Working in outsourcing group serving as Controller for several organizations, supervising accounting services, preparing for annual audits, creating budgets and forecasts, ensuring regulatory compliance, advising CEOs, and working with finance committees to meet organizational objectives.

• Prepare consolidated financials and multiple departmental reports for management.• Manage month-end close.• Ensure accuracy of ledgers; complete reconciliations on a timely basis.• Evaluate, improve, and document processes, policies and procedures. • Ensure all documentation provides for ease in training, efficient and accurate execution.• Train new senior employees and staff• Manage company cash flow and banking activity.• Tax preparation work.• Acting liaison with company CPA firm.• Calculate and maintain payroll reductions.• Monitor accounts payable and office expenses.• Serve as back-up for payroll submissions.

• Supervised the General Ledger, Payroll, and Accounts Payable areas.• Successfully completed the audits with clean management letters.• Contributed to the Annual Report process ensuring financials were accurately presented.• Completed the Form 990 and Form 990-T for the complex organization.• Created and implemented new processes and procedures in the Accounts Payable department which elimination intake errors and started to build back credibility of department.• Worked with management to establish/create "new vendor engagement" approval, policies & procedures for the organization.• Established policies and procedures for safeguarding vendor W-9 and EFT information.• Worked with Program Directors to identify work-force allocation challenges and completed multiple reclassifications.• Worked with Payroll and Human Resources to review processes of on-boarding; identified gaps in process causing work-force allocation errors; implemented changes.• Assisted in budget process. • Mentored, assisted, and guided staff.• Attended Finance Committee meetings.

• Contracted to add support for company-wide audit.• Reconciled various complex balance sheet accounts; identified issues and brought to resolution. • Created procedures to minimize complexity of reconciliation. • Researched values of property and fixed assets of newly merged Volunteers of America affiliate. Revalued amounts were accepted by auditing firm without changes.

• Managed all aspects of producing consolidated financial statements for BP Stop Loss. • Implemented, managed, reported, and disbursed Reinsurance contract obligations with excellent execution and accuracy.• Worked with stakeholders identifying key metrics and developed reporting packages and adhoc reports to areas of responsibility and highlight successes and challenges. • Oversight of all regulatory requirements for the entities BP Inc. and Sheridan Re.• Responsible for and managed reinsurance agreements from implementation through, accounting, disbursements to stakeholders and reporting including all regulatory agencies.• Created and implemented policies and procedures while continuing to review processes for improvement.• Incorporated the acquired FiServ Health, Inc. financials into UnitedHealth Group systems and reporting tools, ensuring adoption of all UnitedHealth Group policies and procedures. • Worked with senior executives to change the business model, resulting in revenues more than doubling for BP Stop Loss from $35 million in 2007 to $73 million in 2013. • Successfully achieved two audits with unqualified opinions with clean management letters, prior to shutting down the regulated entity, Sheridan Re.

• Promoted to oversee all aspects of finance and accounting and contractual agreements for and with BP Inc., regulated captive Sheridan Re, and Combined Insurance Company carriers.• Accounted for all premiums and associated liabilities and ensured accurate payouts to insurance carriers and multiple other stakeholders. • Ensured compliance with multiple states’ regulatory bodies. Produced consolidated financial statements, and individual financial statements for BP Inc. and Sheridan Re. • Prepared for and successfully achieved six audits of Sheridan Re with unqualified opinions. • Implemented policies and procedures to adhere to Sarbanes Oxley legislation passed in 2002.

• Upon FiServ acquisition of Trewit, converted all financial statements, budgeting and forecasting models to conform to FiServ standards. Produced consolidated financial statements. • Conducted field audits, identified control risks and implemented internal controls.• Identified and implemented software that was and continues to be used to manage the sub-ledgers and underwriting activities of newly acquired subsidiary BP Inc. and start-up captive reinsurance company, Sheridan Re.

Led Minneapolis office operations including Human Resources, IT, and billing. Supervised 20 staff. Continued to wind down the corporation of Popham, Haik & Schnobrich, Inc., by working and negotiating with vendors and customers enabling the dissolution of that firm without debt and allowing for a capital distribution to the remaining shareholders. Responsible for winding down the Law firm of Popham, Haik, Schnobrich, LLP

Directed Human Resources, Accounting, IT, and office operations in the Minneapolis office, with supervisory responsibility for 33 staff. In coordination with Partner-in-Charge, closed four offices outside of Minnesota; subsequently, negotiated with all vendors to reduce the liabilities of the Minneapolis head office, enabling the merger into a respected firm, Hinshaw & Culbertson in 1997.

Performed financial analysis on each department in international law firm. Discovered inappropriate expenditures which were addressed.

Promoted to develop and provided weekly key metric reports to CEO and other top executives, including claims turnaround time, sales close ratios, loss ratios, high claim frequencies, and workforce equivalents. Coordinated with health plans and collaborated across departments and at all levels of the company.

Promoted to Senior Financial Analyst to participated in all mergers and acquisitions of Employee Benefit Plans (EBP). Performed due diligence of target companies: reviewed customers, reviewed claims to assess risk level, and other potential liabilities.

Led all accounting aspects of an acquired managed care company. Established digital general ledger, designed chart of accounts to align with corporate reporting, performed all accounting responsibilities.