Insurance Accounting
Resume:
KEVIN HELMINTOLLER, CPA, AIAF
*********@***.***
Professional Profile
. Accomplished accounting leader with over 20 years of accounting and
finance experience
. Deep SEC technical accounting and reporting expertise
. Strong leader who quickly gains confidence from staff and superiors
. Broad public company experience ranging from IPO's to S-1's, 4's, Q's
& K's.
. Substantial multi-national experience gained from roles with Aflac and
MetLife
PROFESSIONAL EXPERIENCE:
Resources Global - Tampa, FL March 2010 -
Current
World leader in senior level management consulting;
Currently assigned to Toronto Dominion Bank with focus on FDIC reporting
and failed bank G/L closeouts and consolidation into TD G/L.
MetLife Incorporated - Tampa, FL
March 2007 - June 2009
Fortune 50 public company; $50 billion in revenues; Full line insurer - #1
In Life Insurance; #25 in P & C
Vice President, Investment Reporting & Analytics: Directed the investment
financial reporting and analytics for both GAAP and Statutory for multiple
legal entities including three full SEC filers - $500 billion portfolio at
holding company level. Managed staff of over 80 professionals covering
mortgage accounting, real estate accounting, corporate joint venture with
oversight on all international investment accounting. Led the Investment
Technical Accounting Group. Responsible for interpretation and issue paper
development for all investment accounting & disclosure standards excluding
derivatives. Preparation of investments sections of SEC filings -
including MD & A and results of operations.
. Reorganized and realigned my teams to produce 50% more
disclosure/analysis (as measured by pages in the 10Q) with one less
officer position and three less staff. Required nearly complete
turnover of my direct reports.
. Led planning for and actual implementation of reporting and analysis
required for FAS 157
. Instilled focus on process improvement and automation by providing the
tools and rewards to motivate teams to reduce report and analysis
production times
Genworth Financial - Richmond, VA July
2004 - March 2007
Fortune 500 Public Company - Insurance Group Spinoff from GE; $10 billion
in revenues; Annuity, Life, LTC and Mortgage Insurer
CFO, Retirement Income & Investments Division: Oversaw all financial
functions for this segment of Genworth including quarterly and annual
financial reporting on GAAP and Stat basis. Managed SEC reporting process
for primary operating entity. Analyzed financial parameters of
acquisitions or disposals of blocks of business. Oversaw Sarbanes-Oxley
process; Managed staff of approximately 40 professionals including division
controller and product line financial managers.
. Lead executive for my division (one of three) in GE's insurance
operations spinoff - $3.5 billion in new stock offerings. Key drafting
participant in all form S-3's.
. Trained and groomed executive group for newly public status post
spinoff
. Reorganized finance group lining up all financial preparation and
analysis directly with the financial supplement as presented to
investors
MetLife Incorporated - New York, NY
July 2001 - July 2004
Vice President of Financial Management and Investor Relations: Selected to
lead all the investor relations activities (came into the company
approximately 1 year after largest IPO in history at that time). Quarterly
financial analytics including formalized financial management reviews with
executive group of each operating segment. Participation via disclosure
committee in all SEC filing processes.
. Reconciled actual company performance and results to Form S-1.
. Expanded analyst coverage to include nearly 100% of all insurance
analysts
. Educated life analysts on auto and home insurance space
. Enhanced and deepened quarterly financial analytics
Magellan Health Services - Columbia, MD August
1996 - July 2001
$2.5 billion revenue managed behavioral healthcare company
Senior Director, Vice President Investor Relations: Lead all the investor
relations activities. Participation in negotiations for mergers,
acquisitions and divestitures. Partnering with Treasurer in bank and
rating agency management. Partnership with Controller on all SEC filings.
. Direct participation with CEO and CFO in transaction (creation and
negotiation) to convert hospital company to managed care company
. Educated primarily hospital analysts - at investment banks to rating
agencies - on intricacies of managed care accounting and operations
. Delivered transfer of equity listing from AMEX to NYSE requiring
detailed understanding of NYSE listing requirements and direct
meetings with NYSE listing officials
. Assisted treasurer in renegotiation of bank covenants to prevent the
company from tripping default; educated rating agencies on changes and
implications
. Participated in negotiations to take on preferred equity position from
TPG - Texas Pacific Group - followed up by assistance in development
of new analytics to TPG partners
AFLAC Incorporated - Columbus, GA July
1989 - August 1996
$10+ billion revenue accident and health insurer
Senior Int'l Financial Analyst, Director Investor Relations, Second VP
Investor Relations: Preparation of financial statements and financial
analysis for ten international subsidiaries and branches. Participation in
quarterly executive management financial reviews representing the
international operations.
. Acceleration of automation of financial statement preparation;
developed new processes for preparation of financial analysis
. Expanded investor interaction to portfolio managers and existing
shareholders on very short timeline
. Creation of first internet presence for AFLAC - beginning with
investor pages
Selective Insurance Company of the Southeast - Charlotte, NC
June 1987 - July 1989
Southeast regional headquarters for Selective Insurance Company of America;
$1 billion revenue property casualty insurer
Senior Accountant, Accounting Supervisor: General ledger maintenance;
financial statement preparation. Financial submissions for southeast
regions to home office in New Jersey. Preparation of insurance product
line profitability reports. Management of accounting staff of five.
. Automation of agent commission, deferred comp and equity calculations
and benefit reports
. Enhancement of automation of financial statement submissions to parent
company
. Instituted nearly real time management of large block of worker's
compensation run-off
Ernst and Whinney - Charlotte, NC July
1986 - June 1987
. Worked on all areas of auditing from cash and investments to payables,
receivables, fixed assets, debt and leases.
. Clients ranged from large financial institutions to small
manufacturing concerns, hospitals, and public utilities.
EDUCATION:
Executive Education Program, May 2008
Harvard Business School
Bachelor of Science in Accounting, June 1986; G.P.A.: 3.5
Virginia Tech - Blacksburg, VA
C.P.A. - Completed all four parts May 1986
A.I.A.F. - Associate in Insurance Accounting & Finance - top four grad in
1988
Contact this candidate