Chief Financial Officer
Specialty Insurance Brokerage Operations
Delivered specialty insurance financial operations inclusive of planning, revenue analysis, and compliance functions, while reporting to Board of Directors-Executive, Operations, and Audit & Risk Committees. Managed all facets of operational accounting including collections and carrier payables provided reporting on Key Performance Indicators around the operational accounting function. Grew and developed the execution of Salesforce.com(SFDC) customer relationship management(CRM) tool to provide rigor to revenue forecasting process. Installed TAM and Epic software in for operational accounting and reporting.
- Delivered 3-year strategic business plans, annual budget, forecast, and monthly reporting; led the monthly accounting and sales close and financial reporting for management and corporate reviews.
- Spearheaded the regional adoption of International Financial Reporting Standards(IFRS) in compliance with London's corporate reporting objectives.