Accountant
Content
STEPHEN EVANS 2407 Calle Majorca, San Clemente, CA 92672. Tel: (949) 492 2297 Cell: (949) 466 9402 Email: [email protected]
PROFESSIONAL SUMMARY FINANCIAL EXECUTIVE with extensive International experience in the Insurance and Reinsurance Industry. Particular skills include: Accounting; Financial Manageme nt; Budgeting and Human Resource Management. Experienced in the application and compliance of USA accounting standards. Immigration Status: Permanent Resident in USA with all rights to work. EXPERIENCE REAL ESTATE CONSORTIUM - Private investor group June 2008 - Present Chief Financial Officer, brought in to repair multiple cases of incomplete recor ds and bring reconciliations and tax returns up to date for consortium group com panies. * Control regained over bank accounts and investments, bank fees minimized. * Tax Returns now being lodged, reducing risk of aggressive State and or Federal tax audits.
SUNCORP GROUP - National Insurance Company in Australia. June 2007 - January 200 8 Reinsurance Accounting Manager, directing three accountants and two junior staff . Quantified and allocated reinsurance premiums, claims and reserves to each busin ess cost center by class (mainly property, casualty but also life and medical). * Discovered A$18million in previously undisclosed reinsurance debts through an aggressive internal audit. RENAISSANCE Underwriting Agy / ARADLAY Insurance Brokers, Aust. Feb.2004 - Marc h 2007 Group Accountant, reporting to the Chief Executive Officer. Managed Credit Control, Accounts Receivable and Accounts Payable, Payroll, Board Secretarial and HR Administration. * Created accounting manuals and changed financial reporting to the Board from a n annual to monthly cycle which improved Board knowledge of performance. COBALT- Insurance and Reinsurance Service Company. October 2000 - February 2004 Accountant, managing administration of client reinsurance programs and related l edgers. * Applied client reinsurance programs to client databases. Directed audit of exi sting recoveries resulting in additional recovery billings of NZ$3million for cl ient, AMP New Zealand. * Successfully allocated more than A$100million from suspense to reinsurance led gers following Price Waterhouse approval of audit trails. E.W. BLANCH - International Reinsurance Broker, HQ in Dallas, TX. Sept 1994 - O
ctober 2000 Chief Financial Officer, Asia Pacific Managed Finance and Administration; for operating offices in the Asia Pacific re gion, namely Australia, China, Hong Kong, Malaysia, Singapore and Vietnam. * Directed standardization of internal accounting standards, procedures and I.T. systems; reviewed existing work processes which led to the creation of an Asia Pacific 'hub' and gained annual cost savings of 25% of operating costs in this region (US$5million). * Awarded a seat on the Board of Directors in Australia, Hong Kong and Malaysia. LITTLEWOODS Services - Insurance / Reinsurance Service Company, Sydney. 1994 Accountant, administered client reinsurance programs for five overseas reinsuran ce companies.
SYDNEY REINSURANCE Company, Australia.
1993 - 1994
Accountant, Managed: preparation of monthly financial data and filings with regulatory autho rities; Accounts Payable and Accounts Receivable.
SPHERE DRAKE UNDERWRITING MANAGEMENT, HQ in U.K.
1980 - 1993
Accountant (1987 - 1993) in Sydney, Australia: Managed monthly Management Accounts, prepared and filed quarterly reinsurance fi nancial statements with the Insurance Commissioner; Accounts Payable and Account s Receivable and the annual Budget processes. * Replaced manual handwritten underwriting records for 32 classes of insurance w ith a suite of excel spreadsheets; reduced reporting time by two weeks each quar ter. * Created Actuarial Triangulations to calculate reserves; reduced cost of outsou rcing this task to $0.00, saving A$25,000 per annum. * Dramatically increased the return on investments by changing investment from c ash deposits to Bank Bills; doubled return on investments. Assistant Accountant (1980 - 1986) in London, U.K. Produced quarterly reinsurance accounts for reinsurers, reported and filed Debto r and Creditor reports annually with the regulatory authorities, managed expense allocations to business units. * Promoted to Accountant in Sydney, Australia office in January 1987. BUSINESS ASSOCIATIONS / EDUCATION / SYSTEM SKILLS: Member Financial Services Accountants Association (FSAA), Australia 1987 - 2008 APRA approved alternative agent in Australia for Sphere Drake Insurance 1996 - 2008 Accounting/Finance mentoring undertaken with Deloitte Touche partner 1987 - 1993 Private school education; scholarship at St.Georges College, Weybridge, Surrey, UK.
Systems used: Ebix(CBS), Oracle, Sics NT, Peoplesoft, Embre, MS Access, Word, Po werpoint and Excel, Attache, MYOB and Quickbooks Pro 2007 & 2008.
