Key Skills

Proven abilities to model, design, implement, and monitor revenue and expense strategic and operating plans. Experience in analysis of delinquent insurance accounts and planning appropriate strategy to collect premium while limiting costs. Experience in tracking, reporting governmental and public sector revenue sources.

Experience in evaluating, auditing and reviewing financial condition of going concerns in the insurance, banking, manufacturing, health care and non-profit industries. Liaison with state regulatory agencies during insurance fraud investigations and as key representative during regulatory and financial audits. Control of $2 million annual budget, including periodic management and financial reporting.

Demonstrated proficiency in choosing correct software to automate existing processes while achieving efficiencies and increasing effectiveness. Ability to develop and implement extensive computerized systems to track, assess and report revenues and expenses. Expertise in LOTUS 1-2-3, Microsoft EXCEL, word processing, data base management and graphics software packages.

Demonstrated ability to manage various production operations including a 25 person remittance processing operation handling approximately $95 million per month; 11 person collection department responsible for the collection of approximately $100 million in delinquent insurance premium; three person investment accounting unit responsible for the GAAP, statutory and management reporting of a mortgage portfolio totaling $7 billion.

Education

Georgetown University Washington, DC. Bachelor of Science, Business Administration, concentration in accounting, May 1981. Dean’s Citation Recipient. Who’s Who in Colleges and Universities, 1981 Ed.

Loomis Chaffee School Windsor, Connecticut, 1977

Civic Activities