Insurance Project Management

Stephen Culpepper, CPA, CIA

http://www.linkedin.com/in/stephenculpepper1/

**** ******* *****, *******, ** 75040 214-***-**** cell

*******.**********@*****.***

Business & Financial Analyst

A leader in financial and business analysis blends expertise in accounting

and computer programming to create automated processes that accurately

maintain corporate financials. Excels in auditing general ledger and other

financial operations to identify areas for improvement and create reports

and processes that improve efficiencies and lower costs. Professional

experience includes corporate, non-profit organizations, and government

agencies.

Core Strengths & Technical Skills

Budget Preparation/Forecasting - Financial Analysis/Management - Process

Improvement - Project Management

General Accounting - Auditing/Taxes - Project Management - Software

Development - Requirements Gathering

End-User Support - MS Office Suite - Crystal Reports - SQL - Business

Objects - VBA - SharePoint - QuickBooks

Select Career Highlights

< Completed more than 60 change requests for GuideStone Financial Resources

in order to correct report errors and update queries when new insurance

products were added to the company's portfolio.

< Fine tuned GuideStone's report queries to increase accuracy and ensure

inclusion of all relevant data.

< Automated utility billing reconciliations for City of Garland in Texas,

leveraging Excel and Crystal Reports to save hours in labor costs each

day.

< Leveraged Excel, macros, vlookups, and VBA to create payroll journal

entries for the City of Garland's general ledger; processed thousands of

entries automatically through Excel, replacing manual processes.

Professional Overview

GuideStone Financial Resources 2011-2013

Senior Technical Analyst

. Created queries to analyze insurance data with SQL, pivot tables, and

Business Objects; ran, distributed, and modified query reports for the

company's insurance operations department.

. Completed special projects related to data gathering for marketing,

Medicare plans, and error discovery.

. Generated journal entries to move misallocated funds (up to several

thousands of dollars) between departments from one account to another;

adjusted funds allocated to accounts incorrectly.

. Developed and updated procedures and documentation in SharePoint.

. Introduced and conducted billing system training for monthly customer

bills.

Consultant 2010-2011

Contract Computer Support

. Developed reports for an educational company using Crystal Reports,

Excel, and VBA.

. Held a contract assignment at a major credit card bank and airline

catering company, allowing each client to get caught up on daily

operations or deliverables that were lagging due to insufficient staff.

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Stephen Culpepper, CPA, CIA 214-***-**** *******.**********@*****.***

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Professional Overview continued...

City of Garland, Texas 2006-2010

Systems Financial Analyst (2008-2010)

. Reconciled the city's utility billing system to the general ledger

application using Crystal Reports.

. Maintained QuickBooks general ledger as a standalone accounting system

for affiliated, non-profit corporations within the city in order to keep

independent records for each organization.

. Utilized MS Access to extract financial date from databases and use it in

city reports.

Internal Auditor (2006-2008)

. Created Crystal Reports to analyze data, generate reports, and extract

records from the database.

. Conducted audits for building inspections of Section 8 Housing

Neighborhood Rehabilitation projects.

. Reviewed and audited payroll for the city's fire department and emergency

response fleet services.

. Audited the fees for red light cameras and projects related to library

construction/renovation.

Travelers Insurance 2000-2004

Senior Computer Programmer

. Leveraged mainframe tools for development in the premium and claims group

of a property and casualty insurance company; created ad hoc reports and

rapid response presentations for management.

. Collaborated with users to define requirements, design reports, test

changes, and deploy new modules in production that enhanced operations

and efficiencies.

*Career Note: Prior professional experience includes work as a Senior

Computer Consultant, working in property and casualty insurance commercial

banking and credit card processing for health insurance companies. Also

worked as an Accountant, Tax Preparer, and Auditor prior to moving into

programming fields.

Education & Credentials

BBA Accounting - Texas A&M University

Certified Public Accountant (CPA) - Texas State Board of Public Accountancy

Certified Internal Auditor (CIA) - Institute of Internal Auditors

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