Doug Mclellan, Cpa, Mba Email and Phone Number
Doug Mclellan, Cpa, Mba work email
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Doug Mclellan, Cpa, Mba personal email
My goal is to help accounting better utilize technology. During my time at Forge Insurance Company, I have farther developed their understanding of the underlying trends in the business through several data analytics techniques and improved budgeting processes. Through the use of PowerBI and other programs, I am able to show the decision makers the results of my research in a concise format. Due to my experience in accounting, I am better able to understand the data and how the data will affect the financial statements. While technology is great at diving deeper into the numbers, it is also great with automation. I have helped automate several system in accounting including accounts payable, reconciliations, and other reports. I have also implemented a new general ledger system and helped implement a new policy administration system. By improving automation, it has allowed me to focus my time on more value adding activities.Through my experience in public and private accounting, I have gained great experience preparing financial statements and month end close. At Forge, I will prepare the financial statements in GAAP and STAT. By preparing and reviewing the statements, I am able to see what the company does well. During the month end close, I will review expenses by comparing them against the budget, previous month results, and other metrics. I will also prepare reconciliations for many balance sheet accounts. My experience in accounting has helped prepare financial statements at a high level and close the monthly books timely.I am currently studying more data analytics skills, including Python, R, SQL, and PowerBI. I believe combing these skills with my accounting experience is a great asset. Through my accounting experience, I am able to understand the data at a high level while using these data analytics tools to dive deeper into the reason for each small trend in the data.
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ControllerSahouri Insurance Oct 2023 - PresentMclean, Va, Us• Collaborate with senior management to develop annual budgets and financial forecasts.• Conduct financial analysis to support decision-making and provide insights to senior management.• Evaluate financial performance, trends, and key performance indicators (KPIs).• Prepare and analyze accurate and timely financial statements, including income statements, balance sheets, and cash flow statements.• Ensure compliance with accounting principles, standards, and regulations (e.g., Generally Accepted Accounting Principles [GAAP]).• Review and approve journal entries, general ledger reconciliations, and financial transactions.• Develop and maintain financial reporting systems and procedures to enhance efficiency and accuracy.• Develop and implement effective internal controls to safeguard assets and mitigate financial risks. -
Accounting ManagerForge Insurance Jun 2019 - Oct 2023Bethesda, Md, Us- Analyze and report key metrics to management, explaining any weekly variances- Create and prepare in-depth analysis reports on major metrics (i.e. loss ratio, written premium) in Excel and PowerBI- Prepare annual budget and analyze monthly deviations from the budget- Created new, more efficient systems for accounts payable and accounts receivable- In charge of implanting a new general ledger system- Oversee one direct report - Perform reconciliations on balance sheet accounts including all bank accounts, accounts payable, and accounts receivable- Post accrual journal entries on a monthly, quarterly, and annual basis - Examine the general ledger for any missing or incorrect assets, liabilities, revenue, and expense items- Prepare quarterly and annual GAAP and Statutory financial statements- Prepare consolidated annual GAAP financial statement- Assist external auditors gathering information and answering questions to complete the audit- Helped Forge become a publicly traded companyI was promoted from senior accountant to accounting manager in November 2021. -
Staff AccountantDunham, Aukamp & Rhodes, Plc Aug 2014 - Jun 2019Assist the partners at Dunham, Aukamp & Rhodes, PLC to conduct audits:- Conduct Internal Controls testing- Confirm account balances- Trace transactions to supporting documentation- Assess the level of risk- Draft financial Statements and audit report- Learn the industry background for the firms being audited-Prepare tax returns for individuals and organizations
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Assistant DirectorHoward County Recreation And Parks Jun 2011 - Aug 2014- Supervised up to 25 campers ages 3 – 6 in group sessions - Engage with children in positive manner while remaining patient and being responsible for their safety- Lead activities under direction of Camp Director - Certified in CPR and First Aid through the National Safety Council- Completed the Athletic Concussion Training for Coaches program- Certified Howard County Coach- Promoted from Camp Counselor role after two summers
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Financial Accounting InternRappahannock Big Brothers Big Sisters May 2013 - Jun 2013- Handled Accounts Receivable (AR) and Accounts Payable (AP)- Utilized Quickbooks for financial recordkeeping- Prepared bank deposits and filed AR/AP documents- Assisted with fundraising event including preparing financial reports such as income statements - Provided general office support utilizing Microsoft Office (Word, Excel, Access, PowerPoint)
Doug Mclellan, Cpa, Mba Skills
Doug Mclellan, Cpa, Mba Education Details
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William & MaryGeneral -
Christopher Newport UniversityBusiness (Accounting) -
Atholton High School
Frequently Asked Questions about Doug Mclellan, Cpa, Mba
What company does Doug Mclellan, Cpa, Mba work for?
Doug Mclellan, Cpa, Mba works for Sahouri Insurance
What is Doug Mclellan, Cpa, Mba's role at the current company?
Doug Mclellan, Cpa, Mba's current role is Controller at Sahouri Insurance.
What is Doug Mclellan, Cpa, Mba's email address?
Doug Mclellan, Cpa, Mba's email address is mc****@****ure.com
What schools did Doug Mclellan, Cpa, Mba attend?
Doug Mclellan, Cpa, Mba attended William & Mary, Christopher Newport University, Atholton High School.
What skills is Doug Mclellan, Cpa, Mba known for?
Doug Mclellan, Cpa, Mba has skills like Microsoft Office, Microsoft Excel, Customer Service, Accounting, Teamwork, Microsoft Word, Powerpoint, Public Speaking, Time Management, Outlook, Budgets, English.
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