Leading the Data Management Office of the Finance department, providing the financial data support for a leader in global and domestic property and casualty insurance and reinsurance• Specializing in daily operations involving reference data management, data quality root cause analysis, leadership in company initiatives for the team, and robotic process automation of daily controls• Responsible for leading change management of reference data for the financial systems, including communication to Finance and other company departments of changes to the reference data and financial hierarchies• Providing data support for regulatory and US GAAP filings of technical insurance and reinsurance data, including S&P 500 surveys, Solvency II losses by location, premium and loss results for surplus and excess lines of business, and compliance requests for data to support regulatory information• Manage the information management team supporting the technical insurance data for the U.S. companies required to file the NAIC statutory financial reports, along with the ISO and other regulatory filings• Leading research and resolution of data issues that affect management reporting systems, managing data quality for failed edits in transaction processing systems, and working to resolve problems with downstream processing systems creating financial data errors• Manage the data interfaces of technical insurance and reinsurance data into the general ledger, including responsibility for ensuring manual journals are created and posted as needed• Project management for the data management team involving testing and reference data management for finance projects• Lead efforts for testing of changes to the policy administration systems that affect the general ledger, which includes mapping changes of financial lines of business, operational changes including migrating business units from legacy systems

Development and implementation of a companywide balanced scorecard• Worked with Finance, Underwriting, Operations, and Reserving to develop drivers for the growth and performance targets of the company• Developed for the company’s use an interactive, chart-driven measurement of key drivers using Microsoft Power Point and Excel

• Personal and business tax preparation, along with sales tax filings• Sub-contracted with H&R Block to provide income tax preparation and advice• Basic estate planning and tax advisory services for low-income households

• Led in a senior role the financial controllership function after the transformation of the finance systems, assisting in the development of a new financial close process to complete financial analysis in the time frame desired by the Board• Developed a new finance reference data system for the Peoplesoft General Ledger as part of a companywide financial transformation• Provided training and knowledge transfer on Hyperion Essbase to assist the finance team in analysis for financial planning, reporting, and analysis• Led research efforts on data integration into the general ledger and sub-ledger existing in a Teradata environment. The skill set needed included using different versions of SQL for data support• Key member of project team that implemented Finance Data Governance, including the creation of a data quality system, a reference data management system, and the development of a structure for a data governance and data management to operate within a shared services environment

> Designed and implemented a financial planning system utilizing Hyperion Essbase cubes with integration via VBA to Microsoft Excel worksheets, with this system being used financial business advisors to assemble operational plans> Part of a project team that developed a financial management reporting system in Hyperion Essbase that allowed for the measurement of operational results versus plans for technical insurance results, including the ability to separate weather and non-weather losses, and ability to track company losses on ISO catastrophe events> Designed a 3rd party balanced scorecard application to measure the quarterly performance of the Property and Casualty operations

> Implemented a management reporting system for Agency financial results for premium and losses, including details for commissions and bonuses> Software support to Agents for deployments of numerous 3rd-party software packages used to assist in sales of advanced life products, annuities, mutual funds, and estate planning services> Created a Vehicle Coverage pricing software using Borland Delphi that was used to quote prices for differing levels of auto coverage and driving experience> Let efforts to transform individual desktop computers into fully integrated computers on the company network

> Responsibility for creating performance and marketing slides used in quarterly board reports, which also included presentations using customized software with graphic capabilities not common on the desktop systems in use> Creation of a mutual fund illustration software system using dBase and Lotus spreadsheet compiler programs, which allowed for the deployment to over 4,500 agent offices for use on desktop computers and laptops> Assisting the marketing distribution team in creating mutual fund marketing flyers with financial what-if scenarios based on historical mutual fund results

> Supported the mutual fund accounting team with development of a spreadsheet program that enabled proper recognition of income on mortgage-backed and asset-backed bonds> Preparation of monthly and annual financial statements, along with the preparation of annual mutual fund income tax returns> As a commissions accountant researching broker payments I was able to identify over $400,000 in commissions where software programming errors had prevented the proper accounting of commission chargebacks