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St. Augustine, Florida, 32092, United States
75000 / yr
September 26, 2018

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OBJECTIVE: To obtain a diverse position with a company needing both hands on manual labor as well as professional management skills.

PROFILE: Accounting professional with management and operational expertise. Ability to work at all levels in an accounting environment. Ability to provide research and lead new accounting projects including chart of account changes, integration to existing systems, creation of required reports, results testing and informational queries. Proven strengths in financial analysis, data interpretation, problem solving, operational and financial leadership. My ability to create successful operations and company growth are demonstrated in career experiences.


Effective in streamlining operations and reducing costs

Innovative in improving productivity and profitability

Maintaining staffing performance analysis

Proficient in training personnel

Designing and implementing business plans and financial models

Designing and implementing budgets and cash flow projections

Preparing and analyzing budgets and budget variances

Developing service-line analysis

Preparation and analysis of monthly, quarterly and annual financial statements

Development and implementation of financial policies and procedures

Preparation, review, reconciliation and analysis of journal entries

Reviewing and processing expense reports, accounts payable, and accruals

Preparing general ledger and bank account reconciliations

Projecting and reviewing daily cash flows

Performing chart of accounts maintenance

Maintaining fixed asset and depreciation schedules

Intercompany and consolidating entries


Consultant – Robert Half Consulting

Senior Accounting Specialist at Ascension (St. Vincent’s Health) (June 2017 – April 2018)

Project: Assume responsibility for the flow of financial information into the financial database and the documentation of the procedures to ensure the integrity of the transfer of responsibilities to Ascension’s centralized accounting location in Indianapolis. Provide training to Ascension’s primary accounting staff assuming responsibilities in Indianapolis.

Responsible for assuming the accounting functions of the senior accounting associate.

Review physician office budget variance reports for various offices.

Perform all monthly entries required to create accurate and timely financial statements.

Perform monthly revenue reconciliations to ensure all received funds are properly recorded.

Analyze and review all monthly sales and use tax forms to ensure accurate reporting.

Perform detailed account reconciliations for all major asset and liability accounts.

Review and verify accuracy of all income and expense rent accounts for all buildings and cost centers.

Create detailed documentation of all accounting activity performed including work process videos.

Train Indianapolis personnel that are assigned to assume responsibility of the work performed locally.

Senior Financial Analyst at Mary Washington Healthcare (May 2011 – September 2015)

Best Achievement: Automated the flow of financial information from the financial database to a financial planning system to create a 5 year planning tool for senior management.

Assist in developing the hospital group's long term plan using Hospital Advisor software.

Assist various departments within the corporate group to create annual budgets.

Attend and present financial reports to managers and directors at departmental meetings.

Review departmental budget variance reports for various cost centers.

Respond to all departmental inquiries regarding financial results and trends.

Input, balance and create ad hoc reporting using Hospital Advisor software.

Create ad hoc reports and monthly financial reports as needed to financially analyze assigned cost centers using Budget Advisor software.

Perform annual balancing of budgeted intercompany transactions for more than 1,000 general ledger intercompany accounts for 26 companies.

Review and incorporate all scheduled rent budgeted for all buildings and cost centers within the Mary Washington Healthcare system.

AVP Controller at Sunshine State Insurance Company (May 2008 – April 2010)

Best Achievement: Designed extensive business models with variable revenues, expenses and cost of reinsurance to facilitate and enhance business plans and expand into other states.

Prepare detailed business plans by product, by state calculating monthly loss projections, expenses, changes in reserves, etc.

Prepare certificate of authority applications for expansion into various states

Analyze and verify the Citizens homeowners’ policy activity assumed from the state-run Joint Underwriting Assoc.

Review and approve payment of reinsurance calculations on quota share and excess of loss contracts

Prepare annual true-ups of reinsurance premiums per contract terms

Prepare variance analysis and explanations regarding profit and loss budgets, general expenses, state business plans, and product lines

Directing the financial activity performed by CSC (TPA)

Reviewing and verifying the integrity of monthly financial reports

Review and approve weekly accounts payable and expense reports

Vice President at Bankers Life Insurance Company (September 2004 – April 2008)

Best Achievement: As Vice President, I managed the company’s annuity business operations, doubling its assets to over 200 million and converting annual losses into profits in excess of 3 million.

Direct the day-to-day activities of a small annuity company

Work with the Marketing staff and independent agents to achieve maximum profitable business production

Review and approve investment purchases with the Treasurer for maximum investment returns within investment guidelines

Working with Underwriting, Operations and Actuarial staff to analyze results of operations and tweak business policies to enhance profitability

Prepare monthly, quarterly and annual financial reports for senior management, regulators and independent auditors

Prepare the annual business plan and make presentation to the Board of Directors

Prepare presentations to the Risk Management Committee regarding business changes

Oversee the Compliance department for the corporate group

Chief Financial Officer at Sterling Investors Life Insurance Company (November 1998 – March 2004)

Best Achievement: Researched and acquired a diverse accounting system, designed the chart of accounts and report mapping, trained personnel and directed the financial reporting of both GAAP and Statutory financial statements. Also performed due diligence, acquisition and integration of another company into current operations.

Direct and report on the financial activity of an international life and health insurer with direct Latin American premium in excess of $6 million

Developed audit procedures for profit/loss analysis of insurance programs

Developed budget variance reports for controlling costs

Reviewing and adjusting reserves

Initiated the implementation of new general ledger software to facilitate the preparation of Statutory and GAAP reports

Directing all financial reporting, cash management, investments, budgets and program analysis

Coordinate the triennial examination

Consolidation of entities within the corporate group

Ensure the integrity, accuracy and timeliness of Statutory and GAAP financial statements

Maintaining timely state and regulatory reporting, financial reporting and analysis to management, regulatory authorities, state examiners, and independent auditors

Chief Financial Officer at Florida Joint Underwriting Associations (January 1994 – August 1996)

Best Achievement: Hired, trained and organized a financial department for the state of Florida’s Department of Insurance. Designed the financial reporting system that handled approximately one million policyholders in the aftermath of Hurricane Andrew.

Created a financial department to handle the startup operations of the state-based residential joint underwriting association

Selected and implemented a policy data system that successfully consolidated policy data files from eight different servicing carrier computer systems to one on-line combined system facilitating policy service and financial reporting

Developed organizational charts, reporting systems, annual budgets, treasury and investment procedures, and financial policies and procedures

Assumed responsibility for the preparation, review, analysis and financial reporting of the Workers Compensation joint underwriting association including all regulatory reports and filings

Prepared Statutory and GAAP financial reports for presentation to each respective Board of Governors


Graduate of Florida State University - College of Business

B.S. in Accounting

Highly Proficient in Excel, Word, and Power Point

Experienced in PeopleSoft, Kaufman-Hall Advisor, Lawson, Great Plains, Peachtree, JD Edwards, and Freedom General Ledger Software

Additional Areas:

Business Law, Contracts

Reinsurance Contracts

Corporate Taxation

Corporate Planning and Budgeting

Disaster Recovery and Business Continuity Plans

Management and Supervisory Skills

Priority Management

GAAP and Statutory Financial Reporting

Activities and Societies: Delta Sigma Pi

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