Finance, Accounting and Business Operations Executive offering 20-year history of leading strategic and tactical business initiatives. Proven expertise in large-scale business transformation and change management to consistently exceed company objectives. Offering effective communication, team building and coaching skills with commitment to fostering company vision and building professional culture rooted in trust and mutual respect.
Overview
32
32
years of professional experience
1
1
Certification
Work History
Senior Director of Reinsurance Accounting
EFG Companies
06.2024 - 03.2025
Led the day-to-day reinsurance functions for the company including cession statement creation, as well as managed the financial statements for the Insurance Company.
Collaborated with the administrator for the NCFCs to ensure appropriate letters of credit were in place to cover the exposure held.
Built relationships with outside service providers for legal document and tax preparation as well as the underwriters which held CLIP fees based on failure to perform, or first dollar CLIPs needed which varied by state.
Review the profit/loss position for individual reinsurance companies to evaluate dividends available, allowance for doubtful accounts to be set-up, and correspond with owners of the reinsurance companies to help them understand their financial results.
Assist with developing reporting for cession statements and financial statements for dealer or owned obligor or producer-owned reinsurance companies to meet changing business needs.
Ensure tax filings and payments were timely and accurate as well as complete Turks and Caicos filings annually.
Led monthly close activities for the reinsurance and accounting teams related to the insurance company financials.
Reviewed warehouse, reinsurance, and custodial agreements and made revisions as needed as well as implemented the final business/financial rules in the administrative systems.
Foster relationships with service providers and underwriters, ensuring appropriate coverage and optimizing CLIP fee management across states.
Lead monthly close activities, review agreements, and implement financial rules in administrative systems, enhancing operational efficiency.
Ensure timely tax filings, accurate payments, and complete annual Turks and Caicos filings, maintaining regulatory compliance.
Guide reinsurance team in statutory filing responsibilities, leveraging expertise to meet evolving industry standards and regulations.
Spearhead reinsurance operations, manage financial statements, and oversee cession creation. Drive compliance, optimize CLIP fees, and lead audits.
Director of Finance/Controller
United Way of North Central New Mexico
05.2023 - 06.2024
Led all day-to-day finance operations and supervised the finance team members including functional responsibility over accounting, accounts payable and receivables, payroll, campaign accounting, and grants administration.
Oversee and support the finance and information systems functions to maintain accountability and assurance of financial integrity for volunteers, donors, and staff.
Ensured effective controls are in place to support accurate and complete financial reporting as well as appropriate separation of duties and cross-training.
Lead annual budget process and collaborate closely with peers to establish new procedures to assure appropriate fiscal responsibility across the entire organization.
Reported financial results to the Finance Committee as well as facilitate the Investment Committee activities.
Led efforts to prepare deliverables and complete the annual audit process as well as for the completion of the 990-tax return with our audit firm.
Served as a member of the Leadership team to establish strategic goals and execute strategic plans for the organization.
Vice President, Head of Business as Usual (BAU) Shared Services
Reinsurance Group of America
12.2018 - 08.2022
Led various functions within the Reinsurance Operations and Shared Services Divisions to support policy administration, financial accounting, and management, analyze financial results and variances to planned revenues or expenses, provide policy and claims processing support, ensure proper reinsurance treaty administration through client company audits, support potential block acquisitions and divestitures.
Served as a member of a global leadership community to share best practices and ensure alignment across regions.
Established stretch goals, balanced scorecards, and key metrics for all managed functions.
Vice President, Reinsurance Administration, Financial Control and Client Audit services
Reinsurance Group of America
03.2014 - 11.2018
Vice President, Reinsurance Financial Control, Treaty Development, Data Quality and Client Audit Services
Reinsurance Group of America
03.2012 - 03.2014
Executive Director, Reinsurance Financial and Data Quality Control, Client Audit, Training and Program Management
Reinsurance Group of America
05.2011 - 03.2012
Executive Director, Reinsurance Training and Program Management
Reinsurance Group of America
02.2011 - 05.2011
Vice President and Controller/Department Manager – Investment and Derivative Operations and Accounting
Aegon Insurance Group
01.2007 - 01.2010
Senior Accounting Manager and Assistant Controller/Department Manager
Aegon Insurance Group
01.2006 - 01.2007
Accounting Manager
Aegon Insurance Group
01.2004 - 01.2006
Director, Financial Services
Reinsurance Group of America
01.2002 - 01.2004
Director/Manager/Accounting Administrator/Analyst
Reinsurance Group of America
01.1995 - 01.2001
Assistant Bank Examiner
Federal Reserve Bank
01.1993 - 01.1995
Education
MBA - Business Administration
Boston University Overseas Program
Kaiserslautern, Germany
Bachelor of Science - Business Administration - Finance
Truman State University
Kirksville, MO
FLMI, ARA, AAPA, AIAF, AIRC, ACS
LOMA Insurance Industry Designations
Online Courses
Skills
Leadership
Financial Management
Reinsurance - life
Accounting for public, private, and nonprofit entities
Audit - Bank Examiner for Federal Reserve
GAAP, STAT, TAX, IFRS, Non-profit experience
Compliance
Process Improvement
Change Management
Strategic Planning
Team Development
Mentoring
Coaching
Organizational Restructuring
System Implementation
Balanced Scorecards
Due Diligence
Acquisition Integration
Investment Operations
Accounting
Budgeting
Financial Reporting
Regulatory Compliance
Key performance indicators
Stakeholder relations
Collaborative leadership
Team building and motivation
Administrative oversight
Policy development
Team management
Reporting expertise
Policy implementation
Certification
CPA Exam, passed, pursuing licensing in Texas
CMA designation (in progress)
Courses Designations
FLMI
ARA
AAPA
AIAF
AIRC
ACS
Insurance Industry Designations
Military Experience
First Lieutenant, Finance US Army, Baumholder, Germany, Bad Kreuznach, Germany
Timeline
Senior Director of Reinsurance Accounting
EFG Companies
06.2024 - 03.2025
Director of Finance/Controller
United Way of North Central New Mexico
05.2023 - 06.2024
Vice President, Head of Business as Usual (BAU) Shared Services
Reinsurance Group of America
12.2018 - 08.2022
Vice President, Reinsurance Administration, Financial Control and Client Audit services
Reinsurance Group of America
03.2014 - 11.2018
Vice President, Reinsurance Financial Control, Treaty Development, Data Quality and Client Audit Services
Reinsurance Group of America
03.2012 - 03.2014
Executive Director, Reinsurance Financial and Data Quality Control, Client Audit, Training and Program Management
Reinsurance Group of America
05.2011 - 03.2012
Executive Director, Reinsurance Training and Program Management
Reinsurance Group of America
02.2011 - 05.2011
Vice President and Controller/Department Manager – Investment and Derivative Operations and Accounting
Aegon Insurance Group
01.2007 - 01.2010
Senior Accounting Manager and Assistant Controller/Department Manager
Aegon Insurance Group
01.2006 - 01.2007
Accounting Manager
Aegon Insurance Group
01.2004 - 01.2006
Director, Financial Services
Reinsurance Group of America
01.2002 - 01.2004
Director/Manager/Accounting Administrator/Analyst
Reinsurance Group of America
01.1995 - 01.2001
Assistant Bank Examiner
Federal Reserve Bank
01.1993 - 01.1995
MBA - Business Administration
Boston University Overseas Program
Bachelor of Science - Business Administration - Finance