Susan Wagner Email & Phone Number

Austin, Texas Area

Riverside

Itasca, Illinois

• Manage the Trade accounting department for the Brokerage Services Division supporting over 120 branches and 1 Billion in revenue in the US.
• Manage the integration of acquired merger partners to the Epic Agency Management system, National Accounting Center and the Gallagher Accounting Center in India.
• Led the migration of the transactional accounting function from five regional accounting centers into a newly formed National Accounting Center located at the corporate office.
• Coordinated with cross functional teams to formulate a transition plan and achieve a successful transition ahead of schedule.
• Key member of the due diligence team to complete the largest acquisition by Brokerage Services Division in 2013.

Greater Los Angeles Area

• Managed consolidation of the trade accounting function from 18 branch offices in the Western region into a Regional Accounting center.
• Managed and participated in the accounting conversion from four software systems (20 instances) to a single enterprise system.
• Key team member of due diligence team which completed the acquisition of 5 agencies ranging from 2 million-12 million in revenue.
• Led the transition of the trade accounting function of the acquired agencies into the regional accounting center and the Gallagher Accounting Center in India
• Achieved a successful audit for 4 continuous years and the most successful audit in 2011 for the Western Region.

Los Angeles, CA

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• Developed written procedures and schedule for the Month End Close process.
• Developed and implemented appropriate internal controls and processes for various accounting activities.
• Implemented Balance Sheet Account reconciliation tool within the department which allowed standardization and adherence to corporate deadlines.
• Increased the usage of the off shore accounting team by documenting and transitioning key processes.

• Organized and Implemented Mergers and Acquisitions Due Diligence Team and Process for Insurance Agency acquisitions
• Managed Due Diligence for acquisition of 4 Million Revenue Agency in East Texas July 2007 and 1 Million Revenue Agency in Bakersfield, CA September 2006
• Managed Due Diligence for divestiture of $500,000 revenue branch in Bishop, CA January 2006
• Managed Integration of Acquired Agencies-Training and Redefining for over 180 employees
• Key member of Project Team for the conversion of Agency Management System-converted primary system to new vendor and system Feb 2007 and Branch Office Feb 2008
• Analyst for Accounting Conversion of Agency Management System from Applied “TAM” to AMS360 and AFW to AMS360

• Relocated to Bakersfield, CA to Manage Accounting Department and Integrate Agency acquired February 1, 2005
• Managed Accounting Dept in Texas and CA -Receivables, Payables, Cash, Journal Entries, GL Reconciliations
• Processed Producer/Broker Commission Statements and Payments for 80 Producers, TX and CA
• Transitioned Accounting for 9 CA Branch Offices supporting 120 employees to Corporate office in Austin, Texas

• Managed Accounting Department-Payables, Receivables, Commissions, Journal Entries, Reconciliations
• Assisted CFO in the Due Diligence and Acquisition of Texas Agency with 2 offices, 45 employees, and 6 Million in Revenue
• Assisted CFO in the Due Diligence and Acquisition of CA Agency with 8 offices, 102 Employees, and 14 Million in Revenue
• Managed Contract and Licensing Department-TX and CA
• Processed Producer/Broker Commission Statements and Payments for 45 Producers
• Processed Production Reports

• Managed all aspects of Agency Accounting including Payables, Receivables, Cash Control, Journal Entry, GL Reconciliation, End of Month Process and Payroll
• Established a Transactional filing system for the Personal Lines Dept which created a more organized and efficient operation.
• Licensing and Contract Administration
• Responsible for Sales and Service of Personal Lines Department
• System Admin of Windows NT Network System and Agency Management System.

Bba, Business Administration

Aas, Management

Activities and Societies: Delta Epsilon ChiState Honor Award-Finalist in Management-Organizing