Allyson A. Winters, CPA, CGA, MBA

647-***-**** ad16pi@r.postjobfree.com

PROFILE

Certified Professional Accountant with 20+ years experience in insurance and financial services. A finance professional with a “Can Do” attitude and a passion for process improvement. Has experience in full cycle financial, regulatory and management reporting. Projects have included system implementations, process documentation, report building and gathering system/report requirements.

PROFESSIONAL HISTORY

HDI Global Speciality SE November 2021

Senior Financial Accountant

IFRS 17 Project – Transition Readiness Testing filing to OSFI

Preparation of P&C reporting and filing

Preparation of quarterly premiums and claims reporting for home office

Healthcare Insurance Reciprocal of canada February 2016 – November 2021

Financial Supervisor

Reported into the Director of Finance and responsible for two direct reports. Led the financial reporting for a fund of top 18 clients and quarterly processes such as P&C regulatory reporting, reconciliations and corporate tax returns for three entities.

IFRS 17 Project Lead – Phase 1

Automation of tax reporting process

SOC 1 Audit Project Lead

Created entire SOC report

Led testing procedures and documentation

Coordinated audit work

Led analysis of initial system and reporting issues

Prepared several position papers with recommendations

Presented results to the CEO and Executive Team

AW Solutions INC. July 2014 – February 2016

President & CEO

AW Solutions is solely owned corporation providing consulting work such as financial statement reporting and business analyst expertise through contract engagements.

Capital One Senior Financial Analyst - Tableau Consultant

RBC Royal Bank - Senior Financial Analyst

BMO Financial Group – Business Analyst

TD Bank Group march 2012 – July 2014

Senior Finance Analyst

Reported into the Senior Finance Manager to support the delivery of Management Reporting Projects/initiatives. Lead creation of business requirements and test cases for assigned projects. Communicated results and trained staff along with senior management.

Successful implementation of US Segment Reporting and related processes

Successful implementation of Dashboards reporting on key metrics

AW Solutions INC. June 2011 – March 2012

President & CEO

Crawford & Company – Tableau Consultant

Aviva Canada Inc. October 2008 – November 2010

Senior Financial Analyst (Financial Planning and Analysis)

Reported into the VP of Performance Management. Liased with cross functional departments for the development of expense results and related reports for senior executive team. Prepared variance analysis, waterfall analysis and related commentary with a focus on claims and operating expenses.

Represented the FP&A department in the Hyperion Essbase implementation project

Trained all end users on Hyperion Essbase

Automated FP&A and business unit reports using Business Objects and Hyperion Essbase

CTVglobemedia march 2007 – October 2008

Senior Accountant

Reported into the Director of Finance as a Senior Accountant. Led the financial, regulatory and forecasting reporting process for several television stations including MTV and Much Music.

Lawrence & Company June 2006 – march 2007

Controller

Reported into the VP of Finance. Led financial and regulatory reporting and controls.

Munich Reinsurance Company of Canada february 2003 – june 2006

Corporate Accountant

Reported into the Manager, Corporate Accounting. Responsible for the monthly reconciliation of reinsurance accounts, quarterly reconciliation of broker profit commissions and P&C regulatory reporting.

Participated in the successful implementation of new accounting/underwriting system.

Assumed all analysis, calculation and recording of profit/sliding scale commission due and accrued. Recovered approximately $250,000 in over paid profit commission.

Developed the first manual to be used for the new system.

KEY STRENGTHS & SKILLS

Great Plains

Excel

Business Objects

Hyperion/Essbase/Smartview 11.1

Tableau 8.3

Proactive

Superior Communication Skills

Collaborative

Independent

Curious

ACADEMIC & PROFESSIONAL DEVELOPMENT

MBA, Laurentian University (2012)

B. Comm. (Honours Program), Laurentian University (2009)

Toastmasters - Various Leadership Roles (2019 to present)

INTERESTS

Certified Open Water Diver

Certified Yoga Teacher (200hr Yogafit)

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