Nancy D. Mathers
Canton,GA
Summary
Seasoned Finance and Insurance professional with diverse background spanning multiple industries. Adept at strategic financial planning, budgeting, and forecasting with proven track record of enhancing operational efficiency. Accomplished Insurance professional with years of experience in Property & Casualty claims and financial reporting for C-suite executives and Board of Directors. Highly-motivated with desire to take on new challenges. Strong work ethic, adaptability, and thrive at working both independently and as a member of a team.
Overview
35
35
years of professional experience
Work History
Finance & Operations Manager
JM Wallace Plumbing, Inc.
Canton, GA
04.2015 - Current
- Report to President of the company
- Negotiated contracts with vendors in order to obtain competitive pricing structures.
- Collaborated with external auditors during annual audits to ensure accuracy of financial statements.
- Evaluated policies and procedures related to Insurance Verification activities.
- Maintained accurate documentation on all pre-authorization requests, denials and appeals.
- Performed daily audits of submitted claims to ensure compliance with industry standards and regulations.
- Participated in audits and quality assurance activities related to insurance verification.
- Completed relevant insurance and other claim forms.
- Performed bookkeeping duties, preparing and sending financial statements or bills.
- Developed internal controls to ensure compliance with accounting regulations.
- Generated monthly, quarterly, and yearly financial statements for management review.
- Reconciled balance sheet accounts at the end of each month or quarter as necessary.
- Processed journal entries into the general ledger system accurately and on time.
- Managed payroll processing for staff members and contractors.
- Monitored accounts receivable ledger to ensure timely payments from clients.
- Developed and implemented bookkeeping procedures to ensure accuracy of financial records.
- Prepared detailed reports of all accounts receivable and payable activities.
- Assisted with budget preparation by providing up-to-date account information.
- Prepared 1099 forms at the end of the year in accordance with IRS guidelines.
- Analyzed financial data to identify trends or discrepancies for management review.
- Tracked expenses incurred by departments or projects using appropriate codes.
- Verified that all taxes were paid correctly within required deadlines.
- Created budgets and forecasts for upcoming fiscal years based on historical data analysis.
- Managed bookkeeping and accounting systems and completed data entry with accuracy and efficiency.
- Certified and processed payroll, electronic deposits and pay adjustments while distributing checks.
- Maintained full compliance when executing and tracking bank reconciliations, A/P, invoicing, billing, and collections.
- Prepared accurate financial reports each month by collecting, analyzing, and summarizing account information.
- Handled sensitive financial information with confidentiality and integrity.
- Managed financial transactions and recordkeeping with precision, ensuring accuracy in ledgers and accounts.
- Performed basic accounting, payroll and bookkeeping services to manage business operations.
- Assisted in financial planning and analysis to support strategic decision-making.
- Conducted month-end and year-end close processes, ensuring accuracy of financial reporting.
- Monitored cash flow, preparing reports to inform management of financial status.
- Responded to inquiries from IRS, state and other tax authorities to minimize additional interest and penalty charges.
- Utilized accounting software to streamline bookkeeping processes, increasing efficiency.
- Coordinated with vendors and clients to resolve billing and payment issues.
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
- Coordinated preparation of external audit materials and external financial reporting.
- Implemented procedures for monitoring driver hours-of-service compliance with DOT regulations.
- Tracked real-time location of vehicles using GPS technology.
- Updated records of driver locations, delays, and cancellations.
- Assigned drivers to appropriate routes based on customer needs.
- Maintained accurate records of all permits issued including expiration dates and fees paid.
- Monitored projects for compliance with approved plans, specifications and local building codes.
- Analyzed purchasing trends and identified opportunities for consolidating orders and leveraging volume discounts.
- Managed the procurement process from purchase order generation to delivery of goods or services.
- Assisted in preparing bid proposals including itemized cost breakdowns, schedules and payment terms.
