Stephanie Porter, Certified Public Accountant, FLMI
(773) 297-7728 (C) Chicago, IL 60653-1111 email: firstname.lastname@example.org
Experienced Financial Accounting Executive with multi-industry exposure in cross-functional matrix structures,
including insurance, health care, transportation and advertising. Specialties include Securities and Exchange
Commission (SEC) external reporting, financial planning, forecasting, internal management reporting and analysis,
reporting on a U.S. Generally Accepted Accounting Principles (GAAP), statutory, International Financial Reporting
Standards (IFRS), Embedded Value basis and other European performance indicators. Proven record of
accomplishments in implementation of policies and procedures to effect measurable improvement in financial
responsibility, operational efficiency, customer service, staff development, productivity and shareholder value.
Demonstrated leadership capability in large global organizations
Ability to research, analyze and resolve complex accounting and financial reporting problems
Ability to successfully build coalitions at all levels to accomplish common goals and execute corporate initiatives
Ability to quickly adapt to new environments and identify and implement process improvements
Skilled in integration of financial and management reporting systems and software applications
Recognized by executive team for exceptional performance and success on multiple projects
AVIVA NORTH AMERICA INSURANCE 8/2010 – present
Director of Financial Planning and Forecasting
Partner with U.S. and Canadian business units to support Aviva’s growth strategy in the North America market.
Responsible for the complex multi-national ($14 billion in annual revenue) planning, forecasting, performance
management reporting and analysis function for life, annuity, property and casualty insurance financial services
group. Directed staff of 4 finance and accounting professionals.
Achieve consistency in reporting standards while challenging business assumptions and underlying results;
reduce redundancy in analysis of multiple currency financial results based upon IFRS, Market Consistent
Embedded Value (MCEV), as well as financial indicators regulated by the United Kingdom’s (UK) financial
services industry regulator. Results: Shared services impact of circa $9.7 million expense savings to business
unit finance functions, allowing business units to focus on strategic and growth initiatives.
Successfully built coalitions with business units during the introduction of a new shared services model through
in-depth analysis and open conversation about pain points. Results: Received stakeholder buy-in which
ensured efficient and effective implementation of the model and service on a go-forward basis was providing the
key elements required for the business to succeed.
Liaise with Aviva UK to monitor and assess current industry accounting and financial reporting developments
impacting the Aviva North America business units. Results: Business units received proper guidance to
mitigate issues and comply with parent company and regulator reporting policies, requirements and processes in
a timely manner.
Identify and drive operational efficiency gains through research and development of new employee training
package to facilitate more timely and consistent on-boarding. Results: Increased productivity of new hires with
time efficiencies of up to 25%.
CNA FINANCIAL CORPORATION 1996 – 2010
Director of Financial Planning and Analysis (3/2005 – 8/2010)
Responsible for enterprise-wide ($10 billion in annual revenue) annual planning and quarterly forecasting processes,
including direction and guidance for corporate initiatives, review and preparation of executive management and
board of directors’ financial review packages, review of investor relations materials, SEC filings and identification of
actionable items for Chief Financial Officer and business units. Built and led team of 4 finance and accounting
Ensured CNA’s compliance and accuracy with the Securities Exchange Act of 1934, Securities Act of 1933,
Investment Company Act of 1940, and the Investment Advisers Act of 1940 through regular review of 10-Q,
10-K, annual report, financial supplements and press releases. Results: Inconsistencies and non-compliant
issues were highlighted and remediated.
Uncovered and escalated $200 million investment in discontinued operations subsidiary valuation issue and
partnered with external auditors, Corporate Controller, Technical Accounting team and other resources to
research, resolve, implement proper controls and reduce risk to shareholders and company. Results: Valuation
of discontinued operations reflected proper shareholder value and net worth. Received Platinum FOCUS
(Financial responsibility, Operational efficiency, Customer focus, Underwriting excellence, Shareholder value)
Award and the Chairman’s Care Award, which was the highest company award and recognition.
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Key lead in the implementation of the Business Objects enterprise-wide planning and forecasting system,
including extensive development of business sub-processes, monitoring end-system performance and
functionality, and transitioning functions to IT. Results: Reduced FTE workload by 40%. Received Gold
FOCUS Award for outstanding integration and implementation work.
Identified and provided ongoing training and direction to financial analyst staff in support of CNA’s internal
management reporting process. Results: Ensured consistent service and understanding of business results
which minimized rework and improved relationships with key stakeholders.
Responsible for attracting, retaining and assessing future talent needs for the Accounting Rotational Business
Associates (ARBA) program, identifying competency gaps of participants and proactively creating associated
development plans. Results: Enhanced ARBA program’s reputation and visibility. Created spirited competition
within leadership for graduates of the program.
Leveraged ARBA staff to build FP&A function. Results: Reduced voluntary terminations by Corporate FP&A
staff by 90%, avoiding approximately $28k in new hire costs per employee. Received Bronze FOCUS Award
for outstanding leadership.
Director of Securities and Exchange Commission and Financial Reporting (11/2003 – 3/2005)
Responsible for interpreting and implementing SEC rules and regulations, including Sarbanes-Oxley (SOX) Act of
2002, Generally Accepted Accounting Principles and Financial Accounting Standards Board (FASB) rules and
guidelines to ensure CNA compliance. Worked closely with external auditors and internal and external stakeholders.
