Led full accounting cycle function and team at Patriot Claims.

• Manages team in cash management process, including accounts receivable, cash collection and cash payment in an accurate and timely basis. Improved cash collection, cash application and cash payment to be in line with company goals• Review and approve credit applications of various companies seeking credit with company• Implemented two system upgrades improving cash application, and cash collections to meet company’s key indicators• Review and approves capital spend request for the organization by ensuring company capital spend process is followed• Manage multiple relationships inside and outside organization that relate directly to cash management process. Coordinates and provide feedback, with stakeholders to ensure tasks are accomplished

Manager, Operations Accounting and Financial Reporting – Exempt Employee (August 2019-Present)• Manages team in cash management process, including cash collection and cash payment in an accurate, and timely basis.• Continues to improve efficiencies in cash management in close process.• Active participant with senior management in credit committee regarding cash position of company.• Works with various departments and outside customers to resolve cash position issues.• Improved vendor maintenance process by using existing software, and collaborating IT department and commercial department.• Continue to perform regulatory financial reporting role in addition to Operations Accounting function.

Manager, Regulatory Financial Reporting – Exempt Employee (March 2015 – August 2019) • Manage processes for quarterly and annual financial reports, and internal reporting.• Designed process for internal reporting to comply with regulatory financial reporting.• Create reports and provide analysis of business operations for presentation to senior management.• Completes full cycle audit support for annual financial reporting period.• Develops procedures that improve reporting process using existing software to become more efficient.

Accountant Senior Specialist – Exempt Employee (January 2015-March 2015)• Lead accountant in preparation of annual and quarterly regulatory financial statements.• Provided detailed analysis of financial statements for corporate controller to ensure accuracy of reports as well as monthly analysis to executive management team.• Assisted in the preparation of Securities and Exchange quarterly and annual financial statements, including cash flows, and disclosures.• Prepared white papers in preparation for regulatory financial filings.Accountant Specialist – Exempt Employee (May 2012 – December 2014)• Lead accountant on multiple multibillion-dollar entities by recording accounting entries, and providing analysis of financial results strategic plan.• Worked with commercial staff in analysis of financial statements in preparation for regulatory and rates filings.• Participated in creation and analysis of strategic plan for various subsidiaries.• Lead accountant for various investments of the corporation, and provided analysis for SEC reports.• Participated in multiple regulatory audits of various reporting entities in addition to day to day duties.

Senior Accountant – Exempt Employee (May 2010 – May 2012)• Provided analysis of actuals compared to strategic plan by communicating with various organizational groups.• Performed account reconciliations of multiple general ledger accounts across various reporting entities.• Performed consolidations for multiple reporting entities.• Contributing participant in upgrade of PeopleSoft.Staff Accountant – Exempt Employee (October 2007 – May 2010)• Analyzed monthly operations and maintenance expenses for corporate reporting, and executive level reports.• Assisted in development of yearly strategic plan of operations and maintenance expense.• Lead general ledger accountant multiple businesses with duties including monthly and yearly close.

• Added $2.2 million in one year for retail and retirement accounts.• Retained over 42% of possible rollout money, exceeding department goal of 33%.• Added value to department by obtaining securities certification within 3 months to enhance professional role.• Trained department on brokerage accounts, products, and services.

External, regulatory, and internal audits improved by performing consistent loan reviews. Assisted in growth of $150 million commercial loan portfolio by pursuing and closing loan refinances for credit union. Determined financial viability of commercial loans, and communicated the benefits and detriments of commercial loans to the loan committee.