Financial Specialist Career Research and Resources
Montana State Fund, Safeco Ins. Co. and Cascade Nat'l. Ins. Co.
Montana State Fund - completed Statutory reporting project as well as business process re-engineering Safeco Ins. Co. - performed high level investment accounting and review Cascade Nat'l. Ins. Co. - served as interim CFO.
Avg. Salary: $270,000 · Company Rank: Not Available
Washington Mutual, Inc.
Compared budget to actual and forecasted a rolling three years out for strategic planning using Peoplesoft and Hyperion software.
Avg. Salary: $270,000 · Company Rank: Not Available
Vital Link.net, Inc.
Financial accounting and reporting, budgeting, cash management, Board and investor relations and capital raising.
Avg. Salary: $270,000 · Company Rank: Not Available
Washington Casualty Co.
As CFO was responsible for all accounting and financial reporting (both Statutory and GAAP), treasury and cash management, budgeting and forecasting, Board relations, Executive Committee member and managed the Accounting/Finance department.
Avg. Salary: $270,000 · Company Rank: Not Available
Reliance Insurance Cos.
As Manager of Financial Operations compared budget to actual, created financial models to forecast, and wrote all financial operations reports for Management and the Board to review. As AVP for Agency Operations was responsible for all agent commissioning, performance monitoring and compensation.
Avg. Salary: $270,000 · Company Rank: Not Available
Various Financial Positions
1977 to 1979 - Asst. Finance Manager for ITT Grinnell (entry level). 1979 to 1982 Branch Controller for U.S. Gypsum Co. branch operation. 1982 to 1985 - VP and Controller for a wealth management and consulting firm for individuals and small businesses.
Avg. Salary: $270,000 · Company Rank: Not Available
Liberty Mutual Group
• Responsible for maintaining compliance with statutory deposit rules for all insurance company members of the Liberty Mutual Insurance Group. • Compiling information requested for internal and external audits and examinations. • Sarbanes – Oxley (“SOX”) testing and compliance for the Investment Department. • Preparation of investment compliance-related reporting to the company’s Board of Directors, Investment Committee...
Avg. Salary: $80,000 · Company Rank: Not Available
SSC Technologies
• Collect and study data to determine costs of business activities. • Recommend budget adjustments, and other cost reduction measures. • Analyze financial data and extract and define relevant information; interpret data for the purposes of tracking Key Performance Indicators (“KPI”s) to track financial performance under a Service Level Agreement (“SLA”) with client Deutsche Bank. • Project Management with the Developmen...
Avg. Salary: $80,000 · Company Rank: Not Available
ALS- Therapy Development Institute
• Developed accounting procedures manual to achieve compliance with requirements for U.S. Department of Defense grant program and non-profit audit requirements.
Avg. Salary: $80,000 · Company Rank: Not Available
Carlisle and Gallagher
• Developed and implemented project plan to translate investment contract rules into Charles River Development System for transition of U.S. Trust investment contracts to Bank of America systems.
Avg. Salary: $80,000 · Company Rank: Not Available
