Charlene D. Wolfe Email and Phone Number
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Seasoned people leader with broad-based accounting and finance experience; history of overseeing comprehensive accounting/finance activities, from reporting to maintaining controls and ensuring regulatory compliance. Highly analytical, quality-focused professional who adapts readily to changing requirements and is known for delivering accurate work under strict, constant deadlines. Builds strong, collaborative relationships internally and externally to drive strategic initiatives forward.
Pennsylvania Lumbermens Mutual Insurance Company
View- Website:
- plmins.com
- Employees:
- 172
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Senior AccountantPennsylvania Lumbermens Mutual Insurance Company Mar 2020 - PresentPhiladelphia, Pennsylvania, United States
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Financial Business DirectorNationwide Insurance Dec 2012 - Oct 2015Harleysville, Pa-Managed preparation and filing of premium tax and federal and state income tax returns and other regulatory filings, as well as the recording and reporting of reinsurance activities.-Led finance team through system and process integration, changes in roles, and adjustments in key accounting functions following corporate merger.-Recommended changes to workflow between offshore associates and on-site leadership which was implemented, enabling team to communicate progress more efficiently.-Discovered and corrected oversight in financial statement preparation as a result of change in state regulations regarding policy surcharges, which saved company $30K annually in taxes. -
Assistant Vice President - FinanceHarleysville Insurance May 2007 - Dec 2012Harleysville, Pa-Oversaw investment accounting function for $3B investment portfolio.-Provided smooth transition of investment accounting process to Nationwide upon Harleysville's acquisition.-Prepared two consolidated federal income tax returns, as well as monthly provision and quarterly calculation of deferred tax assets.-Selected new tax preparation software within challenging timeframe and negotiated that contract, together with legal and IT staff; ensured staff were trained and comfortable with using the new system, making certain e-filing requirements were met.-Navigated multiple regulatory changes associated with calculating statutory deferred tax assets for insurance companies.-Directed recordkeeping and accounting for stock-based compensation.-Managed preparation of pension plan audit report and annual SEC 11-K filing. -
Assistant Treasurer - AccountingHarleysville Insurance May 1995 - May 2007Harleysville, Pa-Filed state and local taxes.-Led finance team in completing statutory financial statements and regulatory filings. -Assisted in preparing GAAP consolidated financial statements and related schedules.-Led initiative to improve expense allocations, resulting in a more up-to-date, automated process that minimized manual input. -Managed month-end close, and partnered with leadership team to improve process, expediting by 40%.-Participated in cross functional team who evaluated potential new investment accounting systems; selected and implemented CAMRA, which fed automatically into the general ledger, saving time, improving accuracy, and reducing potential for human error while providing broader applications to internal business partners.-Interfaced with state auditors to resolve audit issues, including determination of tax base and interpreting regulations.
Charlene D. Wolfe Skills
Charlene D. Wolfe Education Details
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Mathematics
Frequently Asked Questions about Charlene D. Wolfe
What company does Charlene D. Wolfe work for?
Charlene D. Wolfe works for Pennsylvania Lumbermens Mutual Insurance Company
What is Charlene D. Wolfe's role at the current company?
Charlene D. Wolfe's current role is Financial Business Director l Financial Accounting Mgr. l Tax.
What is Charlene D. Wolfe's email address?
Charlene D. Wolfe's email address is wo****@****ide.com
What is Charlene D. Wolfe's direct phone number?
Charlene D. Wolfe's direct phone number is (919)-528*****
What schools did Charlene D. Wolfe attend?
Charlene D. Wolfe attended University Of Pittsburgh-Johnstown.
What are some of Charlene D. Wolfe's interests?
Charlene D. Wolfe has interest in Training/knowledge Sharing, Music.
What skills is Charlene D. Wolfe known for?
Charlene D. Wolfe has skills like Insurance, Customer Service, Accounting, Management, Tax, Financial Analysis, Financial Statements, General Ledger, Expense Allocation, Regulatory Compliance, Investment Accounting, Process Improvement.
Who are Charlene D. Wolfe's colleagues?
Charlene D. Wolfe's colleagues are Alexandria Craig, Bret Williamson, Leslie David, Cris, Veronika Rosenbaum, Ais, Cpia, Saniyah Kelly, Marija Ramon, Mba, Cic, Charles Fairweather.
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