Summary
Overview
Work History
Education
Skills
Timeline
Generic

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.

Overview

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

Accounting Team Lead / Financial Analyst III

Gallagher Insurance, Risk Management & Consulting / Eastern Insurance Company

Operations Analyst

Arbella Mutual Insurance Company

Billing and Collections, Team Manager

Billing and Collections, Collection Accountant/Network Coordinator

Associate of Business Administration -

Axia College

United States Air Force

Tantasqua Regional High School

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Robert Gratton Jr.