Manager Insurance

RAYMOND H. ELMORE **** Joni Lane

Stevensville, MI 49127

FINANCIAL LEADER / MANAGER / DIRECTOR OF OPERATIONS Mobile: 804-***-****

CPA, CMA, CFM, AIAF E-mail: *********@*****.***

CORE COMPETENCIES

Analytics Reporting Budgeting Policy Setting Strategic Planning Problem Solving Financial Models

Financial Statements

Systems & Technology

Team Leadership/Motivation

Cost Management/Allocations

Expert at capitalizing on opportunities to improve profitability, while leading cross-functional teams to ensure achievement of key objectives. A team builder and decision maker who excels at managing multiple activities.

Results-oriented, proactive leader with an aptitude for learning new tasks quickly and an attention for detail.

Superior interpersonal skills with the ability to communicate effectively with all levels within an organization. Capable of solving complex issues and motivating staff to peak performance.

Rapidly adapt to new technologies and posses an expertise in MS Excel, Word, Power Point and Access as well as experience with SAP, Hyperion, Cognos, Oracle, Microsoft Dynamics and a wide range of Reporting and Query packages. Also, have participated and lead Technology Implementations

PROFESSIONAL EXPERIENCE

HARTWELL & WOLF, LLC. ST JOSEPH, MI 2015 - Present

Hartwell & Wolf, LLC, is a holistic Financial Services Firm offering both business and individual clients financial solutions including Bookkeeping, Payroll, Income Taxes, Wealth Management, Life Insurance, Health Insurance, Medicare Supplements, Property & Casualty Insurance, and Long Term Care Insurance.

DIRECTOR OF OPERATIONS

Reporting to the Partners of Hartwell & Wolf, LLC, hired to manage and grow all business units within the Holistic Financial Services model offered.

Notable Achievements:

Implemented Annual Budget Process allowing me to take on more decision making from Partners in order to keep them focused on Revenue Generation

Built Strong Team Culture through Internal Training and Focused Hiring Process

Standardized and organized month end closing process in order to provide timely, accurate financial statements to Partners for Business Decision Making

Built Advisor Support Process resulting in Partners spending 30% more time meeting with clients and preparing client Financial Models and Cash Flows

Created Financial Models for tracking monthly Commission by Partner for proper Revenue Recognition and proper split per Partnership Agreement

Set new policies on Paid Time Off, Employee Classification, IT Security, Employee Performance Reviews, etc. in rebuilt Employee Handbook

Converted my prior tax clients to Hartwell & Wolf Tax and Wealth Management clients earning the Firm over $100K in Commission and Fee Revenue

Performed Firm Contract Reviews resulting in savings of $25K annually

LIVIN’ LITE RV, INC. WAKARUSA, IN 2014

Livin' Lite, a subsidiary of Thor Industries, Inc., is a leading manufacturer of all-aluminum constructed Ultra-Lite Weight Tent

Campers, Truck Campers, and Sport Utility Trailers.

VICE PRESIDENT – FINANCE

Reporting to the CFO of Thor Industries, Inc., hired to manage all finance and accounting functions for 2 recently purchased, RV

companies.

Notable Achievements:

Drove process improvements and control implementation in order to achieve SOX compliance for 2 formerly non-public companies in a 4 month period

Standardized and organized month end closing process in order to provide timely, accurate financial statements to Corporate and Internal Management

Drove changes to Accounts Payable process resulting in the ability to consistently take vendor offered discounts equaling almost $500K annually

Created models and spreadsheets for tracking monthly shipments to ensure proper Revenue Recognition, as well as proper expense accruals for freight, commissions, sales incentives, etc. to maintain Expense and Revenue matching

Asked to manage Human Resources and IT after less than a month of being a permanent employee

WHIRLPOOL CORPORATION BENTON HARBOR, MI 2010 – 2014

Whirlpool Corporation is the world's leading manufacturer and marketer of major home appliances.

SENIOR COST ANALYST, TARGET COSTING

Reporting to Target Costing Manager, recruited to redesign, document and operate the Target Costing Productivity Process designed to drive cost savings in previously launched projects

Notable Achievements:

Established new Global Productivity Process including creation of Microsoft Access database, training materials, flow charts and monthly reporting metrics

Achieved over $20M of annual savings through management of cost reduction projects, in collaboration with Procurement and

Engineering Departments, each of the past 2 years

Drove $3M of annual savings with parametric cost models I created in support of Procurement contract negotiations, site visits and supplier audits

Established quality working relationships with Procurement Commodity Teams establishing team cohesiveness that allowed for effective, efficient project management

COLONY INSURANCE COMPANY RICHMOND, VA 2005 – 2010

The Colony operation is one of the top 15 excess & surplus lines carriers in the nation. Licensed as a non-admitted insurer in 50 states, D.C. and the U.S. Virgin Islands, Colony has the ability to underwrite certain risks with more flexible policy terms at unregulated premium rates on a non-admitted basis.

