Insurance Specialist Workers Compensation
Resume:
John W. Simmons III, CPA
Annapolis, MD 21401
***********@*******.***
Feb. 2005 - John W. Simmons III, CPA: Annapolis, MD Present Tax Consultant and Risk Management Professional
Key services included tax preparation, accounting, payroll, and business advisory.
Provide bookkeeping services, prepare year end closings, and prepare financial statements.
Provide accounting and tax related solutions to business owners, contractors, and non-profits.
Assisted clients to negotiate successfully with the IRS.
Fluent in preparing forms 1040, 1041, 1120, 1120S, 1065 and 990 non-profit returns.
Assist clients with Business Planning and Financial Planning. Aug. 2017 - Maryland Association of Boards of Education: Annapolis, MD Jan. 2023 Chief Financial Officer
Responsible for the overall day-to-day general accounting operations and reporting for five separate IRS Section 115 non-profit entities. These entities provide support and insurance services to public school systems for the State of Maryland.
Prepared, monitored, and reported annual budgets for each entity including year- end closings.
Prepared and reported monthly financial statements.
Prepared and presented quarterly financial reports to the board of directors as well as at annual conferences and retreats.
Oversaw and worked with outside money managers on over $600M in invested funds through Fidelity and The Maryland Local Government Investment Pool.
Invoiced and monitored collection of annual dues and insurance premiums.
Monitored and reconciled 16 bank and investment accounts monthly totaling over $700M in funds for five independent entities.
Monitored, reconciled, and reported insurance claims expenses for two large insurance pools totaling over $40M.
Worked with outside counsel and the IRS on a white letter ruling to establish a Section 115 non-profit trust for MABE employee’s retirement benefits.
Worked and coordinated with independent outside auditors to prepare annual audits and reviewed financial statements for each entity. 2
Jan. 2016 - Annapolis Accounting Services: Annapolis, MD Aug. 2017 Senior Tax Accountant & Business Advisor
Provided accounting and tax related solutions to business owners, contractors, and non-profits.
Duties included bookkeeping, month end, and year end closings.
Prepared financial statements.
Assisted clients negotiate successfully with the IRS.
Services included tax preparation, accounting, payroll, and business advisory.
Prepared forms 1040, 1041,1120,1120S, 1065 and 990 non-profit returns.
Trained and mentored new accountants and personnel. Jan. 2014 - Maury, Donnelly & Parr, Inc: Baltimore, MD Jan. 2016 Commercial Insurance Agent
Provided qualitative, quantitative analysis, and management solutions through risk finance, retention, or transfer.
Specialized in contractors and construction related risk management predominantly in the maritime field.
Specialized in Enterprise Risk Management strategies and consulting in the fields of Workers Compensation including the Jones Act. Oct. 2009 - Brown & Brown Insurance Services of Virginia: Norfolk, VA Mar. 2013 Enterprise Risk Management Professional
Construction Risk Insurance Specialist designation.
Worked with marine contractors and marine related risk management clients.
Specialized in Enterprise Risk Management strategies and consulting in the fields of Workers Compensation including the Jones Act.
Top Producer in Virginia in 2010.
Top 10 Rookie of the Year corporate wide.
Degrees, Licenses, Certifications and Experience:
B.S. Degree in Finance - University of Maryland - College Park, MD.
Completed remaining course requirements for CPA - AACC - Arnold, MD.
Maryland Licensed CPA – 1998 to present. License: #27300.
Licensed Insurance Producer of P&C, Health and Life, LTC.
Experience with QuickBooks Enterprise Desktop, and QuickBooks online.
Experience with SAGE 50 PeachTree.
Previous Series 7 and 66, Series 31 Managed Futures Licensed.
Treasurer Annapolis Roads Community Association for 9 years.
Current Treasurer of St. Martin’s Lutheran Church Endowment Board.
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