John leads the insurance regulatory and advisory practice and the agile auditing services for the risk advisory practice. In his role, he and his team help insurance industry clients successfully address a variety of ongoing challenges and requirements, assessing and improving processes, and finding better ways to approach procedures and methodologies leading to a higher realization of value and assurance. He provides regulatory examination services, internal audit and agile auditing, Enterprise Risk Management, Own Risk Solvency Assessment (ORSA), Sarbanes-Oxley (SOX) 404/MAR compliance, and corporate governance and risk management solutions to the financial services industry. Before joining Baker Tilly in 2008, John held financial advisory, hedge fund accounting and internal audit positions in publicly traded companies in financial services and healthcare industries.
- Served as examiner-in-charge conducting National Association of Insurance Commissioners (NAIC) risk-focused examinations for some of the most significant national property and casualty, life and health insurance groups in the U.S. for state insurance departments
- Led and managed multiple internal audit engagements for insurance entities, property and casualty, life and health, acting as internal audit director in co-sourcing and outsourcing capacities
- Consulted in various capacities on agile auditing training, education and implementation
- Conducted various consulting engagements related improving the efficiency and effectiveness of an insurance organizations processes related to MAR administration and execution
- Provided consulting and insights to numerous regulatory agencies and insurance companies regarding enterprise risk management assessment, best practices and ORSA analysis and compliance considerations
- Conducted multiple claims audits with specific experience focusing on workers’ compensation, medical malpractice and general liability claims
- Contracted by a state insurance regulator to review applications for licensure of prepaid health plans and provide recommendations for applicant approval including concerns on financial feasibility, capitalization or solvency
- Collaborated with client management teams providing process efficiency recommendations and improvements as part of the internal audit and consulting engagements to companies across various industries
- American Institute of Certified Public Accountants
- Institute of Internal Auditors
- Insurance Accounting & Systems Association, Inc. (IASA) mid-Atlantic chapter, vice president
- Pennsylvania Association of Mutual Insurance Companies
- Pennsylvania Institute of Certified Public Accountants
- Society of Financial Examiners
Location
Pennsylvania
Education
Villanova University
Bachelor of Arts, economics
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