Jeanne Leone-Schmit
Lake Villa,IL
Summary
Flexible individual who adapts seamlessly to constantly evolving accounting processes, technology, and financial reporting. Extensive knowledge of accounting software and processes. Proficient in extracting financial data from various reporting systems. Successful at managing multiple projects and consistently meeting deadlines under pressure.
Overview
31
31
years of professional experience
Work History
Sr. Director - FIN Ops
Trustmark Insurance Companies
04.2021 - Current
- Drive strategic improvements to enhance operational and organizational efficiencies.
- Responsible for supporting maintenance and enhancement of all Workday Financial applications (Accounting, Adaptive, Suppliers, Expenses, Procurement, Customers, Billing, and Projects).
- Partner with business stakeholders and respective subject matter experts of Finance to identify and resolve system issues.
- Core member of acquisitions/divestitures configuration for Workday FINs.
- Main contact for support, training, issue-resolution and including requirements gathering, analysis, design, configuration, and testing.
- Report Admin and Writer of Workday reports for FINs.
- Team member of the Enterprise Data Governance team.
Sr. Director - EFMS
Trustmark Insurance Companies
12.2019 - 04.2021
- Directed design and execution of business transformation initiatives (chart of accounts consolidation - 4 legacy systems) to drive performance, profit optimization and growth opportunities.
- Core team member of implementation of new ERP system Jan 2020 - April 2021 (go live May 2021).
- Collaborated with project sponsor (coordinated training classes, coordinated with BUs and Shared Services submitted business processes).
- Lead design of foundational data model , subject matter expert (provided guidance for various functional and BU areas), Workday training, integrations, data conversion, reporting.
- 2008 - 2020: Initiated RFPs, lead conversations with vendors, solution selection, cost benefit analysis, attended vendor conferences, reference reviews. This process was done several times over years.
Sr. Director - IT Finance
Trustmark Insurance Companies
10.2016 - 11.2019
- Established portfolio of financial reports and metrics, leveraging best practices.
- Resource-level planning for all major IT groups.
- Generated financial and operational reports to assist management with business strategy.
- Prepared cost benefit analysis for IT investment proposals.
- Ensured appropriate accounting of IT expenditures.
AVP - Technical Accounting Manager
Trustmark Insurance Companies
08.2011 - 03.2017
- Functional lead for enterprise financial management transformation.
- Collaborated extensively with Controller and external consultants on vendor and system integrator search.
- Developed cost benefit analysis for enterprise financial management system.
- Oversaw and provided enterprise technical support for company's three financial.
- Prepared various financial statements, including analyzing results.
- Collaborated with other departments to achieve accurate and prompt financial reporting.
- Lent expertise with annual and quarterly preparation of Statutory and GAAP financial statements.
- Developed and maintained system of internal controls to prevent fraud and abuse.
- Managed financial systems upgrades and determine applicability to our business.
- Collaborated with IT to perform any test runs and migrate upgrades into production.
- Communicated and coordinated any process changes and testing with business units.
- Supervised staff.
- Handled special projects, as assigned.
Director - Technical Accounting Manager
Trustmark Insurance Companies
01.2008 - 07.2011
- Served as expert to determine appropriate accounting flow treatment for Company's policy administration systems.
- Incorporated company acquisitions into financial process.
- Prepared various financial statements, including analyzing results.
- Gained knowledge of acquired financial systems.
- Maintained knowledge of vended financial systems.
- Generated financial files for external auditors and Department of Insurance review.
- Supervised staff.
Associate Director
Trustmark Insurance Companies
01.2004 - 12.2007
- Reviewed and implemented process improvements and upgrades.
- Participated in financial re-engineering project.
- Completed financial report processing.
- Reviewed and analyzed ledger reconciliations prepared by staff for reasonableness.
- Assisted senior leadership in managing all aspects of operations.
- Fulfilled role of liaison between Finance, IT and business units.
- Supervised staff.
Executive Accountant
Trustmark Insurance Companies
08.1999 - 12.2003
- Provided accurate and timely statements of financial condition.
- Increased knowledge of company systems.
- Provided internal consulting on accounting to business units.
- Investigated and implement process improvements.
- Supervised staff.
Senior Accountant
Trustmark Insurance Companies
08.1998 - 08.1999
- Evaluated subsidiary financial system migration.
- Investigated and resolved discrepancies in companies' suspense accounts.
- Reconciled accounts and created job aids for monthly closure procedures.
- Assisted team members in transitioning to new suspense process through training and one-on-one support.
Sr. Staff Accountant
EVEREN Securities (Wells Fargo Advisors)
05.1995 - 08.1998
Sales Accountant
EVEREN Securities (Wells Fargo Advisors)
03.1992 - 05.1995
Education
BBA - Finance
University of Iowa
Iowa City, IAAccounting
College of Lake County
Grayslake, ILSkills
- Flexible team player
- Operational Efficiency
- Analytical reasoning
- Complex problem solving
- Collaborate Cross-Functionally
- Financial statement analysis
- Account reconciliation expert
Accomplishments
- Functional lead for Enterprise Financial Management System implementation, 2020, 2021
- Leadership Challenge, Trustmark Insurance Company, 2014
- Received FLMI certification, August 2000
- Received HIAA certification, Spring 2000
- Consistency in Excellence Award, EVEREN Securities, 1996, 1997
- Earned CPA Exam, 1994
Timeline
Sr. Director - FIN Ops
Trustmark Insurance Companies
04.2021 - Current
Sr. Director - EFMS
Trustmark Insurance Companies
12.2019 - 04.2021
Sr. Director - IT Finance
Trustmark Insurance Companies
10.2016 - 11.2019
AVP - Technical Accounting Manager
Trustmark Insurance Companies
08.2011 - 03.2017
Director - Technical Accounting Manager
Trustmark Insurance Companies
01.2008 - 07.2011
Associate Director
Trustmark Insurance Companies
01.2004 - 12.2007
Executive Accountant
Trustmark Insurance Companies
08.1999 - 12.2003
Senior Accountant
Trustmark Insurance Companies
08.1998 - 08.1999
Sr. Staff Accountant
EVEREN Securities (Wells Fargo Advisors)
05.1995 - 08.1998
Sales Accountant
EVEREN Securities (Wells Fargo Advisors)
03.1992 - 05.1995
BBA - Finance
University of Iowa
Accounting
College of Lake County
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