• Life insurance technical accounting – Research and review new insurance accounting changes as they pertain to the US Life Insurance segment, particularly life and annuities, for statutory accounting bases and for US GAAP.• Reinsurance technical accounting – Review and assess new or potential new life or annuity reinsurance transactions as well as amendments to existing reinsurance agreements. Includes risk transfer assessment on both US GAAP and Statutory accounting bases, preparation of proposed journal entries and accounting memos related to these transactions.• Coordinated efforts for the Long Duration Targeted Improvements GAAP accounting change, one of the largest accounting changes for life insurance companies in many years, for the US life Insurance segment controllership team. In addition, collaborated with Life actuarial and IT to define, develop, test and implement system changes needed for this accounting change.

• Gained project management experience as team lead on a large project to automate data from actuarial valuation systems to the ledger. Collaborated with actuarial, IT and Finance Systems teams to successfully implement.• Designed multiple new processes and controls upon implementation of the automation project.• Lead monthly close calls with multiple teams across the business and responsible for calendar for the US Life close.• Prepare and review multiple SEC and Statutory deliverables, reconciliations, and SOX controls.

• Oversee timely and accurate deliverables of four person team plus outsource team in India ensuring compliance with Regulatory and GAAP accounting and reporting requirements.• Collaborated on a weekly basis with primary vendor to approve transactions above thresholds, review cash processing progress, process transfers, establish new portfolios, problem solve custody differences, and resolve reporting issues.• Implemented new analytics for Mexico and Australia entities to help identify issues two days earlier.• Successfully coordinated transition of work from members of team to outsource team in India to manage workload issues.

• Managed complex manual impairment process with changing needs, including coordination with multiple departments, presentations to senior leaders, and incorporating some process efficiencies.• Created training materials and presented overview of the impairment process to investment controllership team.• Became a department PAM For Securities system expert learning how to run, modify and create reports, research transactions and holdings, and review security master file data, impairment data, portfolio data, FAS 91 records, and external cash flows. • Obtained substantial Oracle chart of account knowledge through review of investment GAAP and STAT general ledger account reconciliations, review of PAM detail ledger feeds for research purposes, posting ADI journal entries, creating TM1 reports, and researching transactions in Discoverer.• Enhanced PAM data scrubbing process incorporating multiple analytics resulting in identification and correction of more issues prior to ledger and OASys feeds.

• Designed multiple business processes upon implementation of new Principia system to establish controls and efficiencies including a cash balancing process, a futures reconciliation process, a sub-ledger to general ledger tie-out, monthly amortization and accrual analytics, and checks to ensure manual entries were properly loaded into Business Objects sub-ledger.• Worked extensively with IT and provided work direction to an intern to assist in expansion of business objects functionality adding over 40 new fields for better analytics.• Worked extensively with IT performing data integrity testing during a significant Business Objects implementation to move from monthly to daily data loads for better analytics.• Involved in planning new derivatives chart of accounts for Unified Oracle conversion and managed chart conversions in Principia system.

• Contributed to a 60% reduction in pass backs of North America financial statements due to errors or changes by designing analytical reviews on data prior to submission. • Participated in successful conversion of company’s legacy accounting system to an SAP environment.• Streamlined the accounting and reporting process that resulted in closing the books a full day earlier each month.

• Prepared local and reporting currency financial statements for Canadian entities.• Overhauled the balance sheet reporting process to make it much more efficient, easier to follow, and reduced response time for research questions. • Accounted for derivatives instruments and hedging activities both according to FAS 133 for U.S. financial statements as well as pre-FAS 133 (FAS 52 and FAS 80) for Canadian financial statements (Canada had not fully implemented FAS 133 yet) and prepared related 10Q/K footnote disclosures. Hedging included foreign currency forward contracts, electricity risk leveler forward contracts, and cash flow hedges.

• Traveled across the country for five months to successfully move and integrate the accounting and reporting function of a new Safeskin acquisition into the company's culture.• Consistently prepared accurate consolidated financial statements for 21 entities in six different currencies on a timely basis.• Traveled to Thailand and Malaysia to visit Safeskin plants and offices to improve relationships, for problem and issue resolution, and to observe plant operations.

• Managed a 4-5 person tax department, reviewing and preparing various types of complex tax returns as well as working with IRS on client's behalf.• Conducted numerous tax research projects.• Managed paraprofessionals in write-up and payroll portion of practice.• Managed defined benefit and defined contribution retirement plan audits.• Consulted with small business clients regarding accounting software.• Responsible for client billings and annual employee evaluations.• Coordinated new IT network system for office and was network administrator.

• Prepared various types of income, payroll, sales tax and property tax returns.• Compiled various accrual and cash basis financial statements.• Converted manual accounting systems to computerized accounting systems for clients.