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Sales Insurance

Location:
West Chester, PA
Posted:
January 12, 2014

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Resume:

PAUL N. PEZICK, CFE

*** ****** ****, **** *******, PA 19380

484-***-****(H)

http://www.linkedin.com/in/paulpezick

acb37z@r.postjobfree.com

FINANCIAL MANAGEMENT / SR FINANCIAL ANALYST

Seasoned financial and management analyst acknowledged for sound decision-

making talents borne of intense analysis, business acuity, ongoing

education, and big picture vision. Strategic, and methodical with expertise

in using multiple accounting systems and software packages. Ability to

coordinate, develop, and support automated reporting solutions, queries,

and programs using mainframe extracts as well as Report Writers, and

Database Managers. Enjoys challenge of resolving long-term issues eluding

prior incumbents, and influencing revenue positive outcomes. Enthusiastic

and accountable leader and independent worker. Strengths:

Financial Statements and Profit and Loss Reporting CFO Duties

Analysis

Compensation Auditing Client Relationship

Management

Database Management Project Management Problem Resolution

PROFESSIONAL EXPERIENCE

Radian Group Inc, Philadelphia, PA

2012-Current

Radian is a credit enhancement company that supports homebuyers, mortgage

lenders, loan servicers and investors through a suite of private mortgage

insurance and related risk management products and services.

Sr. Sales Compensation Analyst

. Implement, communicate and develop sales compensation plans, including

writing and reviewing plan documents and supporting communication

materials for over a 60 person sales force that produces over $50 Bil in

new insurance written.

. Produce half-year sales agreement letters that adhere to strict

guidelines by the sales committee and outside legal counsel.

. Identify key metrics that drive sales and ensure they are properly and

thoroughly captured, analyzed and reported.

. Ensure sales information provided by the Sales Analytics Team and F, P &

A is accurate and consistent with company incentive compensation plans.

. Design, model and track performance against sales incentive programs

built to support a broad vision within the company.

. Design databases to produce timely, efficient and accurate reporting.

. Led the development and automation of key commission statements produced

for the sales force.

SunGard Higher Education, Malvern, PA

2011-2012

Through an Open Digital Campus strategy, SunGard HE works collaboratively

with the higher education community to provide software and services that

help institutions find better ways to teach, learn, manage and connect.

Sr. Consultant(Contract Position)

. Worked in the F, P & A Dept on a 3 month project to perform a transfer of

all commission reporting and analysis from a Microsoft Excel platform to a

Microsoft Access database system. This system was created from the ground

up using complex formula driven calculations, queries and reports that

only an advanced user could develop.

. This Access system will start producing reports beginning with the

January 2012 monthly commission payment and reporting cycle, and is

expected to save approximately 20 hours/week of operation efficiencies.

CARIE, Philadelphia, PA

2010-2011

The Center for the Advocacy of the Rights and Interests of the Elderly is a

nonprofit organization dedicated to improving the quality of life for

vulnerable older people. through an array of activities, education

programs, training and consultation.

supervisor of financial operations

. Performed oversight of all accounting functions, including payroll,

Quickbooks Pro accounting system management, journal automation, and

account analysis.

. Prepared budgets for CARIE grants and programs. Reviewed and advised on

Insurance contracts and I.T. outsourcing providers.

Farmers Insurance - 21st Century

2008 - 2009

21st Century became a part of Farmers in July 2009. Using the Internet and

direct response marketing channels, 21st Century markets personal auto

insurance to consumers throughout the United States.

Sr. Consultant(Contract Position)

. Developed an excel-based process for a seven-member personal auto team of

accountants to produce an 18 company STAT vs. GAAP analysis and

standardize entries via the SAP General Ledger. System was used as ongoing

reporting methodology and saved approximately 30% of labor hours.

. Prepared quarterly and year-end statutory financial statements for 18

companies using WINGS Statutory Reporting software.

. Created key management analyses using the SAP R3 General Ledger and BW

production accounting system.