- Reviewed contracts prior to signing them in order to verify accuracy of all financial details.
- Monitored current market conditions related to building materials prices, labor rates and other factors that affect construction costs.
- Created reports detailing the estimated costs of a project along with any assumptions made during the estimating process.
- Coordinated with vendors, suppliers and subcontractors to obtain pricing information for budgeting purposes.
- Maintained records of all data associated with completed projects including total labor hours, materials used.
- Developed budgets and estimated costs for labor, materials, equipment rental and other related items.
- Reviewed plans, specifications, bid documents and subcontractor quotes for accuracy.
- Prepared detailed cost estimates for construction projects from architectural drawings and specifications.
- Managed project estimates, design specifications and construction documents.
- Monitored project expenses and developed pre-construction estimates.
- Obtained bids from vendors and subcontractors to make cost-effective selections.
- Analyzed completed projects to compare estimated costs to actual costs, determining reasons for discrepancies.
- Produced preliminary estimates based on schematic and design development level documents.
- Adapted estimates to reflect changes in scope, materials, and labor requirements.
- Implemented process improvements to increase efficiency and accuracy of estimation department.
- Contributed to the preparation of proposals and presentations to secure new business opportunities.
- Analyzed blueprints and other documents to prepare time, cost and labor estimates.
- Monitored project progress to identify and report on deviations from estimated costs.
- Solicited and collected subcontractor and vendor bids or quotations.
- Collected data and information from vendors, sub-contractors and teammates to determine exact costs for all aspects of each project.
- Prepared estimates used by management for planning, budgeting and scheduling work.
- Analyzed blueprints and other documentation to prepare time, cost and labor estimates.
- Coordinated meetings, conferences, travel arrangements and department activities.
- Assisted in recruiting, onboarding and training new employees.
- Ensured compliance with applicable laws regarding employment practices.
- Developed and implemented office policies and procedures.
- Supervised staff members, organized schedules and delegated tasks.
- Maintained filing system for records, correspondence and other documents.
- Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
- Resolved customer inquiries and complaints requiring management-level escalation.
- Produced thorough, accurate and timely reports of project activities.
- Implemented effective communication protocols between internal teams working on different aspects of a given project.
- Developed and maintained project plans, timelines, and budgets.
- Managed multiple projects with competing deadlines simultaneously.
- Maintained records of all documents related to each project including specifications, change orders, invoices.
- Created project plans with established timelines, assigned to appropriate teams and managed workflow throughout construction.
- Built and established strong partnerships with teams, vendors and contractors.
- Generated and tracked change orders and other contractual modifications affecting budget and schedule.
- Made changes to project scope and cost and implemented most effective change management processes to keep project up-to-date.
- Drafted project construction schedule and updated as job progressed.
- Forecasted, scheduled and monitored project timelines, personnel performance, and cost efficiency.
- Submitted budget estimates, progress reports and cost tracking reports.
- Identified potential areas of improvement in collections process and implemented changes accordingly.
- Implemented automated systems for tracking customer payments and sending reminders when needed.
- Managed accounts receivable, collections and credit activities for a large customer base.
- Developed accurate financial statements and reports on a monthly basis using QuickBooks software program.
- Utilized various software programs such as QuickBooks and Microsoft Office Suite to create spreadsheets and generate reports.
- Utilized QuickBooks accounting software to prepare financial transactions such as accounts payable and receivable entries.
- Maintained accurate records of all transactions utilizing QuickBooks software.
- Managed budgeting process including forecasting cash flow and preparing annual budgets.
Co-Founder & Owner
Your Right Hand, LLC
Canton, GA
06.2015 - 03.2019
- Founded a staffing company that provided local small business owners with bookkeeping and administrative support on a part-time, full-time or project basis.
- Worked with over 100 local small business owners and provided flexible hybrid work opportunities for 17 local professionals.
- Recruited, trained, managed, and evaluated staff.
- Managed overall workflow of projects from conception to completion.
