Finance leader responsible for financial reporting, investment strategies and reporting, reinsurance, external audits and regulatory examinations, product development/pricing, payroll and employee benefit management, cash planning and treasury management, and disbursements. Member of senior leadership team tasked with developing new fraternal common bond and growth strategies along with new CEO. Transformed accounting operations through the redesign of existing processes and implementation of new systems. Designed a new chart of accounts and financial reporting process. Created and hired a new Director of Product position. Worked with the external investment advisor to evaluate and implement new investment strategies, including the use of the FHLB lending program. Engaged an independent retirement plan fiduciary to review fund options and recordkeeping/administration services.

Leader of the finance function for all member companies of The WRC Group overseeing financial reporting, corporate taxation, investment strategies, loss reserving, reinsurance settlements, treasury management, and disbursements.• Trusted advisor to the organization’s new CEO assisting in a comprehensive evaluation of the organization’s financial position and strategies.• Developed a corporate expense budgeting process and enhanced the forecasting capabilities for use in planning and distribution to external stakeholders.• Participated in reviews of pricing for the corporation’s reinsurance programs and direct automobile coverages.

Directed the Statutory and GAAP financial reporting for the NGL Insurance Group comprised of four insurers with consolidated assets of $4.7 billion. Managed investment accounting and back-office support, corporate tax reporting, policy accounting and taxation, reinsurance reporting, payroll, treasury management, disbursements and accounts receivable in a department of 30 employees with direct supervision of up to four managers.Vice President/Chief Financial Officer (2019-2020)• Played a significant role in the successful demutualization of the New York health insurer Commercial Travelers Mutual Insurance Company• Assisted with the marketing, valuation and negotiations for two business sales transactions.Assistant CFO (2017-2018)• Selected by the CEO to assume the Chief Financial Officer role upon the retirement of incumbent. Responsible for successfully supporting the transition by learning and assuming responsibilities of the new role while continuing to perform all existing responsibilities of the Controller position.Controller (2005-2016)• Revitalized a departmental culture that had become complacent and stagnant by coaching and developing key talent to increase capabilities, modeling behaviors most necessary for success, strategically and carefully replacing underperforming team members, and redesigning workloads and reporting structures.• Improved process efficiencies by finding new and innovative ways of utilizing existing technology, cross-training staff to increase flexibility and responsiveness to changing business conditions, and creating more effective cross-organizational workflows.• Selected to participate as a member of the organization’s Executive Committee responsible for developing business strategies and operating plans due to highly effective leadership of the accounting function, strong business acumen and a willingness to speak candidly and ask tough questions.

Held the senior finance role responsible for leading and managing the organization’s financial reporting, accounting operations, payroll and human resources functions and personnel for a fraternal benefit life insurance company with assets of $280 million.• Improved the financial statement preparation process and the quality of Board and management reporting. Contributed to the development and implementation of an asset/liability matching program.• Participated in the valuation of and negotiations to purchase a general agency and established the accounting and reporting systems for the newly created subsidiary.• Plan administrator for the company’s seven employee benefit plans, responsible for negotiating plan provisions and administrative contracts. Supervised the transition from a self-funded to a fully insured medical plan and initiated an annual fiduciary review of retirement plan investment options.

Treasurer (1999-2000)Director of Accounting (1998-1999)Senior Accountant (1997-1998)Staff Accountant (1996-1997)Responsible for all accounting, financial reporting and information systems functions and staff for a life insurance company with assets of $83 million.