Edward Kaplan Email & Phone Number

Wantagh, NY, US

Sydney, New South Wales, AU

• Prepare and review Schedule F for 20 North America companies
• Review Lloyds reporting for European Operations including but not limited to SRS, QMA, and S30 forms
• Review and prepare BMA fillings for reinsurance including but not limited to Sch F part 3 and part 1
• LOC and Trust Calculations
• Approve Ceded Journal Entries
• Prepare detail analytics for QBE Group around Reinsurance

Sydney, New South Wales, AU

• Prepared Schedule F for 20 companies
• Completed LOC and Trust Calculations
• Prepared and Posted Ceded Journal Entries
• Prepared detail analytics for the North America Reinsurance Committee
• Prepared detailed Ceded P&L files by contract
• Assisted staff members in reconciliation

Sydney, New South Wales, AU

• Performed GAP analysis for MAR and internal controls
• Supervised Model Audit Rule Testing (Insurance equivalent to SOX)
• Liaised with external/internal auditor’s request
• Supervised staff members that report to me
• Created extensive spreadsheet in Excel with Vlookup, Pivot table and Sumif
• Interacted with Actuarial department regarding IBNR and Loss Ratios

Sydney, New South Wales, AU

• Prepared reinsurance statements
• Converted programs from a manual system to an automated system
• Involved with special projects for upper management
• Performed account analysis, bank and GL reconciliations
• Created extensive spreadsheet in Excel with Vlookup, Pivot table and Sumif
• Automated reconciliation reports for departmental programs

Assisted in Quarterly & Annual Statement PreparationHandled external auditors request, and special projects assigned by the managerFiled insurance statutory reports to state agenciesReviewed reports and payments to be submitted to the State Insurance DepartmentAssisted with monthly closing and financial reporting