Open to opportunities

Jie Shen

@jieshen

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Experienced CPA specializing in program reporting and audit management.

United States

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What I'm looking for

I seek a role that fosters professional growth and values strategic data management.

I am a Certified Public Accountant with over 10 years of experience in the insurance industry, currently serving as the AVP of Program Reporting at SageSure Capital Holdings, Inc. My role involves strategic oversight of data extraction, transformation, and reporting processes, ensuring compliance and alignment with business objectives. I lead cross-functional teams in manual reconciliation efforts and have successfully implemented automation initiatives that reduced manual workloads by 60% while enhancing data accuracy.

Previously, I worked as an Audit Senior Manager at Baker Tilly US, LLP, where I specialized in audits of insurance entities and developed a strong knowledge of U.S. GAAP and statutory accounting. My experience includes complex areas such as business combinations and regulatory compliance. I have a proven track record of mentoring teams and presenting technical memoranda to executive management, ensuring that our audit engagements meet the highest standards of quality and compliance.

Experience

Work history, roles, and key accomplishments

Current

AVP of Program Reporting

Current

SageSure Capital Holdings, Inc.

Apr 2023 - Present (2 years 4 months)

Provided strategic oversight of data extraction, transformation, and reporting processes across Excel, CSV, and SQL-based sources, ensuring alignment with business and compliance requirements. Directed cross-functional teams in manual reconciliation efforts, establishing workflows to identify, troubleshoot, and resolve data discrepancies between internal and external stakeholders.

Data Extraction SQL ETL Process Optimization Risk Management

Audit Senior Manager

Baker Tilly US, LLP

Sep 2012 - Present (12 years 11 months)

Specialized in audits of insurance entities, MGA, TPA, and captive insurance companies, with strong knowledge of U.S. GAAP and Statutory accounting. Researched, wrote technical memoranda, and provided resolution on accounting, reporting, and regulatory compliance issues, presenting results to executive management.

GAAP Accounting Financial Reporting Internal Controls Material Weakness Remediation Technical Accounting

Education

Degrees, certifications, and relevant coursework

Fordham University

Master of Business Administration, Finance

2012 - 2012

Grade: 3.85

Completed a Master of Business Administration with a concentration in Finance. Achieved a GPA of 3.85.

Fordham University

Bachelor of Science in Business Administration, Accounting

2007 - 2011

Grade: 3.67

Activities and societies: Beta Alpha Psi; GLOBE

Graduated with a Bachelor of Science in Business Administration, majoring in Accounting. Maintained a GPA of 3.67 and was recognized on the Dean's List.