Anthony Kerr Email & Phone Number

Woodbury, Minnesota

St. Paul, Mn

Eagan, Mn

Provide strong business partnership with VP’s, project managers and other business partners in support of managing expenses, overall aligning of resources with projects, financial timelines and monitoring variances to budget. Support planning cycles through detailed budget modeling and Hyperion plan submissions. Perform month-end close processes and assurance of accurate reporting in SAP.• Provide exceptional financial support and service to VP and project managers minimizing budget variances.• Assist with budget modeling, plan submissions in Hyperion and management of expense and capital budget.• Documented formal procedures on various processes within finance team.

Woodbury, Mn

Managed financial controls and corporate actions team, responsible for general daily oversight of accounting activity within Hartford mutual funds, with over $100B AUM. Implemented various accounting controls and monitored corporate action processing. • Spearheaded and engineered development of exception based accounting rules, writing/programming 60+ rules contributing to consistent Net Asset Value accuracy of 99.94% across Hartford mutual funds and saving company from spending thousands to have vendor develop rules for Hartford Funds.• Saved company $3K/month by identifying and closing 100+ inactive custodian bank accounts.• Developed process for calculating and accounting for performance management fee within funds, alleviating need for costly purchase of separate system module.• Developed and managed daily process for monitoring overdrafts in mutual funds, minimizing fees and maximizing shareholder value.• Ensured accurate consolidation of balance sheets in fund mergers, maintaining post-merger NAV integrity.• Served as lead resource for internal and external audits, deemed “BEST IN CLASS” by Ernst & Young for in-force controls.• Collaborated closely with both internal and external business partners, fulfilling business requirements and fostering a productive and open work environment. • Assisted senior management with various financial analysis, SAS99 journal entry testing, SEC reviews, board reporting and compliance reviews, across 100+ mutual funds. • Participated on default committee for funds, responsible for in depth research of income flow interruption due to company bankruptcy or financial stress, ensuring proper accounting treatment and NAV integrity.• Prepared and delivered various training presentations.

Woodbury, Mn

• Performed daily review of accounting activity across 100+ Hartford mutual funds, including 529, COLI, Retail and Annuity based fund lines, containing $100B AUM, through various automated and manual control processes. Processed dividend and capital gain distributions.• Developed and implemented process for identifying and processing 30+ various corporate actions daily within Hartford funds with continual oversight and training, preventing costly errors.• Designed unique and new process to assist management in determining accounting fee rates for Hartford funds through analysis of accounting complexity and cost, along with projected profit margins for each fund.• Analyzed and processed complex corporate actions such as mergers and spinoff's within Hartford Funds, ensuring accurate processing from both accounting and tax perspective.• Actively involved with thorough testing and validating of regular accounting system upgrades, ensuring and resulting in no costly business interruption due to post upgrade system issues.

Woodbury, Mn

• Entrusted with the responsibility for the daily accounting and accurate NAV calculation for various Hartford mutual funds.• Performed daily cash and position reconciliation with the custodian bank.• Collaborated closely with trading and pricing, tax, corporate actions and the tax team in resolving issues.

Woodbury, Mn

• Fielded calls from both insurance agents and policy holders regarding Life insurance administration.• Processed various transactions including financial trades, loans/withdrawals, Illustrations and billing changes.

Freeport, Il

• Performed thorough underwriting analysis of both new business and endorsement submissions on personal insurance policies.• Worked closely with various insurance agents around the country in maintaining a strong partnership with Metlife.• Participated in an extensive project involving the conversion of St Paul Companies book of personal lines business over to Metlife Auto & Home due to the Company merger.