Experience

Insgroup, LLC

• United States
• Insurance
• 100 - 200 Employee

• Executive Vice President - Client Services and Treasurer

  • Jan 2017 - Mar 2019

  Houston, Texas

• Controller

  • Sep 2015 - Dec 2016

  Houston, Texas



Pine Forest Country Club

• Controller

  • 2013 - Sep 2015

  Houston, TX Prepare monthly financial statements and present results of operations to finance committee. Prepare annual budget and reforecast financials with explanations of variances. Coordinate year-end audit. Supervise accounting department personnel. Prepare monthly tax reports.



Southwest Insurance Partners, Inc

• Corporate Controller

  • 2008 - 2009

  Houston, Texas Area Southwest Insurance Partners, Inc. acquired Shel-Ray Underwriters, Inc. in 2008. Prepared monthly consolidated financial statements of the holding company and subsidiaries, including executive summaries. Prepared budget and quarterly reforecast financials with explanations of unusual items and variances. Coordinated year-end audit and mid-year review. Monitored and reported on weekly consolidated investment summaries. Prepared weekly cash position for holding company and… Show more Southwest Insurance Partners, Inc. acquired Shel-Ray Underwriters, Inc. in 2008. Prepared monthly consolidated financial statements of the holding company and subsidiaries, including executive summaries. Prepared budget and quarterly reforecast financials with explanations of unusual items and variances. Coordinated year-end audit and mid-year review. Monitored and reported on weekly consolidated investment summaries. Prepared weekly cash position for holding company and subsidiaries. Show less



Shel-Ray Underwriters, Inc.

• Sr. VP of Accounting

  • 2000 - 2008

  Directed all accounting and reporting for multiple insurance entities, including consolidated, GAAP, statutory basis financial statements and reinsurance reporting. Managed the external annual statutory audit of the insurance company, consolidated GAAP audit of parent company, and periodic state examinations. Participated in the negotiation of annual reinsurance contracts. Prepared federal and state income tax returns, including state premium tax returns. Participated in the… Show more Directed all accounting and reporting for multiple insurance entities, including consolidated, GAAP, statutory basis financial statements and reinsurance reporting. Managed the external annual statutory audit of the insurance company, consolidated GAAP audit of parent company, and periodic state examinations. Participated in the negotiation of annual reinsurance contracts. Prepared federal and state income tax returns, including state premium tax returns. Participated in the valuation of the Incurred But Not Reported (IBNR) reserves for insurance carrier. Prepared annual budgets and forecasting models, and oversaw cash management and investment portfolios. Supervised and reviewed the filing of statistical reports to various statistical agencies. Established and maintained internal controls and operating procedures. Supervised human resources and employee benefit plans.

• Sr VP of Underwriting

  • 1996 - 2000

  Houston, Texas Area Managed underwriting operations of Great Midwest Insurance Company. Maintained rates and policy renewal retentions during soft market conditions. Participated in the negotiation and signed-off on annual reinsurance contracts. Performed underwriting audits, set-up procedures for new insurance programs, and developed rating program in Excel for agent submissions on specialty program business.

• Controller

  • 1988 - 1996

  Houston, Texas Area Oversaw accounting, treasury, and data processing operations of Shel-Ray Underwriters, Inc., Great Midwest Insurance Company, Bunker Hill Insurance Agency, Inc., FM Global Insurance Agency and subsidiaries, and four Bermuda based captive reinsurance companies. Managed the design and development of in-house computer systems for insurance company and agency operations. Negotiated favorable commutation settlement with insurance company in liquidation. Performed due diligence on agency… Show more Oversaw accounting, treasury, and data processing operations of Shel-Ray Underwriters, Inc., Great Midwest Insurance Company, Bunker Hill Insurance Agency, Inc., FM Global Insurance Agency and subsidiaries, and four Bermuda based captive reinsurance companies. Managed the design and development of in-house computer systems for insurance company and agency operations. Negotiated favorable commutation settlement with insurance company in liquidation. Performed due diligence on agency acquisition, and subsequently collected more than $100,000 of receivables written-off by previous owner.

• Accountant

  • 1986 - 1988

  Houston, Texas Area Prepared monthly or quarterly financial statements for Shel-Ray Underwriters, Inc., Great Midwest Insurance Company, Inc., Bunker Hill Insurance Agency, Inc., and four Bermuda based captive reinsurance companies.