Nicholas Szypulinski
Cedar Rapids,IA
Summary
Accounting professional with history of delivering precise financial statements and managing comprehensive audits. Proven ability to support team collaboration and adapt to dynamic financial environments. Reliable in meeting deadlines and skilled in using accounting software and tools.
Overview
13
13
years of professional experience
Work History
Accountant - Promoted to Intermediate Accountant
United Life
Cedar Rapids, IA
05.2022 - 01.2025
- Prepared multi-million-dollar reinsurance settlement statements of life and annuities
- Coordinated with actuaries for analysis and development of three new and heavily material reinsurance treaties while revamping one of our old intercompany treaties
- Coordinated with IT and project development departments to convert our analysis and developments into automated processes
- Trained and developed members of a newly created reinsurance team while also being cross trained in their blue book tasks
- Took blue book exhibits/notes and enhanced them so that they would be more efficient during tight deadlines
- The blue book exhibits I maintained included, but were not limited to exhibit 1, exhibit 3, exhibit 5, exhibit 6, exhibit 7, and exhibit 8
- I prepared various schedules including schedule H, schedule T and schedule Y
- Lastly, I was responsible for various notes which were investment or actuarial driven
- Contributed to the enhancement of the company’s STAT to GAAP reporting
- This includes our reserve entry and FAS 97 adjustment with respective product allocation breakouts
- Posted thousands of entries to the general ledger, including STAT, GAAP, cash and accrual
- Analyzed variances and system generated journal entries done through third parties
- In addition, I communicated with said third parties to adjust errors accordingly
- Was a key player in the state withholding management for life and annuity
- This includes filing monthly, quarterly and annual returns as well as making bi-weekly, weekly, monthly, and quarterly payments
- Prepared a cost center analysis, which involved analyzing expenses from other departments and entering meetings with managers to explain the costs that were associated with their respective departments in preparation for budgeting
- Maintained a KPI file which tracked premiums, claims, surrenders, annuitizations and commissions
- Reviewed, approved and accrued for sales, management, and operating commissions
Accountant
Fidelity Life Association
Des Plaines, IL
10.2021 - 05.2022
- Tasks included, but were not limited to preparing financial statements, accounts payable, accounts receivable, aging receivables, processing transactions in TAI, journal entries and reconciliation of accounts
- Handled ceded reinsurance transactions that were to be posted to the general ledger
- Trained and reviewed new hires by coordinating meetings with them, setting up process documentation and recording professional one on ones
Accountant
Sierra Realty and Management
Skokie, IL
06.2021 - 10.2021
- Handled accounts receivable, accounts payable, bank reconciliation, financial statements, and collections
Bar Manager/Server
Viaggio
Highland Park/Chicago, IL
03.2018 - 10.2023
- Calculated server pool tips, treated guests to exquisite experience, managed the bar, coordinated large parties, counted, and distributed cash, and managed bar inventory
Server
Bar Siena
Chicago, IL
03.2019 - 06.2021
- Fast Paced
- The primary responsibility was to make sure that the clientele enjoyed their experience as well as the ambiance
- I had professional wine training and food pairings
- Managed a high volume of guests regularly
Server
Shallots Bistro
Skokie, IL
01.2015 - 03.2018
- Fine Dining environment
- Upheld a standard of service that made guests always come back for more
Sales
Sprint Corporation
Chicago, IL
03.2012 - 03.2014
- Became fluent with the company’s information systems and metrics
- Worked with guests as well as managed escalations
- Eventually I was promoted to supervisor
Education
BS - Accounting
Northeastern Illinois University
Chicago, IL05.2021
AA - Business and Economics
Wilbur Wright College
Chicago, IL05.2019
Skills
- Reinsurance accounting (ceded and assumed)
- Financial and managerial accounting
- Researching
- Microsoft Excel
- Process improvement
- Communication of contracts/treaties
- Blue Book reporting
- Meeting deadlines
- Accounts payable/receivable
- Account reconciliation
- Internal/external communications
Timeline
Accountant - Promoted to Intermediate Accountant
United Life
05.2022 - 01.2025
Accountant
Fidelity Life Association
10.2021 - 05.2022
Accountant
Sierra Realty and Management
06.2021 - 10.2021
Server
Bar Siena
03.2019 - 06.2021
Bar Manager/Server
Viaggio
03.2018 - 10.2023
Server
Shallots Bistro
01.2015 - 03.2018
Sales
Sprint Corporation
03.2012 - 03.2014
AA - Business and Economics
Wilbur Wright College
BS - Accounting
Northeastern Illinois University