Cassandra Clark Email & Phone Number

Charlotte, Nc

Leader of Financial Planning and Projections Consolidations & Reporting, Metrics Reporting, and Board Reporting for Finance. Business Program Lead for implementation of Long Duration Targeted Improvements ("LDTI"). Financial Regulatory exam process coordinator and oversee responses to regulatory requests.

Charlotte, North Carolina Area

Charlotte, Nc

o Own and manage monthly reporting process for largest line of business (Traditional Solutions, which consists of reinsurance of ordinary life products making up $170 billion of assumed inforce), including managing staff, reviewing and approving journal entries, reviewing account reconciliations and retrocession settlementso Support business partners as subject matter expert on GAAP and STAT accounting for Traditional Solutionso Analyze GAAP/STAT earnings and present results to CFO/CEOo Support audit requests by EYo Maintain oversight of third party administrator processing & reportingo Support actuaries in planning process and resolution of treaty issueso Support special projectso Work with actuaries to analyze reserve changeso Complete Statutory requirements/schedules for STAT reporting teamo Manage Traditional Solutions process and reporting enhancements, issues, large transactions including recaptures and novations, and ad hoc analyses Accomplishments:o Initiated and led project to enhance efficiency and reduce redundancy in the management analysis processo Support management to regularly provide more robust, new and different analytical views within increasingly accelerated deadlineso Managed reinsurance accounting for large reinsurance transactions (recaptures, novations, etc.) including a $1.3 billion transaction in 2009, a $600 million transaction in 2011 and set up of a new retrocession in 2014o Process Manager of premium accrual process for all of Traditional SolutionsAccomplishments:o Worked with business partners to enable creation of automated premium accrual process resulting in enhanced efficiency and accuracy of most robust process in departmento Improved processes, analyses and controls over block of business to enhance management’s understanding of drivers of results, increase efficiency and accuracy, and to clean up reconciling items

Hartford, Connecticut Area

o Complete ownership and management of monthly reserving process for Uniprise, including determining, reporting & analyzing IBNR, as well as calculating stop loss and experience rated refund reserveso Work with auditors to ensure SOX compliance with reserving area controlso Work with Statutory Reporting Unit to complete reporting requirementso Perform monthly reconciliation of reserve balanceso Work with Actuarial Department to ensure proper reserve levelso Work independently and report results directly to CAO/CFO monthlyo Work in extremely fast paced, tightly controlled environment to complete entries on first day of close, perform analysis on second day, and present results in detail to CAO on third day

Bloomfield, Ct

Manage three employees performing specialized reporting functions within the Experience Rated unito Primarily responsible for summarizing, analyzing and reporting Experience Rated financial results and IndemnityManagement resultso In-charge responsibility for calculation, Legal posting, analysis and reconciliation of Experience Rated liabilitybalanceso In-charge responsibility for summary reporting of Experience Rated earnings by duration and region in accurate andtimely manner using data extraction, manipulation and analysiso Report and analyze monthly and quarterly regional earnings at case level; critically review case level underwriteradjustments which resulted in significant monetary benefit to companyo Matrix with underwriters, Regional Directors, Managers, Premium, Claims, Expenses, Consolidations Accountingand Reserves units to accurately report case level earnings and understand drivers of resultso Worked in three different roles within department, achieving promotion for each position change

Hartford, Connecticut Area

In-charge responsibility for planning, execution and wrap-up on Fortune 500 Property & Casualty Insurance Company. Industry exposure also includes health care, not-for-profit and other insurance organizations, including captive insurance companies.In-charge responsibility for planning, execution and wrap-up on Fortune 500 Property & Casualty Insurance Company. Industry exposure also includes health care, not-for-profit and other insurance organizations, including captive insurance companies.o Determine engagement scope and budget senior and staff time as well as monitor engagement performance to budgeto Train, supervise and review work of audit staff and first year seniorso Analyze and prepare client financial statements, including footnotes, ensuring compliance with GAAP and SEC requirementso Review internal control processes to identify potential risk areas; ascertain adequacy/reliability of controls and recommend improvements to client management

Bachelor Degree, Major Mathematics, Minor Economics, Several Classes In Computer Science, 4.0

Activities and Societies: Phi Beta Kappa, Omicron Delta EpsilonGraduated Summa Cum Laude

Master Of Science In Professional Accounting, Accounting

Recruited by Arthur Andersen on Hamilton College campus to participate in Accelerated Master's of Science in Professional Accounting.