MILTON Stephens
Senior Financial Accountant
Warwick,
Summary
Showcase your most impressive accomplishments right here. Within seconds, the reader should be able to tell who you are and what your areas of expertise are. The purpose of a professional profile is to provide a quick overview of your potential skills, experience, and achievements to a recruiter without requiring them to read the rest of your resume.
Dedicated Senior Financial Accountant with [Number] years of experience crafting accurate budgets and financial reports for a large company. Excellent communicator and hardworking self-motivator dedicated to high-quality work.
Overview
13
13
years of professional experience
4
4
years of post-secondary education
1
1
Certification
1
1
Language
Work History
Senior Financial Accountant
Hiscox Re & ILS
01.2023 - Current
- Perform cash flow forecasting and stress testing to support financial planning and risk management.
- Manage treasury functions, including day-to-day cash management.
- Oversee and review monthly investment and expense processes, including the review and sign-off of work prepared by Financial Accountants.
- Update and present investment and expense sections of Board Reports.
- Manage Letter of Credit (LOC) processes, including preparation of compliance certificates, maintaining appropriate collateral levels, and completing LOC reporting.
- Prepare and distribute quarterly QS reports to relevant stakeholders.
- Manage client relationships by responding to reporting inquiries and ensuring timely communication.
- Oversee the QS cash settlement process, ensuring funds are accurately paid, received, and recorded.
- Identify and implement improvements to enhance QS reporting processes and systems.
Financial Accountant
Hiscox Re & ILS
01.2019 - 01.2023
- Prepared and posted monthly investment journals and reconciliations.
- Completed investment BSCR (Bermuda Solvency Capital Requirement) and financial statement schedules.
- Conducted cash reconciliations and managed expense-related journal entries.
- Performed monthly expense budget vs. actual analysis.
- Assisted with the annual budgeting process for company expenses.
Audit Senior
Deloitte Ltd
01.2017 - 01.2019
- Managed a portfolio of clients for various small to large fund engagements, ensuring timelines were met and testing was performed to a high standard, while also providing guidance and support to new team members.
- Risk assessments.
- Testing of complex controls, account balances and transactions.
- Managing and coaching teams.
- Setting and monitoring budgets.
- Managing the status of engagements.
- Experience on group audits.
- Review and analysis of financial statements.
- Leading meetings with clients and audit teams.
- Preparation of planning and reporting documents.
- Assisted with the training of new employees.
Audit Associate/Experienced Associate
Deloitte Ltd
01.2013 - 01.2016
Education
Honors BBA - Accounting
Wilfrid Laurier University
Waterloo, Ontario, Canada 09.2009 - 05.2013
Skills
- Critical Thinking
- Teamwork
- Time Management
- Effective communication
- Leadership
- Microsoft Office Suite
- Financial Analysis
- Complex problem solving
- Adaptability
- Oracle, Tableau and Power BI experience
- IFRS and US GAAP experience
- Cash management
Certification
Chartered Professional Accountant (CPA)
Personality Traits
- Helpful
- Approachable
- Ambitious
- Determined
- Efficient
- Cooperative
- Punctual
- Dependable
- Loyal
Notable Roles
Member of Hiscox Social Committee (2020- Present)
Member of the Deloitte Social Committee (2017-2019)
Timeline
Senior Financial Accountant
Hiscox Re & ILS
01.2023 - Current
Financial Accountant
Hiscox Re & ILS
01.2019 - 01.2023
Audit Senior
Deloitte Ltd
01.2017 - 01.2019
Audit Associate/Experienced Associate
Deloitte Ltd
01.2013 - 01.2016
Honors BBA - Accounting
Wilfrid Laurier University
09.2009 - 05.2013
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