Robert Gratton Jr.

North Brookfield,MA

Summary

Highly skilled in leading accounting teams, with a background in overseeing financial audits, managing budget preparation, and ensuring regulatory compliance. Strengths include strong analytical skills, leadership abilities, and proficiency in various accounting software. Significant contributions have been made to previous roles including streamlining financial processes and enhancing team productivity.

Work History

Accounting Team Lead / Financial Analyst III

Gallagher Insurance, Risk Management & Consulting / Eastern Insurance Company

Create an annual budget for employee compensation and operating expenses
Develop detailed spreadsheets to identify trends and forecasting for operating expenses
Review financial statements and analyze sales revenues, costs, expenses, and compensations for all business units
Consolidate and analyze monthly results and budgets for executive team
Provide feedback on variances between actuals and budget
Oversee forecasting operating expenses for department managers and recommend updates
Maintain employee head count by location for expense allocations
Develop advanced spreadsheets for monthly accruals and journals entries for month-end processing
Provide monthly financial statement reporting for internal use as well as to Parent Company
Ensure that all expenses are paid and recorded in a timely manner
1099 Reporting
Monthly bank reconciliations
Provide financial reports for acquisition purchases
Prepare Ad hoc reports when requested

Operations Analyst

Arbella Mutual Insurance Company

Compile monthly and yearly staffing/what if models for all operation departments
Continually analyze production trends, report on productivity performance and review results against assumptions to all levels of management
Maintain accurate staffing data and assist with long-range staffing plans to meet/exceed the service level objectives of Operations
Recommend continuous improvement opportunities to department management
Develop and maintain analytical reporting tools as well as matching staffing needs to work patterns
Partner with department managers to develop yearly budgets and update KPI's
Create/Maintain Ad Hoc reports for all levels of management and distribute them throughout the company
Partner with Customer Service management to produce daily call schedule to adequately staff phones

Billing and Collections, Team Manager

Manage staff of fifteen
Oversee Agency Billing, Commissions, and Reconcilement units
Creating various monthly management reports
Prepare yearly budgets
Created quality control procedures/reports and reward programs
Created procedure manuals for unit tasks
Implemented a new electronic payment system
Bank reconciliation
Managed aging reports for Accounts Receivables
Daily contact with our lockbox provider, bank, and agents

Billing and Collections, Collection Accountant/Network Coordinator

Responsible for the monthly reconciliation of Arbella's main bank account
Monthly reconciliation of various internal system trials
Assisted in the creation/system testing of the new EFT program
EFT set-up, updates and all balancing and controls

Education

Associate of Business Administration -

Axia College

01.2008

United States Air Force

08-1996

Tantasqua Regional High School

06-1996

Skills

Advanced knowledge in Microsoft Excel Including but not limited to V & H Lookups, Index/Matching, Pivot Tables
Knowledgeable in Microsoft Access, VBA, Visual studio/SQL, Visio, Crystal reports, Microsoft Word, PowerPoint
Expense Tracking
Budget Analysis
Financial Reporting
Financial Analysis

Year-end close
Financial Planning
General Ledger Entries
Account Reconciliation
Accounts Payable
Analytical research

Timeline