Experience

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  AmeriTrust Group, Inc.

  • Southfield, Michigan, United States

  • Financial Reporting Manager

    • Mar 2003 - Present
    • Southfield, Michigan, United States

    Oversee and manage the financial accounting and reporting process for five insurance company subsidiaries with gross revenues of over $600 million. Preparation and review of statutory (SAP) and GAAP financial statements. Monitoring of the overall financial close process, including working with other areas of the company to coordinate the receipt of information needed for financial reporting, as well as analyzing the relation of this information to the financial statements. Management and direction of the insurance companies' financial reporting team. Quarterly review of account reconciliations to ensure accuracy, completeness, and reasonableness of information included in financial statements. Producing internal financial analysis of balance sheet and income statement, as compared to prior periods and to budget, for management review. Regular review of financial processes to increase efficiency of producing financial data. Providing exceptional internal customer service to various company departments. Preparation and coordination of timing and flow of information and correspondence with various state regulators, internal and external auditors, and other external inquiries regarding financial data.

• 

  Kar's Nuts

  • Ferndale, MI

  • Controller

    • 2001 - 2003
    • Ferndale, MI

    Supervised entire accounting and financial reporting function. Designed and implemented accounting policies and procedures. Directed and performed monthly physical inventories. Oversaw and reviewed all cash management functions, including daily deposits, posting and reconciliation of all accounts. Implemented team atmosphere within accounting and finance departments to accomplish goals and objectives more efficiently. Assisted in the training, growth and development of company personnel.

• 

  ProMed Delivery, Inc.

  • Ferndale, MI

  • Controller

    • 1997 - 2001
    • Ferndale, MI

    Supervised entire accounting and financial reporting function. Proposed policies and procedures to improve effectiveness and efficiency in all aspects of the company's operations. Prepared and presented budgets and forecasts to executive management. Assisted in acquisition of the company's second top competitor. Member of the Board of Trustees for the company's 401(k) Plan.

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  Great Lakes Health Plan, Inc.

  • Southfield, MI

  • Internal Audit Manager

    • 1995 - 1997
    • Southfield, MI

    Established the entire accounting and financial infrastructure when company was incorporated. Developed policies and procedures for budgeting, financial analysis, financial reporting, and tax accounting. Reviewed the reliability and integrity of financial and operating information. Analyzed the systems established to insure compliance with policies, plans, procedures, laws and regulations having a significant impact on operations and reports. Appraised the effectiveness and efficiency with which resources were employed. Assisted external auditors in the performance of the year-end audit.

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  Deloitte

  • Greater Detroit Area

  • Staff Auditor

    • 1993 - 1995
    • Greater Detroit Area

    Examined and analyzed accounting records to determine overall reasonableness of financial position and results of operations. Performed reviews and tests of clients' internal control structure, accounting systems and financial policies. Developed and recommended improvements to increase client operating effectiveness and efficiency. Assisted in recruitment of firm personnel.

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  David J. Lambert, CPA, PC

  • Hillsdale, MI

  • Tax Accountant

    • 1992 - 1993
    • Hillsdale, MI

    Reviewed and compiled client tax data for 1992 and 1993 tax seasons. Drafted partnership and individual federal, state and city tax returns.