- Established relationships with key customers, vendors, and partners.
- Created and maintained company website, social media accounts and marketing materials.
- Executed all financial responsibilities including bookkeeping, payroll, budget, forecasting, financial statements and reporting.
- Sourced and implemented software for time tracking, project management, CRM and contracts.
Budget Manager & Assistant to Managing Director
Campus Management Corporation
Boca Raton, Florida
06.2006 - 03.2009
- Reported to Managing Director of Software Development
- Maintained accurate records of all transactions related to the department's finances.
- Participated in periodic meetings with department heads to review their budget status.
- Drafted presentations summarizing key financial findings for executive review.
- Assisted in organizing conferences, seminars and other company events.
- Handled confidential information with discretion and integrity.
Financial Reporting & Assistant to CFO
Iqor Outsourcing
New York, NY
05.2004 - 12.2005
- Reported to CFO.
- Prepared financial presentations for C-suite, Board of Directors and KKR using Excel and PowerPoint.
- Managed contracts for vendors, subcontractors, office lease, equipment and software subscriptions.
- Resolved any disputes between vendors and subcontractors quickly and efficiently.
- Provided executive support for CFO, CAO and SVP of Analytics.
Underwriting RPF Manager
WTW
Radnor, PA
06.2002 - 06.2003
- Reported to Regional CEO & CFO
- Coordinated completion of RFP's for underwriting department, tracked sales initiatives and pipeline.
- Created monthly reports for senior management summarizing operational performance metrics.
- Prioritized and organized tasks to efficiently meet regional goals.
- Collaborated closely with team members to achieve project objectives and meet RFP deadlines.
Vice President Global Sales & Marketing
WTW
New York, New York
02.2001 - 06.2002
- Reported to CEO of North America
- Acted as a liaison between the executives and internal and external stakeholders to facilitate communication flow.
- Maintained relationships with key stakeholders by attending meetings and responding promptly to inquiries or requests for information.
- Prepared monthly, quarterly and annual financial reports for C-suite and Board of Directors review.
- Assisted senior management in preparing timely reports for board meetings.Reviewed client portfolios and provided recommendations on how to reduce risk exposure.
- Participated in brainstorming sessions to develop new ideas for business development initiatives.
- IPO
- GSV rollout and train the trainer
- Worked closely with underwriters to ensure timely issuance of policies.
- Attended conferences, seminars, workshops, and other events related to the field of commercial insurance brokering.
- Met with division leaders and consultants to discuss strategies to increase sales.
- Achieved repeat business and referrals through personalized services.
- Sought out new clients and developed clientele by networking to find new customers.
- Facilitated meetings between insurance carriers and clients in order to discuss overall project scope and timeline.
- Sourced venues for events in accordance with client needs and preferences.
- Maintained an organized database of contacts using software applications like MS Excel.
- Planned various corporate events such as seminars, workshops or conferences related to the event theme or topic area.
- Conducted pre-event site visits, assessing venue suitability and identifying potential logistical challenges.
- Managed event budgets, ensuring all events were delivered within financial constraints.
- Negotiated contracts with venues, caterers, and entertainment providers to secure favorable terms and pricing.
- Applied industry knowledge and personal expertise to customize meetings, conferences and conventions to specific standards.
- Created presentations summarizing key findings from financial analyses.
- Evaluated complex financial information from multiple sources to make sound recommendations.
Assistant Vice President
Kemper Insurance
New York, New York
05.2000 - 02.2001
- Reported to EVP of North America
- Ensured compliance with established policies, procedures and regulations.
- Resolved customer complaints in a timely manner while maintaining excellent service standards.
- Coordinated activities between departments to maximize efficiency of resources.
- RIMS AND CORPORATE EVENTS
- Sourced venues for events in accordance with client needs and preferences.
- Maintained an organized database of contacts using software applications like MS Excel.
- Planned various corporate events such as seminars, workshops or conferences related to the event theme or topic area.
