• Prepared and analyzed Financial Statements for lead insurance company• Prepared Notes to Financial Statements for eight affiliated insurance companies.• Prepared and analyzed IRIS ratios and other KPIs.• Performed monthly accounting reconciliations between custodian bank, investment system, and general ledger.• Responsible for all investment accounting and reporting, and associated analytics.

• Collected, analyzed, and reported on all maintenance profitability. Worked to reduce maintenance costs and to recommend best maintenance practices for branch and technician performance.• Submitted reports on the equipment, including recommended adds/deletes, work in process, inventories, return on investment, and utilization based on utilization and cost of ownership.• Managed and report on equipment cycle counting; implement best practices for improving accuracy.• Position eliminated due to COVID 19 mass layoffs.

• Performed financial analysis, accounting, and reporting (STAT and GAAP).• Collected, analyzed, and managed quantitative investment data.• Prepared, reviewed and ensured distribution of various accounting packages to accounting, investment, and actuarial management under stringent deadlines.• Prepared quarterly line of business (product) balance sheet. • Allocated investment income and expenses. Explained variances from plan.• Projected expected line of business income for plan.• Analyzed investments for impairments, and prepared quarterly impairment package for senior management. • Performed and analyzed net present value and book value calculations.• Calculated current and projected yields on complex structured securities with cash flow schedules and determined rates of return to be used for crediting and forecasting.• Performed monthly portfolio bond yield analysis.• Compiled STAT & GAAP footnotes to financial statements.• Performed reconciliations and interpreted quarterly variances with explanations. This included yield variations, asset value variations, income variations.• Created and assisted with developments to facilitate process improvements. • Worked effectively with internal and external auditors to provide support and financial disclosures relating to investments. • Developed and distributed various reports shared with the Board of Directors, including the audit and finance committees.

• Performed various analysis including asset holdings vs. strategy, hedge effectiveness testing, liquidity testing, volatility index testing, and value at risk limit testing.• Prepared line of business balance sheet and allocated investment income and expenses to lines of business.• Allocated newly purchased bonds and commercial mortgages to lines of business, based on duration, yields, and investment strategies of the investment portfolios.• Provided analysis for cash flow testing modelling and setting Index Annuity participation rates.• Prepared Derivative Use Plan compliance reporting.