Insurance Accounting
Resume:
RESUME
Dianne M. Jordan, CPA
Carson City, NV 89704
EDUCATION
BSBA, University of Nevada, Reno, May 1985
CPA, Licensed in the State of Nevada, June 1987
WORK EXPERIENCE
Director of Operational Support, Harley-Davidson Financial Services (2008-2009):
Directed department of four managers and 55 personnel, with a diverse range of
functions, including Reporting, Quality Assurance, Procedures, Scheduling,
Licensing, and operational data entry
As this was a newly created department, the entire year of it’s existence was spent
gaining efficiencies and establishing processes that allowed the department to
support operations
Prepared department budgets including development of staffing models
Director of Insurance Accounting, Harley-Davidson Financial Services (1998-2007):
eveloped operational accounting department from ground up, to support nation-
D
wide Insurance sales business unit, providing both consumer and commercial
insurance products
Managed operational accounting department as it related to the Insurance business
unit, ranging from Accounts Payable and Accounts Receivable through financial
analysis and month end close
Implemented various system replacements, upgrades and enhancements relating
to insurance operations (Siebel and TAM), accounting (SAP) and credit card
processing (PayPal)
Converted commission revenue recognition from Cash Basis to Accrual
Chief Financial Officer, Whittlesea-Bell (1987-1998):
Managed financial accounting department providing financial statements and
annual regulatory reports for eight transportation companies, one insurance
company, and various other financial endeavors
Oversaw accounting compliance with various regulatory agencies -- Nevada
Public Service Commission, Nevada Taxicab Authority, National Association of
Insurance Commissioners, Nevada Division of Insurance and AM Best rating
service
Chief Financial Officer, Whittlesea-Bell (Con’d):
Dianne M. Jordan
Resume
Prepared corporate tax returns including consolidation of ten separate
corporations
Assisted general counsel in preparation of applications with regulatory agencies
for operating authority as well as provided evidence at related hearings; provided
evidence and financial analysis at regulatory hearings associated with other
carrier's applications for operating authority
Oversaw various operating accounting departments in establishment of
accounting controls, development of computer programming, as well as trained on
their usage
Oversaw internal audit function of operating accounting departments as well as
audit function of insurance endeavors in Arizona
Advised Board of Directors regarding financial matters
Oversaw investment portfolio of more than $14 million
Senior Staff Accountant, Kafoury Armstrong and Company (1985-1987):
Performed audits of non-profit municipalities (including compliance audits) and
governmental Boards
Performed and supervised reviews of profit enterprises, through financial
statement preparation
Served on audit team for Trustee of a bankrupt real estate mortgage company; as
the bankruptcy resulted from illegal acts, audited and documented financial
transactions for trial
MANAGEMENT EXPERIENCE AND TRAINING
Directly supervised 15 to 20 financial accounting personnel
Directed department with 60 personnel with full range of skill sets
Provided training of operating accounting personnel, including development of procedure
manuals
Led many corporate or division-wide initiatives including:
Relocation logistics for 480 persons in a nation-wide call center, without impact to
our customers
Developed Leadership Attributes and Leadership Philosophy
Records Management both paper and electronic
Completed continuing education courses in:
Lean Six Sigma
Insurance Regulatory accounting
Internal Auditing
S-Corporations
Closely Held Corporations, Special Tax Issues
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