· Assisted the financial reporting team with financial reports in IFRS, Statutory (“STAT”), and GAAP reporting with tight deadlines.
· Supported the financial reporting processing team with uploading (weekly, monthly, yearly) journal entries and producing improvements to such reports to ensure they are booked in a timely fashion.
· Supported the quarterly and annual close process and related disclosures.
· Researched accounting issues and prepared accounting documentation and memorandums to guarantee compliance with IFRS, GAAP, and STAT regulations.

Noteworthy Accomplishments
· Designed and developed the step-by-step memos on numerous accounting areas, which was greatly valued by management for process improvements and reduction of errors.
· Reviewed the accounting reports and made numerous recommendations based upon prior financial reporting experience. Such corrections were accepted by management.

· Spearheaded the FIAP project by preparing documentation over the desktop procedures, including step-by-step guidance for the team’s training and standardization of the statutory reporting team’s responsibilities in preparation for the audited financial statements and the Annual Statements required by the National Association of Insurance Commissioners (“NAIC”) and Texas Department of Insurance (“DOI”).
· Executed comprehensive research of Accounting Standards Codification (“ASC”) and Statement of Standard Accounting Practice (“SSAP”) guidance to evaluate company GAAP and STAT interpretation of annual financial reports, disclosures, and schedules, and monitor and guarantee timely identification and compliance with evolving accounting guidance, and execute technical memorandums.
· Designed and developed the standard template for the technical memorandums, ensuring the memos captured and/or were linked to; relevant ASC and SSAP guidance, appropriate disclosure checklist items, and memo

Served a five-month contract to support management with alleviating backlog of operational accounting requirements and updating procedural documents required to standardize training procedures.
● Consultant – Full Cycle GL Accounting Primary Client was a Fortune 500 company. The California-based commercial P&C insurance company's policyholders ranged from small businesses to complex multi-national corporations and Fortune 1000 companies.
● • Analyzed and revised client GAAP financial reports and disclosures, including 10K and 8Ks, and ensured such reports were in conformity with company scorecard requirements.
• Supported research of recorded premium revenue discrepancies between Great American Custom Insurance and Corporate Headquarters, and Great American Insurance Group.
● Noteworthy Accomplishments
• Completed a seven-month delayed score carding project (review and analysis) that permitted the client to assess their policyholders financial standing ahead of their budgeted time

· Managed six public and private audit engagements including reinsurance, life sciences, title insurance, life insurance, and broker dealers and reported directly to senior management and above.
· Analyzed and reviewed GAAP and STAT financial reports and disclosures and ensured such reports were in conformity with regulatory requirements.
· Assisted with the development and integration of recent merger to ensure such process ran seamlessly and effectively.

Noteworthy Accomplishments
· Spearheaded the Go to Market team led by several lead insurance partners to formulate ideas, and create new client relationships in the California area as the only supervisor level professional to collaborate with the partner and director group.
· During the merger of Squar Milner, LLP and Bakertilly US LLP, was the sole manager to perform on both legacy audit engagements, and successfully lead audit engagements on the separate software platforms.

Served an 8-week contract to directly take the reigns on all audit requests, inquiries, and PBC listings for five external audit groups, including, but not limited to PwC, KPMG and EY.
● Consultant – Audit Supervisor
• Primary Client Engagement was a
● 1.5B+ Real Estate Private Equity firm from Newport Beach, CA.
• Coordinated the preparation of external auditor requests for the annual audited financial statements with over entities under construction.
• Main liaison with external tax team to coordinate the annual tax preparation for over ten entities under construction.
• Reviewed schedules provided from the team and delivered constructive feedback prior to delivering to external auditors.
● Noteworthy Accomplishments
• Revised the client's PP&E and Cost Basis schedules to determine gain/loss on various entities to assist team on proper accounting of fixed assets and gain/losses on sales.

· Prepared the audited consolidated GAAP financial statement and the audited combined statutory financial statements.
· Prepared the Annual and Quarterly Statements for all P&C insurance entities, including footnote disclosures and various schedules required by the NAIC.
· Consulted with management and the external auditors to guarantee proper accounting treatment is pragmatic and executed documentation for all transactions, including unusual and non-recurring transactions in accordance with GAAP and STAT principles.
· Accountable for all technical accounting research, assessments, and preparation of the technical accounting memorandums, including adoptions of ASC 606, ASC 842, and ASC 370.
· Operated cross-functionally with Internal Audit, Investments, Tax, and Legal to guarantee the accuracy and completeness of the annual audited financial statements.
· Prepared all STAT to GAAP journal entries to prepare the consolidated GAAP financial statements.
· Prepared all intercompany JEs

· Responsible for month-end close activities, and preparation of the financial reporting package for executive management on a monthly basis.
· Reviewed weekly and monthly balance sheet reconciliations from Corporate and international teams to ensure the accuracy of financial data and provided feedback on areas of improvement to improve efficiencies.
· Reviewed P&L activity and fluctuation analysis, and compared to set budgets.
· Independently reviewed and approved staff journal entries on a daily, monthly, and quarterly basis.
· Performed monthly review of consolidation and intercompany transactions, ensuring all entries are posted in alignment with month-end close procedures.
· Guided upper management from international entities to investigate any reconciling items.
· Assisted Treasury in cash management by reviewing and approving all related journal entries.
· Assisted external auditors with audit requests and ensures they are completed in a timely fashion.

· Analyzed and reviewed GAAP and STAT financial reports and disclosures and ensured such reports were in conformity with regulatory requirements.
· Performed internal control walkthroughs on areas of significant risk to ensure company controls are adequate and in conformance with SOX 404.
· Main contact with specialists that served on the audit engagement, i.e. exploratory data analysts, enterprise risk management specialists, tax, and actuarial specialists. Ensured the engagement team was utilizing specialists to enhance overall audit efficiencies and effectiveness.
· Collaborated directly with client’s executive management to ensure audits are completed within client-imposed deadlines.
· Planned and implemented audit procedures which included risk assessment, testing of controls, substantive testing, and review of financial statements for multiple clients within various industries.