Lauren O'Connor, AFSB

Lauren O'Connor, AFSB

Audit Associate

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location of Lauren O'Connor, AFSBEllicott City, Maryland, United States

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  • Timeline

  • About me

    Senior Surety Underwriter - Commercial Transactional

  • Education

    • Mount St. Mary's University

      2009 - 2013
      Bachelor of Science (B.S.) Accounting and Finance
  • Experience

    • CohnReznick LLP

      Sept 2013 - Oct 2016
      Audit Associate
    • Ingleside

      Oct 2016 - Mar 2022

      Perform full accounting cycle functions as assigned including, but not limited to financial analytic review of the balance sheet, profit and loss, and cash flow. Various reconciliation of the general ledger for seven entities.Review budget vs actual data and report on fluctuations and variances between current financial results compared to the prior year, month, and budgeted amounts.Lead budget review for seven entities ensuring macro goals are achieved. This includes a balance sheets, departmental operations, and future forecasting.Manages four direct reports and administers quarterly and annual performance reviews along with reviewing various deliverables and providing feedback.Assist with cash flow management and projections Acts as liaison with external auditors and tax preparersPresent monthly financial information and participates in resident finance committee meetings. Show less Effectively manages month-end close cycle. Ensures all deadlines are met, work papers are properly documented, and financial statements are presented fairly and accurately with no material misstatements.Assist with managing the day‐to‐day task of Senior AccountantsComplete various ad hoc projects as assigned and produce organized, concise, accurate, and complete deliverables to the Controller and CFO. Projects included, but were not limited to, cash flow forecasting, ratio projections, actual v. budget analyses, payroll analyses, and capital expenditure analysis.Attend Resident Finance Committee meetings and present financial information on topics including monthly financial statements, budgets, and ad hoc topics. Show less

      • Assistant Controller

        Jul 2021 - Mar 2022
      • Accounting Manager

        Apr 2020 - Jul 2021
      • Senior Accountant

        Oct 2016 - Apr 2020
    • Liberty Mutual Surety™

      Mar 2022 - now
      • Senior Surety Underwriter

        Nov 2024 - now
      • Field Product Line Underwriter

        Mar 2023 - Nov 2024
      • Commercial Surety Underwriter

        Mar 2022 - Mar 2023
  • Licenses & Certifications

    • Associate in Fidelity and Surety Bonding (AFSB)

      The Institutes CPCU Society