Michael D. Gaudiosi Email & Phone Number

New York, Ny, Us

New York, New York, United States

New York, New York, United States

State Filing Coordinator • Responsible for handling correspondence with state regulators and NAIC regarding the filings for the six NYL companies. • Lead submission of quarterly and annual state filings for the six NYL companies. • Apply for, pay invoices for, track, and obtain various certificates from state insurance departments. • Responsible for coding and paying invoices to vendors who service the Stat Accounting department and to state insurance departments. • Keep track of and submit state regulatory filings ranging from premium and claim reporting to ad hoc data calls. • Work closely with compliance, tax, audit, and other business partners to compile data for regulatory filings.State Filing Project Planning • Lead efforts to enhance state filing methods and tracking. • Oversee the transition of work to the Accenture team in India.Canadian Filings • Submit filings for Canadian branches. • Oversee license renewals for Canadian provinces and territories. • Communicate with Canadian regulators regarding filings, including OSFI, BCFSA, AMF, etc. • Handle all payments for Canadian branches.Bluebook Filings • Construct AFO reports from SAP general ledger to compare Stat Trial Balance accounts to exhibits and schedules for the blue book. • Prepare and review quarterly and annual bluebook filings to the NAIC for six NYL companies. • Schedules T, S, E, Y, and F • Exhibits 2, 4, 7, and Non-admitted AssetsBusiness Continuity Coordinator (Stat Department) • Responsible for the annual update of the Business Continuity and Disaster Recovery Plans.Record Retention Coordinator (Stat Department) • Manage the retention and disposal of records and non-records for the Stat Department.

New York, New York, United States

Working as a statutory accounting consultant for New York Life. Involved in state filing and reviewing schedules, exhibits, and forms for submission to the NAIC in the Blue Book. - Reviews Blue Book filings for submission to the NAIC - Files state insurance forms to remain in compliance for New York Life Insurance and all subsidiaries- Consolidates and reconciles business partner product line data for submission to state insurance departments- Handles email communications for the Statutory Accounting Department - Reviews and submits invoices for payment to state regulators and miscellaneous vendors- Maintains multiple regulatory filing logs

Jersey City, New Jersey, United States

Worked as an intern on the investment accounting team for derivative instruments within the Corporate Controllers Department of New York Life.- Gained exposure to derivative reporting through the review and analysis of annual derivative statements (Schedule DBs and VBYs). - Researched and studied specific derivative programs used by the company for hedging purposes.- Led and attended daily status meetings with the Derivative Investment, Accounting team.

Blairstown, New Jersey, United States

Blairstown, New Jersey, United States

Bachelor Of Science - Bs, Finance, Summa Cum Laude

Activities and Societies: -Recipient of the Academic Achievement Award for Finance -Student Managed Investment Fund -Phi Theta Kappa -New.

Associate Of Science - As, Business Administration And Management, General, Summa Cum Laude

Activities and Societies: -Phi Theta Kappa -New Jersey Collegiate Business Administration Society