Richard Casey Email & Phone Number

Uxbridge, Ma, Us

Worcester, Massachusetts, Us

Lincoln, Ri, Us

Boston, Ma, Us

Responsible for Statutory Financial reporting relating to John Hancock Life products completed on a Quarterly, Annual, and Ad-hoc basis.Produce quarter-end financial reporting for senior management. Produce year-end reporting which includes exhibits, schedules, and surveys. Annual reporting is included in the Company’s annual filing with the NAIC.Provide financial analysis in a timely manner to US Life and other business areas as needed.Maintain and enhance controls for accurate reporting. Work with internal and external auditors to ensure satisfactory audits as required by Model Audit Rules (MAR).Made improvements by changing the format of the reports, creating new reporting, and creating new processes to support new functions. Also documented many processes for future reference.Exercise strong planning and organization skills as deliverables usually have very tight deadlines.Advanced knowledge of MS Excel, MS Access, Essbase, Lawson, and Webfocus.

Oo

Prepared monthly account reconciliations, participated in peer review of account reconciliations and processes, and recommended enhancements to processes.Ensured accuracy and completeness of banking information for the General Ledger, which included reconciliation between systems resolving variances, working with Operations related to pricing differences, and providing support for the Separate Accounts quarterly financial reporting.Provided auditors with reconciled detail of all transactions; liaised with Central Finance to ensure audit requests were addressed; acted as point person for all Individual Product accounting audit requirements, ensuring requests were complete and assigned to a member of the staff.Provided back up support on Individual Life analytics, analysis, and reports to senior management.Met with Product, Operations, and Systems representatives to ensure proper accounting methods were assigned and programmed for new product launches and product enhancements; responsible for the testing of accounting for these products.

Oo

Ensured compliance with S-OX regarding the daily reports by completing a second review of the reports against the SOLAR and TAI administration systems.Managed new product updates in TAI for Reinsurance Administration.Provided monthly and quarterly reporting to Financial and Central Actuarial.Completed quarterly data preparation of annuity reinsurance seriatim files, utilizing Microsoft Excel and Access to re-construct data from 18 separate companies into a format that could be used by a valuation program. Assisted in system testing for upgrades and changes to reinsurance admin system.

Oo

Facilitated the coordination of technical projects by acting as project coordinator.Acted as a liaison between the user community and the systems group.Conducted needs analysis, wrote business specifications, and involved in system design and selection that resulted in increased productivity and reduced processing costs.Analyzed and defined user requirements and translated them into system requirements to ensure understanding of the request by all project members. Developed test and implementation plans and coordinated testing of system enhancements and project with the user areas.Assisted with the development of training programs and conducted user training.Reviewed enhancements and projects after implementation to ensure compliance to specifications and cost effectiveness.

Bachelor Of Arts, Political Science

Fellow, Life Management Institute