CURRICULUM VITAE

 

 

 

 

Bill has over 28 years of financial accounting and reporting experience with a strong systems background. Working with EAB Associates for ten years he has developed a strong working knowledge of the insurance receivership’s financial operations and reporting requirements. Additionally, Bill’s initial exposure to insurance receiverships was in 1987 on Mission Insurance Company as a manager for Deloitte & Touche. Through the efficient utilization of systems and other analytical tools, Bill has provided his clients with exceptional service in a wide range of responsibilities i.e. CFO, Controller, Financial reporting, Financial analysis, Reinsurance accounting and analysis, Financial projections, Distribution modeling, Budgeting, System Conversions and Forensic accounting.

 

CERTIFICATION AND EDUCATION	Certified Public Accountant, Texas   University of Houston -1980 Bachelor of Business Administration -Accounting Major
EXPERIENCE SUMMARY	Accounting and Liberal Arts
Nov 2008 to Present	BFL Consulting LLC   Provided client services in the following areas: Financial analysis Clients included: New York Liquidation Bureau
Dec 2003 to Nov 2008	EAB ASSOCIATES – Independent Consultant   Provided client services in the following areas: Financial reporting Financial analysis Reinsurance analysis Distribution modeling and analysis System conversion Litigation support Forensic accounting Clients included: New York Liquidation Bureau Clarendon National Insurance Co. Executive Life Insurance Company – Receivership
Oct 2000 to Dec 2003	Educational Products, Inc. – General Manager/CFO, VP   Responsible for company’s overall sales, operating and financial departments.   Accomplishments included: Reorganized all departments to provide the Company with a more streamlined approach to all facets of the business. Improved the company’s performance – EBITDA increased from 3% of revenue to 10% of revenue within the first year. Converted operating and accounting systems to provide the Company with more reliable, efficient and timely operating results. Automated production processes, thus enabling the Company to improve production efficiency and consolidate production facilities.
Dec 1994 to Oct 2000	EAB ASSOCIATES – Consultant   Provided client services in the following areas: Controller function Financial reporting Financial analysis Reinsurance analysis Distribution modeling and analysis System conversion Development and implementation of efficient and effective policies and procedures Litigation support Forensic accounting Oversee Managing General Agents operations
	Clients included: HOW Insurance Company – Receivership Executive Life Insurance Company – Receivership Clarendon National Insurance Co. Grossmans – Bankruptcy WilCare Corporation – Bankruptcy Educational Products Inc.
Jun 1990 to Dec 1994	MAXXAM INC. - Director of Financial Accounting   Responsible for the Company's corporate and real estate accounting functions which included managing an accounting staff of twenty, budget preparation and analysis, development and maintenance of intercompany allocations, monthly compliance reporting to financial institutions on real estate holdings, consolidation of financial information and preparation of internal financial reports. In addition worked closely with the Financial Reporting Department in the accumulation of financial data, consolidation of entities and the preparation and review of Quarterly and Annual SEC filings.
	Accomplishments included: Conversion of mainframe accounting system to AS400 platform using software 2000 accounting package Streamlined accounting functions through changes in processing and automation. Significantly reduced turnaround time of financial information. Downsized accounting department by 35%
Oct 1987 to Jun 1990	DELOITTE & TOUCHE – Manager   Supervision and management of a wide variety of engagements. Industry experience: manufacturing, oil drilling, real estate, engineering, insurance, and retail industries.   Experience includes the drafting of financial statements and related disclosures, and quarterly and annual reporting required by the Securities and Exchange Commission. Other experience includes management and supervision of staff providing litigation support to legal counsel for the liquidation of a Property Casualty Insurance Company.
Aug 1985 to Oct 1987	BEVERLY & HAJOVSKY - Manager   Supervision and management of a wide variety of engagements with primary expertise in construction and manufacturing industries.   Experience includes the drafting of financial statements and related disclosures and preparation of federal and state tax returns.
Jul 1984 to Aug 1985	STRACHAN SHIPPING CO.   Assistant Controller
Jan 1980 to Jul 1984	LAVENTHOL & HORWATH – Senior   Supervision and management of a wide variety of engagements with primary expertise in hotel operations, oil drilling, construction and manufacturing industries. Experience includes the drafting of financial statements and related disclosures and preparation of federal and state tax returns.