
Todd R Sajdak CPA
Senior Accountant, Promoted from Staff Accountant

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About me
Founder & Owner of Johns Island Financial Services LLC
Education

University of Massachusetts Amherst
1984 - 1988B.A EconomicsActivities and Societies: Investment club, Intramural sports - Football and Basketball Minor in History
Experience

Keyport Life Insurance Company
Dec 1988 - Oct 1994Senior Accountant, Promoted from Staff Accountant
Coopers & Lybrand LLC
Oct 1994 - Nov 1997Senior AssociatePartial client and project list: Fidelity Investments Life Insurance Company, New England Mutual Life, Liberty Mutual State Examination, The Plymouth Rock Company, The Andover Company, Shearson Lehman.

Arkwright Mutual Insurance Co
Nov 1997 - Nov 1998Manager of Loss AccountingManaged team of four finance/accounting professionals and oversaw all reporting and analysis for Loss Accounting.

Keyport Life Insurance Co.
Nov 1998 - Nov 2001Director of Accounting & ReportingManaged team of seven finance/accounting professionals and oversaw all US GAAP, US STAT & SEC internal/external accounting & reporting.

Allmerica Financial Corporation
Nov 2001 - Apr 2002AVP & Director of Life Accounting and ReportingManaged team of twelve finance/accounting professionals and oversaw all US GAAP, US STAT & SEC internal/external accounting & reporting for Life Insurance segment.

Aviva USA
Apr 2002 - Sept 2007VP & Controller – Aviva Life Insurance Company USA (Promoted from AVP)Managed a team of twenty two finance/accounting professionals and oversaw the IFRS & US STAT internal/external accounting & reporting for Aviva USA and its wholly-owned subsidiary Aviva NY. Also responsible for all Financial Operations: including Treasury, Payment Services, Financial Controls and Payroll. Reported directly to the CFO and interacted with all areas of the business.

John Hancock Financial Services
Oct 2007 - Nov 2022Managed a team of seven finance/accounting professionals and oversaw the preparation of the quarterly/annual IFRS, US GAAP & US STAT Financial Statements, Board Packages, Analysis and Account Reconciliations for John Hancock’s largest Life Insurance Company (JHUSA). JHUSA’s total assets were $266 billion as of December 31, 2010. Reported directly to the US Division Controller and worked closely with the CFO, the Accounting Policy Group, the Business Unit Controllers, Tax, Legal, External/Internal auditors and the Finance team at Manulife. Show less
AVP - US Finance Project Management Office (PMO)
Nov 2015 - Nov 2022AVP Strategic Initiatives
Nov 2012 - Nov 2015AVP Process Improvements – US Wealth Management Group- Fixed Annuities
Aug 2011 - Nov 2012AVP & Controller – John Hancock Life Insurance Company USA
Oct 2007 - Aug 2011

Manulife
Nov 2022 - Aug 2024Global Head of IT Finance
Johns Island Financial Services LLC
Aug 2024 - nowFounder & Owner-Bookkeeping: Small/Mid-Size Businesses- Daily Money Management for Individuals- Personal Financial Coaching- Consulting
Licenses & Certifications

Chartered Life Underwriter (CLU)
The American College of Financial ServicesOct 2005
Project Management Professional (PMP)
Project Management InstituteFeb 2020
Fellow, Life Management Institute (FLMI)
LOMAAug 2004
Certified Public Accountant (CPA)
CPA.comDec 1997
Volunteer Experience
Cyclist
Issued by Best Buddies International on Jun 2018
Associated with Todd R Sajdak CPACyclist
Issued by Pan-Massachusetts Challenge on Aug 2006
Associated with Todd R Sajdak CPACyclist
Issued by American Cancer Society on Jun 2012
Associated with Todd R Sajdak CPACyclist
Issued by National MS Society on Aug 2012
Associated with Todd R Sajdak CPATreasurer
Issued by King Philip Sports Boosters on Jun 2015
Associated with Todd R Sajdak CPA
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