Michael Bailey, Cpa, Cfe Email & Phone Number

San Diego, California, United States

Manage the monthly closing of financials including leading financial close meetings, preparation of board and management reporting decks, and account analysis ensuring all transactions are properly recorded in compliance with GAAP and regulatory reporting requirements. Assists in ongoing management of $16B+ balance sheet and variance analysis for over.

San Diego, California, United States

Maintained accurate and timely books and records for the Financial Institutions Group.Served as an integral leader in Atria Wealth Solutions platform extension project to consolidate multiple broker-dealer entities onto integrated technology platforms and implementation of new general ledger & reporting systems. Assisted in the establishment of.

San Diego, California, United States

Assisted in the management of the accounting activities related to general and administrative, promotional, and legal expenses as well as the coordination of the monthly closing process, including account reconciliation and general ledger review procedures. Provide variance analysis of $30M monthly companywide spending, identifying expected issues and.

San Diego, California, United States

Key contributor to the implementation of new loan module software and streamlined replacement of manual advisor loan tracking files. Enhanced the company’s ability to improve advisor transition assistance initiatives and reduce end-to-end loan processing timeline by over 75%.Awarded 2017 Extraordinary Achievement Award (formerly Chairman’s Award) to.

San Diego, California, United States

Performed all month-end close procedures within a three-day close window including financial statement preparation, trend analysis, budget variance research and monthly reconciliations for all Worker’s Compensation program vendors.Accounting team leader for preparation of Worker’s Compensation 2015 & 2016 annual budgets. Performed in-depth analysis of.

Hartford, Connecticut, United States

Responsible for the accounting functions of MetLife's Sales Compensation Administration Organization.Performed daily reconciliations, commission processing and accounting analysis for all third-party compensation paid for annuity lines of business. Expanded my responsibilities to take on similar tasks in Metlife career agent commission processing and.

Wethersfield, CT; Warwick, RI

As a financial services representative of MetLife, I actively prospected and consulted with potential clients to meet their insurance needs and financial planning goals.Establish relationships with individuals, families and businesses to evaluate their current financial situation. Develop client-specific solutions to help people reach financial.

In partnership with the IRS, the Access Community Action Agency has assisted lower and moderate income families in the surrounding communities of Windham and Tolland Counties in free income tax preparation. Received training and certification in using IRS Taxwise software.Key Contributions:Provided income tax preparation for over 50 individuals and.

Greater Hartford

Performed duties as Connecticut State Auditor, providing independent and unbiased opinions and recommendations on the operations of the State governmental agencies and departments. Served the public interest regarding fiscal and compliance matters related to the State of Connecticut by evaluating management’s efficiency and effectiveness in using the.

Master Of Science (Ms), Accounting And Taxation, 3.9 Gpa

Activities and Societies: Beta Alpha Psi, Beta Gamma Sigma, Society of Accounting Students

Bachelor Of Science (Bs), Accounting

Activities and Societies: Accounting Society, Connecticut Society of Certified Public Accountants - pledge, Institute of Management.

Psychology

Activities and Societies: University of Connecticut Rugby Football Club, captain