Promoted to Director of Financial Operations after one year as Manager of Financial Operation. Financial Operations includes: Treasury transactions, Cash Management, Investment Accounting, Accounts Payable, Provider Capitation, Broker Commission, Self-funded Accounting, Employee Expense Reimbursement, Sales and Surcharge Taxes, Premium Billing and Collections. • Managed and developed all cash receipt and disbursement transactions and related processes to insure they were accurately and efficiently recorded with appropriate internal controls. • Created a cash flow model to track all transactions and project future cash needs and investment and dividend opportunities for multiple entities.• Partnered with Claims and Network Operations departments to insure providers are paid timely and efficiently; including capitated, fee-for-service and periodic settlements.• Partnered with Sales and Human Resources departments to develop equitable compensation plans that would both incent external and internal producers and be administrable by the Finance department.• Managed Billing & Cash Application function, including the development of new processes necessary due to the implementation of the affordable care act and the company’s participation with the Connecticut marketplace company, Access Health CT.

• Managed team of four senior accountants with all financial closing and reporting activities, including: internal management, consolidations to our parent company, and statutory reporting to the Department of Insurance.• Maintained a strong system of internal controls ensuring accounting, reporting and other financial activities were accurate, timely and in compliance with company policies, generally accepted accounting principles and statutory accounting policies.• Managed financial issues with outside audit firm; ensured all Audit requests were processed timely and effectively used the time of the Auditors on site for field work to avoid unnecessary over charges.• Oversaw monthly tax and quarterly provision calculations and estimated tax payments. Coordinated and reviewed the annual tax return preparation handled by an outside CPA firm.

• Promoted to Assistant Director of Contract Accounting after two years as a Senior Accountant. • Effectively led team of four accountants responsible for calculating monthly settlement for a large number of provider capitation contracts.• Analyzed financial data and identified business trends that were summarized and reported to senior management.• Partnered with Systems area to develop more automated reports that allowed team to be more efficient.

• Prepared and reviewed income and premium tax returns for three life insurance companies. • Prepared mutual fund 1120-RIC tax returns accurately and timely. • Estimated annual corporate premium tax expense and quarterly payments.

• Promoted twice over five year period in recognition of increased responsibilities and complex issues.• Prepared and reviewed income tax returns, estimated payments and financial statements for corporations, partnerships and individuals.• Worked directly with client and tax authorities to insure accuracy of returns and resolve any issues.