Robert Inglis, CMA

Robert Inglis, CMA

Followers of Robert Inglis, CMA550 followers
location of Robert Inglis, CMANew Haven, Connecticut, United States

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  • Timeline

  • About me

    Senior Operations and Finance Officer

  • Education

    • University of Connecticut School of Business

      1989 - 1993
      MBA Finance
    • The University of Connecticut School of Business

      1989 - 1992
      Bachelor's degree Economics
  • Experience

    • Hartford Life

      Jan 1992 - Mar 1998

      Monthly review of expenditures with variance and trend analysis. Developed unit and process costing models. Responsible for coordination, analysis and review of $50 million budget. Cost-benefit analyses for project proposals.

      • Expense Analyst

        Sept 1995 - Mar 1998
      • Business Analyst

        Jan 1992 - Sept 1995
    • Connecticut Surety Group

      May 1999 - May 2001
      Vice President, Controller and Treasurer

      Responsibility for statutory based financial statements, consolidations, footnotes and taxes. Supervision and development for a staff of 5. Coordination and analysis of actuarial studies. Coordination of audits by external and State DOI audit teams.

    • International Financial Group

      Dec 2001 - Oct 2006
      Director Financial Reporting

      Financial reporting and consolidations for 30+ subsidiaries. Statutory and GAAP based financial statements, external audit support, budgeting and board of director reports. Recruiting, supervision and development for staff of 3. Regulatory and rating agency issue resolution.

    • Cambridge Integrated Services

      Oct 2006 - Mar 2008
      Vice President Insurance/Reinsurance Accounting

      Responsibility for client IFRS and Statutory financial reporting, ceded reinsurance operations, legacy premium receivables and premium audit, claim TPA management, data call and ad hoc reporting, external and regulator audits. Recruiting, supervision and development for staff of as many as 17.

    • Futurity First Insurance Group

      Mar 2008 - Jun 2011
      Vice President Finance and Accounting - CFO (Interim)

      Reporting to the CFO/CEO, full responsibility for all Finance Operations including payroll, AP, risk and insurance, field financial management, treasury and M&A support. Financial reporting including GAAP based financial statements, external audit coordination, budgeting, board of director reports and tax reporting. Recruiting, supervision and development for staff of 4-8. All production reporting. Financial Operations Principal (FINRA Series 28) for limited broker-dealer subsidiary.

    • Robinson & Cole LLP

      Jun 2011 - Sept 2016
      Director of Finance and Human Resources Officer

      Robinson & Cole is an AMLAW 200 firm of 200 attorneys across 9 locations and 7 states. Reporting to the Chief Operating Officer, responsible for all financial operations and management of a staff of 24 across 6 departments including Human Resources, Accounting, Billing, Accounts Receivable, Conflicts, Matter Maintenance and Financial Planning and Analysis. Finance responsibilities include preparation of financial statements, budgeting and variance reporting, taxes, production reporting, pre-bill and bill processing, accounts payable and fixed asset accounting, accounts receivable and collections, risk management and insurance, client and matter intake including conflicts, and system development. Human Resources responsibilities include payroll and benefits processing, non-attorney recruiting and staffing, compensation execution and design, employee policies and handbook publication, wellness, benefit structure and a member of the benefits committee. Show less

    • Sullivan & Worcester LLP

      May 2017 - Dec 2022
      Chief Financial Officer

      Sullivan and Worcester is an AmLaw 200 firm with 180 lawyers and operations in Boston, New York, Washington DC, London and Tel Aviv. Reporting to the COO I am responsible for all finance functions including leading the finance operations team (20), financial reporting and analysis, audit and tax, financial systems and implementations, and conflicts. Compliance Officer for Finance and Administration (COFA) for Sullivan & Worcester UK.

    • Riemer & Braunstein LLP

      Dec 2022 - Feb 2024
      Chief Operating Officer

      Riemer & Braunstein LLP has been meeting the needs of businesses, financial institutions, and individuals for over 85 years, providing each client with cost-effective, responsive and result-oriented services of the highest quality.

    • RTI Financial Consulting Services

      Aug 2024 - now
      Principal

      Law firm support in Finance, Operations and Human Resources

  • Licenses & Certifications

    • Series 6, Series 7 and Series 28 (all lapsed with departure from BD)

      FINRA
      Mar 2008
    • Certified Management Accountant

      Institute of Management Accountants
  • Volunteer Experience

    • Member Board of Directors and Treasurer

      Issued by My Sisters' Place - Hartford, CT
      My Sisters' Place - Hartford, CTAssociated with Robert Inglis, CMA
    • Treasurer and Member, Board of Directors

      Issued by Childrens'​ Educational Opportunities (CEO) Foundation, Inc.
      Childrens'​ Educational Opportunities (CEO) Foundation, Inc.Associated with Robert Inglis, CMA
    • Treasurer and Board Member

      Issued by MERCY MEALS AND MORE
      MERCY MEALS AND MOREAssociated with Robert Inglis, CMA