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