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Yyyyyy x. yyyyyy

8811 Sienna Springs Blvd. #921 Xxxxxx, XXXXXX xxxxxx xxx-xxx-xxxx


Executive Profile


Seasoned Finance and Accounting executive with a track record of success across all corporate functions. Skilled in the design, implementation and ongoing maintenance of pertinent systems and processes. Drive organizational efficiencies that serve to enrich the control environment. Driven and focused team leader that fuels the delivery of exceptional results. Monitor operations to ensure regulatory compliance with all relevant standards and government agencies including completion of GAAP, statutory and tax reporting along with other regulatory requirements. Adept at leading business acquisition and disposition activities seamlessly.


Career Highlights


         Developed the overall expense management function for Global Atlantic to plan, manage, and report operating expenses in excess of $400M annually

o   Involved implementing the Hyperion Planning system

o   Developed a strong department structure that provided the opportunity allowable reporting

o   Crafted annual planning process, monthly reporting, and quarterly reforecasting process. 

         Served as the Finance and Accounting Lead while acquiring The Hartford s Annuity New Business Platform with Forethought

o   Comprised of the acquisition of a Broker Dealer legal entity, including execution of reinsurance agreements

o   Opened two new offices and on-boarded over 100 new hires from The Hartford

         Managed Forethought s Aircraft Department operations to support its owned and operated Learjet; supervised two Pilots to guarantee adherence to regulatory and 
maintenance requirements, as well as sound expense management

         Completed financial reporting and investment accounting for National Life Group, a leading financial services company that had assets under management in excess of $20.1Band revenues of $1.3B at the time


Professional History



Global Atlantic Financial Group | 2014-2016

Senior Vice President-Finance and Corporate Controller Global Atlantic Financial Group

Senior Vice President and Controller, Chief Accounting Officer Forethought Financial Group

Chief Financial Officer Forethought Life Insurance Company and Other Forethought Subsidiaries

         Integrated Forethought s finance processes and systems into Global Atlantic

         Took on additional duties within Global Atlantic, a leading financial services company that provided clients with retirement, life, and reinsurance products, with assets in excess of $45B

         Supervised a team of 36 professionals in completing GAAP reporting, expense management, finance technology functions, reinsurance accounting, policy enforcement, monthly closing, auditing, SOX compliance measures, and special projects

         Directed the move of Forethought entities from its Lawson Enterprise Financial Management system to Global Atlantic s PeopleSoft system; involved the General Ledger, Accounts Payable, fixed assets and all treasury systems and processes

         Devised a single, centralized financial close procedure for all related entities; included the identification of all steps, dependencies, and milestones across the process using MS Project for management and reporting at daily close meetings

         Identified a series of efficiencies during the development process, thus launching an informed, well-controlled and shortened close process

         Transformed finance functions using consolidated teams to reorganize; broke down organizational silos and fostered overall efficiency across all finance functions

         Played a pivotal role as a member of Global Atlantic s Operating Committee


Forethought Financial Group | 2008-2014

Senior Vice President and Controller, Chief Accounting Officer Forethought Financial Group

Chief Financial Officer and Board Member Various Forethought Subsidiaries

         Led all Controller Group operations for a foremost financial services company with managed assets over of $8.4B and revenues of $2.5B

         Managed a team of 20 professionals within the Accounting and Finance group

         Prepared monthly and year-end GAAP- and Statutory-Basis audited financial statements, as well as crucial management reporting, including those with regard to business dispositions e.g. a foreign business

         Worked in an Assistant Treasurer role for the newly-founded Forethought Variable Insurance Trust

Yyyyyy x. yyyyyy



Forethought Financial Group | Continued

         Acted in a finance executive role to foster a positive relationship with external auditors in organizing the monthly Management Business Review meeting that involved executives at all levels

         Designed and introduced the Lawson Enterprise Financial Management 
system; included General Ledger, Accounts Payable, Fixed Asset and cash book modules 

         Designated as a finance representative during due diligence and pre-close implementation for pending merger duties

         Observed compliance with accounting and reporting requirements; assessed the impact of new accounting and reporting measures, provided related guidance and
documented conclusions for upper management and external auditors

