• Manage and maintain books for multiple divisions. • Lead a team of six junior accountants, who manage accounts payable and receivable, billing, and payroll, and two financial analysts, who help plan and forecast business operations and future M&A activities. • Prepare year end, balancing, and acquisition entries for agency owners.• Report on and reconcile balance sheet and profit and loss statement irregularities.• Develop and manage agency best practices regarding payable and receivable recognition.• Generate and post commission payable statements and reconcile outstanding producer commissions.

• Track and forecast $1B+ annual fleet fuel usage and hedging positions.• Prepare and present quarterly industry performance comparisons and forecasts to management and board.• Monitor daily variances between forecasts and actuals, and analyze current and future market trends.• Perform monthly, quarterly, and as needed flight profit analysis to inform forecasting process.• Create annual fuel initiative to better tack fuel and onboard power usage.• Coordinate with department heads from multiple cost centers to determine upcoming budgetary needs.• Oversee and train three junior financial analysts and new FP&A interns.

• Developed financial models, forecasts, and reports for management and other LOB managers to improve cross-product strategic planning and operations.• Tracked daily dashboards, as well as weekly KPI metrics for product service center.• Generated ad-hoc reports and datasets to assist agencies with research and reporting requirements.• Built support UI for salesforce CRM to automate customer issue tracking and increase efficiency by 40%• Collaborated with development and sales teams to identify, track, and drive resolutions to issues with releases, updates, and software.

• Made outbound sales calls to prospective clients for auto, home, umbrella, and life insurance products.• Originated over $70,000 in new business.• Managed client relationships to ensure coverages met changing client needs.

• Analyzed, classified, and priced submitted insurance applications• Generated and distributed insurance quotes and binders for new business and renewal polices• Assisted senior underwriter with identifying and tracking new business acquisition efforts• Established and maintained broker relationships through in-person meetings and correspondence • Reviewed and analyzed corporate documents for companies with revenues of $20M to $4B• Provided timely and prompt submission feedback, quotes, binders, policies, and amendments

• Provided assistance to retail, asset management, business, and home mortgage clients, including problem resolution, account research, and information on banking products and services• Approved, verified accuracy, and reduced loss exposure related to wire entry, branch deposit and withdrawals• Supported branch management with training and coaching to improve employee sales and team performance• Researched compliance issues with notarizations, Medallion stamps, and safe deposit box operations • Originated and maintained $6 million in managed brokerage and retirement accounts• Leveraged in-house software to create new sales lead lists

• Produced, organized, verified, and distributed construction documents, renderings, and specifications.• Coordinated and participated in meetings with clients, engineers, and vendors regarding project completion.