TABK-115 

PROFESSIONAL SUMMARY: Controller-level accounting leader with proven success in insurance brokerage financial operations. Expertise in full-cycle accounting, managing $20M+ revenue, balance sheet preparation, month-end close, and process improvements. Proven in overseeing A/P, A/R, premium billing, carrier relations, and team leadership to ensure compliance and support executive decisions. TECHNICAL SKILLS: Epic, AMS 360 & agency management systems (30+ years), Microsoft Word, Excel, Outlook, Payroll, invoicing, expense reporting, internet applications 

CORE COMPETENCIES

• Full-cycle accounting, general ledger & balance sheet management
• A/P, A/R oversight & premium billing reconciliation
• Financial reporting, forecasting & month-end close
• Insurance carrier/vendor management & contract negotiations
• Department leadership, staff training & workflow optimization 

TECHNOLOGY: Thirty years of experience working with AMS 360 and other insurance databases. Excellent knowledge of Microsoft Office, Excel, Power Point, Word and Outlook. Internet savvy, Able to reconcile premium with numerous online carrier services 

EDUCATION:      Bachelor of Science (BS) in Accounting, Bachelor of Arts (BA) in Social Sciences

Accounting Manager (Controller-Level) 

• Direct accounting department handling A/P, A/R, ledgers for $20M+ annual revenue with full accuracy.
• Maintain compliance and direct communication with main office following agency acquisition in 2023.
• Lead monthly close; prepare/analyze financial reports and balance sheets for senior management.
• Streamline billing processes; advise teams on procedures; resolve client/carrier accounting issues.
• Maintain organized records; ensure compliance in all financial operations.

For additional information or to obtain a resume on this Insurance Professional...

Contact Fred Gorman at 1-631-588-4200 Between 8AM & 9PM or Email Fred@GormanPersonnel.com