KASIE SHIELDS
Atlanta,GA
Summary
Results-driven accounting and finance professional with a proven track record of delivering accurate financial reports and managing complex audits. Strong leadership abilities foster collaboration within teams, ensuring adaptability to evolving requirements. Expertise in financial analysis, budgeting, and compliance underscores a commitment to driving results and enhancing operational efficiency. Recognized for exceptional problem-solving skills and effective communication, contributing to a productive and positive work environment.
Overview
17
17
years of professional experience
Work History
Business Financial Analyst Supervisor
Assurant
01.2021 - 01.2025
- Lead and mentored a team of financial analysts supporting multiple business units with forecasting, budgeting, and performance analysis.
- Directed high-visibility, complex initiatives for client implementations and data migrations, overseeing end-to-end system integration between new clients and enterprise platforms.
- Partnered cross-functionally with internal teams and external stakeholders to gather, document, and validate business and system requirements for data conversion, client onboarding, system enhancements, and enterprise projects across Accounting, Policy, and Claims systems.
- Collaborated with senior leadership to analyze revenue, cost drivers, margins, and profitability, delivering actionable insights to support strategic decision-making.
- Reviewed and validated analytical models and assumptions to ensure data accuracy, consistency, and alignment with business objectives.
- Designed and delivered executive-level dashboards and presentations highlighting KPIs, trends, risks, and improvement opportunities.
- Drove process improvement and automation initiatives by identifying inefficiencies and partnering with IT to reduce manual effort and shorten reporting cycles.
- Ensured adherence to internal controls, SOX requirements, and corporate governance standards throughout analytical and system processes.
- Analyzed monthly performance results, identified variances to plan and forecast, and communicated findings and root causes to stakeholders.
- Worked closely with operations, sales, and IT to improve data quality, reporting reliability, and overall business intelligence effectiveness.
Lead Accountant, Lifestyle Vehicle Protect Service
Assurant
01.2015 - 12.2020
- Established and maintained general ledger mapping and account structures to ensure accurate financial reporting for new and existing clients.
- Partnered with IT teams and Business Analysts to translate accounting and business requirements into system configurations and ledger programming.
- Developed and executed test plans, test scripts, and validation documentation, presenting results to senior leadership for approval of general ledger updates.
- Served as a key contributor on cross-functional project teams, providing regular status updates, issue tracking, and resolution support for active initiatives.
- Supported system enhancements and process improvements by identifying gaps in accounting logic and data flows.
- Ensured alignment between accounting requirements, system functionality, and internal controls.
Senior Accountant, Vehicle Service Contracts
Assurant
05.2011 - 12.2014
- Prepared and analyzed monthly sales performance reports for indirect and direct automobile dealers and third-party administrators, ensuring accuracy and timely delivery.
- Supported month-end and quarter-end close activities, including accruals, journal entries, and financial reconciliations.
- Communicated financial results, trends, and variances to cross-functional teams to support informed business decisions.
- Reviewed, investigated, and resolved discrepancies in financial transactions, reports, and supporting documentation to maintain data integrity.
- Coordinated the collection and validation of monthly and quarterly financial data from subsidiary entities.
- Built and maintained strong working relationships with multiple departments to ensure alignment and timely reporting.
- Ensured accounting requirements were accurately implemented within financial systems and aligned with internal controls and compliance standards.
Accounting Senior Analyst - IT Finance Fixed Assets
CIGNA
01.2008 - 06.2010
- Reconciled and roll forward asset accounts.
- Prepared PP&E, Depreciation and Amortization exhibit for presentation in the 10-Q and 10-K.
- Reconciled fixed asset subsidiary ledgers to the GL monthly and resolved any resulting discrepancy discovered.
- Prepared supporting tax schedules for property tax returns as requested by tax partners.
Accounting Senior Associate – CIGNA Corporate Parent Group
CIGNA
- Prepared and posted monthly and quarterly journal entries for CIGNA’s Parent group to include yearly equity pick up entries for Parent subsidiaries.
- Completed quarterly FAS 128 exhibit for Earnings Per Share.
- Ensured Treasury Stock repurchases were reconciled and posted to the general ledger.
- Completion of Annual Board of Directors statements for CIGNA Holdings Company.
- Partnered in the system set-up/mapping, implementation, and training of Clarity FSR for internal and external reporting.
Education
Bachelors of Business Administration - Accounting
Savannah State University
Savannah, Georgia12.2007
Skills
- Strategic Decision Support
- Cross-Functional Leadership & Influence
- Executive Communication & Storytelling
- Change Management & Process Transformation
- Stakeholder Management
- Process Improvement & Automation
- Variance & Trend Analysis
- Business Analysis
- Requirements Gathering
- Advanced Excel PivotTables
- Financial Systems: Oracle, Workday, Salesforce
- BI & Reporting: Power BI
- SQL
Timeline
Business Financial Analyst Supervisor
Assurant
01.2021 - 01.2025
Lead Accountant, Lifestyle Vehicle Protect Service
Assurant
01.2015 - 12.2020
Senior Accountant, Vehicle Service Contracts
Assurant
05.2011 - 12.2014
Accounting Senior Analyst - IT Finance Fixed Assets
CIGNA
01.2008 - 06.2010
Accounting Senior Associate – CIGNA Corporate Parent Group
CIGNA
Bachelors of Business Administration - Accounting
Savannah State University