Metro Jacksonville
I'm a seasoned Finance/ Accounting executive, with a breadth of experience in private and public sector entities. My expertise spans the entire spectrum of business processes and functions within the Insurance industry; starting my career in public accounting and obtaining my MBA. From creating strategic plans and budgets, to building financial models and supporting underwriting strategies, I have proven myself capable of providing valuable support to my organizations. Areas of Expertise Include: Corporate Finance | Capital Allocation | Budgeting & Forecasting | Financial Analysis | Performance Management | Financial Reporting | Internal Controls | Compliance| M&A Integrations | Financial Policies & Procedures | Auditing | SOX | Project Planning | Integration | Tax | Change Management | Communication | GAAP/Stat/IFRS | Treasury | Investments Contact: [email protected]
-Oversee Treasury and Cash Operations (Premiums Receivable, Accounts Payable and Premium Taxes). -Manage banking relationships and debt covenants. -Manage corporate cash management and liquidity policies. -Establish target capital strategy and allocation as well as company based liquidity targets and cash flow management and modeling. -Oversee corporate capital management strategy including development and maintenance of the corporate capital model -Develop, communicate and manage Investment Committee communications and policies. -Administer external investment advisors and investment portfolio results. -Administer corporate rating agency relationships and presentations. -Support due diligence and analysis.
Accounting Policy (Statutory, US GAAP, IFRS) Actuarial Cash Management Capital Modeling (ERM, ComFrame) Collateral & Credit Analysis Expense Reporting & Budgeting Financial Closing Financial Reporting Financial Planning & Analysis Rating Agency Management
Controls (SOX) Accounting Policy General Ledger Expense Reinsurance Financial Accounting Systems
Special Projects Financial Planning & Analysis