Project Manager Customer Service

Peter Erpenbach

**** ******* *** *****

Minneapolis, MN 55410

612-***-**** home

abg09o@r.postjobfree.com

A forward thinking chess player in a checkers world.

Saving companies time and money as a senior visionary operations and

accounting leader with strong organization and communication skills that

excel in goal attainment. Proven experience in change management and

process improvement creating efficient workflows in critical business

functions. An adaptable professional combining an intuitive grasp of

situations and challenges and the ability to see both specific details and

the big picture.

AREAS OF EXPERTISE

Strategic Planning Budget & Forecasting Project Management

Policies & Procedures Modeling & Analysis System Development

Training & Development Management Reporting Customer Service

Global Volunteers, Little Canada, MN 2008 - current

A non-profit, non-governmental organization annually engaging short-term

volunteers on development programs in partnership with host communities

around the world.

Finance Director

Manage all accounting and finance related duties for organization,

including A/ R and A/P processing, treasury functions, and payroll.

Prepare monthly and annual P&L statements and reports. Develop company and

service program budget and audit reports. Developed and administered

quality assurance program. Complete URS information and IRS Form 990 for

State registrations. Prepare operating budget for Federal Grant proposals.

. Restructured and automated the Service Program budget process.

. Restructured and automated credit card processing procedure.

. Eliminated procedure by automating donation letter acknowledgement.

. Developed accounting procedure standards and documentation.

Guy Carpenter & Company, Inc., Edina, MN 2002 - 2008

Subsidiary of MMC, Guy Carpenter is one of the world's leading risk and

reinsurance intermediaries with 2007 revenues of $902 million and 2600

employees.

Vice President - Operations and Controls Manager

Performed Region Controller functions for Mid-America Region, including

developing, analyzing, and interpreting statistical and accounting

information. Preparation and analysis of Region operating budget reports.

Created, documented, and administered policies, procedures, and controls

for SOX compliance and audits (internal & external) for Mid-America Region.

Directed integration of new system for the Mid-America Region.

. Exceeded all financial performance goals 2004, 2005, 2006, and 2007.

. Reduced 90 day open balances by 50% in 2004; 30% in 2005.

. Created, developed, and directed two accounting/claims service teams.

CBSA, Inc., Minnetonka, MN 2001 - 2002

Now part of Meritain Health, CBSA was a full-service Third Party

Administrator of employee benefit plans with 500 employees in 2001.

Accounting Manager

Led a staff of nine to perform the accurate, timely preparation of

financial statements and reconciliation of accounts.

. Improved month-end closing process time by 25%.

. Modified and documented procedures for month-end closing process.

. Prepared pertinent financial activity reports submitted to the CFO.

Prior experience at E. W. Blanch Co., Inc., Bloomington, MN

Since merged with Benfield (and subsequently Aon), Blanch was one of the

world's leading risk and reinsurance intermediaries with 2000 revenues of

$208 million and 1200 employees.

Reinsurance Operations Manager

Business project manager in design and development of efficient and

effective new reinsurance accounting system. Monitored, analyzed, and

reported monthly, quarterly, and annual brokerage forecasts, budgets, and

actual operations and investment revenue activity (including quarterly 10-K

and SEC reports) to Chief Financial Officer and Board of Directors.

Responsible for developing, changing, and documenting company accounting

and performance standards and procedures. Both Blue Book and Yellow Book

Annual Statement analysis. Coordinator for unauthorized reinsurance and

Letter of Credit determination and processing.

. Cash Receipt system design reduced department costs by over 25%.

. Rebuilt Accounting / Claims unit.

. 12 years as GAAP/Statutory accounting instructor.

EDUCATION:

Masters of Business Administration (MBA), Carlson School, University of

Minnesota

Bachelor of Arts (BA) in Business Administration/Finance, University of St.

Thomas

DESIGNATIONS:

Associate in Insurance Accounting and Finance (AIAF)

Associate in Reinsurance (ARe)

Contact this candidate