Crystal Herbert Email & Phone Number

Santa Clara, California, Us

Santa Clara, California, Us

Radnor, Pa, Us

• Responsible for the monthly and quarterly accounting close process for the Life and Group Protection segments• Managing a team of 7, 5 across the United States and 2 located in India• Key member of a Legal Entity merger team. This was a project driven by a large acquisition and eventual merger into LNL• Initiated and led a CAO special project which resulting in closing approximately 1/3 of the active ledger accounts and products, and 50% of the active business units• Identified and pursued numerous process improvements to enterprise level systems that were adopted. Including: One Click posting in Peoplesoft; removal of some code block restrictions on accounts that were erroneously relied on as controls; reconfiguring the Balance Sheet reconciliation process• Key member of Long Duration Targeted Improvements (LDTI) implementation team

Charlotte, North Carolina, Us

After being the Lead of the General Accounting and Reporting group, I was promoted to Manager and also took over the Regulatory Accounting side of the jurisdiction. I currently manage a team of 8 staff members.

Charlotte, North Carolina, Us

Lead Accounting and Reporting Analyst for DE Florida. Oversee all SEC, Regulatory and managment reporting for the DE Florida jurisdiction. Also reviewed and was primarily responsible for all general accounting responsibilities for DE Florida and subsidiaries. Oversight included the training and review of all work products of 4 team members.

Charlotte, North Carolina, Us

Handle the monthly fuel deferral process for several of the Duke Energy regulated utility jurisdictions. Analyze and research monthly variances and summarize drivers for Management.Special projects have included managing the transition of certain functions of previously merged entities to the Corporate office, driven by office consolidation efforts. Managing the streamlining of certain Business Units Sarbanes-Oxley controls.

Charlotte, North Carolina, Us

Prepared and analyzed monthly earnings for Management. Prepared and reviewed data request items from Corporate External Reporting for use in 10-Q and 10-K filings. Prepared and reviewed documents pertaining to quarterly and annual Regulatory filings (FERC Form 1 and Form 3). Updated and revised historical processes to implement new technology. Imporved overall efficiency of the group by updating and streamlining reporting processes to reflect current reporting requirements.

Charlotte, North Carolina, Us

Assisted in preparing SEC filings, including forms 10-K, 10-Q, 8-K, as well as various other ad-hoc filings for all Duke Energy registrants. Prepared monthly, quarterly, annual and ad-hoc internal reports for managements review. Coordinated with various Business Units to receive information required for all SEC filings and ad-hoc reporting. Assisted in converting existing reporting files into updated documents compatible with new technology implemented by the company.

Chicago, Illinois, Us

Performed and supervised various audit and consulting engagements. Routinely supervised engagement staff of 1-10 people. Tested, resolved and implemented internal control structure for companies required to comply with Sarbanes-Oxley Act of 2002. Managed and maintained client relationships and engagement progress. Trained and supervised staff on effective and efficient auditing techniques.

Masters Of Science, Accounting

B.S, Business Administration In Finance