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Accounting Manager Underwriter

Location:
Bowie, MD, 20716
Posted:
January 29, 2023

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Resume:

Bradley M. Voight Page *

E-Mail: aduz0a@r.postjobfree.com Cell: 301-***-****

Objective: Obtain a senior financial and accounting position with a growing, quality-oriented organization, utilizing my varied technical skills and management abilities. Key • Secured $11.3 Million loan for construction of 5-story condo project Accomplish- • Secured $3.3 Million financing in support of facility consolidation plan ments: • Prepared successful pricing proposal for $8 million National Archives relocation

• Initiated risk management strategies reducing claims cost by nearly $100,000 per year

• Led implementation of integrated order/accounting system (250 orders/day)

• Led initiative implementing web-based client ordering system (100+ orders/day)

• Led negotiation, including the legal review of all acquisition documents, of the acquisition of a $5 Million Insurance Brokerage company

• Led negotiation of sale of $20 Million insurance brokerage firm, including the review and negotiation of all legal documents.

Professional Risk Strategies Company / Unirisc • Director of Finance Jan 2020 to Present Experience: Boston, MA / Arlington, VA

Senior most financial and accounting manager of a division of a privately-held international, specialty-insurance broker and third party claims administrator. Reporting to the Managing Director. Serve on division’s executive team responsible for business accounting and reporting.

• Manage four person department encompassing all accounting and finance functions, the establishment of initiatives and the setting of priorities. Prepare financial reports and analyses including weekly and monthly revenue reports for corporate headquarters. Assist with the preparation of the annual accrual-based revenue budget. Assist with the taxable revenue reporting and the annual financial audit.

• Oversee the premium accounting system including reconciliation of underwriter liabilities to billed premium, escrowing of underwriter payables, underwriter reporting and monthly wire settlement. Responsible for annual premium audit of primary underwriter encompassing $20M annual Premium and $18M of claims payments.

• Manage cash balances to maximize return on excess cash and minimize financial institution risk, for both company and client funds; average cash under management in excess of $7M with $20M in distributions to parent.

Unirisc, Inc. • CFO / VP-Finance Mar 2010 to Jan 2020 Arlington, VA

Senior financial and accounting manager of a privately held, international, specialty- insurance broker and third party claims administrator, reporting to the CEO/President. Served on executive team responsible for business financial planning, information technology and property and casualty insurance programs. Bradley M. Voight Page 2

Unirisc, Inc. - concluded

Arlington, VA

• Manage eight person department encompassing all accounting, finance and IT functions, the establishment of initiatives and the setting of priorities. Prepare financial reports and analyses including monthly and annual accrual-based financial statements. Prepare annual accrual-based operating budgets and financial projections, including quarterly updates with explanations to senior management. Lead income tax planning and tax avoidance initiatives. Manage the annual financial audit.

• Oversee the premium accounting system including reconciliation of underwriter liabilities to billed premium, escrowing of underwriter payables, underwriter reporting and monthly wire settlement. Responsible for annual premium audit of primary underwriter encompassing $13M annual premium. Lead audit of ex-patriot property/casualty insurance program including recovery of

$280K in claim payment receivables.

• Manage company-occupied real estate for six offices across the US and one in Canada, including lease negotiation, operating expense audit and reconciliation. Renegotiated 11 year lease for HQ location resulting in $1.3M in savings, $235K the first year.

• Prepare all Federal and State income tax returns for three C-corporations, including filings in all US States and DC. Project current year tax liabilities, fund estimated tax payments, manage collection of refunds and resolve inquiries by state / jurisdiction tax offices.

• Lead four member IT team responsible for 50+ node network including file, e-mail and distributed process servers across seven physical offices. Responsible for the setting and management of IT programming initiatives of two proprietary software systems for premium billing and claims settlement management, including on-line applications. LaKritz Adler Development • Controller/VP-Finance May 2005 to Mar-2010 Washington, DC

Financial and accounting manager of a privately held real estate investment and development firm, focused on redevelopment and management of commercial and residential property. Reported to the Managing Member. Serve on executive team responsible for strategic business planning and establishment, implementation and monitoring of action plans.

Fox & Hounds Ltd • Controller/CFO Feb 2004 to May 2005 Alexandria, Virginia

Financial manager of a privately held pet supply and design wholesale business, providing products to pet industry retailers, large department stores and mass marketers, Reported to the President.

The Peters Group LLC • Controller/Consultant/Partner Aug 2002 to Aug 2004 Bowie, Maryland

Senior financial member of a privately held investment company/consulting practice, serving the small business community. Reported to the President. Bradley M. Voight Page 3

Professional Records Storage • Controller/CFO Apr 1998 to Dec 2003 Landover, Maryland

Senior financial executive of a privately held, offsite business records storage company, serving large law firms, health-care providers and financial service firms in the Baltimore/Washington region Reported to the President/COO. District Moving & Storage • Controller/CFO Aug 1987 to Apr 1998 Forestville, MD

Senior accounting and financial executive responsible for the accounting, information technology, pricing and human resource functions for a large, regional, multi-facility, transportation business primarily serving large Federal agencies including Dept. of Defense, Dept. of State, National Archives, National Security Agency and others. Licensing: CPA License in Maryland – Inactive at Present Professional: Member of American Institute of Certified Public Accountants (AICPA) Education: Formal: B.S. in Accounting, University of Maryland member Beta Alpha Psi, national honorary accounting fraternity Professional Continuing Education includes:

• Financial Modeling, Cash Management, Pricing Strategies, Budgeting and Control

• Interstate Corporate Taxation, IRS Audit Techniques, Deferred & Tax Free Compensation

• Government Proposals, Contract Audits, Balanced Score Card, Joint Ventures

• Fair Labor Standards Act, COBRA Compliance, Independent Contractors

• Advanced Taxation of Real Estate Partnerships, Section 1031-Exchanges, Construction Acctg

• Forensic Accounting, Prevention and Detection of Fraud Technical Proficient with the following software:

Skills: • Accounting Software including Microsoft Dynamics, PeachTree, Accpac, Realworld and Quickbooks

• Productivity Software – Word and Excel (power user)

• Thomson/Reuters Ultra Tax (corporate tax), TurboTax (partnerships and LLCs) Volunteer Former/Current Treasurer of:

Activities: • Twenty-Third District Team Slate (Maryland Political Campaign Committee)

• Pointer Ridge Swim & Racquet Club (Private Club)

• Bowie Civic Association (Local Civic Affairs Committee)

• Ocean Colony Condominium Association (Current, Ocean City, MD HOA)



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