Kyle Coons

Experience

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  Chubb Insurance

  May 2011 - Aug 2011

  Finance Intern

  - Assisted in the upkeep of the income statements, balance sheets, and statements of cash flows.- Responsible for co-signing incoming checks received from various clients.- Worked with IBM's Lotus Notes for communication and tracking of financial spreadsheets.

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  Chubb Insurance

  Jun 2012 - Aug 2012

  Finance Intern- Internal Audit

  - Collected, reviewed, and raised comments on Sarbanes Oxley (SOX) narratives which were utilized by Ernst & Young during their yearly walk-throughs, as well as managing risk internally. - Participated in bi-weekly audit planning meetings.- Pulled daily research of user activity for on-going internal control and risk management.- Attended Chubb sponsored classes regarding insurance, accounting, and finance.- Lead key group discussions of an intern project promoting new and innovative ideas for Chubb to implement in the future. - Promptly and carefully completed all ad hoc assignments managers assigned. Show less

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  Chubb Insurance

  Jun 2013 - Aug 2013

  Finance Intern- Global Financial Systems

  - Reorganized and updated Chubb's domestic expense allocation account for travel and entertainment.- Kept constant record of expense allocations after reorganization was completed.- Utilized Oracle People Soft to input general ledger records for Chubb's worldwide offices.- Constantly communicated with co-workers and managers to complete the expense allocation account and recording ledger entries from Chubb offices worldwide. - Presented to top-level executives the benefits of utilizing social media within the workplace; which several ideas were implemented the following year. Show less

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  Chubb Insurance

  Jun 2014 - Aug 2014

  Finance Trainee

  - Organizing all of Chubb’s partnerships' schedule K-1s (Form 1065) in a timely manner, into readable worksheets to allow ease in creating the final tax return. - Quickly adapted to using Onesource operating system to compile tax Form 926, Form 8621, Form 8865, and Form 5471 to complete Chubb's tax return paperwork for its stakes in its partnerships.- Analyzing income statements, balance sheets, and statements of cash flows for completion of Form 5471 for Chubb’s records.- Attending week-long conference to increase my knowledge of the insurance industry. Show less

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  IPG Mediabrands

  Aug 2014 - Jan 2016

  Financial Analyst
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  Originators Group, LLC

  Jan 2016 - Nov 2024

  Senior Vice President, Valuation & Advisory Services
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  Cushman & Wakefield

  Nov 2024 - now

  Director