Sean Barnes

Vice President of Finance and Administration, Chief Investment Officer and Chief Financial Officer at United Educators
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Contact Information
us****@****om
(386) 825-5501
Location
Washington DC-Baltimore Area

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Credentials

  • Robotic Process Automation Fundamentals for Accounting and Finance Professionals Certificate
    Association of International Certified Professional Accountants
    Dec, 2019
    - Oct, 2024
  • Associate in Insurance Accounting and Finance
    The Institutes
    Jun, 2016
    - Oct, 2024
  • Certified Public Accountant
    VBOA - Virginia Board of Accountancy
    Sep, 2005
    - Oct, 2024

Experience

    • United States
    • Insurance
    • 100 - 200 Employee
    • Vice President of Finance and Administration, Chief Investment Officer and Chief Financial Officer
      • Jan 2018 - Present

      Oversee all investment, finance, accounting, human resources, legal, and facility management functions. Lead management representative for the Audit and Investment Board committees. Oversee all investment, finance, accounting, human resources, legal, and facility management functions. Lead management representative for the Audit and Investment Board committees.

    • Treasurer
      • Jan 2016 - Present
    • United States
    • Insurance
    • Executive Vice President of Finance & Chief Financial Officer
      • May 2015 - Jan 2018

      Lead the day-to-day financial affairs of Assure Holding, including GAAP & STAT financial reporting, treasury, taxes, accounts payable, and various compliance functions. In addition to the day-to-day responsibilities, I represent finance on all proposed strategic transactions including but not limited to acquisitions, divestitures, equity capital raises, and debt refinancing.

    • Senior Vice President & Controller
      • Nov 2014 - May 2015

      Created the Washington DC-based finance department. Increased the frequency of financial statement closing from a quarterly basis to monthly. Implemented the first operating budget processes including ground-up estimates and month variance reporting. Created and implemented formal month-end closing procedures.

    • United Kingdom
    • Defense and Space Manufacturing
    • 700 & Above Employee
    • Senior Finance Manager - Mergers & Acquisitions
      • Aug 2013 - Nov 2014

      Supporting the US Based Strategy Function, represented finance department in the day to day evaluation of Acquisitions and Disposals in context of required return rates. Primary responsibilities included: Ran valuation model scenarios for target companies to screen and establish potential purchase price ranges. Analyzed the financial information of acquisition targets, including determination of the quality of earnings, identification of positive and negative trends and adherence to… Show more Supporting the US Based Strategy Function, represented finance department in the day to day evaluation of Acquisitions and Disposals in context of required return rates. Primary responsibilities included: Ran valuation model scenarios for target companies to screen and establish potential purchase price ranges. Analyzed the financial information of acquisition targets, including determination of the quality of earnings, identification of positive and negative trends and adherence to Generally Accepted Accounting Principles. Worked closely with the Corporate Strategy, Tax, Treasury, Accounting/Finance, applicable business units, and outside advisers to assess the accounting implications of proposed/consummated transactions Coordinated the review of M&A issues with external advisers, including post-acquisition accounting and purchase accounting/valuation matters.

    • Finance Manager - Reporting & Consolidations
      • Jan 2011 - Jul 2013

      Reporting directly to Group Controller of L&A Sector; Responsible for development of sector accounting policy, consolidation accounting, complex accounting and financial statement review for L&A sector ($4 Billion in Revenue). Consolidate and prepare balance sheet metrics related slides and related speaking notes for CEO Business Review and Quarterly Business Review.

    • United States
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Lead - SEC Reporting
      • Jan 2010 - Jan 2011

      Responsible for the preparation of SEC reports including annual Form 10-K and quarterly Form 10-Q's ($700M in Revenue). Responsible the accounting, reporting, and SOX compliance for financial services division, encompassing over $90 Million of gross revenue. Responsible for the preparation of SEC reports including annual Form 10-K and quarterly Form 10-Q's ($700M in Revenue). Responsible the accounting, reporting, and SOX compliance for financial services division, encompassing over $90 Million of gross revenue.

    • Audit Manager
      • Sep 2004 - Feb 2010

      Lead manager for all audit responsibilities associated with for SEC large accelerated filer and SOX compliant. Client had over a billion in annual revenue, $2.5 billion in assets. SEC filing experience including review of forms S-4, 10-Q, 10K, and S-3. Lead manager for all audit responsibilities associated with for SEC large accelerated filer and SOX compliant. Client had over a billion in annual revenue, $2.5 billion in assets. SEC filing experience including review of forms S-4, 10-Q, 10K, and S-3.

Education

  • James Madison University
    BA, Accounting
    2000 - 2004
  • George Mason University - School of Management
    MBA
    2010 - 2013
  • University of Virginia
    Certificate Program, Executive Leadership

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