Dean Crabtree Email & Phone Number

New York, Ny, Us

Oversee the day to day investment accounting and regulatory reporting requirements of JPMorgan Global Insurance Solution clients. Monitor, attend and publish regulatory articles from NAIC, IFRS and GAAP meetings on evolving insurance regulations. Closely work with strategic partners to offers clients best in class investment management and regulatory accounting and reporting capabilities. Collaborate with internal and external constituents to enhance the offering to insurers, and other interested clients.

New York, Ny, Us

Act as a subject matter expert to help define, and build infrastructure to service a wide variety of insurance clients that seek investment accounting / regulatory reporting servicing. Oversee multiple strategic vendor relationships, and help globalize the JPMorgan Insurance Solutions offering covering an extensive variety of asset classes. Identify, manage and resolve any risk exposure, and proactively manage any potential new risk exposure relating to accounting and reporting. Maintain strong, collaborative relationships between Client Portfolio Management, Client Advisors, Client Account Management, Operations, and various other distribution channels,

Chicago, Il, Us

Build out Investment Accounting, Regulatory Reporting and Treasury departments and current investment and financial reporting framework for new life insurance company to ensure management has actionable data on a weekly/monthly/yearly basis to make required adjustments in support of strategy, and future acquisitions to grow the business. This includes formulation and procedures for monitoring of accounting policies, balance sheet and income statement accounts. Establish the consolidation and monthly closings of the company’s activities in a timely manner, including issuance of useful and insightful analyses.

Hartford, Ct, Us

Oversee day to day Investment Accounting & Financial Reporting and operations team. This includes accounting and reporting requirements related to a variety of investments (corporate, structured assets, private equity, limited partnerships, and derivatives), pricing and valuation, policy research, internal and external audit, and all applicable requirements and disclosures.

Maintain invested assets, compliance and liquidity for multinational reinsurance firm. Offices based in North America, Switzerland, Bermuda and London. Tracked collateral requirements with various constituents, and developed monthly financial reporting package for consolidation of entities asset base. Designed cash flow forecasting models to better anticipate liquidity needs arising from claim activity.

Hartford, Ct, Us

Directed daily Accounting and Reporting operations with direct and indirect reports. Served as primary liaison for more than 30 insurance clients. Collaborated with Portfolio Managers on reconciliation of cash accounts to provide liquidity analysis for investing daily. Monitored compliance guideline stream established by each client. Helped design new web based reports based on client requests and regulatory reporting requirements.

New York, Ny, Us