, and a member of various boards and committees supporting transformation initiatives across the enterprise. Responsible for the external audit… Show more Controller, Head of Financial Reporting for Transamerica, covering multiple bases of accounting, including IFRS and US GAAP, Capital/Solvency II, and US Statutory for insurance company and captive entity filings. Reporting directly to the CFO of Transamerica, serving as a member of the Finance Leadership Team, an officer of affiliated insurance companies, and a member of various boards and committees supporting transformation initiatives across the enterprise. Responsible for the external audit firm relationship and delivery on Transamerica’s consolidated and legal entity audits, including oversight of management’s Sarbanes Oxley (404) controls processes and procedures.

• Director, Finance - IFRS 17 Transformation

  • Jan 2018 - Jun 2019

  Cedar Rapids, Iowa Area Initiated and led large scale transformation project impacting people, processes, and systems in order to implement the new IFRS 17, Insurance Contracts, standard for Transamerica. Led a diverse team of actuaries, accountants, project managers, IT and external consultants through the planning, design and beginning implementation phases of a multi-million dollar transformation effort. Collaborated across a diverse stakeholder group in the US and the Netherlands in order to deliver on strategic… Show more Initiated and led large scale transformation project impacting people, processes, and systems in order to implement the new IFRS 17, Insurance Contracts, standard for Transamerica. Led a diverse team of actuaries, accountants, project managers, IT and external consultants through the planning, design and beginning implementation phases of a multi-million dollar transformation effort. Collaborated across a diverse stakeholder group in the US and the Netherlands in order to deliver on strategic outcomes.

• Director, Finance - Health Product Reporting

  • Jan 2016 - Dec 2017

  Cedar Rapids, Iowa Area Led Transamerica's Health product line financial reporting group responsible for all bases of accounting and related reporting and FP&A processes, including quarter-end and annual closes, controls execution, and financial planning, budgeting and analysis for Transamerica’s long term care and supplemental health product suite. Partnered with the business and led strategic change efforts and management actions to drive the business forward.

• Senior Manager, Financial Planning & Analysis

  • Jan 2012 - Jan 2016

  Cedar Rapids, Iowa Area Responsible for Corporate-wide financial planning, budgeting, reporting and analysis. Designed the preparation of meaningful financial analysis to drive the business with senior leadership. Led a range of activities across the Transamerica product suite, including in-depth business unit financial reviews, budget and medium term plans, Investor Relations calls, and Management and Board of Directors presentations.



Spot Trading LLC

• United States
• Investment Management
• 1 - 100 Employee

• Finance Manager

  • 2009 - Jan 2012

  Greater Chicago Area Responsible for all GAAP reporting, including daily and monthly financial statements for firm leadership, filing of FOCUS reports, annual audited financial statements, and auditor relationship. Monitored and forecasted excess net capital with clearing broker-dealer (Goldman Sachs). Led the selection and implementation of a new Microsoft Dynamics (Great Plains) general ledger platform, involving requirements gathering, module design, implementation, testing, and end-user training.



Anthem, Inc.

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Senior Financial Consultant

  • 2007 - 2009

  Greater Chicago Area Led Anthem (WellPoint) entity-wide accounting best practices projects, including standardization of reinsurance accounting and reserving practices, rebate pass-back agreements, cost center, and other alignment initiatives. Monthly and quarterly close analysis covering complicated accounting and reporting topics.



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Audit Senior Associate

  • 2002 - 2007

  Greater Chicago Area Planned and supervised all aspects of audit engagements, acting as manager and senior manager with oversight for overall client economics, special project analysis, and technical accounting for financial services and insurance audit group. Served primarily SEC clients, with expertise in 10-Qs, 10-Ks, Sarbanes Oxley, and Statutory insurance accounting reporting requirements. Experience with life, health, annuity, property and casualty stock-based, as well as mutual, insurance companies.… Show more Planned and supervised all aspects of audit engagements, acting as manager and senior manager with oversight for overall client economics, special project analysis, and technical accounting for financial services and insurance audit group. Served primarily SEC clients, with expertise in 10-Qs, 10-Ks, Sarbanes Oxley, and Statutory insurance accounting reporting requirements. Experience with life, health, annuity, property and casualty stock-based, as well as mutual, insurance companies. Served as a mentor, trainer, and campus recruiter for the firm. Show less