Winston Regnier
Jacksonville,FL
Summary
Talented financial leader well-versed in developing policies, procedures, and both short- and long-range strategic objectives. Enthusiastic about ensuring financial operations compliance, accuracy, and cost-effectiveness. Ready to bring 14+ years of experience and take on challenging new role.
Overview
14
14
years of professional experience
Work History
Controller
PEAK6 InsurTech
10.2021 - Current
- Strategic Financial Leadership: Directed budgeting, financial reporting, and compliance to align organizational outcomes with strategic goals, ensuring regulatory and policy adherence.
- Budgeting and Fiscal Oversight: Planned and managed budgets, authorized expenditures, and coordinated financial reporting to support organizational growth and fiscal discipline.
- Team Development and Performance Standards: Led finance team, establishing performance standards to drive excellence and accountability.
- Comprehensive Financial Oversight: Consolidated reporting, cash flow, internal controls, and fiscal compliance to support data-driven decision-making and integrity.
- Executive-Level Financial Statements: Prepared and analyzed balance sheets, cash flow reports, and income statements for senior management review.
- Internal Controls and Audit: Developed audit procedures and financial controls to improve accuracy and streamline reporting.
- Process Optimization: Conducted variance analyses and identified efficiencies for cost savings, strengthening financial performance.
- External Audit Management: Maintained strong relationships with auditors, ensuring smooth audits and compliance with regulatory standards.
- Month-End Close and Financial Accuracy: Oversaw month-end close, streamlining reporting processes to improve accuracy and reporting timelines.
- Cash Flow and Collections: Enhanced cash flow management through proactive accounts receivable and collections oversight.
Finance Manager
WE Insure, LLC
04.2016 - 10.2021
- General Accounting Oversight: Managed inter-company accounting, cash management, reconciliations, financial reporting, and balance sheet management.
- Internal Controls and Compliance: Ensured internal controls protected assets and maintained financial records in compliance with company policies and US GAAP, including revenue recognition standards.
- Financial Reporting & Audit Coordination: Prepared financial reports and led external audit coordination, implementing recommendations to enhance compliance and accuracy.
- Strategic Financial Planning: Established accounting strategies by evaluating trends and key metrics, designing systems, and optimizing productivity, quality, and service.
- Team Leadership and Development: Ensured the finance team was staffed with skilled professionals, supporting their development to meet objectives.
- Cash Management and Forecasting: Maintained optimal cash flow by forecasting requirements and obligations, ensuring sufficient funds.
- Performance Reporting: Prepared monthly analyses on franchise production revenue and retention, providing management insights.
- Ad-Hoc Reporting for Strategic Projects: Supported executive projects with franchise revenue reporting, KPI evaluations, and analysis of agency books of business.
Senior Accounting Analyst
Brightway Insurance, Inc.
08.2010 - 04.2016
- Market Trend Analysis: Analyzed trends and customer behaviors to forecast marketplace dynamics and inform strategic decisions.
- Account Reconciliation and Variance Resolution: Reconciled accounts and addressed variances, ensuring accuracy in both internal and external financial records.
- Billing and Compliance: Investigated and resolved billing issues in alignment with company standards and compliance requirements.
- Financial Processing and Documentation: Processed payments, invoices, journal entries, reimbursements, and statements, ensuring timely and accurate documentation.
- Financial Reporting: Generated weekly and monthly financial reports using accounting software to support data-driven decision-making.
- Invoice and Billing Preparation: Prepared itemized statements and invoices, accurately recording amounts due for goods and services.
- Bookkeeping Supervision: Oversaw daily bookkeeping tasks, including accounts receivable/payable, bank reconciliation, and disbursements, to maintain organized and precise financial records.
Education
Bachelor of Science - Accounting And Finance
Southern New Hampshire University
Hooksett, NHHigh School Diploma -
Keystone Heights Junior/Senior High School
Keystone Heights, FLSkills
- Financial Strategy Development
- Financial Process Improvement
- Operational Reporting and Data Analysis
- General Ledger Accounting and Reconciliation
- Financial Statement Preparation (US GAAP-compliant)
- Cash Flow Management
- Internal Controls and Compliance
- Regulatory Compliance Knowledge
- Account Reconciliation and Variance Resolution
- Billing and Invoice Management
- Critical Thinking and Problem Solving
- Team Building and Leadership
Accomplishments
PEAK6 InsurTech
- Resolved operational deficiencies and implemented internal controls to mitigate recurring issues.
- Streamlined data input processes and optimized receivables review to enhance collection accuracy.
- Acted as the primary audit contact, ensuring successful outcomes, addressing observations, and implementing necessary policy adjustments for fiscal years 2021-2023.
- Managed a team of 18, including 3 direct reports.
WE Insure
- Transitioned departmental practices and year-end closes from cash-basis to GAAP-compliant accounting standards.
- Supported year-end audits from 2017-2019; 2020, acted as the primary audit contact, ensuring successful outcomes, addressing observations, and implementing necessary policy adjustments.
- Led a project to automate monthly franchisee reconciliation and payments, significantly improving efficiency.
- Developed and implemented operational reports for comprehensive business insights.
- Managed a team of 6, including 2 direct reports.
- Awards: Employee of the Month (March 2017), Top Performer Award (2017).
Brightway Insurance
- Established practices ensuring commission payments aligned with contractual terms.
- Led a carrier commission audit that recovered over $150K in owed funds.
- Developed tools and processes that boosted departmental efficiency by 300%, enabling payroll reductions.
- Designed cross-departmental tools to enhance operational efficiency.
- Employee of the Quarter: 2015
Timeline
Controller
PEAK6 InsurTech
10.2021 - Current
Finance Manager
WE Insure, LLC
04.2016 - 10.2021
Senior Accounting Analyst
Brightway Insurance, Inc.
08.2010 - 04.2016
Bachelor of Science - Accounting And Finance
Southern New Hampshire University
High School Diploma -
Keystone Heights Junior/Senior High School
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