Steve Wilcox, Cpa Email & Phone Number

Finance and accounting lead for the Hertz Claim Management, a division of the corporation and a solely owned captive insurance entity, responsible for all aspects of day to day finance & accounting, analysis, reporting and overall operations support. Sole ownership and development of annual divisional budget, including head count, revenue and expenses, monthly forecast updates, capital plan and strategic plan. Perform savings and spend analysis to ensure compliance with agreed targets. Provide risk analysis and mitigation related to DOE and SG&A variances. Reported to Director of Accounting - Corporate Controllers Department.Responsibilities:• Ensured timely, complete and accurate delivery of divisional Operating Plan, Capital Plan, Long Range Strategic Plan and Forecasts.• Prepared monthly & annual reporting of business performance and supporting account analysis, comparing to plan, stretch targets and prior periods, for all revenue and expense ensuring accuracy and maintaining on-time submission• Drove performance through identification of unforeseen adverse risk or opportunity, through regular and proactive business data analysis, ensuring financial controls are operating as designed• Engaged as divisional team lead for multi-year Hyperion Planning implementation, including structure, functionality, account mapping, testing scenarios, data validation and acceptance sign-off• Lead for multi divisional month-end, quarterly & annual accounting close process, including approval of journal entries for direct & indirect revenue & expenses, as well as intra & inter divisional allocations & HFM consolidation• Implement & ensured timely submission of SOX compliance package, in line with corporate policy, GAAP & SEC• Managed four direct report professionals, including motivation, work assignment, goal setting, priorities, performance reviews and mentoring• Engaged as divisional team lead for multi-year global ERP conversion to Oracle for G/L, A/P, F/A and BI

Finance lead for Hertz Claim Management responsible for compilation, maintenance and analysis of annual Business Plan, Capital Plan, business review and Long Range Strategic Plan. Other responsibilities included development and tracking of key business metrics and administration fee modeling. Reported to Insurance Controller - HCMResponsibilities:• Prepared regular and adhoc analysis for CFO & CEO related to cost control and savings analysis• Researched and established a divisional business resumption/pandemic plan ensuring business continuity in the event of catastrophic business interruption• Conducted annual financial system disaster recovery testing to ensure uninterrupted ability to conduct business • Acted as inter-departmental liaison for problems and projects affecting all aspects of planning and forecast• Participated in Business Alliance meetings to determine if a joint venture was viable between HCM and appropriately suited partners, to broaden our ability to offer bundled insurance services• Prepared financial presentations for review by senior management for all plans and forecasts• Consistently received positive results for all external audits related to client escrow funding accounts• Integrated the utilization of a client’s bank account into our internal claim adjudication process

Performed accounting close activities and account analysis for Hertz Claim Management. Oversaw the Accounts Receivable and escrow accounting functions, as well as Accounts Payable. Assisted the Manager of Financial Planning with the creation of the annual Business Plan and monthly forecasts. Reported to Insurance Controller - HCM.Responsibilities:• Finance lead for systems design, testing and implementation team for G/L interface, which lead to significant automation of monthly journal entries, ensuring accuracy while reducing non-value added work, A/R billing activity and integration with banking partner• Established an aggressive A/R and escrow funds collections effort, virtually reducing all receivables to current status and eliminating the need for a bad debt reserve• Conducted internal audits of field operations, which produced cost savings in the form of duplicate/improper claim payment identification, embezzlement of funds detection and ensuring proper financial controls are maintained• Performed analyses which provided the ability to significantly increase client escrow balances, preventing interruptions in the claim settlement process• Lead the integration of on-line banking for escrow management into the daily work flow, resolving any related issues

B.S. In Business Administration, Accounting And Finance

Activities and Societies: Delta Mu Delta, Business Administration Honor Society

Education record