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Zack Athens

Insurance and Financial Consulting at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Self-employed</span>
Intro Book
Seasoned finance expert with 30+ years of experience in accounting, insurance, and strategic planning.
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Location
Miami, Florida, United States, US
Skills
  • Budgets
  • Accounting
  • Insurance
  • Strategic Planning
  • Financial Reporting
  • Show all
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Bio

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Zack Athens is a seasoned finance professional with 30+ years of experience in accounting, insurance, and strategic planning. He has held various leadership positions in top-tier companies, including Senior Vice President and Chief Financial Officer, Vice President - Administration, and Audit Senior. He is a Certified Public Accountant (CPA) and holds an MBA from the University of North Texas. He has expertise in financial analysis, underwriting, auditing, and due diligence.

Credentials

  • Certified Public Accountant
    State of Texas

Experience

  • Self-employed
    • Insurance and Financial Consulting
      • May 2021 - Present
  • Bupa Worldwide Corporation
    • Miami, Florida
    • Life Business Manager
      • Feb 2011 - May 2021
      • Miami, Florida

      Responsible for all administrative and financial functions of Bermuda domiciled life insurance company, consisting of a closed block of term and UL products.

  • Zack G. Athens, CPA, FLMI
    • Accounting Consultant
      • Jul 2008 - 2010

      Providing consulting services, primarily to the insurance and related industries; provided audit services for life and health insurance companies through a regional CPA firm; partnered with acturarial firm to provide financial analysis for due diligence work; prepared statutory financial statemen...

  • Royal Neighbors of America
    • Operations Executive-Austin Division
      • 2006 - 2008
  • Financial Industries Corporation
    • Consultant/Internal Auditor
      • Feb 2005 - Apr 2006

      Managed investment accounting process; assisted with statutory and GAAP financial reporting; supervised premium tax compliance process; oversaw state examination and assisted with documentation of various operational and financial processes for SOX compliance work.

  • Pan American Life Insurance Company
    • Vice President -Administration
      • Oct 2001 - Dec 2004

      Established and managed operations for new life division; responsible for agent contracting, commission accounting, policy issue, underwriting, and agent support services; hired, supervised and trained team of 23 employees; developed and administered an annual budget of $2.5 million.

  • Columbia Universal Life Insurance Company
    • Senior Vice President and Chief Financial Officer
      • Aug 1996 - Sep 2001

      Managed accounting and financial reporting functions, including the preparation of statutory and GAAP financial statements, corporate audits, federal income taxes, investments and cash management; reported to President and CEO.

  • Central United Life Insurance Company
    • Senior Vice President and CFO
      • May 1994 - Jul 1996

      Directed financial and treasury functions, marketing and sales operations, policy services and underwriting with responsibility of over 100 employees; managed investment portfolio, including fixed income and short-term cash portfolios.

  • C&J Cox Corporation
    • Financial Reporting and Business Manager
      • Dec 1990 - Apr 1994

      Supervised preparation of financial statements for multi-dealer service station and food mart operations with over $100 million in annual sales; secured $6 million in funding to expand dealer locations throughout northern and southern Califormia.

  • Life Insurance Company of the Southwest
    • Senior Vice President - Finance
      • 1975 - 1990
  • Ernst & Young Certified Public Accountants
    • Audit Senior
      • Jan 1972 - Jun 1974

Education

  • The University of Texas at Austin
  • University of North Texas

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing.”

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