Professional Experience
Consulting
Independent Consultant, Auburn CA and Seattle WA (5 Years to Present)
Robert Half Management Resources, Seattle WA (1 Year)
Managed and consulted on an extensive process re-engineering and statutory
accounting filing project for a Montana workers' compensation insurance
company.
Financial Management Positions
NCG Enterprises LLC, Auburn CA (4 Years)
Chief Financial Officer - focused upon management of two medical
malpractice insurance companies owned by physicians/insured's under long-
term contracts.
Washington Casualty Company, Bellevue WA (11 Years)
VP and Chief Financial Officer - focused upon financial management of this
medical malpractice insurance company owned by hospitals/insured's.
Reliance Insurance Co's, Federal Way WA and Philadelphia PA (5 Years)
AVP Agency Operations - managed Agency Operations which included agent and
contingent commissions, agency performance, and premium accounting.
Director of Financial Planning & Analysis - was responsible for financial
forecasting and analysis for both the Life and Property/Casualty companies.
Financial Services Group, Bellevue WA (3 Years)
VP and Controller - focused upon financial reporting and management for
this life insurance agency.
Principal Areas of Practice
Doug is an experienced financial manager and consultant who executes and
leads a variety of client engagements for Robert Half Management Resources
as well as independently. His engagements have included projects dealing
with process re-engineering, stock ownership/governance, statutory
accounting restatements, investment accounting, multiple merger &
acquisition studies involving insurance entities, financial planning,
forecasting and analysis, and interim CFO assignments.
Major Projects
Consulting
. Served as interim CFO for a personal/commercial lines auto insurer
. As Project Manager for a workers' compensation insurer led a process re-
engineering and statutory restatement project that led to selection and
implementation of a new general ledger/financial reporting package
. Performed investment accounting/reporting/ disclosure functions on a
project for a large public/SEC multi-line insurer
. Consulted with a Physician-owned insurer on a Stock Ownership and
Governance project which led to governance policy changes
Financial Management
. Primarily as a Chief Financial Officer was responsible for financial
reporting (both Statutory and GAAP),cash management and treasury
operations, Board relations, financial planning and analysis, process
reengineering, computer system implementations, and multiple merger and
acquisition due diligence projects
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Douglas D. Wisman, CPA MBA CPCU
Areas of Practice
Financial Forecasting/Strategy/FP&A
Process Re-engineering
M&A Research and Analysis
Project Management
Insurance Statutory Accounting
Industry Lines
Insurance
Financial Services
Consulting - Business Advisory
Computer Applications
SunGard Insurance
Great Plains
MS Office Products
PeopleSoft
Hyperion
Cognos
Crystal
Education/Qualifications
. MBA Seattle University (Finance)
. BS Univ. of Washington (Acctg/Fin)
. CPA (Certified Public Accountant)
. CPCU Certification (Chartered Property & Casualty Underwriter)
Douglas D. Wisman, CPA, MBA, CPCU