•Hendrick Autoguard designs, markets and administers vehicle service contracts, warranty, maintenance agreements and ancillary products for new and used motor vehicles.•As the VP of Finance (CFO) I oversee the Controllership, Treasury, FP&A, IT and project management functions.•Cultivate the culture of the Company with a focus on servant leadership and the Maxwell leadership principles.•Owner/Co-Owner of multiple projects that directly support our strategic goals and initiatives.•Responsible for the reporting and analysis of multiple legal entities both internally and externally (NationsGuard).•Subject matter expert on various warranty risk/insurance structures including DOWCs, CFCs, NCFCs and reinsurance entities.

•NationsGuard administers vehicle service contracts, warranty, maintenance agreements and ancillary products for new and used motor vehicles. Additionally, we provide our clients with robust reporting, accounting and insights to help manage various dealer-owned risk structures (i.e. reinsurance).•As the VP of Finance (CFO) I oversee the Controllership, Treasury, FP&A, IT and project management functions.•Cultivate the culture of the Company with a focus on servant leadership and the Maxwell leadership principles.•Owner/Co-Owner of multiple projects that directly support our strategic goals and initiatives.•Responsible for the reporting and analysis of multiple legal external client legal entities.•Subject matter expert on various warranty risk/insurance structures including DOWCs, CFCs, NCFCs and reinsurance entities.

•Martello Re is a private equity-backed startup life & annuity reinsurer licensed in Bermuda and the U.S.•Responsible for the monthly GL accounting close, regulatory reporting, control environment and operational oversight of a $17B+ investment portfolio comprising all asset classes, with third party service providers and asset managers.•Member of the Senior Leadership Team responsible for strategic business and operational decisions.•Build and lead the finance function (Accounting, Reporting, FP&A, Treasury).•Technical accounting policy lead on various (re)insurance and investments topics in accordance with U.S. GAAP, BDA STAT, Adjusted GAAP, etc. o Examples: Investments (ASC 32X, 815, 820, 825), LDTI (ASC 944), Bermuda Insurance Act and Insurance Account Rules, Going Concern (ASC 205), etc.•Company liaison with external auditors, internal auditors, tax advisors, regulators, etc.

•Bestow is a private-equity InsurTech startup and the leading digital platform for life insurance. •Manage a team of 5 professionals through the monthly GL close for three entities (including an insurance carrier and agency) in accordance with U.S. GAAP and STAT-basis of accounting.•Responsible for the timely and accurate accounting and regulatory reporting for an insurance entity domiciled in Iowa and licensed in all 50 states.•Technical accounting expert on various tax, U.S. GAAP, NAIC STAT and state regulatory topics. o Examples: Revenue Recognition (ASC 606), Business Combinations/Asset Acquisitions (ASC 805), Going Concern (ASC 205), complex equity structures, Reinsurance (SSAP 61R) etc.•Build the foundation for a best-in-class finance team including treasury/cash management, planning and analytics, processes, HR and Corporate accounting, technical accounting, audit relationship, regulatory filings, evaluating and implementing new systems, processes, policies, etc.•Member of the Senior Leadership Team which serves to counsel Executive Leadership on a variety of topics including strategy, product development, personnel satisfaction, employee benefits, etc.•Ensure compliance with multi-State tax and insurance regulatory requirements.

• SCOR is the largest life reinsurer in the U.S. with over $5 Billion of annual revenue and 6 legal entities.• Manage a team of 30+ professionals in the monthly GL close and reporting responsibilities in accordance with multiple accounting basis (U.S. GAAP, NAIC STAT, IFRS, etc.) and State regulatory requirements.• Lead the treasury and cash management function, including investment decisions and projections.• Primary liaison with auditors, regulators, and clients for which we perform administrative services.• Preparation and delivery of quarterly results to the Audit Committee, Board, Group and Division• Leader on significant projects and technical accounting matters including system enhancements and accountings standard implementation.o Examples: Insurance Contracts (IFRS 17), Reinsurance (SSAP 61R), NAIC RBC and Annual Statement Instructions.• People management including performance feedback, hiring and compensation decisions.

• Lead company-wide strategic initiatives around process improvement and efficiency, including the conversion to a new Enterprise Resource Planning system. • Responsible for managing a team of 25 accounting and reporting professionals in the timely filing of statutory-basis quarterly and annual financial statements for 11 insurance companies and the monthly GL accounting close of complex insurance transactions, intercompany activity, employee benefits and fixed assets in accordance with U.S. GAAP and NAIC STAT.• Monitor and present on emerging statutory regulations and industry issues and collaborate with Technical Advisory staff to implement new pronouncements.o Examples: Investments, Lease Accounting (ASC 842), Consolidation (ASC 810), Foreign Currency (ASC 830), SEC Reporting.• Preparation and review of select SEC financial statement disclosures. • Assist with execution and completion of financial examinations with external auditors and regulators.• Recruit, interview, train, and mentor new and experienced personnel

•Directed the completion of monthly, quarterly, and annual investment accounting and reporting in accordance with U.S. GAAP and STAT for a $46.5B investment portfolio•Change Lead for the conversion to a new investment accounting system (Clearwater)•Research, analyze, and applied technical accounting guidance

•Executed audits to address financial, operational and compliance risks •Collaborated with external auditors in evaluating the accuracy and integrity of financial reporting•Developed and maintained trusted advisor relationships with internal and external customers

•Managed multi-national group and component teams in the integrated audits of clients in the banking and insurance industries (Life and P&C) reporting in accordance with U.S. GAAP, IFRS and NAIC requirements•Executed audits in accordance with U.S. GAAS and ISA requirements•Monitored engagement economics, billing, scheduling, reporting to Firm management, etc.•Presented status and led meetings with client executives both locally and internationally•Participated in local financial services committees as well as served on the national insurance leadership committee •Engaged in business development as well as other go-to-market strategies

•Managed teams in planning and executing the annual audits and quarterly reviews of all classes of insurance, reinsurance and asset management entities, including the annual audit of investment funds.•Monitored engagement and business unit economics including billing, collection, budgeting, etc.•Served as a performance and career counselor•Engaged in business development•Provided training and technical updates to the office as well as clients

•Firm leader on numerous technical areas including IFRS, uncertain tax positions, fair value accounting and other current audit and accounting issues•Led the financial institutions group which included the creation of accounting tools, marketing materials and relationship development•Managed teams in executing audits, reviews and compilations of banks, insurance, investment funds, non-profits, manufacturing, healthcare and governmental entities•Presented to professional associations on recent accounting technical issues and IFRS•Prepared and presented proposals to prospective clients in various industries•Recruit, interview, train and mentored new and experienced personnel

•Managed a team of seven staff and seniors servicing a client base of approximately $1.5 million in annual audit fees, specializing in financial service and healthcare companies•Responsible for annual issuance of twenty sets of audited financial statements, management letters outlining improvement opportunities for controls and efficiencies, and issuance of communications to insurance regulators•Consistently achieved efficiency, effectiveness and profitability targets•Recruited, interviewed, trained and mentored new and experienced personnel•Member of pursuit team to acquire financial service and healthcare clients•Performed research to assist client in determining accounting treatment of acquisitions and implementation of new accounting standards•Experience in SEC reporting and Sarbanes Oxley Section 404 implementation•Experience in statutory accounting principles for property/casualty insurance companies

•Executed internal, external and benefit plan audits for both SEC and private community banks•Assisted banks in the initial implementation and documentation of processes and key controls in accordance with the SOX 404 guidance