Life Insurance Accounting and Finance Expert
This strategic accounting and finance leader brings extensive insurance tax experience to his roles. An innovative, team-focused professional, he has a proven track record of achieving results.
This specialist’s background includes tax provisioning and strategy, as well as tax audit and defense. He has been responsible for ensuring compliance with federal and state requirements and documentation standards, thereby reducing review time and costs associated with external audits. In addition, he has defended issues raised during tax examinations by federal and state taxing authorities.
In recent consulting roles, this accounting and finance expert handled tax review and process documentation for a large life insurance company and advised another organization on financial revenue recognition and reporting requirements in connection with adoption of ASC 606. This included analysis of financial statement accounts, general ledger entries, and earnings and profits schedules for foreign entities. This expert determined which revenue and expense items required preparation and filing of Form 3115 and identified required adjustments to Schedule M-3.
In another previous position, this consultant served as the tax advisor to a life insurance organization’s financial leadership team as they onboarded a new third-party administrator (TPA). He authenticated system setups for various insurance products and confirmed appropriate preparation for tax reporting within the new TPA environment.
Leverage this consultant’s expertise for your next project.