30 Years of accounting experience primarily in the insurance and financial service industries. Strong leadership and mentoring skills which encourage team collaboration and enable individual staff growth/advancement.
Overview
32
32
years of professional experience
1
1
Certification
Work History
Managing Director, Controller
AF Group
11.2016 - Current
Oversaw operations and provided corrective feedback to achieve daily and long-term goals.
Strengthened client relationships with regular communication, timely project delivery, and high-quality services.
Increased overall company performance by implementing strategic management initiatives and streamlining operations.
Optimized resource allocation for improved efficiency and profitability across all departments.
Cultivated a strong organizational culture built on integrity accountability teamwork which resulted in higher retention rates among staff.
Implemented robust financial controls and reporting systems, ensuring accurate forecasting and budget management.
Championed process improvement initiatives to streamline workflows, reduce costs, and enhance productivity.
Assisted in recruiting, hiring and training of team members.
Completed year-end close processes through effective supervision financial functions and regular treasury transactions.
Managed budgeting process, aligning departmental budgets with organizational goals and monitoring performance against targets.
Supported merger and acquisition activities through due diligence efforts and post-acquisition integration.
Director of SEC Reporting
Conifer Holdings, Inc.
09.2015 - 10.2016
Responsible for all SEC reporting including 10-K, 10-Q, 8-K, Section 16 filings, Proxy
Oversees the preparation and issuance of press releases
Provides guidance to executive management and staff member in interpreting GAAP pronouncements
Manages the preparation, executive review and filing of the AM Best SRQ
Currently assisting in the development of SOX controls
Presently overseeing general ledger implementation project
Developed the procedures and processes related to SEC reporting requirements
Controller of GAAP Financial Reporting
Meadowbrook Insurance Group, Inc.
04.2010 - 09.2015
Responsible for all SEC reporting including 10-K, 10-Q, 8-K, Section 16 filings, 11-K, Proxy, SEC Comment letter responses
Coordinated the preparation and review of the financial packet for the quarterly Board of Director meetings
Oversaw the preparation and issuance of press releases
Regularly interacted and provided assistance to executive management on due diligence and special projects
Provided guidance to executive management and staff member in interpreting GAAP and SSAP pronouncements
Managed the preparation, executive review and filing of the AM Best SRQ
Directed and monitored quarterly STAT and GAAP branch financial reporting process
Assisted in the review of STAT Quarterly Statements and Yellow Book filling
Acted as liaison between company and non-consolidated equity owned company
Accounting Supervisor
Chrysler Insurance Company
07.2008 - 03.2010
Prepared GAAP and STAT variance analysis for senior management
Guided staff member in interpreting GAAP and SSAP pronouncements
Revamped general ledger account reconciliation process to increase efficiency
Monitored reconciliation process for all insurance general ledger accounts
Oversaw month end general ledger close process for GAAP statements
Reviewed STAT Quarterly Statements and Yellow Book filling
Tracked and monitored insurance IT projects
Managed AR clean up project to reduce >90 day receivables
Calculated reinsurance premium settlements for multi year contracts
Temporary placement via Venator
Domestic Engineer
Self
04.2008 - 07.2008
Director of Finance
Genesys PHO
05.2007 - 03.2008
Supervised and guided 12 finance employees
Reviewed financial statements for 5 accrual and 3 cash basis companies
Managed cash flow for related companies and individual physicians
Oversaw AP, AR, payroll and central purchasing processes
Prepared Federal Tax and MBT estimates for related companies
Created audit workpapers for external auditors
Worked as liaison between finance department and physicians
Developed and documented process and procedure manuals
Prepared year end physician bonus calculation
Generated and executed employee improvement plans
Audit Manager
Ernst & Young, LLP
12.2004 - 05.2007
Concurrently managed financial service audits including SEC registrants
Executed comfort letter procedures for client’s security offering
Guided clients in the implementation of Sarbanes Oxley
Reviewed GAAP & STAT financial statements, including 10K fillings
Organized and supervised quarterly reviews for 10Q filings
Drafted management letters and audit committee reports
Educated and supervised senior and staff auditors
Formally counseled staff members in professional and personal matters
Internal Audit Tech Manager
Amerisure Insurance Companies
03.2002 - 12.2004
Developed, designed and administered financial, operational and compliance audits
Documented, evaluated and tested financial and operational internal controls
Executed external audit procedures over loss reserves, reinsurance, premium receivables, investments and employee benefit plans
Generated audit recommendations and audit reports
Expanded depth of operational and regulation insurance knowledge
Established and maintained professional working relationship with Amerisure’s Senior Officers
Facilitated Amerisure’s customer service training course; Achieving Extraordinary Customer Relations (AECR)
Audit Manager
Ernst & Young, LLP
03.1998 - 03.2002
Simultaneously managed multiple engagements in a variety of industries; insurance, banking, & manufacturing
Supervised and instructed staff auditors
Audited high risk and complex audit areas including IBNR, reinsurance, inventory & tooling
Drafted GAAP & STAT financial statements, management letters and audit committee reports
Improved engagement efficiency and profitability by utilizing an analytical and technological based audit approach
Interpreted and evaluated client’s internal control environments
Enhanced time, employee and project management skills
Accounting Manager
Camellia Food Stores
10.1995 - 02.1998
Supervised and counseled 15 accounting staff members