Welcome to Utilitarian Financial Consulting Corp


Financial Reporting Process

Improved the efficiency of preparing the GAAP and statutory consolidated financial statements for domestic and international business for life, health and annuity insurance.  Automated the data collection process, restructured and consolidated Excel spreadsheets, included links and cross-check functions for validation and enabled quarterly reconciliation. Technologies used were Hyperion Enterprise, AS400 and Annual Statement 2000.   Result: […]

G/L Discrepancy Reporting

Re-engineered a General Ledger Accounting Analysis report to identify major discrepancies in light of new reporting requirements.  Analyzed current reports and excel spreadsheets, implemented several process improvements, validated the reported information and determined gaps.  Presented findings to Executive Managers and created new reports based on new requirements. Set up cross-check functionality for validation and automated […]

System Implementation Support

Accounting Liaison for implementation of a new CNO mainframe General Ledger, balanced the lockbox deposits to premium payments for domestic and international insurance policies. Created process maps, designed Excel spreadsheet output and performed regression testing.  Result: Achieved a successful implementation of a balanced General Ledger System.

Accounting Restructuring/Migration

Managed the migration of Chicago location Policy Value processes to Carmel, IN due to the closing of the Chicago Accounting Operations department.  Reviewed and documented the processes, the reconciliation reports and the aging reports. Collaborated with the IT team to set up new accounts, validate data and perform regression testing.  Restructured reconciliations for each account […]

Data Collection Automation

Led the initiative to automate the data collection process for all lockbox reconciliations to increase departmental efficiency.  Created process maps, prepared Business Required Documents, designed Excel spreadsheet output, performed regression testing, and integrated with mainframe systems.  Results: Reduced the balancing of lockbox deposits to premium payment application from 3 days to 3 hours. Staff was […]

Accounting Leadership

Managed accounting operations in support of system implementation following an extensive restructure of the organization. Developed standards for departmental processes, consolidated financial reporting, and forecast analytics. Result: All process operations for Treasury, A/R, A/P, G/L, Tax and Regulatory Compliance are in place and standardized.