         Collaborated with internal investment Portfolio Managers and external Asset Managers throughout 
accounting and risk assessment measures for new potential investments

         Attended quarterly Audit Committee meetings; engaged with Committee members and audit representatives in the process


National Life Group

Second Vice President Financial Reporting and Investment Accounting, 2005-2008

         Prepared year-end GAAP-basis and Statutory-basis audited financial statements, as well as the Statutory-basis Annual Statement (Blue Book) and quarterly statements for the Group s insurance subsidiaries

         Liaised with external auditors to aid in timely completion of annual audits

         Observed the Group s compliance with accounting and reporting guidelines; evaluated the impact of new accounting and reporting guidance and 
documented conclusions for upper management and external auditors review

         Drove completion of quarter- and year-end financial statement closing within the Group s investment accounting team

         Also prepared and analyzed all divisional financial results from within the organization


Earlier Experience


Assistant Controller, Beneficial Life Insurance Company, 2001-2005

Audit Manager, Ernst & Young LLP, 1996-2001

Also worked in various other capacities with Ernst & Young LLP from 1992-1996


Education & Involvement


Bachelor of Science, Accounting, Brigham Young University

Member, American Institute of Certified Public Accountants

Member, Insurance Accounting and Systems Association

Former Member, Audit and Finance & Administration Committees, United Way of Salt Lake

Certification, Certified Public Accountant (CPA)























Yyyyyy x. yyyyyy

8811 Sienna Springs Blvd. #921 Xxxxxx, XXXXXX xxxxxx xxx-xxx-xxxx



March 16, 2018



Hiring Agent Name


Company Name


City/State/Zip Code



Dear [Hiring Agent Name],


I am pleased to submit my application materials for the (INSERT TITLE OF TARGET POSITION) vacancy and am submitting my documents for your review. As illustrated in the accompanying resume, my professional qualifications include the following accomplishments:


  • As an executive, I bring to any role years of progressive finance and accounting expertise. I am skilled in all facets of related areas including auditing, operations management and regulatory compliance, among others.


  • Other core competencies include Strategic Planning, Critical Thinking, Internal and External Communications and many others. My diversity of experience includes actively contributing to processes that fuel positive change. I am able to identify both points of progress, as well as areas for improvement in any operational capacity.


  • Over the course of my career, I ve proven myself adept in guiding my peer colleagues to achieve success. I lead by example and am able to develop and sustain lasting relationships with stakeholders at all levels, both individually or within a team setting. I boast a proven record of delivering comprehensive direction and guidance in deadline-driven, fast-paced environments that call for flexibility, time management and the ability to work well under pressure. This will serve me well in any executive-level position.


  • Besides the impressive career trajectory featured in detail on my resume, I also have a Bachelor of Science in Accounting and am a CPA. I also remain active and involved in numerous organizations including the American Institute of Certified Public Accountants and the Insurance Accounting and Systems Association.


I am a focused, capable and highly experienced applicant committed to supporting the long-term goals of an innovative, reputable firm. I am confident that I could be a valuable asset to your organization, and look forward to interviewing with you in the near future.


Yours Truly,

Yyyyyy x. yyyyyy

Enc. Resume














Yyyyyy x. yyyyyy

8811 Sienna Springs Blvd. #921 Xxxxxx, XXXXXX xxxxxx xxx-xxx-xxxx



March 16, 2018



Contact Name

Company Name


City/State/Zip Code



Dear _____________________:


I would like to thank you for providing me the opportunity to interview with you and discuss the exciting (TITLE OF POSITION APPLYING FOR) position currently available with your company. Having gained a deeper insight into the job requirements and your objectives, I am confident you will find me a valuable asset in achieving your goals.


As discussed, my background should translate to dynamic results as a member of your team. In particular, I believe you will find my expertise in (ADDRESS A FEW SKILLS/QUALIFICATIONS/ACHIEVEMENTS RELEVANT TO THE POSITION WHICH YOU DISCUSSED DURING THE INTERVEIW) vital to your immediate and long-term objectives.


Should you have any additional questions, or to further discuss this opportunity, please feel free to contact me at your earliest convenience. Again, thank you for the enlightening interview. I look forward to your response and am eager to contribute to your success.


Yours Truly,

Yyyyyy x. yyyyyy




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