Annual statement preparation for property casualty insurers.
Financial analysis for property casualty insurers Statutory accounting for property causality insurers.
Implementing and Configuring Intacct.
Professional Summary
Skills
Intacct Accounting Software AS4000 Great Plains Microsoft Excel
Middleware Microsoft Word FRX Reporting Microsoft Access Power Point
Work History
05/2016
TEGRIT FINANCIAL SOLUTIONS
Over twenty years of successful accounting experience in the insurance industry, non-profit industry and retail industry.
One year of experience implementing Intacct Accounting software.
Experience in preparing and analyzing financial statements using Statutory Accounting Principles.
Prior experience in preparing financial statements using Generally Accepted Accounting Principles.
Demonstrated analytical, problem-solving and decision-making skills throughout my career.
Excelled in learning new software and designing and creating management reports for analysis and decision-making.
11/2016
Implementation Specialist
Responsible for the successful implementation of Intacct Accounting Software.
Setting up the client company in Intacct.
Mapping and importing the client data into Intacct.
Creating new financial reports in the Intacct system along with any other reporting requirements that the client may have.
Responsible for providing support to the client after the implementation.
STEPHANIE M.
CADY.
Page 2 1999 FARM BUREAU INSURANCE to 7373 W.
Saginaw Hwy.
05/2016
Casualty AccountantLansing, MI
Responsible for preparation of monthly internal financial statements, monthly journal entries and account analysis.
Assists with the budget process.
Responsible for the quarterly and annual statutory filings for two insurance companies to national and state regulatory agencies.
Created a Peer Group Analysis combining charts and narration which compared company statistics with other companies of similar size and lines of business.
This was used by the Vice President of Finance in a presentation to AM Best in an effort to upgrade the company's AM Best Rating.
Was responsible for learning a new financial reporting software called FRx.
This software is used to integrate financial data for the general ledger resulting in Corporate Staff receiving financial information three days earlier.
Became proficient in the annual statement software (Freedom and Wings) used to create required statutory filings, establishing a central focus for the statement effort and reducing the amount of time required to prepare the annual and quarterly statements.
Created a data base in Microsoft Access for our Assumed Reinsurance contracts that replaced the legacy system.
This data base is used to maintain and track the premiums and losses from the different contracts and to aid in the monthly balancing.
STEPHANIE M.
CADY.
01/1997
Financial Statement PreparerLansing, MI.
Responsible for preparing monthly financial statements, preparing and entering monthly journal entries, Organizing monthly schedules and analyzing income/expense accounts.
Staff AccountantEDUCATIONAL INSTITUTE OF THE AMERICAN HOTEL to AND MOTEL ASSOCIATION – East Lansing, MI.
Responsible for preparing monthly financial statements, assisted with the budget process, Bi-weekly payroll, reconciling general ledger accounts at month-end and any other miscellaneous reports requested by management.
Education
May 1990
Bachelor of Science: Accounting FERRIS STATE UNIVERSITY - Rapids, MI Accounting
