Uniquely experienced strong technical accounting generalist, with specialization in highly complex and new accounting policy implementation. Expertise in all phases of the accounting management lifecycle, with a strong team management
background, and extensive track record of innovation and success in enhancing the firm's bottom line.
Masters-level CPA with extensive knowledge of technical accounting in the financial services industry, who adapts seamlessly to constantly evolving accounting regulations and industry focus.
Innovative leader with solid experience managing all levels of multiple projects, including budgeting and administration, accomplished at increasing work process efficiency and profitability through functional and technical analysis using knowledge gained through lean six sigma and change management certifications.
An effective communicator and team-builder with strong analytical, management and organizational skills, successful at building strong professional relationships.
Skilled mentor and mediator who excels at maintaining high team morale and bringing out the best in team members, while managing large and complex projects.
Areas of Expertise
Insurance and Banking Industry
SEC and Regulatory Reporting
Research and Analysis
Financial Data Analytics
Policy Design and Implementation
Process Simplification and Improvement
Training and Development
Six Sigma Yellow Belt
Team Building/Personnel Management
KPMG, LLPHartford, CTAudit Manager06/2015 to Current
Manage various technical accounting and operation areas of the firm's premier Health Insurance audit client, including accounting policy review (SEC, PCAOB, and NAIC regulatory), budgeting, and administration, with budgets totaling approximately $5 million.
Increased utilization by approximately 15% by increasing the precision of analytical procedures used to gain comfort over financial data.
Reduced deliverable lead time, and increased utilization by approximately 20% by process centralization and improvement, while leading management of the engagement's 60+ national Statutory reporting audits.
Designed, developed and delivered insurance accounting training program to national Statutory audit managers and staff.
The Hartford Financial Services Group, IncHartford, CTAssistant Director, External GAAP Reporting12/2013 to 06/2015
Managed the preparation and first line review of The Hartford's (HIG) quarterly SEC filings, including co-managing a staff of 4 senior accountants, and a summer leadership development program intern.
and implemented process improvements using the ADKAR change management
principles, saving days of time previously needed to document our quarterly SEC
deliverables, and supported efficient and timely review.
communications with senior leaders in various operational areas across the
enterprise, which partially includes finance, operations, actuarial, FP&A, risk
management, legal, investments, and executive leaders.
Led improvement initiative to re-engineer Statement of
Cash Flows reporting under ASC 230 (FAS 95), reducing report preparation time by 5 work days saving approximately 1,500 FTE hours annually enterprise-wide.
Improved the Company's
eXtensible Business Reporting Language (XBRL) instance document by researching and reducing
extension concepts by over one-third, and by improving the depth and accuracy
of calculation assertions.
Hartford Investment Management CompanyHartford, CTSenior Derivative Accounting Specialist08/2012 to 12/2013
Led Derivative Accounting ASC 820 (FAS 157) and ASC 815 (FAS 133) policy, procedural review, and reporting, including review for compliance with recent regulatory pronouncements and the Sarbanes-Oxley Act.
Developed process automations that saved approximately 100 work hours, annually, relating to disclosure preparation and quarterly hedge effectiveness testing of The Hartford's 160 billion notional derivative portfolio.
Refined regression methodology over fair value hedge effectiveness testing to virtually eliminate millions of dollars in ineffectiveness reported, as a result of changes to hedge accounting due to the Dodd-Frank Act.
Represented Derivative Accounting in company-wide bi-monthly derivative industry updates, including aiding in the implementation of Title VII of the Dodd-Frank Act - Wall Street Transparency and Accountability Act of 2010.
Lead fieldwork in integrated financial statement audits within the Insurance and Banking practice for both international public and private clients, including risk assessment, planning, and analytical procedures.
I utilized more than 5 years of pre-graduate bank industry experience to lead bank internal audit engagements in all operational areas including Operations, Consumer and Commercial Lending, and Compliance.
Committed to innovation by contributions to firm innovation challenges, publishing custom workpapers to the firm's Knowledge database, and submitting practice improvement recommendations to the National Office for review.
Developed and acted as the Hartford Office lead instructor for a two day new hire training course for new hires to the Northeast Insurance and Banking team.
Aided the Tax Practice by preparing corporate returns, including consolidations, and book-tax entries.
Also aided the State and Local Tax Consulting Practice by researching emerging tax regulations and preparing support for the data room of a seller side due diligence effort related to a multimillion-dollar acquisition.
University of ConnecticutStorrs, CTGraduate Assistant to the Chief Information Officer02/2010 to 08/2010
Collaborated with the Chief Information Officer in projecting a 5 year 26 million dollar budget, and participated in the management of the 2010 UConn IT Strategic Planning effort.
Acting departmental auditor in review of compliance with Governmental Accounting Standards and University asset recognition policies.
Designed and implemented University IT systems and asset inventories.
Windsor Federal Savings and LoanWindsor, CTBranch Operations and Compliance Specialist (Customer Service Specialist)09/2009 to 02/2010
Collaborated with Vice President of Operations in
refinement of new bank policies and products, utilizing 5 prior years
experience working in retail operations of TD Bank and Bank of America
Reviewed and approved branch transactions related to Bank
Secrecy Act, Anti-Money Laundering and other state and federal regulations
Acting internal auditor in review of residential lending,
currency transaction reports, and individual retirement account transactions
AICPA (American Institute of Certified Public Accountants), Member, September 2009 – Present
CSCPA (Connecticut Society of Certified Public Accountants), Member, September 2009 – Present
University of Connecticut Alumni Association, Member, October 2012 – Present
CPA – Certified Public Accountant (State of Connecticut: License #17116, Certificate #54314)
CSSYB – Certified Six Sigma Yellow Belt (issued by The Hartford Financial Services Group, Inc., 12/2014)
ADKAR Change Management Certification (issued by AdPro a Prosci affiliate, 07/2014)
Golden Key International Honour Society, Alumni Member, Fall 2010 – current
Alpha Psi, Alumni Member, Fall 2009 – current
Master of Science:Accounting2010University of Connecticut, Storrs, CT
Overall GPA: 4.000/4.000
Bachelor of Science:Business Administration, Accounting2009University of Connecticut, Storrs, CTOverall GPA: 3.316/4.000, GPA in Major: 3.718/4.000