PROFESSIONAL SUMMARY FINANCIAL EXECUTIVE with extensive International experience in the Insurance and Reinsurance Industry. Particular skills include: Accounting; Financial Manageme nt; Budgeting and Human Resource Management. Experienced in the application and compliance of USA accounting standards. Immigration Status: Permanent Resident in USA with all rights to work. EXPERIENCE REAL ESTATE CONSORTIUM - Private investor group June 2008 - Present Chief Financial Officer, brought in to repair multiple cases of incomplete recor ds and bring reconciliations and tax returns up to date for consortium group com panies. * Control regained over bank accounts and investments, bank fees minimized. * Tax Returns now being lodged, reducing risk of aggressive State and or Federal tax audits.
SUNCORP GROUP - National Insurance Company in Australia. June 2007 - January 200 8 Reinsurance Accounting Manager, directing three accountants and two junior staff . Quantified and allocated reinsurance premiums, claims and reserves to each busin ess cost center by class (mainly property, casualty but also life and medical). * Discovered A$18million in previously undisclosed reinsurance debts through an aggressive internal audit. RENAISSANCE Underwriting Agy / ARADLAY Insurance Brokers, Aust. Feb.2004 - Marc h 2007 Group Accountant, reporting to the Chief Executive Officer. Managed Credit Control, Accounts Receivable and Accounts Payable, Payroll, Board Secretarial and HR Administration. * Created accounting manuals and changed financial reporting to the Board from a n annual to monthly cycle which improved Board knowledge of performance. COBALT- Insurance and Reinsurance Service Company. October 2000 - February 2004 Accountant, managing administration of client reinsurance programs and related l edgers. * Applied client reinsurance programs to client databases. Directed audit of exi sting recoveries resulting in additional recovery billings of NZ$3million for cl ient, AMP New Zealand. * Successfully allocated more than A$100million from suspense to reinsurance led gers following Price Waterhouse approval of audit trails. E.W. BLANCH - International Reinsurance Broker, HQ in Dallas, TX. Sept 1994 - O
ctober 2000 Chief Financial Officer, Asia Pacific Managed Finance and Administration; for operating offices in the Asia Pacific re gion, namely Australia, China, Hong Kong, Malaysia, Singapore and Vietnam. * Directed standardization of internal accounting standards, procedures and I.T. systems; reviewed existing work processes which led to the creation of an Asia Pacific 'hub' and gained annual cost savings of 25% of operating costs in this region (US$5million). * Awarded a seat on the Board of Directors in Australia, Hong Kong and Malaysia. LITTLEWOODS Services - Insurance / Reinsurance Service Company, Sydney. 1994 Accountant, administered client reinsurance programs for five overseas reinsuran ce companies.
SYDNEY REINSURANCE Company, Australia.
1993 - 1994
Accountant, Managed: preparation of monthly financial data and filings with regulatory autho rities; Accounts Payable and Accounts Receivable.
SPHERE DRAKE UNDERWRITING MANAGEMENT, HQ in U.K.
1980 - 1993
Accountant (1987 - 1993) in Sydney, Australia: Managed monthly Management Accounts, prepared and filed quarterly reinsurance fi nancial statements with the Insurance Commissioner; Accounts Payable and Account s Receivable and the annual Budget processes. * Replaced manual handwritten underwriting records for 32 classes of insurance w ith a suite of excel spreadsheets; reduced reporting time by two weeks each quar ter. * Created Actuarial Triangulations to calculate reserves; reduced cost of outsou rcing this task to $0.00, saving A$25,000 per annum. * Dramatically increased the return on investments by changing investment from c ash deposits to Bank Bills; doubled return on investments. Assistant Accountant (1980 - 1986) in London, U.K. Produced quarterly reinsurance accounts for reinsurers, reported and filed Debto r and Creditor reports annually with the regulatory authorities, managed expense allocations to business units. * Promoted to Accountant in Sydney, Australia office in January 1987. BUSINESS ASSOCIATIONS / EDUCATION / SYSTEM SKILLS: Member Financial Services Accountants Association (FSAA), Australia 1987 - 2008 APRA approved alternative agent in Australia for Sphere Drake Insurance 1996 - 2008 Accounting/Finance mentoring undertaken with Deloitte Touche partner 1987 - 1993 Private school education; scholarship at St.Georges College, Weybridge, Surrey, UK.
Systems used: Ebix(CBS), Oracle, Sics NT, Peoplesoft, Embre, MS Access, Word, Po werpoint and Excel, Attache, MYOB and Quickbooks Pro 2007 & 2008.
