Project Manager Insurance

BARRY A. RUBIN C.P.A.

*** ****** **** • Buffalo Grove, Illinois 60089 • C 407-***-**** • ***********@*****.***

SUMMARY

An accomplished and results oriented Accounting and Finance professional, with extensive experience in Financial

Reporting at multiple levels within an organization (Corporate /.SEC, Segment and Insurance Regulatory basis). As

part of my reporting roles I coordinated audits and regulatory examinations and compliance. I am a Financial Planning

& Analysis professional with significant experience in budgeting, forecasting and short and long range cash flow

projections. I was Project Manager for successful PeopleSoft General Ledger conversion which lasted fifteen months

across multiple countries. A strong leader, who guides cross functional teams to successfully achieve key

organizational goals and objectives.

KEY ACCOMPLISHMENTS

Managed corporate consolidation and reporting for publicly traded company. Integrated many business acquisitions into

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existing structure, reducing finance costs and improving quality and consistency of information

Managed Statutory Reporting unit for Life Insurance Company with over $2 Billion in assets

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Analysis, review and preparation of shareholders’ report including statements, Footnotes and MD&A,10Q and 10K

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Enhanced Forecasting Process to include operating management acceptance and buy in.

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Led team to assist operating management to identify key metrics that were driving expenses. Example includes analyzing

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many different marketing initiatives and putting in place data to identify if the strategy was effective or not.

Project Manager for General Ledger conversion. Project was completed on time and under budget. As part of project I

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established guidelines for ad hoc reporting, thus reducing ongoing development costs

Developed financial reporting package for senior management use on external calls

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Financial consultant to small business owners with responsibility for all accounting and financial activities

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Consultant with several business units to ensure consistent and timely reporting amongst all units

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EXPERIENCE

System One / Com Ed Oakbrook Terrace, Illinois

Financial Analyst, 2011 2013

Supported multiple project managers through all stages of capital projects which include initial budgeting, authorization requests at

pre determined stages, monthly reporting and project completion and close..

Bi weekly re forecasting of each project

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Monthly variance analysis to budget and forecast with variance explanations

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Identify projects at risk of spend greater or less than expectation

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Complete all monthly close activities on day 1 of month

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Financial Sales / Waddell & Reed Maitland, Florida

Financial Representative, 2010 2011

Licensed representative to sell investment and insurance products

Met first year sales goals

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Business Owner, 2008 2011, Central Florida

Barry A Rubin, Page 2

Purchased a franchise business (i9 Sports) which operates youth sports leagues. As a business owner I was responsible for marketing, sales,

game day operations which included securing venues and support staff, as well financial activities of the franchise. I exited the business early

in 2011 in preparation of relocation back to the Chicago area

Universal American / Lake Mary, Florida

VP Finance, 2006 2008

Oversaw financial planning & analysis, budgeting, forecasting, expense analysis and treasury operations. Direct line responsibility for

four financial analysts and a cash manager.

As a senior member of finance team, I led the re engineering of budgeting and forecasting process throughout segment

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creating accountability and more accurate forecast

• Directed monthly expense close and initiated key review meetings related to unexpected results with previously identified

metrics to evaluate performance

• Developed new reporting guidelines as part of general ledger implementation. Result of guidelines were less reports needed

for ongoing business, which resulted in both consistent analysis and lower future operating costs for the organization

• Implemented cost allocation module to better allocate shared costs amongst sub segments. Result of project was stronger tool

to determine where future capital should be invested

Aon Corporation, Chicago Illinois

Combined Insurance Company of America, Manager Financial Analysis, 2001 2006

Transferred to Combined Insurance from corporate in anticipation of publicly announced spin off. Responsible for financial

projections and modeling and related external reporting for proposed spin off, responsible for two financial analysts and Project

Manager for General Ledger conversion.

Provided financial documents in support of spin off and 8K

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Directed analysts with responsibility for subsidiary reporting, expense capitalization, cash flow, forecasting and operating

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analysis

Project Manager of General Ledger conversion

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Aon Corporation, Chicago, Illinois, AVP Finance, 1994 2001

Transferred to Aon Corporate reporting in 1994 as a Senior Financial Analyst with responsibility for corporate consolidation and

external reporting . In 1999, I was promoted to AVP Finance and managed four financial analysts

Managed corporate consolidation and reporting for publicly traded company. Integrated many business acquisitions into

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existing structure, reducing finance costs and improving quality and consistency of information

Worked with foreign business units to develop plan for repatriation of capital to minimize both tax and interest exposure

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Worked with corporate tax on integration of business units to ensure acquisitions are accounted for in the most efficient tax

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manner

Performed analysis and review of consolidated financial Statements for both internal and external Reporting, profit plans and

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forecasting

Analysis, review and preparation of shareholders’ report including statements, Footnotes and MD&A,10Q and 10K

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Developed financial reporting package for senior management use on external calls

Consultant with several business units to ensure consistent and timely reporting amongst all units

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Aon Corporation, Chicago Illinois

Combined Insurance Company of America, Manager Statutory Reporting, 1984 1994

I was responsible for regulatory reporting of company and subsidiaries. Directed staff of reporting accountants with responsibility for

Annual Statement analysis, review and preparation

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Internal management reporting

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General ledger closing and entries

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External analyst reports

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Barry A Rubin, Page 3

Member of project team for general ledger conversion

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Annual statutory income and surplus projections

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Department budgeting responsibilities

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Hiring and training of staff as well as salary and performance review

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Coordinate internal, external and Insurance Department audits

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EDUCATION

NORTHERN ILLINOIS UNIVERSITY, DeKalb, Illinois, B.S., Accounting

CERTIFICATIONS

Certified Public Accountant

COMPUTER SKILLS

PeopleSoft, Hyperion, Microsoft Office Products, Cognos, Clarity

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