Experience

Novatae Risk Group

• United States
• Insurance
• 1 - 100 Employee

• Vice President Of Operations/Controller

  • Nov 2022 - Present

  Insurance national wholesaler with 69 employees and over $250 million in premium. Handle all Controller duties for two entities, MarketScout Corporation and MarketScout Wholesale, LLC with currently 16 national locations. Preparation and reconciliation of Monthly Financial Statements to all Board Members, which includes Balance Sheet, P&L consolidated and by cost center, budgeting reports, cash flow analysis, premium trust reconciliation, and investor reports. Responsible for… Show more Insurance national wholesaler with 69 employees and over $250 million in premium. Handle all Controller duties for two entities, MarketScout Corporation and MarketScout Wholesale, LLC with currently 16 national locations. Preparation and reconciliation of Monthly Financial Statements to all Board Members, which includes Balance Sheet, P&L consolidated and by cost center, budgeting reports, cash flow analysis, premium trust reconciliation, and investor reports. Responsible for the preparation of all tax returns including all federal and State annual reports. Responsible for overseeing and approving all Surplus Lines tax returns for all 50 states. Responsible for all Treasury functions for the Company, which includes all funds received and disbursed. Assist in all finance related managerial decisions. Prepare all financial documents for monthly management meeting including renewal retention reports, production reports, and cost center financial reports. Preparation and initiated all Budgeting, Forecasting and Cost Accounting Financials. Extensive direct and agency bill experience in keeping accurate records Headed conversion from in-house system to AIM including internal audit of all financial numbers to verify all numbers tied before conversion in October, 2008. Reduced monthly expenses by 70K at the end of 2008. Supervise staff accountant along with the IT Department. Work with IT programmers to build accounting reports within AIM. Work with IT staff to verify all networks and individuals PC's are up and running. Show less Insurance national wholesaler with 69 employees and over $250 million in premium. Handle all Controller duties for two entities, MarketScout Corporation and MarketScout Wholesale, LLC with currently 16 national locations. Preparation and reconciliation of Monthly Financial Statements to all Board Members, which includes Balance Sheet, P&L consolidated and by cost center, budgeting reports, cash flow analysis, premium trust reconciliation, and investor reports. Responsible for… Show more Insurance national wholesaler with 69 employees and over $250 million in premium. Handle all Controller duties for two entities, MarketScout Corporation and MarketScout Wholesale, LLC with currently 16 national locations. Preparation and reconciliation of Monthly Financial Statements to all Board Members, which includes Balance Sheet, P&L consolidated and by cost center, budgeting reports, cash flow analysis, premium trust reconciliation, and investor reports. Responsible for the preparation of all tax returns including all federal and State annual reports. Responsible for overseeing and approving all Surplus Lines tax returns for all 50 states. Responsible for all Treasury functions for the Company, which includes all funds received and disbursed. Assist in all finance related managerial decisions. Prepare all financial documents for monthly management meeting including renewal retention reports, production reports, and cost center financial reports. Preparation and initiated all Budgeting, Forecasting and Cost Accounting Financials. Extensive direct and agency bill experience in keeping accurate records Headed conversion from in-house system to AIM including internal audit of all financial numbers to verify all numbers tied before conversion in October, 2008. Reduced monthly expenses by 70K at the end of 2008. Supervise staff accountant along with the IT Department. Work with IT programmers to build accounting reports within AIM. Work with IT staff to verify all networks and individuals PC's are up and running. Show less



PROFESSIONAL RISK PLANNERS INC INSURANCE AGENCY

• Hauppauge, New York

• Controller

  • Aug 1998 - Mar 2008

  Preparation and reconciliation of Monthly Financial Statements. Responsible for all Cash Receipts and Cash Disbursements. Responsible for all Treasury functions for the Company, which included all funds received and disbursed. Grew from $5 Million organization to $25 Million in premium during tenure. Oversee payroll and prepare all payroll tax returns. Responsible for the preparation of corporate tax returns including Federal and New York State. Responsible for the… Show more Preparation and reconciliation of Monthly Financial Statements. Responsible for all Cash Receipts and Cash Disbursements. Responsible for all Treasury functions for the Company, which included all funds received and disbursed. Grew from $5 Million organization to $25 Million in premium during tenure. Oversee payroll and prepare all payroll tax returns. Responsible for the preparation of corporate tax returns including Federal and New York State. Responsible for the preparation of all Surplus Lines Tax filing within multi-states. Assist owners with all finance related managerial decisions. Successfully complete the conversion of new computer system as well as maintaining network on a daily basis. Show less Preparation and reconciliation of Monthly Financial Statements. Responsible for all Cash Receipts and Cash Disbursements. Responsible for all Treasury functions for the Company, which included all funds received and disbursed. Grew from $5 Million organization to $25 Million in premium during tenure. Oversee payroll and prepare all payroll tax returns. Responsible for the preparation of corporate tax returns including Federal and New York State. Responsible for the… Show more Preparation and reconciliation of Monthly Financial Statements. Responsible for all Cash Receipts and Cash Disbursements. Responsible for all Treasury functions for the Company, which included all funds received and disbursed. Grew from $5 Million organization to $25 Million in premium during tenure. Oversee payroll and prepare all payroll tax returns. Responsible for the preparation of corporate tax returns including Federal and New York State. Responsible for the preparation of all Surplus Lines Tax filing within multi-states. Assist owners with all finance related managerial decisions. Successfully complete the conversion of new computer system as well as maintaining network on a daily basis. Show less



BIANCULLI, PASCALE & CO

• PC, Public Accounting Firm

  • Jun 1996 - Aug 1998



National Westminster Bank

• Banking
• 100 - 200 Employee

• Assets Accountant

  • Feb 1994 - Aug 1995

  Participated in all Accounts Payable Fixed Asset departmental functions. Monitored capital expenditures, reconciled ledgers, and calculated property and asset values. Reviewed and classified fixed asset invoices prior to payment processing. Determined life of assets, verified allocation of funds, and ensured adherence to capitalization. Verified proper tax auditing procedures and adjusted variances. Promoted twice. Participated in all Accounts Payable Fixed Asset departmental functions. Monitored capital expenditures, reconciled ledgers, and calculated property and asset values. Reviewed and classified fixed asset invoices prior to payment processing. Determined life of assets, verified allocation of funds, and ensured adherence to capitalization. Verified proper tax auditing procedures and adjusted variances. Promoted twice.