Financial Analyst

• Feb 2017 - Present

Financial Operations Analyst

• Aug 2013 - Jun 2016

• Create multiple reports for the Operations Department to track the productivity of the associates. • Prepare and analyze the Operations Department Dashboard.• Prepare, analyze trends and variances of the loans for the Insurance Tracking Department to be presented to senior executives.• Prepare and analyze Productivity Reports for 7 managers of the Operations Department. • Assist in the preparation of the Insurance Tracking Services and Commercial Tracking Services Metrics for senior management. • Work with various members of the management team to provide assistance with customizing reports.

Senior Accountant

• Oct 2001 - Aug 2013

• Assist in the financial reporting of Property and Casualty (P&C) and Life insurance entities.• Prepare and analyze balance sheet, income statement and statement of cash flows.• Analyze trends and variances of balance sheet, income statement and surplus to be presented to senior executives.• Prepare and analyze premiums, losses, and loss adjustment expense exhibits to ensure accuracy.• Assist in the preparation of the notes to financial statements and general interrogatories.• Prepare and analyze trend of the Inter-company accounts - including reconciliations and requesting settlements for various companies on a monthly basis.• Prepare and analyze different schedules for the Quarterly and Annual Statement. • Work with various departments within the company as well as external auditors to complete parts of the Audited Financial Statements.• Interact and collaborate with various internal departments and professionals of all levels, external auditors, and several Departments of Insurance – requiring strong interpersonal communication skills both written and verbal.

Accountant

• Oct 2001 - Dec 2004

• Reconcile general ledger accounts and analyze trends to ensure accuracy.• Perform and assist with month end closing process.• Reconcile Deferred Acquisition Cost accounts.• Record Journal Entries as needed on a monthly and quarterly basis.• Prepare several Consolidation Schedules and perform reconciliations.

Sales Tax Auditor

• Aug 1999 - Sep 2001

• Review and Reconcile the sales tax transactions of different clients/vendors to respective purchases.• Audit several sales tax accounts from different companies.• Review and analyze cash transactions to determine if the sales tax was properly reported.• Research and follow-up on unresolved accounts with our different clients.• Monthly Reports to the office of the state tax department in Tallahassee. • Review and Reconcile the sales tax transactions of different clients/vendors to respective purchases.• Audit several sales tax accounts from different companies.• Review and analyze cash transactions to determine if the sales tax was properly reported.• Research and follow-up on unresolved accounts with our different clients.• Monthly Reports to the office of the state tax department in Tallahassee.

Senior Accountant - GAAP Consolidation

• Sep 1997 - Sep 1999

• Generate and balance the monthly production of P&L reports by line of business for both actual and budgeted financials. • Assist with various SEC exhibits.• Excellent analytical problem-solving, verbal and written skills. • Capable of working independently as well as in a team environment. • Dedicated to providing high-quality performance and exceptional customer service.

Senior Accountant - Statutory Legal Entity Reporting

• Oct 1987 - Sep 1997

• Assist in the financial reporting of Life insurance entities.• Assist in the preparation of various exhibits and state filings.• Maintain Fixed Asset database - including reconciliations and various reporting requirements.• Interact and collaborate with various internal departments and professionals of all levels, external auditors, and several Departments of Insurance – requiring strong interpersonal communication skills both written and verbal.