Treasurer

• Oct 2023 - Present

A&H Insurance Operations Leader- North American Life & Health

• Feb 2022 - Sep 2023

• Manage a team of 10 along with numerous contractors working on a $30B LTC reinsurance portfolio• Continuously optimize operational decisions, enhance efficiencies and drive strategic initiatives • Developed and maintain analytical tools to monitor performance of the portfolio• Responsible for ensuring treaties are properly adhered to and the business is appropriately administered• Solve problems and work with external partners and administrators to move known issues to resolution Show less

Senior Insurance Manager- North American Life & Health

• Nov 2021 - Feb 2022

• Led the outsourcing of the audit program and drove process improvements and efficiencies• Managed inquiries and other communications from external partners and ceding companies• Developed tracking and data monitoring functionality for oversight of the audit function• Challenged the status quo and eliminated and/or improved outdated processes and procedures

Vice President- Reinsurance Expert- Client Review Team

• Jul 2021 - Nov 2021

• Led operational reviews to ensure premium and claims data was ceded per the terms of each treaty • Led due diligence on selected partners and carriers to strengthen performance monitoring• Engaged and collaborated with clients to find opportunities to optimize data, processes, and reporting • Enabled timely corrective measures through regular trend analysis on a micro and macro level

Vice President, Senior Risk Manager, Corporate Solutions

• Jan 2018 - Jul 2021

• Monitored capital adequacy and intra-group retrocession agreements for North America legal entities • Performed periodic risk assessments on various topics and made recommendations for improvement • Oversaw various lines to ensure targets were in-line with risk appetite and regulatory environment• Prepared numerous board and regulatory reports and presentations. Presented regularly.

Vice President, Client Accounting Services Business Manager- Large & Globals

• Jan 2016 - Jan 2018

• Managed specific global client portfolios and built and maintained strong client relationships • Engaged with external clients to resolve existing issues and any contractual discrepancies • North America lead on a global cash flow analysis project.

Assistant Vice President, Senior Investment Accountant

• Aug 2012 - Jan 2016

• Responsible for the monthly reporting packages of multiple insurance carriers, including the largest North America reinsurance entity, on both US Statutory and US GAAP bases• Responsible for quarterly/annual US statutory reporting, including all investment schedules, footnotes, and disclosures.• Proven performance record of meeting short deadlines while balancing multiple responsibilities.

Senior Assurance Associate

• Feb 2011 - Aug 2012

• Performed assurance procedures for clients in various industries, specializing in asset management clients. • Researched accounting pronouncements to ensure testing and documentation was in accordance with applicable standards. • Supervised various numbers of associate staff members throughout audits and worked directly with client contacts. • Oversaw audits from planning to completion, including review of work prepared by associates. • Performed assurance procedures for clients in various industries, specializing in asset management clients. • Researched accounting pronouncements to ensure testing and documentation was in accordance with applicable standards. • Supervised various numbers of associate staff members throughout audits and worked directly with client contacts. • Oversaw audits from planning to completion, including review of work prepared by associates.

Tax Associate

• Jan 2010 - Jan 2011

• Independently prepared partnership, S corporation, corporation, trust and individual returns on tight deadlines. • Analyzed client financial statements and general ledgers in order to ensure accounting treatments were appropriate. • Self-reviewed and scrutinized details of returns and work papers to ensure outputs were not only accurate, but professional. • Prepared and analyzed subsequent tax planning in order to avoid penalties and interest. • Independently prepared partnership, S corporation, corporation, trust and individual returns on tight deadlines. • Analyzed client financial statements and general ledgers in order to ensure accounting treatments were appropriate. • Self-reviewed and scrutinized details of returns and work papers to ensure outputs were not only accurate, but professional. • Prepared and analyzed subsequent tax planning in order to avoid penalties and interest.

Graduate Teaching Assistant (Instructor- Introduction to Managerial Accounting)

• Aug 2009 - Dec 2009

• Independently taught Introduction to Managerial Accounting to a class of 43 undergraduate students. • Prepared outlines, lectured subject matter, and ensured material was covered thoroughly yet efficiently. • Evaluated students’ understanding of respective material and wrote exams accordingly. • Independently taught Introduction to Managerial Accounting to a class of 43 undergraduate students. • Prepared outlines, lectured subject matter, and ensured material was covered thoroughly yet efficiently. • Evaluated students’ understanding of respective material and wrote exams accordingly.

Loan Operations Analyst

• Jun 2008 - Aug 2009

• Calculated and remitted daily transactions on a pro-rata basis for syndicated commercial loans. • Analyzed daily loan activity to ensure loans were functioning in accordance with their respective loan agreements. • Reconciled general ledger accounts daily and researched any problems. • Performed daily draw processing and fee calculations for serviced and purchased loans. • Created and monitored various scheduled and ad hoc loan monitoring reports. • Calculated and remitted daily transactions on a pro-rata basis for syndicated commercial loans. • Analyzed daily loan activity to ensure loans were functioning in accordance with their respective loan agreements. • Reconciled general ledger accounts daily and researched any problems. • Performed daily draw processing and fee calculations for serviced and purchased loans. • Created and monitored various scheduled and ad hoc loan monitoring reports.

Portfolio Administrator 3

• Nov 2006 - Jun 2008

• Determined cash availability, and reconciled beginning and end of day balances to the general ledger.• Produced and verified daily financial statements and prepared proofs of account balances.• Researched, resolved and documented exceptions and communicated issues with external clients.• Processed daily income reports, tied out daily balances and invested in overnight money market accounts.

Trade Processor 2

• Sep 2005 - Nov 2006

• Analyzed and processed equity, domestic-fixed income, and multiple short-term trade types.• Created and managed database using Microsoft Access to aide in training new employees.• Manually executed trades, including both accounting and custody, to meet settlement deadlines.