- Conducted pre-event site visits, assessing venue suitability and identifying potential logistical challenges.
- Managed event budgets, ensuring all events were delivered within financial constraints.
- Negotiated contracts with venues, caterers, and entertainment providers to secure favorable terms and pricing.
Sr Claims Account Manger
Reliance National Insurance Company
New York, New York
06.1998 - 06.2000
- Managed multiple Fortume 1000 accounts and TPA's simultaneously while meeting deadlines.
- Handled catastrophic claims and reported to excess and re-insurance carriers.
- Coordinated with legal counsels in resolving disputes related to claim payments or denials.
- Directed the application of reserves on claims, ensuring accurate financial reporting and compliance with regulatory requirements.
- Traveled extensively to meet with insured's Risk Managers, audit TPA's, and accompany underwriters at renewals or prospect meetings.
- Collaborated closely with internal stakeholders such as underwriters, and actuaries involved in the claim resolution process.
- .... rs and third parties to resolve disputes, minimizing litigation risks and costs.
Reliance National
Senior Claims Adjuster
Parsippany, New Jersey
06.1998 - 06.2000
- Investigated high valued insurance claims, reviewed coverage and liability, prepared reports and recommended payment or denial of claims.
- Coordinated with legal counsel on litigated claims, providing expertise and support to achieve optimal outcomes.
- Negotiated settlements with customers on behalf of the company while ensuring compliance with relevant regulations.
- Managed assigned workloads efficiently by prioritizing tasks based on their urgency and importance levels.
Claims Account Manager - Entertainment Division
Reliance National Insurance Company
06.1996 - 06.1998
- Opened claims office in the SFO branch for the Entertainment and Special Events division.
- Created comprehensive reports on account performance and presented them to senior management.
- Analyzed existing policies and coverage levels to ensure compliance with changing regulations.
- travel
- special evemts
Claims Adjuster
Liberty Mutual
Parsippany, NJ
06.1992 - 06.1995
- Negotiated settlements with claimants or their representatives in order to resolve disputes quickly and economically.
- Determined reserves for each claim based on estimated costs of settlement or defense.
- Maintained accurate documentation of all claim activity within designated system.
- Interpreted policy language to determine coverage for insureds under various lines of business.
- Conducted interviews with claimants, witnesses and medical professionals to obtain additional information about the claim.
- litigation.
- Mediations
- bobtail
- Developed relationships with attorneys, experts and vendors in order to ensure prompt service when necessary.
Management Training Associate
Macy's
New York, NY
06.1990 - 06.1991
Education
Bachelor of Science - Finance
Boston University
Boston, MA05-1990
Skills
- Financial Reporting to C-suite
- Budget Management
- Customer relationship management
- Commercial Insurance Claims
- Insurance roadshows and events
- Customer relationship development
Timeline
Co-Founder & Owner
Your Right Hand, LLC
06.2015 - 03.2019
Finance & Operations Manager
JM Wallace Plumbing, Inc.
04.2015 - Current
Budget Manager & Assistant to Managing Director
Campus Management Corporation
06.2006 - 03.2009
Financial Reporting & Assistant to CFO
Iqor Outsourcing
05.2004 - 12.2005
Underwriting RPF Manager
WTW
06.2002 - 06.2003
Vice President Global Sales & Marketing
WTW
02.2001 - 06.2002
Assistant Vice President
Kemper Insurance
05.2000 - 02.2001
Sr Claims Account Manger
Reliance National Insurance Company
06.1998 - 06.2000
Reliance National
Senior Claims Adjuster
06.1998 - 06.2000
Claims Account Manager - Entertainment Division
Reliance National Insurance Company
06.1996 - 06.1998
Claims Adjuster
Liberty Mutual
06.1992 - 06.1995
Management Training Associate
Macy's
06.1990 - 06.1991
Bachelor of Science - Finance
Boston University