Jeff Mcneil Email & Phone Number

Irvine, CA, US

Brea, California, US

• Budget Projections for $50 Million sales B2B group based on pipeline sales
• Increased in-stock days by 17% based on analysis of sales trends and prioritization of purchase orders
• Demand planning and forecasting for 12 months of inventory & sales
• Inventory management for run-rate, turn times, and warehouse volume for 4,000+ SKUs
• Analysis of supply chain delays and data configuration errors
• Hubspot service module implementation with a team of 6 staff members

Aliso Viejo, CA., US

• Auditing of compensation statements for 900 co-managing medical providers.
• Knowledge of the NextGen medical system for proper attribution and tracking of co-management fees for optometry services.
• ERM Data integrity cleanup with 20% of records with errors that were corrected.
• Savings of $192,000 from weekly audits of compensation statements for third party vendors
• Salesforce case management workflow creation, automations and process building for streamlined and efficient task handling
• Reorganization and rebalancing of territory assignments covering all California zip codes for 15+ field representatives based on count and revenue volumes.

Warren, New Jersey, US

o Worker’s compensation medical management dept business analyst using Power BI & Riskonnect.o Pharmacy PBM audit of $15 Million found over $250,000 in contract pricing errors, refund issued.o Medical Bill Review contract audit found $325,000 in over-bills fees not specified in the contract, refund were issued back to Everest.o Claims projections.

Warren, New Jersey, US

• Team lead for AI software integration of SWIFT technology on workers compensation claims.
• Management of the Medical Provider Network (MPN) and choice of providers within it.
• Quarterly Executive Reporting for VP and Senior VP of the division for monthly, quarterly & annual basis.
• Outcome analysis and variance auditing of claims for workers compensation.
• Third-party Administrator (TPA) analysis completed for physical therapy, transportation & pain management subgroups to find optimal outcomes for patients.
• Analyst for independent premium reviews for claims severity and frequency

Santa Ana, CA, US

• Created the business plan, advanced 5 year variable pro-forma budget in Excel, market research reporting to the CEO.
• CRM and Policy Management systems Installation, Project Manager for AMS360 and PL Rater.
• Monthly General Ledger posting, Accounts Payable, Accounts Receivable, Trial balance and P&L creation.
• Business analyst for partnerships over 100 banks/mortgage companies.
• Financial Modeling of a tiered sales agent compensation plan.
• Regulatory licensing documents filing, including my personal California P&C Insurance Broker License.

Santa Ana, CA, US

• Managed 12 employees in admin, data entry and CSRs in two offices, CA & FL.
• Accounting department liaison for month-end process including journal entries, accounts payable, accounts receivable, intercompany concur charges, revenue report analyst and income statement review and approval.
• Created, and published analysis of financials, budget forecasting and cost center allocations.
• Project Manager for new VOIP phone system which decreased wait queues by 13%, automated home insurance quoting via XML interface increasing efficiency by 26% by and Access database reports with SQL queries to expand.
• Initiated customer touch-point e-mail surveys, letters and social media marketing campaigns which increased retention by 4.7%
• Regional expansions of operations into new states & lines of business to increase sales conversions by 28% year-over-year.

Santa Ana, CA, US

• Supervised two employees for month-end journal entries & formal financial statement creation under GAAP rules for a $40 Million insurance agency arm, First American Property & Casualty Insurance Agency.
• Prepared & posted JEs, reviewed and closed month-end for the Insurance Agency profit centers.
• P&L creation, review and submission to Controller for consolidation to corporate accounting system.
• SOX compliant procedures & Tri-annual audit assistance along with internal auditors from PWC and Deloitte.
• Performed variance analysis for month-end and provide explanations to Controller for talks with CEO & CFO.
• Completed Analysis of Agency’s lead source to increase available prospect by 17%

• Generating & analyzing over 100,000 claims with both direct and ceded Paid Losses, ALAE, ULAE & IBNR including Schedule P for statutory annual reporting to state insurance departments.
• Created LEBL (Loss & Expense triangles By Line of business by accident year) as basis for setting IBNR.
• Quota share & excess-of-loss reinsurance contract premium calculations & billing.
• Statutory Schedule D and 10-Q reporting for investments using CAMRA D and Hyperion Software systems.
• Creation of annual budget premium forecast worksheets for Controller review.
• AR reconciliation of all 60,000 home insurance policies. Including review of bad debts, write-offs.

o Accounts payable vendor manager, input, corrections & TIN matching/verification.o Catastrophic wildfire loss claims reporting $65 Million in losses billed to reinsurance carriers GenRe/Benfield.o 1099- MISC creation, reconciliation, mailing & Filing with IRS. B-Notice review, filing & monitoring.o Claims report from AS400 data extracts, Direct Loss and.

Infinology was a website hosting company. Promoted to AR Manager from Level 2 Technical Service Rep with one direct subordinate and six indirectly managed customer service representatives. Responsible for authorizing and processing charges for over 7,200 accounts. Implemented and processed charge back procedures and disputes winning 70% of them. Daily cash.

Bachelor’S Degree, Business Administration With A Concentration In Accounting

Associate Of Arts - Aa, Accounting