Experience

Wilbur-Ellis Agribusiness

• United States
• Chemical Manufacturing
• 100 - 200 Employee

• Process Consultant

  • Feb 2020 - Mar 2021

  Denver, Colorado, United States - Reviewed accounting and operational processes, recommended and helped implement efficiency improvements. - Project managed rebate tracking software implementation and related process creation. - Tracked actual versus expected rebate cash flows. Followed up on differences. Reported progress to executive levels.



NASSAU RE / CONSTITUTION LIFE INSURANCE COMPANY / UNIVERSAL AMERICAN CORP

• VP, Operations

  • Jan 2016 - Sep 2019

  Greater Denver Area Managed Operations, including policy administration, both internal personnel and external Third Party Administrators, for a $280M company. • Led transition to new, outsourced Third Party Administrators. • Managed Agent Services. • Managed TSA relationship and appropriate split of all operational and agent-related services and systems between former company, Universal American, and current company, Constitution Life. • Developed policies and procedures to strengthen… Show more Managed Operations, including policy administration, both internal personnel and external Third Party Administrators, for a $280M company. • Led transition to new, outsourced Third Party Administrators. • Managed Agent Services. • Managed TSA relationship and appropriate split of all operational and agent-related services and systems between former company, Universal American, and current company, Constitution Life. • Developed policies and procedures to strengthen and standardize administration processes, including across private equity owners’ businesses.

• VP, Agent Services

  • Sep 2006 - Dec 2016

  Managed processing of commissions payments for new sales and renewals of all in-house and third party insurance products. Supervised a department of up to 27 people, including six direct reports. Reduced size of team as efficiencies created. • Served as liaison with career and brokerage agent force of approximately 4K agents to prioritize and assign incoming issues as well as deliver outbound communications, formal and informal. • Oversaw regular and ad hoc reporting needs for… Show more Managed processing of commissions payments for new sales and renewals of all in-house and third party insurance products. Supervised a department of up to 27 people, including six direct reports. Reduced size of team as efficiencies created. • Served as liaison with career and brokerage agent force of approximately 4K agents to prioritize and assign incoming issues as well as deliver outbound communications, formal and informal. • Oversaw regular and ad hoc reporting needs for sales performance by agent, channel, market, etc. • Developed and executed processes for debt analysis and collections, including negotiation of promissory notes, use of third party collection agencies and legal actions. • Developed policies and procedures to strengthen and standardize organizational processes. • Ensured compliance with Federal (CMS) and State (DOI) rules. • Understood and clearly communicated fundamental drivers of financial performance regarding commissions. • Spearheaded cross-functional opportunities for process improvement/documentation across departments, including working with Finance, Claims Processing, and Actuarial.

• VP, Financial Planning & Analysis

  • May 2008 - Jan 2012

  Developed and managed forecasting process to create realistic quarterly and annual financial budgeting forecasts for multiple segments of a Fortune 500 company. Supervised a team of seven in the financial planning and analysis department. • Identified cost savings opportunities. Assisted in cost cutting initiatives. • Understand and clearly communicate fundamental drivers of financial performance. • Prepared monthly/quarterly/annual executive management information package… Show more Developed and managed forecasting process to create realistic quarterly and annual financial budgeting forecasts for multiple segments of a Fortune 500 company. Supervised a team of seven in the financial planning and analysis department. • Identified cost savings opportunities. Assisted in cost cutting initiatives. • Understand and clearly communicate fundamental drivers of financial performance. • Prepared monthly/quarterly/annual executive management information package regarding business’ financial performance. • Oversaw complex financial modeling and allocations. • Developed analytical tools to measure and monitor performance versus expectations. • Partnered and communicated with executive management regarding performance and developed appropriate action plans to improve operational performance, when warranted. • Developed policies and procedures to strengthen and standardize organizational processes. • Managed various projects to improve efficiency, including systems improvements.

• AVP, Business Analysis

  • Sep 2006 - May 2008

  Managed Corporate Sarbanes Oxley (SOX) compliance for NYSE registrant with $4B+ in revenues, reporting to audit committee and executive management. Directed, managed and coordinated the development and maintenance of documentation, analysis, evaluation and testing of internal controls. • Worked closely with financial officers at multiple locations and related business process owners to ensure internal controls are designed and operating effectively. • Consulted, analyzed… Show more Managed Corporate Sarbanes Oxley (SOX) compliance for NYSE registrant with $4B+ in revenues, reporting to audit committee and executive management. Directed, managed and coordinated the development and maintenance of documentation, analysis, evaluation and testing of internal controls. • Worked closely with financial officers at multiple locations and related business process owners to ensure internal controls are designed and operating effectively. • Consulted, analyzed, recommended and implemented improvements in the alignment of financial, operational and administrative business processes to increase effectiveness and efficiency. • Primary contact for external auditors for SOX audit.



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Senior Manager

  • Apr 1999 - Sep 2006

  Performed financial audits in accordance with GAAP/GAAS for a diverse client base, including both SEC and non-SEC clients, in many industries, including biotech, manufacturing, government, not-for-profit, education, health care, real estate, retail, service, agricultural, and financial services. • Extensive experience in preparation and review of various SEC filings, PCAOB and SOX Act requirements, Government Auditing Standards, OMB Circular A-133, Florida Single Audit Act. •… Show more Performed financial audits in accordance with GAAP/GAAS for a diverse client base, including both SEC and non-SEC clients, in many industries, including biotech, manufacturing, government, not-for-profit, education, health care, real estate, retail, service, agricultural, and financial services. • Extensive experience in preparation and review of various SEC filings, PCAOB and SOX Act requirements, Government Auditing Standards, OMB Circular A-133, Florida Single Audit Act. • Planned all aspects of client engagements, including staffing, budgeting, pricing, setting deadlines, monitoring job economics, and researching complex accounting topics. • Supervised and reviewed work for multiple levels of professional staff, including providing formal constructive feedback and making promotion recommendations. • Worked closely with partners and issued audited financial statements, often under tight time constraints. • Co-developed expectations with all levels of client personnel and audit team. • Developed and delivered written and oral sales proposals for new client pursuits, many of which were wins. • Researched, wrote, and delivered continuing professional education to clients, co-workers, and professional organizations. • Mentored and counseled junior staff. • Serve as UCF Campus Recruiting Coordinator, in addition to extensive involvement with other schools and experienced-hire recruiting. Show less



Florida Auditor General

• United States
• Accounting
• 100 - 200 Employee

• Senior Public Accounts Auditor

  • Apr 1996 - Mar 1999