Accomplished Lead Accountant with expertise in GAAP financial statements, regulatory reporting, and financial analysis. Proven ability to streamline reporting processes and enhance team performance through effective leadership.
Overview
31
31
years of professional experience
Work History
Lead Accountant
Highmark Health
Pittsburgh, PA
08.2008 - Current
Prepared monthly GAAP basis financial statements for the Board of Directors and key management personnel of HM Insurance Group, LLC (HMIG)
Completed monthly consolidation of the companies of HMIG
Completed monthly variance analysis of ledger accounts and lines of business for HM Life Insurance Company
Prepare quarterly and annual statements on a statutory basis for HM Life Insurance Company (HMLIF) and HM Life Insurance Company of New York (HMLNY)
Assist in completing regulatory reporting for various states in which HMLIF operates
Developed and implemented Nvision layouts with the PeopleSoft general ledger system to improve and streamline reporting
Staff Accountant
Highmark Inc.
Pittsburgh, PA
08.1995 - 08.2008
Completed quarterly and annual statutory reporting for Highmark Inc., Keystone Health Plan West, Inc. (KHPW) and HM Health Insurance Company
Completed monthly GAAP basis financial statements for KHPW for the Board of Directors and key management personnel
Completed monthly account reconciliations and resolved reconciling items
Worked on the Business as Usual Team to implement the People Soft General Ledger system and the Nvision reporting tool
Completed the annual forecast balance sheet for the Financial Planning and Analysis Department
Supervised, reviewed and posted journal entries of other staff accountants
Education
Bachelor's of Business Administration - Accounting
Kent State University
Kent, OH
12-1987
Skills
Oracle General Ledger System
Smartview reporting system
PeopleSoft General Ledger System
Nvision reporting system
Microsoft Excel
Microsoft Word
Microsoft Power Point
Sovos Statutroy Reporting System
Accomplishments
Developed and implemented the statutory ledger for Highmark Inc. to improve statutory reporting support and performance
Arranged for a customized annual statutory training on-site to reduce cost and improve effectiveness
Implemented a periodic review of statutory reporting software packages to find improvements and reduce cost and time in preparation
Arranged for a group payment of annual NAIC fees to reduce cost
Developed Nvision and Smartview reports to assist in preparation of GAAP and statutory reporting (e.g., variance analysis, statutory reporting schedules and exhibits, etc.)
Timeline
Lead Accountant
Highmark Health
08.2008 - Current
Staff Accountant
Highmark Inc.
08.1995 - 08.2008
Bachelor's of Business Administration - Accounting