Finance team lead managing financials and accounting for multiple entities. Reporting and analytics as well as coordination with the President and company founders on policies and financial planning.

• Maintain general ledger structure and consolidating reports for more than 15 legal entities in dynamic organization chart. Responsible for month-end close procedures and review of financial statements.• Evaluate complex reinsurance arrangements to ensure proper booking and accounting treatment.• Manage treasury function for more than 180 bank accounts across various financial institutions.• Identify manual processes for automation to improve efficiency through the use of available technologies. • Lead finance department in project assessments, design, testing, implementation and validation. Participate in project management and change management for finance department. • Participate as key member of Enterprise Risk Management (ERM), SEC Financial Statement Disclosure and Business Continuity committees and M&A due diligence team.• Collaborate cross-departmentally on various initiatives to improve financial reporting accuracy and timeliness.• Design, develop, document and implement controls and processes for Model Audit Rule (MAR) and Sarbanes-Oxley (SOX) preparation.• Promote a continuous improvement culture by team leadership, coaching and mentorship. Evaluate and identify team strengths and training needs.

• Led finance team through IPO readiness and transition to an SEC public reporting environment including automation of numerous manual processes and standardized transaction processing; resulting in increased team capacity and transaction processing accuracy.• Reduced the close process from 45 days to 20 days by identifying and eliminating common errors, implementing standard processes, developing the team and creating efficiencies in the process.• Oversaw and reviewed statutory report preparation and subjective reserves for several insurance companies.• Initiated and executed general ledger project to standardize 15+ companies in GP and Management Reporter.• Prepared budgets and accountable for aspects of Financial Reporting, Planning & Analysis (FP&A).• Managed due diligence, general ledger setup, integration and purchase accounting for several acquisitions.• Designed and maintained customized management and board reporting packages to communicate results to various levels of management as well as external parties.

• Mentored general accounting and reinsurance accounting staff.• Planned and led financial statement audits and regulatory exams.• Managed intercompany transactions and eliminations and designed repeatable processes.• Acted as liaison to the bank, actuary and external tax and audit firms. • Worked to continuously improve fundamental processes and integrate procedures for reporting and management of new clients and legal entities.• Facilitated change and improved billing procedures to allow for more timely collection and tracking of newly acquired claims TPA receivables.• Developed and led a successful general ledger project plan to spin off and restructure departments into separate ledgers for audit, budgeting and reporting ease.

• Transitioned accounting headquarters of an insurance carrier licensed in 49 states to Minnesota and integrated disparate systems into a single integrated ledger. • Prepared multiple legal entities’ financial reporting portfolio including balance sheet, P&L statement forecasting and lender reporting.• Managed a productive accounting team located in various locations in the US.• Implemented Microsoft Forecaster and GP Budgeting for use in departmental forecasting and corporate allocations.

• Established and implemented a solution for tracking written, earned and collected premiums for medical malpractice company with $30M annual written premiums.• Identified and led an efficiency project for reconciliations and reporting on a legacy client.• Engaged as accounting lead in new system implementation, testing and data conversion.• Monitored and tracked unauthorized reinsurance funding including trust accounts and letters of credit (LOC’s).• Processed reinsurance premium and claims invoices and statements for insurance carriers and reinsurance markets. • Reviewed cash collections of premiums and monthly close for insurance company. Prepared and filed quarterly and annual statutory statements.

• Designed, tested and implemented a system for tracking reinsurance premiums and brokerage in excess of $200M monthly which provided management reporting and audit support. This system also became the basis for budget reporting and is used for ASC 606 revenue recognition.• Assessed and implemented FRx reporting software and designed management reports for analysis.• Prepared timely and accurate general ledger entries and reconciliations for multiple bank accounts as well as accounts payable and receivable. • Processed payments and maintained organization of audit documentation. Responsible for 1099’s and sales and use tax audits.• Tracked incoming and outgoing wires.

Processed Bank reconciliations for about 40 small companies and assisted with payroll processing and quarterly forms.