SMART BUSINESS ADVISORY AND CONSULTING, LLC., Philadelphia, PA

2001-2008

International firm comprised of over 550 professionals who offer practical,

informed advice that is both responsive and cost-effective.

Manager, Business Advisory and Consulting, (2003-2008), Client List:

Munich Re of America - Legion Insurance Co. - Arch Insurance Co. - AMTRAK -

Philadelphia Insurance Co. - Kensington Insurance Co. - AIG

. Managed targeted reinsurance collections project that resulted in over

$20M in recovered funds, specifically from problem accounts that were

between five and 25 years old. Facilitated communication between various

departments to achieve project goals, including accounting, claims,

underwriting, contracts, and IT groups.

. Oversaw Bank Reconciliation Department of major transportation company

and provided guidance to address process inefficiencies.

. Provided outsourced CFO duties for start up insurance company. Performed

all accounting functions including financial and annual statement

preparation, systems upgrades, and report writing.

. Managed forensic audit to investigate premium and loss discrepancies for

workers' compensation and multi-peril treaties. Results of investigation

were used for litigation support in a reinsurance dispute.

Sr. Consultant, Business Advisory and Consulting, (2001-2003)

. Developed recoverable management reporting solutions for timely

processing of assumed/ceded business for $3.7Bn Reinsurance Company.

. Resolved complex "excess of loss" reinsurance coverage disputes to

determine appropriate cession billings and improve client cash flow.

. Served as point person to determine reinsurer billings for various

reinsurance programs.

. Performed reinsurance system conversion testing and analysis that

resulted in the implementation of streamlined development of all

reinsurance premium and loss data.

ONEBEACON INSURANCE COMPANY, Boston, MA

1994-

2001

General Accident merged with Commercial Union Insurance in 1998 to form CGU

plc. In the US, the CGU casualty and property businesses were purchased by

White Mountains Insurance Group: the name has since changed to OneBeacon

Insurance Company.

Senior Accounting Specialist, (1998-2001)

. Performed financial analysis on multiple accounting levels, including

year-end statutory reporting.

. Coordinated an automated loss system adjustment procedure within the

department.

. Accurately transferred opening balances from General Accident Insurance

systems to Commercial Union systems, including premiums, losses and all

related expenses.

. Supervised staff of consultants to create premium and loss data, reserves

and branch profitability reporting.

. Created detailed mapping procedures for merging two GL systems,

demonstrating team skills by orchestrating meetings and improving staff

communications.

. Key person engaged in the general ledger systems integration of

Commercial Union and General Accident Insurance Companies; met staff and

expense reduction goals.

Senior Project Analyst, General Accident Insurance Company, Philadelphia,

PA, (1994-1998)

Provided financial, analytical and systems support, including mainframe

cost tables, catastrophe loss, surety, loss adjustment expenses and

regional reporting. Supervised report production and analysis of monthly

premiums and claims reporting.

. Designed, automated, and implemented new hybrid mainframe/PC based branch

profit and loss reporting systems resulting in sophisticated profitability

analysis by branch, line of business and component for more than $2Bn in

premium.

. Created and maintained automated tax system handling $45M in taxes each

year.

. Produced company-wide GL upload system for manual journal entries.

THE PEP BOYS, Philadelphia, PA

1988-1994

Financial Analyst, (1990-1994), Staff Accountant, (1988-1990)

WELLS FARGO ALARM SERVICES, King of Prussia, PA

1987-

1988

Internal Auditor

EDUCATION / CERTIFICATIONS

B.S. in Business Administration with concentration in Accounting, Drexel

University, Philadelphia, PA

Co-authored "Tough Questions Surrounding Finite Reinsurance," Fall 2005,

PICPA Journal

Currently pursuing Compensation Microsoft Office Suite, expertise in

Certification Access and Excel

Certified Fraud Examiner, May, 2006 Cognos

Ultipro Salesforce.com

Systems/Mainframes Accounting, Budgeting and Cost Mainframe

Microsoft FoxPro SICS Mainframe

Quickbooks A/S 400

CLP (Claims Loss Processing) SAP R3 and BW



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