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EDWIN H.

LEWIS
American Canyon, California 94503
415-215-5376 ehlewis2001@yahoo.com
CONTROLLER FINANCE DIRECTOR
Knowledgeable leader and strategic planner with proven history of success aligning corporate financial
and accounting processes and controls to establish foundations for profitable growth.
Demonstrated skill in assessing financial operations and implementing process improvements
that generate measurable bottom-line results.
Knowledgeable in enhancing regulatory compliance, reorganizing divisions, automating key
processes, and training accounting and finance teams to generate outstanding results.
Adept at building consensus at all organizational levels, influencing executive-level leadership,
and establishing productive cross-departmental partnerships to streamline internal initiatives.

Strategic Planning Financial & Accounting Operations Business Process Analysis Cost Control
Process & Procedure Improvements Great Plains SAP Reinsurance Accounting Accounts Payable
Accounts Receivable General Ledger Accounting Variance Analysis Credit Assessment Budgeting
Microsoft Office SOx Compliance Audit Management Financial Information Forecasting
Monthly / Quarterly Close Processes Process Automation Consensus-Building Financial Reporting
Enterprise Forecasting Cost-Benefit Analysis Team Recruitment, Training, & Mentorship Process
Improvement Commercial Insurance Professional Liability Leadership Finance Teamwork
Brokers Sales Project Management Data Analysis Excel VLookups
PROFESSIONAL EXPERIENCE

PERFORMANCE MATTERS ASSOCIATES, Point Richmond, California


Insurance Agency representing Washington National Insurance Company
Agent 2015-Present: Sold supplemental health insurance benefits to employees of school districts,
commercial enterprises and governmental entities. Prospected for new groups.
HUDSON INSURANCE GROUP, Napa, California
Property-casualty insurance company with over $1 billion in annual revenue.
Controller, Medical Malpractice Unit 2004-2015: Oversaw 5-person team in managing all accounting
operations for medical malpractice division. Implemented and oversaw processes and procedures
governing Sarbanes Oxley compliance. Assured General Ledger accuracy. Conducted credit analysis of
new customers and brokers. Conducted annual budget preparation, expense analysis, and variance
reporting. Approved journal entries and approved monthly and quarterly close processes. Managed all
aspects of accounts payable and receivable as well as reinsurance accounting. Approved and issued
claims payments. Coordinated with internal and external auditors. Trained staff members; served as
expert resource to claims and underwriting personnel regarding financial matters.
Reduced late premium payments from over $1 million to less than $20,000 through
implementation of improved collections tactics.
Served as President of captive insurance brokerage Napa River Insurance Services, Inc.
Improved staffing and structuring by implementing improved job descriptions and hierarchical
organization.
Led implementation of SAP software for general ledger accounting; dramatically improved
training and documentation procedures.
Ensured 100% outstanding results on internal audits year over year; implemented and managed
Sarbanes Oxley controls.

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EDWIN H. LEWIS Page 2 415-215-5376 ehlewis2001@yahoo.com

SAFECO INSURANCE COMPANY, Pleasant Hill, California


Seattle-based insurance company with approximately $6 billion in annual revenue.
Sales Professional 2003-2004: Provided expert consultation and guidance to insurance agents
regarding Safeco insurance products. Developed and implemented agent training programs; conducted
sales calls and led new agency prospecting initiatives.
Secured 47 new agency partners within 6 months; led large-scale training initiatives and
developed profitable new territory.

FARMERS INSURANCE GROUP, Santa Rosa, California


Nationwide insurance company with approximately 22,000 employees.
Insurance Agent 2002-2003: Acquired new accounts and provided service and consultation to existing
clients as leader of district office. Led recruitment of new agents.
QUADRAMED CORPORATION, San Rafael, California
Healthcare software manufacturer and service provider with approximately 475 employees.
Revenue Accounting Manager 2001-2002: Managed all aspects of revenue accounting and billing;
implemented new processes and controls according to SEC standards.
Boosted customer satisfaction by improving accuracy of customer invoices.
Implemented customer service improvements reducing response time for customer billing
queries.
Led departmental reorganization enhancing workflow and process efficiency.
FIREMANS FUND INSURANCE COMPANY, Novato, California
Commercial property and casualty insurance company with approximately 2,850 employees.
Finance Director, Large Middle Market Business Segment, Commercial Insurance Division 19972001: Oversaw all aspects of financial and accounting operations for business unit worth over $827
million in annual revenue. Assessed business operations, implemented process improvements, and
assessed outcomes.
Generated over $60 million in bottom-line improvements through key overhauls of business
operations and expense control.
Boosted revenue 22% by identifying most profitable market sectors and traveled extensively to
implement refocus initiative across numerous field offices.
EDUCATION
Bachelor of Science in Business Administration: Finance
(Magna cum Laude; Beta Gamma Sigma)
San Francisco State University, San Francisco, California
LICENSURE
California Property & Casualty Insurance License
California Life & Health Insurance License
MILITARY EXPERIENCE
United States Air Force: Active Duty

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