Experience

Smith Brothers Insurance, LLC.

• United States
• Insurance
• 100 - 200 Employee

• CFO

  • Aug 2014 - Present

  Chief Financial Officer - March 2017 - present - Serves as a member of the Leadership Team to help bring the Agency to our three tenets of Client Experience, Great Place to Work, and Profitable Growth - Manages the Accounting Department and team - Oversees the entire budgeting process to ensure that all departments have budgets in place that lead to Profitable Growth - Reviews the General Ledger regularly for any discrepancies, making corrections as needed prior to closing each… Show more Chief Financial Officer - March 2017 - present - Serves as a member of the Leadership Team to help bring the Agency to our three tenets of Client Experience, Great Place to Work, and Profitable Growth - Manages the Accounting Department and team - Oversees the entire budgeting process to ensure that all departments have budgets in place that lead to Profitable Growth - Reviews the General Ledger regularly for any discrepancies, making corrections as needed prior to closing each month and distributing financial reporting - Compiles audit information for all aspects of the business, from internal controls to financials - Reviews and approves payroll for HR - Compiles valuations on agencies that SBI is considering acquiring, taking into account financials, culture, and overall fit - Works on the M&A team to analyze due diligence and to ensure a smooth transition for all parties involved, particularly clients, agency owners, and employees Finance & Business Succession Analyst - August 2015 - February 2017 - Oversees the entire budgeting process, from building the template to meeting with department managers before presenting to upper management - Completes and distributes the month end financial reporting - Works closely with the CFO on compiling audit information for all aspects of the business, ranging from internal controls to financials - Reviews and approves payroll for HR and inputs this into our GL in EPIC - Works with the CFO to review our Asset Listings in BNA software, tying it into our GL Senior Support Analyst - August 2014 - July 2015 - Creates Medical, Dental, & Ancillary cost comparisons for clients with the Group Benefits Department - Assists in the Open Enrollment process to coordinate with clients and carriers - Works with Operations to help create a smooth transition for any M&A's - Provides weekly sales reports with analysis for Management - Enhances the Budget Template that is used in creating the overall budget for the Agency Show less Chief Financial Officer - March 2017 - present - Serves as a member of the Leadership Team to help bring the Agency to our three tenets of Client Experience, Great Place to Work, and Profitable Growth - Manages the Accounting Department and team - Oversees the entire budgeting process to ensure that all departments have budgets in place that lead to Profitable Growth - Reviews the General Ledger regularly for any discrepancies, making corrections as needed prior to closing each… Show more Chief Financial Officer - March 2017 - present - Serves as a member of the Leadership Team to help bring the Agency to our three tenets of Client Experience, Great Place to Work, and Profitable Growth - Manages the Accounting Department and team - Oversees the entire budgeting process to ensure that all departments have budgets in place that lead to Profitable Growth - Reviews the General Ledger regularly for any discrepancies, making corrections as needed prior to closing each month and distributing financial reporting - Compiles audit information for all aspects of the business, from internal controls to financials - Reviews and approves payroll for HR - Compiles valuations on agencies that SBI is considering acquiring, taking into account financials, culture, and overall fit - Works on the M&A team to analyze due diligence and to ensure a smooth transition for all parties involved, particularly clients, agency owners, and employees Finance & Business Succession Analyst - August 2015 - February 2017 - Oversees the entire budgeting process, from building the template to meeting with department managers before presenting to upper management - Completes and distributes the month end financial reporting - Works closely with the CFO on compiling audit information for all aspects of the business, ranging from internal controls to financials - Reviews and approves payroll for HR and inputs this into our GL in EPIC - Works with the CFO to review our Asset Listings in BNA software, tying it into our GL Senior Support Analyst - August 2014 - July 2015 - Creates Medical, Dental, & Ancillary cost comparisons for clients with the Group Benefits Department - Assists in the Open Enrollment process to coordinate with clients and carriers - Works with Operations to help create a smooth transition for any M&A's - Provides weekly sales reports with analysis for Management - Enhances the Budget Template that is used in creating the overall budget for the Agency Show less



University of Hartford Financial Affairs Department

• Financial Analyst Intern

  • May 2013 - Jun 2014

  - Works closely with the Budget Director and Budget Analysts on the overall Budget for the University as well as individual organizations - Processes Employment Rosters and Budget Revisions - Works closely with the Controller in reviewing financial statements, such as a Perpetual Tax Return and Working Papers - Utilizes Microsoft Excel and Banner constantly in completing assigned work - 22-27 hours per week - Works closely with the Budget Director and Budget Analysts on the overall Budget for the University as well as individual organizations - Processes Employment Rosters and Budget Revisions - Works closely with the Controller in reviewing financial statements, such as a Perpetual Tax Return and Working Papers - Utilizes Microsoft Excel and Banner constantly in completing assigned work - 22-27 hours per week



Student Success Center at the University of Hartford

• Tutor

  • Sep 2012 - Jan 2014

  -Tutor for Quantitative Methods of Business, Business Statistics, and Business Finance -Assist students in understanding the quantitaive and financial methods used in the business world -Come up with different ways to explain the material and concepts to the students -Hours vary each week depending on how many people need assistance -Tutor for Quantitative Methods of Business, Business Statistics, and Business Finance -Assist students in understanding the quantitaive and financial methods used in the business world -Come up with different ways to explain the material and concepts to the students -Hours vary each week depending on how many people need assistance



West Hartford Ben & Jerry’s

• Assistant Manager

  • Apr 2009 - Aug 2013

  -Responsible for up to 3 or 4 other employees at a time and training the new hires -Provide excellent customer service and quality products -Responsible for keeping the cash register balanced and safeguarding it at the end of my shift, along with counting the money in the safe and making deposits at the bank. -Making the schedule each week, calling in Payroll as needed, and placing orders when inventory is low. -Summer: 30-35 hours a week; School Year: 10-15 hours a week -Responsible for up to 3 or 4 other employees at a time and training the new hires -Provide excellent customer service and quality products -Responsible for keeping the cash register balanced and safeguarding it at the end of my shift, along with counting the money in the safe and making deposits at the bank. -Making the schedule each week, calling in Payroll as needed, and placing orders when inventory is low. -Summer: 30-35 hours a week; School Year: 10-15 hours a week