Carol Roddy is a seasoned accounting and insurance professional with over 30 years of experience. She has extensive expertise in accounting systems, financial reporting, and process improvement initiatives. Roddy has successfully led multiple large-scale system implementation projects and served as the subject matter expert for billing, receivables, and payment systems. She is skilled in problem-solving, communication, and adapting to change.

1. 02/2008 to Current
Austin, TX
CAROL RODDY
Summary
Seasoned accounting technical professional with insurance management experience. Highly skilled in various software
applications, accounting systems, and personal computers. Advanced knowledge in process improvement initiatives and
project leadership. Strengths include solid communication, problem solving skills, and adapting to change.
Highlights
Insurance business and system project experience
Team leadership
Gap analysis
Agile methodology
Collaboration
Requirement management
SEC and call reporting
General ledger accounting
Accounts Receivable
Effective time management
Analytical problem-solver
Strong communication skills
Accomplishments
Implemented auto lockbox closure allowing for certain remittances meeting specific criteria to interface with our
billings and receivable system.
Subject matter expert on successful implementation of Billing and Receivables System, Agency Billing System,
Installment Billing System, and On-line Payment System.
Processed 56% more cash items from 2000 to 2006 with fewer employees thus increasing efficiency and
profitability.
Increased cash processing accuracy from 99.56% in 1998 to 99.97% in 2006.
Passed Series 63 (1988), Series 7 (1987), and Series 27 (1986).
Experience
Sr. Financial Process Analyst
Texas Mutual Insurance Company
Serve as core team business lead on billing system replacement project from legacy system to GuideWire BillingCenter
and PolicyCenter. Responsible for the development of project team roles, responsibilities, and resource allocation of 5
process analysts. Provide high-level direction to the team and resolve conflicts over assumptions, goals, objectives,
deliverables, and project issues. Participate in cross functional collaboration to ensure the project is aligned with the
Company's strategic goals. Gather best practices/industry standards from AASCIF members and evaluate feasibility of
implementation with the new system and processes. Identify risks associated with the project and work with the team to
mitigate such risks. Document assumptions and vet changes to processes and systems to senior and executive
management. Research and record system, forms, and reporting integrations and their impacts. Identify and
communicate gaps with the current system and new system as they relate to billing and payment. Maintain internal and
external customer impacts resulting from billing process and procedural changes. Log and maintain user stories, points
assigned, burn down hours, and configuration acceptance in Rally. Subject matter expert able to define, design, test,
train, implement, and support system projects.
Division lead on output efficiency committee resulting in reduction of company envelopes from 14 to 2. Reviewed all
outputs for opportunities to remove sensitive information related to HIPAA, SS/FEIN#, proprietary information, etc.
Division POC for business continuity, records retention, and customer service issue resolution. Division POC for
consolidation of information from several networks to one plus primary contact for access and security. Annual financial
call preparation and submission to NCCI. Received the maximum credit allowed for five consecutive years due to early
submission. Participated in the monthly, quarterly, and annual Financial Reporting process by reviewing entries,
analysis, and reconciliations. Prepared quarterly and annual NAIC reporting schedules.
313 Hazeltine Drive, Lakeway, TX 78734 | H: 512-484-4328 | C: 512-484-4328 | carojaneroddy@gmail.com

2. 05/1996 to 02/2008
Austin, TX
05/1994 to 05/1996
Austin, TX
02/1989 to 02/1990
Austin, TX
02/1988 to 02/1989
Austin, TX
05/1985 to 02/1988
Houston, TX
02/1984 to 05/1985
Houston, TX
06/1981 to 12/1983
Houston, TX
Charleston, IL, USA
Manager Policy Accounting
Texas Mutual Insurance Company
Managed eight employees including two customer service representatives, responsible for accounts receivable, timely
and accurate processing of approximately 14,000 payments or $70 million in monthly cash receipts, and 4,200 agent
commission and return premium payments. Primary subject matter expert for new systems and system enhancements
relating to billing and receivables, on-line payments, agency bill, and agent commission projects. Ongoing review of
business processes to ensure compliance with Model Audit Rule. Provided objective analysis ensuring the Company's
financial statements are materially correct. Maintained exceptional level of customer service. Reviewed and approved
monthly entries and account reconciliations. Prepared annual business plan and budget and monthly budget variance
analysis. Maintained and enhanced internal controls and departmental metrics tracking designed to measure production
and mitigate risk. Prepared employee development plans and annual evaluations. Maintained departmental policies and
procedures. Liaised between internal and external auditors.
Supervisor Policy Accounting Department
Texas Mutual Insurance Company
Contract Accountant
Comprehensive Leasing Corp.
Controller
First Government Securities, LTD
Assistant Controller
Dover Group, Inc.
Accountant
Ridgway's, Inc.
Accountant
American Medical International
Education
Bachelor of Science: Accounting
Eastern Illinois University
Personal Interests
Sailing, Reading, Physical Fitness, Travel
Board of Directors/Treasurer - Divine Canines July 2013 - Current
Austin Animal Center - Pet Adoption
References
Available Upon Request