Accounting Professional Experience

Isabelle Roman-Barrio 704-***-****

Denver, NC ********@*********.***

SUMMARY

Pro-active and results oriented Accounting Professional with diverse financial services and insurance industry experience. Superior knowledge of all aspects of accounting and financial management, operational analysis and internal controls, including GAAP and STAT. Adept in the areas of financial reporting, budgeting and planning, knowledge of internal and system controls and systems implementation. Fluent in reading and writing Spanish.

Skills and core competencies include:

Project Management Budget Development Trend Analysist

Analytical Skills Communication Skills Audit Preparation/Review

Computer proficiency in MS Office including, Excel, Word, PowerPoint, and Outlook. SharePoint, PeopleSoft and QuickBooks.

PROFESSIONAL EXPERIENCE

TIAA, Charlotte, North Carolina 2006 - 2016

Senior Accountant / Senior Financial Analyst

Provided guidance to worldwide reporting entities on various accounting issues, with subject matter expertise in employee benefits, banking, and non-for-profit operations. Managed the development and maintenance of and adherence to company-wide accounting policies and procedure. Provided guidance and support during annual external audit process for various reporting entities.

Led, developed, and planned successful implementation of company-wide accounting policies and procedures to mitigate material weakness noted by external auditors. Drafted and vetted over 100 accounting policies for clarity and technical accuracy with financial reporting owners. SOX processes and controls were mapped to individual accounting policies to abate risks. .

Drafted and implemented Standard of Operation document for the Accounting Policy department.

Lead team in updating, maintaining and documenting new accounting guidance impacting the corporate entities.

Documented new critical accounting policies and vet applicability and operational impact with senior management and internal constituents.

Educated personnel throughout the organization of new accounting guidance by leading and organizing training sessions.

Improved processes through continuous evaluation and enhancement to systems, reports and analysis to provide efficient and superior delivery of accounting consultative support to the organization.

Coordinated various audit engagements and provided footnote review in adherence of proper disclosure requirements.

Isabelle Roman-Barrio 704-***-**** Page 2

Reviewed and updated the Pension and Post-Retirement Benefits’ accrual in compliance with current guidance and actuarial estimates. Managed audit process.

A.M. Best Company, Oldwick, New Jersey 1998 - 2005

Senior Credit Analyst, 2001 – 2005

Credit Analyst, 1998 – 2001

Progressively responsible for portfolio of accounts, conducting analysis leading to credit and debt ratings for more than 150 Life/Health insurance companies, encompassing over 95% of the insured population.

Produced in excess of $2.5 million additional annual rating fee income through pro-active business development.

Member of the Ratings’ Committee which developed, evaluated and updated rating models by incorporating balance sheet strength, operational performance and market profile.

Media contact for inquiries and questions regarding financial strength ratings

Authored and published numerous A.M. Best opinions and views regarding industry trends on Life/Health issues.

Blue Cross Blue Shield of New Jersey, Newark, New Jersey 1996 - 1998

Managing Senior Reporting Analyst, 1997 – 1998

Financial Analyst, 1996 – 1997

Managed two staff accountants and supervised entire monthly financial close, including journal entries and various account reconciliations.

Developed and implemented policies and procedures over financial transactions, resulting in standardized reports utilized by senior management for board presentations and decision making.

Developed standardized budgeting procedures across the HMO subsidiary’s operating business unit.

Planned, managed and analyzed annual budget process for the HMO subsidiary.

Monthly reviewed various assets, liabilities, income and expenses account reconciliations.

Supervised monthly financial close and preparation of financial statements.

Assisted in concept to post-implementation of the new PeopleSoft general ledger system.

EDUCATION / TRAINING

Bachelor of Business Administration, Degree in Accounting

PACE University, New York, New York

Candidate for MBA, concentration in Accounting and Finance

Keller Graduate School, Charlotte, North Carolina

Six-Sigma White Belt and Green Belt Training

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