Led team of 12 accounting and finance professionals.
Improved preparation and review process for 10-Q, 10-K, annual report, press releases, financial supplements
and investor relations data by refreshing corporate finance department’s audit programs and increasing review
accountability. Results: Reduction of errors and omissions prior to controller, Audit Committee, Disclosure
Committee and external audit firm review.
Worked closely with legal team in preparation and review of 8-K filings. Reinstated use of disclosure checklist.
Results: Ensured controls and procedures were in place for regulatory compliance and accuracy in SEC filings.
Designed staff training and provided guidance for activities that supported CNA’s internal and external reporting
processes, including consolidated financial statement preparation and analysis of parent company (Loews
Corporation) financial statements. Results: Reporting process simplified, resulting in increased understanding
by CNA staff and external auditors. Improved documentation, allowing for a clear audit trail.
Improved efficiency in preparation of reporting for defined contribution and defined benefit plans by distributing
the workload equitably. Results: Reduction of errors and omissions prior to controller and auditor review.
Led accounting research for special projects and transactions, including the disposition and acquisition of
subsidiaries and business segments and responses to SEC comment letters. Results: Proper accounting rules
applied, proper pro forma disclosures filed and appropriate documentation supplied to ensure CNA compliance.
Monitored current issues affecting the insurance industry and SEC registrants. Results: Allowed CNA to
anticipate new trends and the direction of the market in order to evaluate and adjust strategic initiatives.
Manager of SEC and GAAP Consolidation & Reporting (3/2000 – 11/2003)
Responsible for the preparation of GAAP and SEC external reporting, including 10-Q, 10-K, annual report, press
releases, financial supplements and investor relations data. Led team of 12 accounting and finance professionals.
Led Deloitte & Touche client responses to audit findings and comments. Results: Reduction of errors and
omissions prior to controller review and SEC filings.
Examined pain points of reporting processes and solutions through open dialog. Results: Improved liaison
relationship between CNA business segments and Corporate Financial Services/GAAP Reporting team.
Mentored, coached and developed staff through inclusion, cross-training and job rotation. Results: Improved
team morale and employee survey results as breadth and depth was attained within team, which relieved stress
points and pressures of competing priorities during reporting cycles.
Managed and led staff in special projects including development of GAAP reporting framework to streamline and
centralize key reporting processes. Results: Reduction of FTE workload by over 30%. Received Corporate
Financial Services Excellence Award.
Senior Accountant GAAP and Casualty Reporting (8/1996 – 3/2000)
Primary responsibilities included preparation of GAAP financials for SEC filings, including balance sheets, income
and cash flow statements, as well as related financial analysis, statutory financial statements, statutory audit reports
and supplemental reports for parent company (Loews Corporation).
Performed special-purpose research, analysis and projects including implementation of the Hyperion financial
reporting system to integrate consolidation logic into reporting process. Results: Reduced consolidation process
by 20%, which reduced the quarterly close cycle from 10 days to 8 days.
Supervised ARBA rotational accounting staff during year-end and quarterly closes. Results: Enabled
department manager to realign resources and focus on other competing priorities, key projects and initiatives.
Created report writing and testing in support of the PeopleSoft general ledger system implementation. Results:
Increased operational efficiency by eliminating manual processes.
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RAMSEY BADRE & ASSOCIATES, INC., Park Ridge, IL 1992 – 1995
Financial Analyst Consultant
Assisted owner in preparation of quarterly reporting for hospital and hospice care organizations.
Utilized Quattro Pro to improve and streamline financial reporting workbooks resulting in less rework and errors.
Performed administrative duties.
DISTRIBUTION AND TRANSPORTATION SERVICES, INC., Des Plaines, IL 1990 – 1992
Accountant/Administrative Services Manager
Managed administrative and general accounting functions.
Automated accounts receivable, accounts payable and payroll system using Peachtree III and trained staff on
newly implemented computer and software system.
Prepared yearly budget and sales analysis; Performed accounts receivable and accounts payable
deliverables; Prepared weekly payroll and related compliance reports; Prepared bank credit line advances
reports; Prepared bank reconciliations; Performed general accounting activities.
Administered employee benefits and restructured employee benefits.
MCCONNAUGHY STEIN SCHMIDT BROWN, INC., Chicago, IL 1989 – 1990
Prepared semi-monthly payroll and related federal and state compliance reports.
Processed accounts receivable transactions.
Assisted in preparation of monthly financial close; Maintained general ledger; Performed general accounting
Administered employee benefits.
Bachelor of Science - Commerce/Business Administration, DePaul University
CPA Review Program Curriculum, DePaul University
Continuing Education: IFRS, MCEV, GAAP, SEC, Financial Reporting
Certified Financial Forensics Credential Candidate
Licensed and Registered Certified Public Accountant; Fellow, Life Management Institute (FLMI)
FINANCIAL INFORMATION SYSTEMS/SOFTWARE
Magnitude (Cartesis), Business Objects, Hyperion, Essbase, PeopleSoft, Microsoft Excel, Word, PowerPoint,
Quattro Pro, Peachtree
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