Dachi Saganelidze
Biloxi
Summary
Experienced accounting leader with strong focus on financial strategy, compliance, and operational efficiency. Adept at fostering team collaboration and adapting to changing needs to achieve impactful results. Skilled in financial analysis, budgeting, forecasting, and regulatory reporting. Recognized for reliability, integrity, and a results-driven approach. Software expertise: Applied EPIC, Applied TAM, AMS 360, Quickbooks, Workday, Benefit Point, Paycor, ADP, Microsoft Office
Overview
8
8
years of professional experience
Work History
THE DIRECTOR OF ACCOUNTING
Milliken Agency Services
NH, Remote
04.2024 - Current
- Managed monthly financial close processes, ensuring timely and accurate reporting.
- Developed and implemented accounting policies to enhance operational efficiency.
- Reconciled complex accounts, identifying discrepancies and resolving issues promptly.
- Collaborated with cross-functional teams to streamline budgeting and forecasting processes.
- Managing the accounting department of 20 employees and 74 insurance agencies
- Creating internal procedures and guidelines for the department
- Communicating with clients weekly to monitor the progress and meet their requirements
- Onboarding new agencies and integrating their processes into our SOP
- Overseeing company finances and preparing financial statements. Statutory reporting & internal reporting.
- Handling any EPIC of accounting issues that come up
- Overseeing and taking responsibility over departmental profitability
CFO
LTD Mtatsminda 2006
Tbilisi, Georgia
05.2023 - 04.2024
- Developed and implemented financial strategies to enhance organizational growth and sustainability.
- Managed budgeting processes, ensuring alignment with company goals and operational efficiencies.
- Oversaw financial reporting, improving accuracy and transparency for stakeholders.
- Directed cash flow management, optimizing liquidity for strategic investments.
- Managing the company accounting team and setting internal procedures to meet required guidelines.
- Overseeing company finances and preparing financial statements. Statutory reporting & internal reporting.
- Reporting to CEO weekly to update management about company’s financial health.
- Working with government agencies to ensure compliance with local regulations.
- In close communication with the bank to maximize the company’s credit line.
- Communicating with vendors to minimize operating costs.
FINANCIAL CONTROLLER
Deland, Gibson Insurance
Wellesley Hills, MA
06.2022 - 02.2023
- Managed financial forecasting and budgeting processes to ensure organizational alignment.
- Streamlined month-end closing procedures, enhancing accuracy and timeliness of reports.
- Led audits and compliance initiatives to uphold regulatory standards and best practices.
- Developed financial models supporting strategic decision-making for senior management.
- Oversaw preparation of financial statements, reports and forecast projections.
- Collaborated with shareholders about financial reports, margin improvements and reinvestment strategies.
- Directly responsible for 3 employees, DG accounting team.
- Managed organizational cash flow and cash flow forecasting.
- Managed payroll for the entire organization (72 employees).
- Facilitated analysis and audit of financial records and record-keeping by finance departments of each institution in accordance with federal regulations and generally accepted accounting principles.
- Analyzed financial statements to provide strategic recommendations in support of business decisions.
- Managed and directed budgets, expenditures, accounting, financial reporting.
- Developed and monitored budgets for the agency.
- Developed improved business processes to provide greater transparency, more accurate reporting, and better identification of cost-saving opportunities.
- Provided ancillary support to compile and prepare program, financial and year-end reports.
- Produced financial reports and audit documentation to facilitate internal and external auditing.
- Supported asset transfers, lender and equity requests and audit inquiries.
- Extensively analyzed and researched financial data ahead of annual budget creation and administration.
- Trained and oversee accounting staff in billing functions.
- Communicated financial reporting to shareholders.
ACCOUNTING & OPERATIONS LEADER
Brown & Brown Insurance
Merrimack, NH
09.2019 - 05.2022
- Streamlined operational processes to enhance efficiency and reduce turnaround times.
- Led cross-functional teams to improve service delivery and client satisfaction.
- Developed training programs for staff to elevate performance standards and compliance.
- Implemented risk management strategies, ensuring adherence to regulatory requirements.
- Directly responsible for 2 employees, supporting 24 employees.
- In charge of B&B of NH accounting team
- Responsible for Agency Bill Commissions receivable and company payables
- Corporate HR liaison
- Corporate payroll liaison
- Fixed assets specialist
- Office administrator
- Responsible for Month End/ Quarter End/Year End financial reporting
- Responsible for annual budget planning
- Responsible for making recommendations based on the financial performance evaluation to the regional director.
- To sum up, I manage finances of $6 million office and make financial decisions to maximize profits.
ACCOUNTING LEADER TRAINEE
Brown & Brown Insurance
Rochester, NY
06.2019 - 09.2019
- Led cross-functional teams to enhance operational efficiency and achieve strategic goals.
- Developed and implemented training programs to elevate employee performance and engagement.
- Analyzed market trends to identify opportunities for growth and competitive advantage.
- Streamlined processes, resulting in improved service delivery and client satisfaction rates.
- Trained to be an Accounting Leader
- Supported Brown & Brown Northeast Regional Director of Finance and Operations with financial reporting, data mining, spreadsheet development and coming up with solutions to streamline workforce efficiency.
- Lead 2 insurance agency acquisitions in MA, including evaluations, financial reporting, and system integrations.
- I graduated 1‐year training program in 4 months.
STAFF ACCOUNTANT
Brown & Brown Insurance
Rocky Hill, CT
01.2018 - 05.2019
- Managed monthly reconciliations for multiple accounts, ensuring accuracy and compliance with established guidelines.
- Developed detailed financial reports to support decision-making and enhance operational efficiency.
- Streamlined the budgeting process by implementing new forecasting tools and techniques to improve accuracy.
- Led audits for internal controls, identifying areas for process improvement and risk mitigation.
- Assisted accounting leader with Month End/Quarter End/Year End financial reporting.
- Took responsibility of AP & AR, Direct Bill commission reconciliations, Agency Premium Billing, Vendor payables, Bank Reconciliations, Commission Statement Reconciliations
Education
Certificate - Strategic Financial Analysis
Harvard Business School
Online12-2025
BBA - Business Management
U.S. Coast Guard Academy
New London, CT05-2017
MBA - Finance
University of New Hampshire
NH05-2025
Skills
- Bank reconciliation
- Accounts receivable
- Accounts payable
- Payroll management
- Cash flow management
- Staff development
- Data analytics
- Audit management
- Internal controls
- Project accounting
- Cost accounting
- Revenue recognition
- Financial forecasting
- Business partnering
- Insurance accounting
Timeline
THE DIRECTOR OF ACCOUNTING
Milliken Agency Services
04.2024 - Current
CFO
LTD Mtatsminda 2006
05.2023 - 04.2024
FINANCIAL CONTROLLER
Deland, Gibson Insurance
06.2022 - 02.2023
ACCOUNTING & OPERATIONS LEADER
Brown & Brown Insurance
09.2019 - 05.2022
ACCOUNTING LEADER TRAINEE
Brown & Brown Insurance
06.2019 - 09.2019
STAFF ACCOUNTANT
Brown & Brown Insurance
01.2018 - 05.2019
Certificate - Strategic Financial Analysis
Harvard Business School
BBA - Business Management
U.S. Coast Guard Academy
MBA - Finance
University of New Hampshire