aaron jones , mba , ava
Lead Accounting Analyst at American Mortgage Consultants, Inc.
fp & manager | finance manager | senior/lead financial analyst
disciplined , versatile , resourceful fp & manager 15 year financial experience driving executive decision-making future profitability primarily financial service insurance industry . created entire financial forecasting infrastructure specialty p & c insurance company part multi-billion-dollar global organization . diverse skillset ranging modeling financial reporting performance measurement strategic recommendation board director . successful managing complex , fast-paced , dynamic environment hands-on , lead-by-example management style . core competency : * financial reporting * project management * strategic planning * cross-functional leadership * performance management * data manipulation & analytics * financial statement development * risk management * ratio & variance analysis * budget direction & oversight * business valuation * executive presentation * competitive intelligence * process innovation technical skill : * microsoft office suite ( excel , access , powerpoint , word , outlook ) * bloomberg * & p/capital iq * sap * hyperion * as400
American Mortgage Consultants, Inc.
https://www.linkedin.com/company/american-mortgage-consultants-inc-
Tampa, Florida, United States
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Lead Accounting Analyst
Allied International Holdings Corporation (Acquired by AXA XL)
Engineered the 5-year forecast model, FP&A reporting deliverables, and performance measurement tracking tools and used them to construct individual and consolidated business financial statement projections.
Generated average annual investment and net income growth of $5.5 million by implementing annual budget process and key performance indicators to measure performance of revenue and profit drivers.
Reduced average annual underwriting expenses by $7.5 million by developing rolling annual forecasts used during budget development to measure current expenses and examine the underlying cost drivers.
Initiated weekly meetings with the producers to confirm clients’ policy writings for the month and to assess certain accounts’ likelihood of renewal to examine sources of total premium growth via rollforward.
Innovated 15-year premium trending reports by business class that, in tandem with the premium rollforward, provided a complete picture to the Board of Directors which business lines were growing and to what extent.
Treasure Island, FL
Manager of Financial Planning and Analysis
Ideal Image
https://www.linkedin.com/company/ideal-image
Tampa, Florida, United States
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Financial Analyst
United Insurance Management Corporation
Championed creation of premium “earn-out” model that amortized written premiums into earned premiums for the income statement, reducing days of individual policy review to less than one hour of calculations.
Collaborated with department leaders to reduce administrative expenses by developing improved expense classifications for measurement and more accurate forecasts.
Managed investment portfolio recordkeeping, conducted impairment testing, and wrote quarterly reports to document permanent declines in the fair market value of impaired bonds for reporting to A.M. Best.
Implemented creation of 3-year financial statement projections, comparable company analyses, and written premium and administrative expense variance analyses on monthly, quarterly, and year-to-date bases.
Tampa/St. Petersburg, Florida Area
Senior Financial Analyst
Kirkland, Russ, Murphy, & Tapp, PA (Acquired by CBIZ-MHM)
Conducted business valuations, implemented use of accompanying executive reports and assumptions, and delivered executive reports incorporating energy, health care, and financial services competitive intelligence.
Implemented system of automated updates to provide for changes made by audit and tax groups to current and historical financial statements of companies that were also valuation clients.
Innovated 10-year cash flow projection processes with estimated discount rates and valuation multiples for use in goodwill impairment testing and tax and litigation support.
Clearwater, Florida, United States
Associate
Deloitte Transaction and Advisory Services
Performed valuations of businesses, intangible assets, and equities for tax and financial planning, litigation advisory services, goodwill impairment testing, and fairness and solvency opinions.
Advised finance, technology, media/telecom, health care/pharmaceutical, and manufacturing companies on valuation rules and procedure with company- and asset-based valuation audit reports and recommendations.
Championed the collection of competitive intelligence and economic and industry metrics to determine discount rates and valuation multiples to use in discounting cash flows.
Implemented system of financial data updates from Bloomberg terminal and S&P/Capital IQ online tool into Excel valuation spreadsheet input assumption pages to allow for dynamic updating and version control.
Greater Atlanta Area
Associate
Envision Consulting Group, LLC
https://www.linkedin.com/company/envision-consulting-group-llc
Constructed Excel spreadsheet models that used pharmaceutical sales data and Medicaid reimbursement rates to calculate Medicaid rebates owed and compare to payments made.
Mined pharmaceutical data for improprieties that affected Medicaid rebate calculation accuracy.
