Ad Mac

Senior Accountant with 10+ years of experience in insurance accounting, financial reporting, account reconciliations, regulatory compliance, and multi-state tax reporting. Proven ability to streamline accounting processes through advanced Excel automation, reducing manual workload by 16+ hours per week. Experienced in month-end close, general ledger management, audit support, ERP systems, financial analysis, and cross-functional collaboration with IT on system integrations and process improvements.

Senior Accountant - ePremium Insurance Agency, LLC - Mason, OH

(2019-02)

• Manage financial reporting, general ledger activity, and accounting records for a multi-state insurance organization, ensuring accuracy, consistency, and regulatory compliance.
• Lead surplus lines tax reporting and regulatory filings across all 50 states, ensuring compliance with state-specific requirements and filing deadlines.
• Develop automated Excel reporting tools that reduce manual processing by 16+ hours per week while improving reporting accuracy, consistency, and turnaround time.
• Oversee invoicing, premium tracking, and financial recordkeeping for more than $1 million in monthly billed insurance premiums.
• Administer premium tax payments exceeding $50,000 per month while ensuring accurate reporting and timely remittance.
• Prepare journal entries and monthly bank/account reconciliations to support accurate and timely month-end close activities.
• Partner closely with IT teams to support ERP implementations, financial data integrations, user acceptance testing, and process improvements across accounting and reporting platforms.
• Played a key role in accounting system conversions by validating data accuracy between ERP, billing, and reporting systems and supporting a smooth transition with minimal operational disruption.
• Collaborate with internal and external auditors to support regulatory audits, address compliance requirements, and strengthen financial controls.

Accounting Staff - ePremium Insurance Agency, LLC - Mason, OH

(2015-03 - 2019-01)

• Prepared and filed surplus lines premium tax returns across 40+ states while ensuring compliance with regulatory reporting requirements.
• Processed journal entries and reconciliations for premium and tax-related accounts, supporting accurate financial reporting.
• Managed payment processing and account maintenance for 2,000+ client accounts while ensuring accuracy and timeliness.
• Collaborated with leadership on financial reporting and accounting operations to support business needs and improve reporting visibility.

Bachelor of Business Administration (BBA) - Accounting - University of Cincinnati, Carl H. Lindner College of Business (2018)