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Sales Insurance

Location:
8857
Posted:
March 09, 2010

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Resume:

ARTHUR R. BOCK, CPA

* ****** **** ***** *** BRIDGE, NJ 08857

732-***-**** *********@*****.***

PROFILE:

Seasoned accounting executive with more than twenty years diversified

public/private accounting and managerial experience including accounting,

finance, treasury, taxation and operations. Experience profile includes

internal and external reporting, internal controls, strategic and tax

planning, team building, profit enhancement, human resources and multi-

location operations management.

PROFESSIONAL EXPERIENCE:

Ascencea LLC/Affiliated Mortgage Protection LLC, Edison, New Jersey

Chief Financial Officer/ Chief Operating Officer (July 2005-August

2009)

An Insurance Marketing Organization with sales in excess of 50

Million Dollars.

. Managed a staff of over 25 employees and 400 insurance sales

agents.

. Prepared and analyzed monthly financial statements for the bank as

well as year end reports for outside auditors.

. Supplied bank with covenants to satisfy loan requirements on a

quarterly basis.

. Worked with investment bankers to gather information for the

business plan and to prepare the company for sale.

. Maintained and procured external relationships with all banking

staff, legal counsel and accountants.

. Managed weekly commission reports to verify that the company was

being paid correctly by analyzing excel spreadsheets downloaded

from insurance carriers.

. Developed a system to track the mailing of over 400,000 letters a

week to over 30 states, maximizing postal discounts.

. Worked with our case managers to analyze open requirements on

insurance policies to get policies paid.

Fritze KeySpan, Pine Brook, New Jersey

Chief Financial Officer/ Chief Operating Officer (November 1998-

February 2005)

A heating and air conditioning company with sales in excess of

60 Million Dollars.

. Managed a staff of over 400 employees for KeySpan Energy's

unregulated New Jersey division.

. Managed a staff of forty in the financial and administrative areas

including payroll, job costing, accounts receivable and payable,

inventory, general ledger, budgeting and forecasting.

. Reduced Insurance Premiums by over 50% by switching from a

conventional health plan to a self-funded health plan.

. Prepared and analyzed financial statements and reports.

. Maintained and procured external relationships with bank

representatives, legal counsel, corporate internal auditors and

consultants.

. Reduced G&A expense through reductions in payroll and insurance

premiums.

. Reduced outstanding receivable through tighter credit and

collection procedures and billing practices.

. Directed the maintenance of general and subsidiary ledgers,

payable, receivable, job cost, operating expenses and revenue

distribution.

. Maintained adherence to corporate accounting policies and

procedures.

. Built and developed a cohesive accounting team.

. Established goals for corporate accounting.

. Was in charge of all technical accounting.

. Was responsible for all GAAP matters.

. Implemented Sarbanes-Oxley compliance through documentation and

review of the present policies and procedures with corporate

internal auditing staff.

. Negotiated all union contracts with legal counsel.

Philip Fritze & Sons, Whippany, New Jersey

Vice President-Controller (July 1988-November 1998)

A heating and air conditioning company with sales in excess of 40

Million Dollars.

. Managed a staff of thirty in financial and administrative areas

including payroll, job costing, accounts receivable and payable,

inventory, general ledger, budgets and forecasts.

. Prepared and analyzed financial statements.

. Maintained and procured external relationships with bank

representatives, legal counsel and accountants.

. Responsible for accounts receivable and payable, credit and

collections, payroll, job costing, general ledger, budgets,

forecasts, margin and variance analysis.

. Designed and implemented a policy and procedure manual.

. Prepared all tax returns and tax planning.

. Managed the company's strategic planning and modeling.

. Maintained books and records for pension and profit sharing plan.

. Worked closely with the company's owner on a day-to-day basis.

Ferro Berdon & Company, CPA's, New York City, New York

Audit Supervisor (1981-1988)

A medium size public accounting firm with areas of experience in the

Manufacturing, Retail, Insurance and Construction

industries.

. Prepared various tax returns and SEC reporting.

. Certified and reviewed audits, supervising a staff of six.

. Preparation and reviewed scheduling.

. Held Client relationships.

. Issued Financial Statements

Member: NYSSCPA, AICPA

EDUCATION: Queens College, Bachelor of Arts in Accounting

Certified Public Accountant, NY State

SKILLS: Timberline, CMAS, Excel, Windows, DOS, Word, Power Point, Quick

Books, Pro Systems FX, Tax Act, Lotus and all IBM PC's and

mainframes.



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