Experience

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  Simon contractors

  May 2013 - Jan 2014

  Contracts/job administrator

  Progress billing and contracts; fixed asset auditing, coding and analysis; account reconciliation and expense variance analysis; accounts receivable and accounts payable; customer service.

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  Collegeamerica

  Sept 2014 - Feb 2017

  Accounting & business instructor

  Teaching a range of business courses from beginning to advanced, and helping students prepare for Associate and/or Bachelor degrees. Basic duties involve instruction, tutoring, student advising, and some curriculum development.

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  State of wyoming

  Oct 2016 - now

  Participates in strategic planning and achievement of goals.Plans, directs, monitors, and coordinates work activities in areas of financial examination, financial analysis, insurance company licensing, and corporate transactions.Ensures compliance with Wyoming insurance laws and regulations.Assists in monitoring the department's budget and projects revenue estimates.Develops policies and procedures for the financial examination and analysis of insurance companies.Supervises, trains, and evaluates examination and financial services personnel in order to meet department goals and objectives.Supervises and reviews the financial analysis and examinations of domestic insurance companies, and the exams of pre-need funeral trusts.Reviews and approves insurance company, risk retention group, accredited reinsurer, and service contract provider applications to do business in Wyoming.Oversees the revenue collection and accounting/bookkeeping function of the Department.Maintains the Department's compliance with the National Association of Insurance Commissioners (NAIC) Accreditation Standards.Responsible for written and verbal communication with insurance companies, consumers, legislators, insurance regulators, state agencies, and banks regarding statutory, accounting, licensing, and trust deposit requirements.Responsible for maintaining the Certified Financial Examiner (CFE) designation and/or Certified Public Accountant (CPA) license by attending the appropriate amount of continuing education required. Show less The Financial Examiner monitors the solvency of WY insurance companies by performing risk-focused examinations and financial analysis of insurance company’s annual and quarterly statements.Plans, performs, and issues reports of examination of all WY domestic insurance companies in accordance with WY Statutes and National Association of Insurance Commissioners (NAIC) standards for the purpose of monitoring financial solvency and statutory compliance.Reviews and gains an understanding of insurer operations, including its corporate governance structure and enterprise risk management framework through a review of regulatory filings, discussions with company personnel, review of public information, review of industry trends and other information.Exercises judgment to identify and assess financial solvency risks facing the company, from a current and prospective risk perspective.Identify relevant controls and risk mitigation strategies to address risks identified and perform tests of controls to evaluate their effectiveness.Performs financial analysis of domestic insurance companies in accordance with WY Statutes and NAIC standards for the purpose of monitoring financial solvency and assessing prospective risks.Coordinates and meets with consulting actuaries and insurers' CPA firms.Summarizes the results of analysis and assessment of risks based on information reviewed and communications with the insurer and other regulators.Corresponds with company executives and state, federal, or international regulators to investigate issues identified, evaluate company responses and propose regulatory actions.Investigates and determines if company is in compliance with state laws, rules, regulations and NAIC standards and guidelines.Reviews applications of insurance companies applying for a license in WY for compliance with statutory requirements; makes recommendation to approve or deny application.Processes annual premium tax filings for insurers licensed in WY. Show less As an auditor in charge, plan and conduct independent financial, compliance, operations and performance audits of state and local governmental entities to protect public funds in compliance with federal, state, and local laws, rules and regulations. State and local governmental entities use multiple and diverse accounting systems, computer systems, database systems and operating systems. Auditors must conduct work in accordance with nationally recognized auditing standards. They are required by those standards to have annual continuing education, and must be able to testify under oath in judicial type environment to defend their work.ESSENTIAL FUNCTIONS: Using risk assessment, internal control evaluation, fraud discussions, other evaluation tools and statutes, engage the auditee and plan the overall strategy for the expected objectives, scope and conduct of the audit.Conduct field work in accordance with applicable Government Auditing Standards or AICPA standards based on appropriately written audit program.Complete fieldwork and analysis, conduct detail review, prepare workpapers for supervisory and managerial review, prepare findings and conclusion for draft reports and conduct the exit conference.Receive formal training in accordance with General Accepted Governmental Auditing Standards (GAGAS).Provide training to current and new employees through classroom or on the job training as well as provide training to auditees.Perform monitoring of public funds, review reports to ensure accurate accounting and reporting, ensure compliance with Statutes and rules by public entities.Give deposition or provide testimony in front of a board, local, state or federal court.Perform work necessary to assist in fraud investigations.Assist in the development of policies and procedures. Show less As a staff auditor, conduct independent, compliance, performance and operations audits of state and local governmental entities; examine multiple and diverse accounting systems, computer systems, database systems, as well as operating policies and procedures that change with each audit to protect public funds in compliance with federal, state, local laws, rules and regulations. ESSENTIAL FUNCTIONS: Must conduct work in accordance with nationally recognized auditing standards, have annual continuing education, and have the ability to testify under oath in judicial type environment to defend audit work.Assist in all areas of the audit function: planning, fieldwork, completion under close supervision.Analyze and reconcile financial information from local government entities and CPA audit reports. Show less

  • Chief Financial Examiner

    Aug 2024 - now

  • Senior Financial Examiner

    Sept 2018 - Aug 2024

  • Senior Auditor

    Jun 2018 - Sept 2018

  • Auditor II

    Oct 2016 - Jun 2018