Todd R Sajdak CPA

Todd R Sajdak CPA

Senior Accountant, Promoted from Staff Accountant

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location of Todd R Sajdak CPAJohns Island, South Carolina, United States

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  • Timeline

  • About me

    Founder & Owner of Johns Island Financial Services LLC

  • Education

    • University of Massachusetts Amherst

      1984 - 1988
      B.A Economics

      Activities and Societies: Investment club, Intramural sports - Football and Basketball Minor in History

  • Experience

    • Keyport Life Insurance Company

      Dec 1988 - Oct 1994
      Senior Accountant, Promoted from Staff Accountant
    • Coopers & Lybrand LLC

      Oct 1994 - Nov 1997
      Senior Associate

      Partial 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 1998
      Manager of Loss Accounting

      Managed team of four finance/accounting professionals and oversaw all reporting and analysis for Loss Accounting.

    • Keyport Life Insurance Co.

      Nov 1998 - Nov 2001
      Director of Accounting & Reporting

      Managed team of seven finance/accounting professionals and oversaw all US GAAP, US STAT & SEC internal/external accounting & reporting.

    • Allmerica Financial Corporation

      Nov 2001 - Apr 2002
      AVP & Director of Life Accounting and Reporting

      Managed 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 2007
      VP & 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 2022

      Managed 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 2022
      • AVP Strategic Initiatives

        Nov 2012 - Nov 2015
      • AVP Process Improvements – US Wealth Management Group- Fixed Annuities

        Aug 2011 - Nov 2012
      • AVP & Controller – John Hancock Life Insurance Company USA

        Oct 2007 - Aug 2011
    • Manulife

      Nov 2022 - Aug 2024
      Global Head of IT Finance
    • Johns Island Financial Services LLC

      Aug 2024 - now
      Founder & 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 Services
      Oct 2005
    • Project Management Professional (PMP)

      Project Management Institute
      Feb 2020
    • Fellow, Life Management Institute (FLMI)

      LOMA
      Aug 2004
    • Certified Public Accountant (CPA)

      CPA.com
      Dec 1997
  • Volunteer Experience

    • Cyclist

      Issued by Best Buddies International on Jun 2018
      Best Buddies InternationalAssociated with Todd R Sajdak CPA
    • Cyclist

      Issued by Pan-Massachusetts Challenge on Aug 2006
      Pan-Massachusetts ChallengeAssociated with Todd R Sajdak CPA
    • Cyclist

      Issued by American Cancer Society on Jun 2012
      American Cancer SocietyAssociated with Todd R Sajdak CPA
    • Cyclist

      Issued by National MS Society on Aug 2012
      National MS SocietyAssociated with Todd R Sajdak CPA
    • Treasurer

      Issued by King Philip Sports Boosters on Jun 2015
      King Philip Sports BoostersAssociated with Todd R Sajdak CPA