Assiduous and highly motivated analyst with a diverse pedigree dedicated to continuous process improvement in the face of rapidly evolving markets. Results-oriented and proactive in addressing and resolving issues.
Overview
1
1
Certification
16
16
years of professional experience
Work History
Senior Reinsurance Accountant
Homeowners of America IC
Irving, TX
10.2012 - 07.2013
Generated month-end reporting and journal entries for division's financial reports and coordinating with other key departments to develop consolidated financial reports
Organized and prioritized risks and effectively communicated information needs to the broker with the emphasis on building relationships by setting reasonable expectations and obtaining information essential to the evaluation of the risks
Created program to significantly reduce the time to generate month-end reports to complete monthly Auto and Property Cession statements for Retrocessionaire
Completed monthly general ledger account reconciliations
Performed quarter-end and year-end statutory reporting
Partnered with internal and external auditors
Provided Ad-hoc financial analysis work on a variety of projects, including new product implementations, as assigned
Reinsurance Analyst/Claims Validation Analyst
Optimum Re Insurance Company
Dallas, TX
08.2010 - 10.2012
Detected client and internal needs and recommended and implemented appropriate procedures and practices to generate on-going solutions
Supported the Claims Department with the verification and validation of death claims and disability claims submitted by ceding companies
Frequently ran ad-hoc reports to define trending issues with ceding company reporting
Developed interactive templates within Excel to streamline workflow
Created numerous documents and templates including audit results, in force listing reports, solution requirements, training materials, and premium schedule corrections
Collected data based on risk discussion workshops to identify potential issues and risks ahead before these were to pose cost and/or schedule negative impacts
Frequently ran ad-hoc reports to define trending issues with ceding company reporting
Developed interactive templates within excel to streamline production
Maintained frequent communication with various departments as well as companies to follow up on inquiries and resolve issues
Landman, Acquisitions - Contract Broker
Pheasant Resources
Dallas, Texas
0 2017 - Current
Acquisition of Royalty/Mineral Rights
Determining ownership of minerals through the research of public and private records
Petroleum Landman, Acquisitions
San Saba Royalty Company
Dallas, TX
07.2013 - 07.2016
Assisted in assessing the costs and estimating the production capabilities and economic value of oil and gas wells, to evaluate the economic viability of potential purchases
Acquisition of Royalty/Mineral Rights
Determining ownership of minerals through the research of public and private records
Reviewing the status of title, curing title defects and reducing title risk associated with ownership in minerals
Developed strong relationships with mineral owners and other companies
Education
Bachelor of Arts - Business Administration
St. Edward's University
Austin
December 2009
Skills
Word, Excel, PowerPoint, Access, Outlook, Adobe software
Bloomberg Terminal,
Bloomberg Professional FTP
VBA Coding/Excel Macros
SQL (Oracle, MS Access, Sybase)
Peachtree/QuickBooks
DAVE and Alfred (proprietary reinsurance database systems)
Reinsurance treaty research
Processing Disability Claims
Due diligence, Quality control, approbation and analysis
Premium Reconciliation
Financial and operational reporting
Notary Public
Affiliations
AAPL, LOMA, Dallas Wildcatters
Certification
ALMI
PCS (LOMA)
RL (Registered Landman) - AAPL
Certified Notary - NNA
References
Dan Rossi - Owner, CPL - Adirondack Resources - 214-862-0671
Mark Hughston - Principal - San Saba Royalty - 214-466-6686