Austin Lewis, Cpa Email & Phone Number

Walnut Creek, Ca, Us

Leads the corporate accounting function for CSAA Insurance Group, which includes:-Responsible for all aspects of the monthly and year-end accounting close process for CSAA Insurance Group ($7B annual revenue), including reinsurance, premiums and claims, personal and commercials insurance lines, compensation and benefits, fixed assets, accrued expenses, unclaimed property, etc.- Responsible for the product cost and allocations function- Management and development of direct staff, including managers and individual contributors- Principal accounting contact for the implementation of new Oracle Cloud ERP system- Perform monthly, quarterly and annual variance analysis for internal and external reporting.- Principal accounting contact for all audits (internal, external and regulatory)- Responsible for maintenance and operation of internal controls and MAR compliance and the creation and maintenance of all accounting policies and procedures.- Reviews the technical accounting research and execution of complex transactions under both GAAP and SAP (Statutory Accounting Principles)- Works cross-functionally with all parts of the organization, including Corporate Risk Management, FP&A, HR, Actuarial, Product Management, and various 3rd party administrators.

San Francisco, California, Us

-Manage the accounting function and monthly close process for a large, multinational segment of a dynamic startup providing professional services, SaaS and PaaS.-Manage the procure-to-pay system overhaul/integration encompassing procurement, T&E, and accounts payable.-Implemented and improved processes and controls to drive efficiency, including reducing monthly close cycle from four days to three.-Engaged in IPO readiniess projects including ERP integrations, close process improvements, financial reporting improvements, and other critical areas.-Responsible for account reconciliations, posting and approving journal entries, variance analyses, cash collections, cash disbursement, and all other aspects of the corporate accounting cycle.-Work in tandem with the FP&A group to assist in budget-to-actual variance analysis

Westlake, Texas, Us

- Served in an accounting policy, technical accounting, and SEC reporting role which supported management decision making with large and complex transactions. - Assisted the Corporate Accounting group in preparing journal entries and establishing accounting policies for complex transactions, including experience with PeopleSoft. - Worked closely with the Financial Planning and Analysis group to ensure planned revenues and expenses were in accordance with GAAP and also assisted in strategic planning in areas such as lease vs. buy analyses, changes to stock compensation plans and strategic securities sales. - Prepared the quarterly other-than-temporary impairment analysis for Schwab’s mortgage-backed securities portfolio, including discounted cash flow analyses as well as relevant 10-Q and 10-K disclosures. - Prepared 10-Q and 10-K disclosures in accordance with ASC 820 and ASU 2011-04. This included performing quarterly pricing validation testwork for Schwab’s AFS and HTM portfolios and developing a robust methodology for estimating the fair value of Schwab Bank’s loan portfolio. - Worked on various technical areas such as accounting for business combinations, stock compensation, issuance of debt and preferred stock, leases, and internally developed software. - Tracked, analyzed, and implemented newly adopted and forthcoming accounting pronouncements and exposure drafts, including advising and consulting with management and drafting comment letters to the FASB. - Worked with a diverse group of organizations and personnel throughout Schwab to become a valued asset by providing accounting support

New York, Ny, Us

- Supervised audit teams of large and small companies with up to 6 direct reports, which included simultaneously supervising two audit teams during the year-end audits. - Supervised first-year audits for insurance and technology companies, which included designing and implementing audit procedures and building relationships with client personnel. - Worked with and added value to clients by providing guidance on technical accounting issues such as other-than- temporary impairment, fair value of financial instruments, property and casualty insurance accounting, stock compensation expense, internally developed software, and opening balance sheets. - Coordinated with several KPMG offices around the globe to serve multinational clients. - Reviewed and issued financial statements in accordance with U.S. GAAP (including SEC filers) and Insurance Statutory Accounting Principles