Take-charge professional delivering executive support and team leadership to business operations. Dependable and detail-oriented to manage multiple tasks and priorities. Broad experience includes office management, accounting, accounts receivable, database management, vendor negotiations and contract management. Highly organized with strengths in prioritizing tasks and managing deadlines. Disciplined and systematic professional thrives in high-pressure, team-based atmospheres.
Overview
36
36
years of professional experience
Work History
Controller
Acrisure
Aliso Viejo, CA
02.2009 - Current
Created financial reports for senior management, board of directors and external auditors in accordance with generally accepted accounting principles.
Analyzed financial data and generated accurate financial statements on a monthly basis.
Managed the preparation of budgets, forecasts, cash flow analysis, trend analysis and other related activities.
Performed detailed variance analyses between actual results versus budget and forecast estimates.
Oversaw daily activities of staff members including hiring, training and evaluating personnel performance.
Responsible for all agency human resources functions in accordance with corporate guidelines
Successfully integrated 7 tuck-ins to our agency management system
Responsible for office/facilities management as well as IT and administrative staff supervision
Successfully oversaw the build out of four office spaces including construction, timeline and budget management as well as moving logistics.
Coordinated meetings, conferences, events, and training sessions as needed.
Controller
Arthur J. Gallagher & Company
Aliso Viejo, CA
04.2004 - 12.2008
Created financial reports for senior management, board of directors and external auditors in accordance with generally accepted accounting principles.
Analyzed financial data and generated accurate financial statements on a monthly basis.
Reviewed journal entries for accuracy and completeness.
Managed the preparation of budgets, forecasts, cash flow analysis, trend analysis and other related activities.
Coordinated month-end closing process in order to meet tight deadlines.
Monitored accounts receivable and payable activity to ensure proper reconciliation of accounts.
Maintained general ledger integrity through review of account balances and transactions ensuring accuracy of information reported in the financial statements.
Controller
J. Gregory Brown Insurance / Brown & Brown
Newport Beach, CA
03.1998 - 04.2004
Developed and implemented effective internal control systems to ensure compliance with GAAP, company policies and procedures.
Created financial reports for senior management, board of directors and external auditors in accordance with generally accepted accounting principles.
Developed strategies to improve profitability by analyzing current trends in revenue and expenses.
Performed multiple human resourced duties including identifying, screening and interviewing potential employees
Provided guidance on labor law compliance issues.
Maintained employee records in accordance with company policy and applicable legal requirements.
Resolved conflicts between different departments or personnel using sound judgment to maintain a harmonious work environment.
Successfully migrated agency management systems from CAIR to Applied TAM
Managed all computer systems with the assistance of an independent IT consultant
Successfully oversaw the build out of two office spaces including construction, timeline and budget management as well as moving logistics.
Controller
Wood Gutman & Bogart Insurance Brokers
Tustin, CA
06.1994 - 03.1998
Created financial reports for senior management, board of directors and external auditors in accordance with generally accepted accounting principles.
Analyzed financial data and generated accurate financial statements on a monthly basis.
Reviewed journal entries for accuracy and completeness.
Coordinated month-end closing process in order to meet tight deadlines.
Monitored accounts receivable and payable activity to ensure proper reconciliation of accounts.
Served as primary contact for external auditors throughout year-end audit process.
Accountant and Administrative Services Supervisor
United States Fidelity & Guaranty
Fullerton, CA
10.1988 - 06.1994
Managed accounts receivable, collections and reporting/ analysis of the accounting deportment
Maintained records of personnel data such as payroll information, employee performance evaluations, vacation time requests.
Analyzed financial data related to expenditures and revenue sources in order to develop cost-effective solutions.
Monitored inventory levels of office supplies and equipment; placed orders as necessary.
Supervised a team of administrative support staff; provided ongoing feedback on job performance.
Developed strong relationships with vendors providing goods or services to the organization.
Established work procedures or schedules to organize daily work of administrative staff.
Education
Bachelor of Science - Accounting
Ball State University
Muncie, IN
08-1987
Skills
Organizational Leadership
Budget Administration
Facilities Management
Financial strategy management
Event Coordination
Resource Planning
Timeline
Controller
Acrisure
02.2009 - Current
Controller
Arthur J. Gallagher & Company
04.2004 - 12.2008
Controller
J. Gregory Brown Insurance / Brown & Brown
03.1998 - 04.2004
Controller
Wood Gutman & Bogart Insurance Brokers
06.1994 - 03.1998
Accountant and Administrative Services Supervisor
United States Fidelity & Guaranty
10.1988 - 06.1994
Bachelor of Science - Accounting
Ball State University
Similar Profiles
Lauren DiotaleviLauren Diotalevi
Account Coordinator - Commercial Lines at AcrisureAccount Coordinator - Commercial Lines at Acrisure