Jodi Whisman
Accounting Manager / Controller at Eydent Insurance Services LLC (fka General Agency Services Inc) at Eydent Insurance Services LLC- Claim this Profile
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Bio
Experience
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Eydent Insurance Services LLC
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United States
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Insurance
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1 - 100 Employee
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Accounting Manager / Controller at Eydent Insurance Services LLC (fka General Agency Services Inc)
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Jan 2015 - Present
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General Agency Services Inc.
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United States
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Insurance
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Accounting Manager / Controller
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Nov 2003 - Dec 2015
• Accounting Manager for $50 million business specializing in boutique insurance programs supporting the oil and gas industry • Supervisor for staff of two responsible for all areas of the accounting function • Responsible for all monthly and annual closing schedules and financial reports • Additional duties include audit of insurance payments to carriers, calculation of company transfer revenue, and testing of internal controls of accounting systems • Design and present specialized financial reports at the request of the Board and key shareholders • Implemented the conversion to new insurance and accounting software (Epic) • Developed the prior accounting program that was utilized for nine years • Developed and published company accounting policies and procedures
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Senior Accountant
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2002 - 2003
• Performed all functions within the accounting department (general ledger, AP, AR, payroll) • Responsible for all monthly and annual closing schedules and financial reports • Key contact for all banking relationships • Performed time-card hours review and pay calculation • Prepared monthly cash and general ledger account reconciliations • Performed all functions within the accounting department (general ledger, AP, AR, payroll) • Responsible for all monthly and annual closing schedules and financial reports • Key contact for all banking relationships • Performed time-card hours review and pay calculation • Prepared monthly cash and general ledger account reconciliations
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Keystone Property Management
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Real Estate
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1 - 100 Employee
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Property Accountant
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Jan 2000 - 2002
• Accountant for 13 apartment complexes with over 2,800 individual units • Prepared monthly governmental reports submitted to the Michigan State Housing Development Authority • Created financial reports for management’s key metric indicators • Reconciled 43 bank accounts • Managed the implementation of property specific accounting software program (Timberline) • Accountant for 13 apartment complexes with over 2,800 individual units • Prepared monthly governmental reports submitted to the Michigan State Housing Development Authority • Created financial reports for management’s key metric indicators • Reconciled 43 bank accounts • Managed the implementation of property specific accounting software program (Timberline)
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Education
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Central Michigan University
Bachelor of Business Administration (BBA), Dual Degrees in Accountancy and Economics