Tammy Stessman Email & Phone Number

Des Moines, Ia, Us

United States

Lead a team of individuals task design and implement solutions for the Investment Accounting team aimed at improving controls, reducing manual effort, and improving work-life balance• Oversee a team that maintains the company’s Investment Data Mart and Investment Reports• Subject matter expert on system integrations for Investment Accounting and Investment Reporting groups• Collaborate with IT and business stakeholders to build out requirements and end-to-end system integration• Train Investment Accounting and stakeholders on new technology and controls• Prioritize BAU and project effort with IT and multiple Finance groups to increase scalability and reduce risk of error• Manage monthly and quarterly close, working closely with Apollo to ensure a timely system close with accurate data• Liaison between Investment Accounting and internal and external auditors

Des Moines, Iowa Area

Managed Alternative & Derivative accounting teams to provide accurate financial statements, timely reporting, & control processes• Established prioritization & resourcing for project work & initiatives that added efficiency to current workload & incorporate new business needs & creates scalability to allow company growth • Complied with SOX controls & maintain review checklists & documentation to ensure accurate financial statements • Improved & automate processes to ensure accuracy & accelerate deadlines• Partnered with IT to build on prem accounting system that works across Alternative & Derivative accounting work streams • Created a team culture of self improvement to drive accuracy, automation & efficiency of team processes to accelerate delivery, approvals, reconciliations & reporting

Owned preparation of derivative reconciliation & reporting, established SME for NAIC ratings, & tied National & State guidance to existing processes• Built NAIC ratings process & controls to successfully assign NAIC designations that enabled AVR & RBC charges to be better represented• Managed broad & detailed portfolio of work across monthly & quarterly NAIC ratings into PAM, review & analyze NAIC & NRSRO ratings, perform LBaSS procedures • Identify & file securities with SVO to comply with guidance in NAIC Purposes & Procedures Manual

Reconciled & prepared reporting on commercial mortgage portfolio, alternative investments, & consolidated management reports • Tested upgrades to PAM for Mortgages to provide enhanced functionality for investment accounting & commercial mortgage teams• Tested & documented proper treatment of unusual transactions across commercial mortgage & alternative investment portfolios• Prepared Audited Financial Statements & documentation to internal/external auditors & leadership

Des Moines, Iowa Area

Prepared individual, partnership & corporate tax returns • Adopted consultative approach with clients to effectively & efficiently gather tax documentation, provide answers, & prepare filings• Business to business reviews & compilation services focused on professional representation & ability to ensure business complies with relevant accounting standards