Senior Executive Communications Analytics & Dashboard Development Shared Services and Financial Team Leadership Development Life, Health and Property & Casualty Insurance Planning & Forecasting Project Manager & Process Reengineering Certified Statutory Financial Reporting and Regulatory Compliance Internal & External Auditor liaison on GAAP, SEC and Tax Pronouncements Corporate Compliance, Key SOX Controls and SSAE 16 Reporting Procedures & Accounting Manual and Post-Acquisition Integration
Skill Highlights
Guest services
Inventory control procedures
Merchandising expertise
Loss prevention
Cash register operations
Product promotions
Core Accomplishments
Professional Experience
Vice President & Controller, 10/2008 to Current Iora Health – Boston, MA,
Responsible for the accurate and timely preparation and presentation of financial statements to support Financial and Business leadership decision-making.
Owner of all internal and external audited financial statement deliverables, testing and compliance filings.
Review and approved Key SOX Control testing, Balance Sheet reconciliations and PeopleSoft/Oracle ledgers.
Direct multi-year and annual planning process with monthly actual to plan variance analysis and forecast recommendations.
Partner with internal business owners and shared service units to ensure value received and delivered.
Started checkpoint meetings with each Division Leader to ensure integrity of key financial data and develop a relationship of trust.
Chair of cross-functional Steering Committee transforming change in shared services processing, outsourcing, IT enhancements on legacy systems and acquisition of new management tools.
Established and enhanced Dashboard reporting using Cognos BI with current Data Mart elements while partnering with subject matter experts to define a Star schema maximizing metadata modeling, resulting in more predictable and efficient SQLs.
Assistant Vice President, 01/2005 to 01/2008 Princeton University Staff – Boston, MA,
Corporate finance leader reporting to CFO with objective to identify and fix processes, resources and procedures resulting in failure of Key SOX Controls, restatement and late filings audit fee overruns.
Partner with Financial Reporting, Credit Management, Treasury, Actuarial, Reinsurance, IT/IBM and Auditors in identifying key handoffs throughout year-end to define the correct due dates and deliverable formats.
These multi-phased initiatives were so successful ACE Limited assigned North America as the Center of Excellence for Finance and consolidated all related services to the Philadelphia Office.
Assistant Vice President, 01/1998 to 01/2005 Princeton University Staff – Boston, MA,
Responsible for managing all aspects of GAAP, SEC and Statutory Accounting and Reporting.
Integrated Agency and Reinsurance Accounting into one cohesive unit.
Implemented a customer service approach that values both internal and external customers to satisfy the following objectives: Successfully managed $1.8 billion of reinsurance exposure among 62 reinsurers.
Partnered with Legal Department to redefine MGA and Reinsurance contract wording to establish standards, which resulted in an overall efficiency and timeliness of payments, accruals and profit share calculations.
Responsible for all Senior Management reporting packages from preparation to presentation of P&L and exposure analysis.
Cross-departmental Team Leader on behalf of Finance/Accounting and Underwriting departments to define and implement new procedures in compliance with corporate governance.
Key member of Merger Integration team.
Assistant Vice President, 01/1997 to 01/1998 Princeton University Staff – Boston, MA,
Responsible for all Treasury related functions with emphasis on Cash Flow analysis and Cash Management.
Responsible for all State and Local tax related matters for thirteen statutory companies in fifty states, with written premium in excess of $2 Billion.
Senior Manager, 01/1996 to 01/1997 Realpage – Hackensack, NJ,
Established Philadelphia office and National Insurance Service consulting practice focusing on outsourcing, process improvement and system implementations.
Assistant Vice President & Treasurer, 01/1989 to 01/1996 The Green Tree/Mutual Assurance Group – City, STATE,
Played a critical role in establishing back office accounting functions to turn a 200-year-old regional company into a 50 state market share group.
Managed Statutory Reporting, GAAP, Tax/Compliance and Treasury Departments.
Assistant Vice President & Treasurer, 01/1988 to 01/1989 American International Group AIG – City, STATE,
Responsible for State & Local Tax and Compliance filings of four Domestic Life & Health Companies.
Education
Bachelor of Science: Finance Accountancy, Expected in Villanova University - , GPA: Finance Accountancy
Six Sigma Quality Program Certifications/Associations American Institute of Certified Public Accountants (AICPA) Certified Public Accountant Chartered Global Management Accountant Pennsylvania Institute of Certified Public Accountants (PICPA) : , Expected in - , GPA:
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School Attended
Villanova University
Job Titles Held:
Vice President & Controller
Assistant Vice President
Assistant Vice President
Assistant Vice President
Senior Manager
Assistant Vice President & Treasurer
Assistant Vice President & Treasurer
Degrees
Bachelor of Science
Six Sigma Quality Program Certifications/Associations American Institute of Certified Public Accountants (AICPA) Certified Public Accountant Chartered Global Management Accountant Pennsylvania Institute of Certified Public Accountants (PICPA)