Created five-year forecasts for pharmaceutical sales and Medicaid rebates by product code and compared forecasts from previous years to actuals to determine the degree of tracking error.
Parsippany, New Jersey, United States
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Associate
BNP Paribas
https://www.linkedin.com/company/bnp-paribas
Marketed capital-guaranteed investment products with bundled stock, index, and commodities options of over $10 million to international high net worth clients.
Built PowerPoint client presentations to demonstrate monthly and annual securities payoffs.
Wrote weekly stock market and economic activity reports as part of BNP Paribas newsletters.
New York City Metropolitan Area
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Equity Derivatives Analyst
Bachelor of Science in Economics
Accounting and Finance
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The Wharton School
https://www.linkedin.com/school/the-wharton-school/
Master of Business Administration - MBA
Finance and Securities Analysis
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University of Florida - Warrington College of Business
https://www.linkedin.com/school/ufwarrington/
National Association of Certified Valuation Analysts (NACVA)
Accredited Valuation Analyst (AVA)
CFA Institute
Chartered Financial Analyst (CFA) - Level II Candidate
https://www.linkedin.com/in/mitchell-rudin
New York City Metropolitan Area
Mitchell Rudin
Chairman and CEO at Savills North America
https://www.linkedin.com/in/william-duckworth-0987
Greater Philadelphia
William Duckworth
Co-Founder and CTO at Fever Smart
https://www.linkedin.com/in/john-zettel-a4304a1b
Tampa, FL
John Zettel
CEO at AVI-SPL
https://www.linkedin.com/in/millerdusty
Knoxville, TN
Dusty Miller
President at Miller Recruiting
https://www.linkedin.com/in/ron-davis-0a677aa0
Columbus, OH
Ron Davis
CEO/President of First Banc Capital Corp.
https://www.linkedin.com/in/gina-kafalas-cpa-204a7a55
United States
Gina Kafalas, CPA
Manager of Corporate Consolidations, Reporting & Analysis at Welbilt Inc.
https://www.linkedin.com/in/scottmcmullian
Miami-Fort Lauderdale Area
Scott McMullian
Financial Management Consultant
https://www.linkedin.com/in/chip-kazmier
Greater Tampa Bay Area
Chip Kazmier
Corporate Controller at GA Foods
https://www.linkedin.com/in/mark-schlein-cpa-a12758148
Wesley Chapel, FL
Mark Schlein, CPA
Certified Public Accountant
https://www.linkedin.com/in/micheleprandall
Mauldin, SC
Michele Randall
Ideal Image #1 Medspa
https://www.linkedin.com/in/piotr-swiebocki-6a302476
Greater Tampa Bay Area
Piotr Swiebocki
Attended City University of New York-Baruch College
https://www.linkedin.com/in/amin-chikhalia-75999112
Pinellas Park, FL
Amin Chikhalia
V.P. of Information Technology
https://www.linkedin.com/in/isabelfowler
Tallahassee Metropolitan Area
Isabel Fowler
Executive Assistant at XDC Marketing and Branding, Atlanta GA
https://www.linkedin.com/in/christopher-neu-cma-5b5426a
Miami-Fort Lauderdale Area
Christopher Neu, CMA
Director of Finance (Medicare) at Anthem Inc. (NYSE:ANTM)
https://www.linkedin.com/in/cheryl-charlton-young
Greater Tampa Bay Area
Cheryl Charlton-Young
Project Management | Global Investment Accounting & Reporting | Transformation | Process Improvement | Change Management | REALTOR®
https://www.linkedin.com/in/jebushphd
Tampa, FL
Jason Bush, Ph.D., MBA
EVP Product
https://www.linkedin.com/in/michael-allen-2802a111
Tampa, FL
Michael Allen
Vice President and Chief Financial Officer
https://www.linkedin.com/in/loun-khammy-550a104
New York, NY
Loun Khammy
Director of Financial Planning & Analysis at Axiom
https://www.linkedin.com/in/adamscottkirk
Salt Lake City Metropolitan Area
Scott Kirk
Head of Financial Planning & Analysis at Bridge Investment Group
https://www.linkedin.com/in/azwicker
Brooklyn, NY
Andrew Zwicker
Corporate Development / M&A
Tampa Bay International Business Council
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https://www.linkedin.com/groups/3943335
University of Pennsylvania Alumni
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https://www.linkedin.com/groups/58092
University of Florida Gators Alumni
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https://www.linkedin.com/groups/96173