ASSISTANT VICE PRESIDENT - FINANCE

Reporting to the CFO, recruited to design and establish Financial Planning & Analysis Department to provide fiscal leadership to 16

Business Units with over $600M in Gross Written Premium. Hired and directed team of 2 Senior Financial Analysts responsible for the Segment’s budgeting, forecasting, reporting and variance analysis.

Notable Achievements:

Championed and implemented Shared Service’s expense allocation process allowing for the production of Business Unit profit & loss statements for the first time in company’s history

Constructed and implemented enterprise-wide budgeting and forecasting tool while continuing to meet stringent FP&A

deadlines and lead team of Senior Analysts

Partnered with 16 Business Unit Vice Presidents to develop comprehensive strategic planning process freeing up 18-20 hours per quarter for them to spend running their business units

Developed Monthly Management Reporting Package including Business Unit dashboards containing metrics key to the operations of the business

Passed all 4 parts of the Associate in Insurance Accounting & Finance exam on 1st attempts

PHILIP MORRIS USA RICHMOND, VA 2003 – 2005

Philip Morris USA is the nation’s leading cigarette manufacturer and for more than 20 consecutive years has had the highest revenues, income, volume and market share in the U.S. cigarette business.

FINANCIAL DECISION SUPPORT ANALYST

Reporting to the Senior Manager, recruited to provide fiscal leadership to the Procurement Department in charge of securing direct

and indirect materials for the production of cigarettes. Responsible for budgeting, forecasting, reporting and variance analysis for over

$800M in spending, as well as providing financial leadership and guidance relative to contract negotiations.

Notable Achievements:

Saved $30M in Packaging Materials as part of task force chosen to work contract negotiations

Chosen by Senior Leadership to lead efforts in Corporate transition to SAP R/3

Created quarterly “Made in the USA” analysis supporting legality of packaging claims

Teamed with Senior Procurement Leaders to produce monthly reporting, variance analysis and forecasting procedures

Offered a position as a Sr. Procurement Analyst as a result of my contributions in support of the Procurement Department

HONEYWELL, INC RICHMOND, VA, COLUMBIA, MD 1997 – 2003

Honeywell Specialty Materials is a global leader in providing customers with high-performance specialty materials, including specialty films and additives; advanced fibers and composites; intermediates; specialty chemicals; electronic materials and chemicals; and materials for petroleum refining.

FINANCIAL ANALYST, FP&A ANALYST, COST ACCOUNTANT, ACCOUNTS PAYABLE MANAGER

Notable Achievements:

Designed and modeled forecasting tool for $200M per year, raw material spend enabling the creation of more accurate, longer range business plans with input sensitivity analysis

Enabled Income recognition of $1.5M for my Business Segment by initiating and performing a detailed Goods

Received/Invoice Received accounting analysis

Produced $25K savings in Plant per month by coaching Corporate Spending Card users and enforcing company policy on proper use

Booked $200K of Revenue and Income by producing a detailed Contract Fee reconciliation on Percentage Complete and

Milestone Government Services Contracts

Saved over $600K annually by serving on and leading a team that was able to streamline the Segment A/P function in such a way that overall headcount was reduced by 12 within 6 months

Achieved 10% increase in the department’s First Pass metrics for invoice processing

Promoted to Assistant Manager and then Manager in less than 15 months after joining the company as an Accounts Payable

Clerk

Lead Six Sigma review and reporting process for all plant projects

Passed all parts of the Certified Public Accountant exam (4) and Certified Management Accountant and Certified Financial

Manager exams (5) on the first attempts

EDUCATION

Hampden-Sydney College

B.A., May 1991, Cum Laude

Majors: Managerial Economics and Mathematics

Virginia Commonwealth University

Post Baccalaureate Certificate in Accounting, June 1996

CERTIFICATIONS / MEMBERSHIPS

Certified Associate in Insurance Accounting and Finance (December 2009)

Certified Financial Manager (July 2003)

Certified Management Accountant (January 2003)

Certified Public Accountant (November 2001)

Certified Six Sigma Greenbelt

Member of American Institute of Certified Public Accountants

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