Steven Peake
Essex Junction,VT
Summary
Strategic Corporate Controller and Assistant Treasurer experienced in managing financial assets and developing investment strategies to enhance returns. Delivered improved cash flow management and increased operational efficiency through effective risk management and cross-functional collaboration. Focused on driving business growth and sustainability through informed financial forecasting and strategic planning.
Overview
5
5
years of post-secondary education
32
32
years of professional experience
Work History
Assistant Treasurer & Corporate Controller
Blue Cross And Blue Shield Of Vermont
Berlin, VT
03.2022 - Current
- Managed accounting, payroll, and financial reporting activities.
- Monitored investments to maximize returns while minimizing risk exposure.
- Prepared periodic reports for board meetings highlighting key financial metrics.
- Oversaw financial reporting, accounts payable and receivable, asset coordination, account management, and budgets.
- Coordinated financial statement reviews to coordinate variance reporting, analysis of year-to-date and forecast performance against expectations.
- Coordinated timely dissemination of internal and external financial statements, annual audits, and annual budgets.
Corporate Controller
Blue Cross And Blue Shield Of Vermont
Berlin, VT
09.2008 - 03.2022
- Directed corporate accounting operations for Vermont health plan financial records.
- Managed monthly close activities and general ledger reconciliations for Blue Cross Blue Shield.
- Prepared statutory financial statements and GAAP reporting for leadership review.
- Oversaw budgeting, forecasting, and cash flow planning across enterprise functions.
- Coordinated external audits and supported regulator requests with accurate documentation.
- Managed accounting, payroll, and financial reporting activities.
- Developed annual budget and compared actual expenses against projected budget.
- Coordinated and monitored the preparation of financial statements, budgets and forecasts.
- Prepared monthly financial reports to provide timely information on company performance.
Director, Corporate Accounting
Blue Cross And Blue Shield Of Vermont
Berlin, VT
01.2006 - 09.2008
- Recruited, trained, supervised, evaluated and mentored staff members.
- Reviewed employee performance and provided ongoing feedback and coaching to drive performance improvement.
- Developed policies and procedures to ensure compliance with corporate standards.
Acting Director, Corporate Accounting
Blue Cross and Blue Shield of Vermont
Berlin, VT
06.2005 - 01.2006
- Prepared periodic reports for board meetings highlighting key financial metrics.
Supervisor, Corporate Accounting
Blue Cross and Blue Shield of Vermont
Berlin, VT
01.2005 - 06.2005
- Provided guidance on accounting principles to staff members as needed.
Financial Reporting Team Leader
Blue Cross and Blue Shield of Vermont
Berlin, VT
01.2001 - 01.2005
- Collaborated with external auditors during annual audits of financial statements.
- Reviewed monthly financial statements to ensure accuracy.
Corporate Accountant
Blue Cross and Blue Shield of Vermont
Berlin, VT
04.1997 - 01.2001
- Reviewed monthly financial statements to ensure accuracy.
- Created quarterly and annual budgets to support organizational needs and expenses.
Staff Accountant
Blue Cross and Blue Shield of Vermont
Berlin, VT
11.1996 - 04.1997
- Prepared account reconciliations for premiums, claims, and corporate funds
Payroll Administrator
Blue Cross and Blue Shield of Vermont
Berlin, VT
11.1994 - 11.1996
- Oversaw month-end closing process, prepared financial statements and managed advanced reconciliations.
Education
Excellence in Executive Leadership (ExcEL)
Champlain College
Burlington, VT 09.2014 - 12.2014
Bachelor of Science - Business Administration
University of Vermont
Burlington, VT 09.1989 - 05.1994
Skills
- Financial reporting
- Financial analysis
- Cash flow management
- Cash management
- Investment analysis
- Financial planning
- Attention to detail
Timeline
Assistant Treasurer & Corporate Controller
Blue Cross And Blue Shield Of Vermont
03.2022 - Current
Excellence in Executive Leadership (ExcEL)
Champlain College
09.2014 - 12.2014
Corporate Controller
Blue Cross And Blue Shield Of Vermont
09.2008 - 03.2022
Director, Corporate Accounting
Blue Cross And Blue Shield Of Vermont
01.2006 - 09.2008
Acting Director, Corporate Accounting
Blue Cross and Blue Shield of Vermont
06.2005 - 01.2006
Supervisor, Corporate Accounting
Blue Cross and Blue Shield of Vermont
01.2005 - 06.2005
Financial Reporting Team Leader
Blue Cross and Blue Shield of Vermont
01.2001 - 01.2005
Corporate Accountant
Blue Cross and Blue Shield of Vermont
04.1997 - 01.2001
Staff Accountant
Blue Cross and Blue Shield of Vermont
11.1996 - 04.1997
Payroll Administrator
Blue Cross and Blue Shield of Vermont
11.1994 - 11.1996
Bachelor of Science - Business Administration
University of Vermont
09.1989 - 05.1994