EXPERIENCE

Aon Global Risk Consulting, Chicago, IL; October 2013 to May 2016; Director of Finance:

Responsible for all financial and accounting activities for a $175 million annual revenue consulting US practice group that supports the Aon Risk Solutions retail brokerage business.

Manage the day-to-day responsibilities of two FP&A Senior Financial Analysts, mentored two FP&A Financial Analysts and three Business Analysts.

Responsible for the Order-to-Cash process: project set-up, invoicing, cash applications and A/R collections.

Manage all monthly close processes, monthly activities surrounding the financial and cash-flow forecasting, annual budgets, actual financial and value-based metric reporting to the group CFO, Practice Group Leaders and the Senior Leadership of Aon Risk Solutions Americas.

Provide timely and accurate analysis of financial results comparing actual to prior year and budgets with clear narratives, trending and key performance metrics.

Responsible for compliance of GAAP/IFRS, revenue recognition, intercompany reporting, OFAC, SOX testing and maintaining of internal controls.

Key member and finance leader of the system conversion team, converting from PeopleSoft Projects v8.4 to v9.0, identifying and implementing new processes, efficiencies and off-shoring opportunities to drive cost savings.

Finance lead on all M&A activities for the US based operations.

Member of the AGRC Americas Board.

Levitation Sciences LLC, Chicago, IL; June 2011 to October 2013; Finance & Procurement:

Worked with domestic and international companies to secure fabric samples for patent products.

Secured manufactures and reduced product cost by identifying and sourcing alternative fabrics.

Assisted with developing new products that have subsequently been patented.

Was responsible for month-end and year-end close process, preparing journal entries and reconciling General Ledger accounts.

Developed budgets, monitored actual results against budget and reported on expense variances with commentary.

Prepared quarterly and annual financial packages for investors and tax accountant.

Secured Illinois Angel Investment tax credit for all qualified investors.

Affirmative Insurance Holdings, Burr Ridge, IL; May 2008 to April, 2011; Director of Planning and Analysis:

Trained, coached and managed daily reporting responsibilities of three Operations Analysts.

Was responsible for the daily/weekly/monthly production reporting and analysis of the Retail organization.

Developed and managed the reporting of a new Retail metric that would help determine company growth by measuring customers.

Developed methods of gathering data and reported on Agent Utilization and back-office personnel productivity.

Prepared and presented to senior management, $10 million annual budgets for the back-office Operation functions of the Retail organization and prepared monthly commentary on revenue and expense variances to plan and prior year.

Prepared and developed revenue forecasting models for two Premium Finance companies - measured actuals against projections, identifying and explaining variances and potential risks.

Analyzed and reported net revenue by contract for Premium Finance initiatives (closed contract, dynamic pay plans, customer quote analysis).

Developed input reports to assist and improve processing task of back-office personnel by 30%.

Zurich North America, Schaumburg, IL; July 2005 to April 2008; Senior Financial Analyst:

Prepared monthly statutory cash flow analysis for Zurich U.S. companies’ senior management, working with Treasury, Claims, Reinsurance, Collections and Receivable Management to understand drivers of inflows and outflows of cash.

Using actual and plan statutory financial statements, prepared quarterly A.M. Best and S&P capital adequacy estimates/projections and coordinated required data for the annual A.M Best and S&P Property Casualty surveys, analyzed and investigated year on year variances, followed-up on senior management review inquires and submitted results to rating agencies in a timely manner.

Engaged in soft month-end close and hard quarterly close activities; including preparation of financial reports, applying IFRS standards, account flux analysis & commentary, budgets and plan risk assessments for five non-insurance finance companies that collectively had $3.2 billion in debt issued to domestic qualified investors.

Worked closely with external auditors on audited transactions and issuing audited annual reports for the finance companies.

EXPERIENCE cont.

Aon; May 1990 to July 2005

Aon Risk Services, Inc., Chicago/Glenview, IL; Finance Business Partner

Day-to-day financial accounting support for $155 million expense base Client Service Center.

Prepared detailed financial reports, budgets and forecast and discuss monthly & year-to-date financial results with the Managing Principal.

Developed and maintained activity/output base staffing model for 1,100 employees and report results by service center location, client revenue segmentation and support unit.

Assisted CFO with developing a client costing model for the service center, which is one element of a global client profitability and costing initiative.

Developed activity/output allocation cost model for business units that utilized the service center. Supported Managing Principal with ad hoc staffing and financial reports as requested.

Was responsible for the financial reporting, budgeting, forecasting and cost allocation of a $62m corporate business unit. Prepared and distributed monthly departmental financial reports to the Managing Directors and CFO.

Was actively involved with the month-end close process, providing expense detail, variance analysis and potential risk analysis on differences to budget.

Supervised and managed daily activities of one accountant. Managed the month-end close for both the Corporate and Service Center business units.

Aon Risk Services, Inc., Chicago, IL; Accounting Manager

Trained, mentored, and managed daily activities of two employees for the Office Financial Resource Groups’ Southeast Region.

Was responsible for the $45 million in revenue and expense analysis for six ARS offices and the Small Commercial Business Units.

Presented a formal reporting package that discussed the monthly and year-to-date financial results to the Regions’ Financial Business Partners and the Resident Managing Director for those offices.

Worked closely with office Presidents and Finance Business Partners in developing revenue budgets and forecasts.

Was responsible for maintaining and supporting the day to day invoicing, and premium collection for Aon Enterprise run-off, the Small Commercial Business Unit.

Aon Enterprise Insurance Services, Inc., Glenview, IL; Assistant Controller

Trained, coached and managed daily activities of ten support employees.

Was responsible for the day-to-day functions of the Finance Department which included: reconciling insurance company premium payments, policy cancellations, premium collections, and invoicing quality control.

Was responsible for the finance function for the American Express/Aon Enterprise pilot program.

Worked closely with senior management in resolving day-to-day issues that revolved around a new start up company.

Was the data manager for a conversion effort to move $175 million in premium from a local Aon Risk Services office to Aon Enterprise Responsibilities included tracking, reconciling, and reporting conversion results to senior management.

Aon Financial Services Group, Inc., Chicago, IL; Assistant Controller

Managed the daily activities of two consultants.

Prepared $100+ million revenue budget and forecast of commercial financial insurance products for 60 Aon Risk Services. Reconciling actual and budgeted resource revenues with 60 ARS offices.

Worked closely with senior management in creating employee compensation plans, calculating and preparing quarterly bonus payments and resolving issues in a timely manner for 200+ employees.

Prepared and consolidated profit/loss statements, identified variances and reported results to senior management.

Assisted Senior Vice President of Marketing with analyzing, and negotiating contingent commissions with insurance carriers. Assisted senior management in daily special projects.

Aon Specialty Group; Chicago, IL; Accounting Supervisor

Managed the daily activities of two Staff Accountants.

Prepared and consolidated profit/loss statements, identified discrepancies and reported results to senior management for five profit centers.

Wrote and implemented procedures for stronger internal controls on cash and airline travel.

Assisted in the implementation and conversion of an agency management system from a mid-range AS400 platform to a Windows based platform.

EDUCATION & PROFESSIONAL ASSOCIATIONS

Bachelors of Science in Accounting, University of Illinois at Chicago, March 1990

Active Member of the American Institute of Certified Public Accounts and the Illinois CPA Society

COMPUTER SKILLS

SAP, PeopleSoft, Cognos/TM1, Salesforce.com, Deltek, Applied Systems, Vertafore-AMS 360 & FinancePro, Clarity, A/S 400, Quick Books, Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft Power Point

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