Assist with communication and logistics for Board Trustees.Manage BoardEffect software for the department.Research assigned topics and donor data as needed, creating ad hoc reports.Maintain department accounts payable and invoicing.Assist with Raiser’s Edge donor data recording and query utilities.Participate in relational data base maintenance and utilization as needed.Designed various automated processes using advanced Excel skills to perform routine tasks.Provide support to team members in achieving Foundation goals.Collaborate on campaign initiatives.Participated in a Career Lattice program as the primary architect of the design, development, and implementation of an automated system for statistical recording and reporting in MS Teams.Advancing skills in the use of MS 365 Power Apps tools and Enterprise platforms.

Designed standardized Excel template to reconcile Daily Cash activities.Developed automated Excel reports to capture daily reporting requirements.Provide ad-hoc reporting and analysis of transportation services statistics.Use of critical thinking in providing customer service resolutions.Generate service requests for varied solutions.Engage and encourage staff to expand MS Office skills in Excel, Word and Access. Coordinate with various departments for the proposal of expanded MatrixCare data base applications.

Analyzed large sets of complex data from multiple data systems for calculation of Property Casualty Insurance Catastrophe Reporting.Interpret reinsurance contracts for Catastrophe reporting processing.Compiled report summaries, and correspondence for Intermediary and Broker submissions using MS Office; Excel, Access and Word for Catastrophe reporting.Developed automated reports for Statutory and Regulatory submissions.Accounting liaison, coordinating multiple intercompany disciplines to ensure contractual and regulatory reporting obligations.Work closely with department leadership and product managers to define and test system requirements for reinsurance agreements. Defined treaty codes, determining policy inclusions and exclusions, and setting retention limits and treaty selection files based on contract wording.Trained associates in the technical application of accounting principles to reinsurance reporting.Developed instructional materials and support documentation.

Managed accounting and regulatory reporting obligations for the Assumed and Ceded reinsurance programs.Designed automated processes using Excel, Access, SQL and AS400 to calculate large data sets with complex accounting parameters.Generate and reconcile monthly, quarterly, and annual reinsurance billing and claims reporting.Performed premium and loss reconciliations on all treaty reinsurance agreements.Developed claim submission protocols to maximize return rate of recovering balances due.Identified and designed process improvements.Researched and analyzed legacy data for contract compliance and reporting.Defined and presented risk trends to senior management.Maintained historical treaty summaries and experience on all lines of business.Drafted reinsurance contracts.Participated in internal and external audit reporting.Annual Statement and Schedule F reporting.Trained staff on principles of Reinsurance reporting and accounting.Designed training materials to assist with staff development and training.

MS Office products training.Computer graphics.Technical reinsurance consulting.

General Office Management. Supervised clerical staff. Prepared performance reviews. Developed Access Data Base to capture claim detail and reimbursements.Facilitated employee training on internal software and MS Office applications. Maintained reinsurance contracts. Managed Letters of Credit. GAAP and Financial Reporting. Designed Access Audit Data Base for contract compliance and data validation.Analyzed and identified Reinsurance treaties for commutation.Participated in Reinsurance audits for contract compliance and claims validation.Prepared Audit reports for presentation.Participated in commutation negotiations.