Project Manager Insurance

SUMMARY

Well-respected and dedicated Accounting Manager with ten years of

accounting and auditing experience from a large financial institution and

Big Four accounting firm. Outstanding performance as a hard-working, detail-

oriented project leader and team player who exercises strategic and sound

judgment in financial reporting and system integration.

Financial Reporting & Analysis Financial Systems & Product

Integration

Project Manager SOX/Audit Experience

PROFESSIONAL EXPERIENCE

MERRILL LYNCH INSURANCE GROUP Jacksonville, FL

2001 - 2009

Assistant Vice President (2004 - 2009)

. Selected to serve as the Jacksonville Finance Operations' Strategic

Project Manager for the two year transition (ending December 31, 2009) of

the Merrill Lynch Insurance Group to AEGON USA while still fulfilling

existing management and accounting responsibilities.

. Supervised direct and indirect staff for the daily operations within the

Finance Department, including the pricing, trading, product development,

and accounting functions relating to over $9 billion of mutual funds held

within 17 separate account legal entities.

. Acted as the Project Lead for the implementation, conversion, and daily

maintenance of a mutual fund accounting system which sustains the

client's insurance investments.

. Monitored and maintained the monthly financial reporting for 10 variable

annuity separate account legal entities. This includes journal

preparation and review, performing multiple reconciliation processes, and

analyzing account trends.

. Managed and prepared audited financial statements and supplemental

schedules for the annual SEC filings of the separate account legal

entities.

. Administered the Sarbanes-Oxley compliance testing within the finance and

operational areas of the business, including creation of templates and

performing walkthroughs to ensure internal controls are adequately

maintained.

. Facilitated the SEC, State, Internal, and other regulatory audits by

coordinating and collaborating among several business units both internal

and external to Merrill Lynch to ensure the documentation provided is

accurate, concise, and within designated timeframes.

Senior Specialist (2001 - 2004)

. Participated in the completion of the month-end financial close reporting

packages for several life separate account legal entities. Duties

included journal entry preparation, updating financial statements, and

reconciling general ledger accounts for management's review and analysis.

. Streamlined and automated the preparation of the annual audited variable

life insurance separate account financial statements.

. Assisted with preparation of schedules and analysis for the annual

financial statement audit and other regulatory audits.

. Supported the implementation of a new annuity insurance product,

including the research and creation of the monthly mutual fund

performance reports.

DELOITTE & TOUCHE LLP Jacksonville, FL

1998 - 2001

Staff Auditor - Audit & Advisory (1999 - 2001)

Intern - Audit & Advisory (1998)

. Performed all phases of the financial audit process including the

planning, executing and reporting for multiple engagements.

. Audit clients served were diversified over a variety of industries which

included: recreation, financial, non-profit, insurance, manufacturing,

governmental, and transportation.

. Adapted well to changing audit teams and client business environments in

order to ensure efficient and effective execution of assigned audit

responsibilities.

CSX TRANSPORTATION, INC. Jacksonville, FL

1997

Internal Staff Auditor - Intern

. Traveled to various railroad locations to perform independent time study

analysis focusing on reduction of costs and increases in performance and

efficiency of employees.

. Assisted with various internal and operational audits with testing of a

variety of key internal controls. Documented existing processes through

interviews and observation (e.g. cash, inventory, and other

miscellaneous controls).

UNIVERSITY OF NORTH FLORIDA Jacksonville, FL

1996 -1999

Fiscal Assistant

. Part-time college assistant to the Vice President in a project to

reconcile the University Foundation and State accounts.

. Tracked the department's Payroll and Expenditures accounts on a daily

basis.

. Prepared the monthly budget summary reports and analysis for the

department.

EDUCATION

. Master of Business Administration, University of North Florida, 1999

. Bachelor of Business Administration, Accounting, University of North

Florida, 1997

COMPUTER SKILLS

. Microsoft Office (Excel, Access, Word, Power Point, Outlook)

. Oracle Financials, Oracle Discoverer, SQL Query Analyzer

PROFESSIONAL CREDENTIALS & ACHIEVEMENTS

Certified Public Accountant, FL Member of the AICPA

Merrill Lynch Recognition and Achievement Six Sigma Training

Awards

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