Alan Antolinez

About Alan Antolinez

Bilingual business professional, results-driven Accountant with over 18 years of…

Experience

1. Statutory Accountant

   Bupa Global Latinoamérica

   Aug 2023 — Present

   Managed statutory accounting for Bupa Insurance Company (BIC), USAMED, and other regulated entities/branches. • Ensured accurate and timely submission of regulatory reports and monitored key financial ratios. • Assisted in meeting Solvency II and Bupa Group reporting requirements. • Prepared quarterly and annual financial statements for Bupa Insurance Company (BIC). • Completed annual filings for Florida Registered TPA, USAMED, and handled inquiries from the Florida OIR. • Calculated monthly solvency margins for BIC, identifying potential capital needs and requesting funding as required. • Acted as a backup contact for external auditors during audits related to Bupa Group, BIC, and USA Medical. • Collaborated with external auditors to address inquiries concerning statutory financials. • Managed statutory adjustments for BIC. • Prepared quarterly and annual statements for Aruba and served as the main point of contact for the external annual audit. • Compiled quarterly and annual statements related to the insurance company’s registration in foreign countries. • Researched issues concerning changes in SSAP (Statutory Statements of Accounting Principles). • Calculated Best’s Capital Adequacy Ratio (BCAR) for credit rating agency capital requirements and estimated BCAR under different scenarios. • Prepared quarterly and annual BEA reports. • Assisted in gathering data for Solvency II requirements in Tagetik or offline templates for Bupa Group. • Contributed to the “Internal Control and Risk Management Assessment” (ICRMA) annual process. • Prepared financial statement adjustments for the conversion from IFRS to Statutory accounting standards. • Prepared financial statements and footnotes for BIC, USAMED, and Aruba. • Supported other teams in month-end closing activities. • Undertook additional functions and special projects as assigned by the Statutory Reporting and Accounting Manager, Controller, or CFO.

Skills

• Financial Analysis
• Accounting
• Accounts Payable
• Account Reconciliation
• Pivot Tables
• Financial Statements
• Vlookup
• Bank Reconciliation
• Accounts Receivable
• Quickbooks
• Management
• General Ledger
• Invoicing
• Macro
• Microsoft Excel
• Variance Analysis
• Financial Reporting