Jared Scanlon Email & Phone Number

Cedar Rapids, Ia, Us

Cedar Rapids, Iowa, Us

Cedar Rapids, Iowa, Us

- Manage and develop corporate finance staff- Conduct monthly variance analysis of divisional financial information compared to annual budget. Present monthly findings to C level and divisional leadership- Involved in preparation of firm annual budget. Directly prepare annual budget for the Risk Management division- Create Pro-Forma analysis for potential M&A acquisitions, including a cash flow analysis and assist with the tax effect of the financial transaction. Also support C level leadership in due diligence phase of the M&A process- Created and refined an excel model to estimate divisional contingency revenues and communicated the results to Management - Prepare materials for quarterly Board of Director meetings- Perform other roles outside of the finance area such as: conduct and document walkthroughs for the key processes in the Accounting Department, support Chief Sales Officer in measuring and reporting sales activity of Producers, further develop and improve financial and operational information in the company’s long term strategic planning model

Baltimore, Maryland, Us

- Completed key investment and operational audits: portfolio risk department, capital reporting, exchange traded funds, variable annuity hedging, and management reporting- Assumed responsibilities of Lead Auditor, fulfilling role of budgeting, risk analysis, final report creation, and communication of audit findings to client- Performed Software Development Life Cycle (SDLC) audit; audit findings increased data security, reinforced SDLC methodology, and improved testing of products prior to launch- Assisted external auditors in testing and review of financial statements and underlying support for both the interim and year end processes- Conducted compliance audits on several business units. Audits included: testing of general computer controls, non-routine financial statement testing, a complete review of a subsidiary trust company’s financial statements, and asset and suspense account testing. Audit results determined whether the business units were in SOX compliance.- Participated in an international audit to ensure business segment investments met established guidelines. Responsibilities included investigating unusual and significant variances and ensuring accurate prepayment of contractual obligations, which verified business was appropriately and accurately closed out.

- Supported Portfolio Managers as part of the fixed income performance team. Responsibilities included: - Tracked daily fixed income portfolios relative to their respective benchmark - Used Bloomberg to obtain benchmark prices to load into trader review database - Adjust incorrect portfolio holdings/transactions in order to reconcile discrepancies - Served as a testing resource on a multi-team project using excel as a diagnostic tool - Assumed the roles and responsibilities of full time employees lost through attrition during economic downturn