Alex Vassilo
Carmel,IN
Summary
Dynamic Corporate Controller with extensive experience at Shepherd Insurance, LLC, leveraging agency management systems to enhance financial reporting accuracy. Proven track record in developing internal controls and mentoring teams, driving efficiency improvements, and facilitating successful acquisitions. Recognized for strategic financial analysis that supports executive decision-making and fosters a culture of continuous improvement.
Overview
10
10
years of professional experience
Work History
Corporate Controller
Shepherd Insurance, LLC
12.2021 - Current
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
- Prepared balance sheets, cash flow reports and income statements.
- Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
- Created and distributed reports on internal finances, audits, and budgets.
- Mentored and developed staff, fostering a high-performing team culture focused on continuous improvement.
- Assist in the successful integration of acquisitions, ensuring seamless transition periods.
- Leveraged advanced analytics tools to generate insightful reports for executive leadership, aiding in strategic decision-making.
- Assisted executive team in decision-making by providing accurate and timely financial analysis.
Assistant Controller
Shepherd Insurance, LLC
02.2021 - 12.2021
- Ensured integrity of general ledger accounts through regular reconciliations, adjustments, and detailed documentation.
- Streamlined month-end closing procedures, reducing time spent on manual tasks and increasing efficiency.
- Facilitated cross-functional collaboration by partnering with other departments on special projects aimed at improving overall company performance.
- Mentored junior team members in accounting best practices, fostering a positive work environment and professional development opportunities.
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
Staff Accountant
Shepherd Insurance, LLC
08.2019 - 02.2021
- Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
- Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
- Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
- Managed accounts payable processing, ensuring timely payments to vendors while maximizing cash flow management strategies.
Accountant/Enrolled Agent
Brugh CPA Group
01.2015 - 05.2019
- Handled day-to-day accounting processes to drive financial accuracy for clients.
- Reconciled client accounts and reviewed expense data, net worth, and assets.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Used advanced software to prepare documents, reports, and presentations.
- Prepared and filed tax forms to meet needs of customers.
Education
Bachelor of Science - Accounting
Marian University
Indianapolis, IN05-2016
Skills
- AMS360 system expertise
- BenefitPoint system expertise
- General ledger management
- Accounts receivable management
- Accounts payable management
- Fixed asset management
- Month-end and year-end closings
- Balance sheet management
- Financial statement review
- Team oversight
Timeline
Corporate Controller
Shepherd Insurance, LLC
12.2021 - Current
Assistant Controller
Shepherd Insurance, LLC
02.2021 - 12.2021
Staff Accountant
Shepherd Insurance, LLC
08.2019 - 02.2021
Accountant/Enrolled Agent
Brugh CPA Group
01.2015 - 05.2019
Bachelor of Science - Accounting
Marian University
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