Jim Pinegar Email & Phone Number

Partner with the CFO and other members of senior management to drive initiatives and support achievement of the organization’s mission. In this role, I develop and oversee numerous long-term budget/financial plans with a special emphasis on revenue related items. As the acting financial representative on the NAIC’s Enterprise Project Management Office (EPMO), I oversee the financial aspect of strategic initiatives and regulatory based projects by reviewing the requests with business partners to determine the cost/benefit to the organization and to assess ten-year life project costs.Data Analysis & Forecasting: Utilize strong analytical skills to identify issues and extract meaningful insights that are used to better understand and improve business performance. This data analysis forecasts financial performance including balance sheet and income statement impact for numerous multi-year projects and initiatives. Financial Results: Proven experience in budgeting, strategic forecasting, and in overseeing certain financial, accounting, and risk management aspects of our complex organization.Revenue Oversight: Oversee the intra-company cost allocation of significant technology expenditures and manage numerous revenue lines (accounting for $18M+ in annual revenue), directly budget and forecasting for another $50M+ in annual revenue as well as coordinate with the CFO to assess remaining revenue lines to ensure sufficient funding is available to meet organizational needs.Strategic Development: Direct certain strategic procurement activities (i.e., national CEO search and other significant Request for Proposals).Project Expansion: Own several other annual key financial projects with subsequent presentations to the Audit Committee – examples include the Loss Operating Reserve, forecasted revenue needs, recommended product pricing, and many others.

Senior consultant and liaison for members of the Statutory Accounting Principles Working Group (SAPWG). In this role, I also research newly issued and existing Generally Accepted Accounting Principles (GAAP) and author authoritative literature for inclusion in the Accounting Practices & Procedures Manual, which directs the accounting and reporting requirements for U.S. insurers.Accounting Guidance: Recent notable authored guidance includes the accounting/reporting of transactions as a result of the discontinuation of LIBOR, cash/liquidity pooling, bank loan accounting, separate account disclosures, recognition of certain free-standing liabilities, and many others. Also provided secondary support for other authoritative guidance including items such as the accounting for certain loan-backed and structured securities, substantively revised guidance for perpetual stock, and others. Education & Presentations: I’ve designed and provided numerous educational sessions for both public and regulator use. Session attendance and reviews by participants have been outstanding with one session’s attendance topping 600. Additionally, solely designed supplemental training sessions for state insurance regulators, providing an added mechanism to train staff. Information Technology Division Liaison: Appointed lead technology liaison for division. Successfully and expediently transitioned legacy file structures to a web-based SharePoint infrastructure (fulfilling a strategic objective of the organization). Additionally, I provide ongoing training to staff regarding this and other IT initiatives.

Wichita, Kansas Area

Responsible for shared financial and operational oversight of the Insurance Services operations, a division wholly-owned by Aircraft Owners and Pilots Association (AOPA).Financial Results: Performed all financial operations including reporting, budgeting, and sales & labor forecasting. Further, I oversaw the technology infrastructure of the organization. I automated numerous aspects of the agency operations, which allowed for the reallocation of 12% of agency staff to other value add positions. Operational Results: Improvements increased client retention from 78% to a monthly average of 98% - consistently breaking previous agency records. Implemented automation of numerous manual processes, resulting in service deliverable turnaround times decreasing from 63 to 27 days.Outreach & Education: Wrote articles for AOPA Pilot magazine as well as produced aviation insurance related videos - providing educational resources to clients and members.AOPA was originally founded in 1939 and with a membership base of nearly 400,000 pilots and aviation enthusiasts in the United States, AOPA remains one of the largest, most influential aviation association in the world.

Wichita, Kansas

Chief Financial Officer of a multi-million-dollar accounting outsourcing company with three locations and over 420 employees. Responsible for a wide array of activities including strategic planning, capital/treasury management, risk management/corporate insurance, budgeting, financial reporting, financial audit, facilities management, operations process improvement, revenue/expense management, corporate contracts, leasing, and banking/investing relationships. Strategic: Worked with the Board, President, CEO, and other executive management in formulating and directing ongoing company objectives. Evaluated key risk areas and designed compensating controls and ensured suitable insurance coverage.Financial: Responsible for corporate financial reporting, annual financial audit, budgeting, and the capital/treasury management functions for the corporate entity. Redesigned internal accounting policies and developed controls to adhere to best business practices. Oversaw external audit.Operational: Implemented operational process improvement programs throughout various departments. Produced monthly reports to evaluate results of 10 senior controllers and 22 operational segments. Organizational: Managed process to review and improve organizational performance. Acting 401(k) administrator and oversaw annual benefits compliance testing to ensure HR adherence to state and federal regulations.

Wichita, Kansas

Internal Audit with responsibility over continuous business process review, compliance, and improvement for a GSE with assets in excess of $25 billion. Interfaced with a 17-member board of directors and executive committee. Support CEO and CAE on all aspects of risk management operations. In charge of internal controls over financial reporting (SOX 404). Performed business improvement reviews, operational, and compliance audits in numerous areas including IT, Financial Reporting, General Leger/Accounting, ERP, Credit, Disaster Recovery, Facilities Management & Security, Fixed Assets, Insurance, Legal, Payroll, Cash Management & General Operations.Annually reviewed and evaluated bank insurance requirements to ensure both adequate coverage and compliance with Board direction. Developed strategic analytical programs to ensure validity of financial reporting and adherence to internal control guidelines. Worked with executive staff to perform company wide risk assessments. Utilized risk assessments to attain Audit Committee approval for one and three year rotational audit plans. Constructed and analyzed RFP’s for certain outside audit functions (external IT vulnerability, social engineering).

Wichita, Kansas

Managed and directed audits for both public and private companies with a special emphasis in manufacturing. Audited and produced financial statements, general ledgers, balance sheets, income statements and financial budgets. Drafted and produced federal and state income tax returns for a wide variety of entities ranging from individuals to multi-million dollar corporations and partnerships.

Master Of Business Administration (Mba), Business Administration

Bachelor Of Business Administration (Bba), Accounting