Professional Summary

Professional Overview

Mandy Bartlett is a seasoned finance executive with over 15 years of experience in the insurance industry. As the Director of Finance at King Insurance Partners, she is responsible for overseeing the company's financial operations, driving strategic decision-making, and ensuring financial compliance and reporting.

Experience Summary

Current Role

As the Director of Finance at King Insurance Partners, Mandy is responsible for managing the company's financial planning, analysis, and reporting. She oversees a team of finance professionals and collaborates closely with the executive leadership to develop and implement financial strategies that support the organization's growth and profitability. Mandy's expertise in the insurance industry has been instrumental in guiding King Insurance Partners through periods of expansion and market fluctuations.

Career Progression

Prior to joining King Insurance Partners, Mandy held various finance leadership roles at Acrisure, a prominent insurance brokerage firm. She served as the Vice President of ABS Accounting, the Senior Director of Business Services for the Insurance South division, and the Director of Regional Accounting, where she successfully implemented efficient financial processes and systems. Mandy's experience also includes serving as the Chief Financial Officer, Vice President of Accounting, and Controller at LassiterWare, a respected insurance agency.

Earlier in her career, Mandy worked as an Audit Supervisor at Moore Stephens Lovelace and held consulting roles at J. Scott Mazur, CPA and Goff Backa Alfera & Company. Her diverse background in accounting, auditing, and financial consulting has provided her with a comprehensive understanding of the financial landscape.

Academic Background

Mandy holds a Bachelor's degree in Accounting from the University of South Florida. She is a Certified Public Accountant (CPA) and has maintained her professional certification throughout her career, demonstrating her commitment to continuous learning and professional development.

Areas of Expertise

• Financial planning and analysis

• Strategic financial decision-making

• Insurance industry financial operations

• Accounting and financial reporting

• Team leadership and management

• Process optimization and system implementation

Professional Impact

During her tenure at Acrisure, Mandy played a pivotal role in the integration of financial systems and processes following the company's rapid growth through acquisitions. Her ability to streamline operations and implement data-driven decision-making strategies contributed to the successful integration of these new entities.

Mandy's expertise in the insurance industry has also been recognized by her peers. She has been an active member of the Florida Institute of Certified Public Accountants (FICPA) and has presented at industry conferences, sharing her insights and best practices with finance professionals in the insurance sector.

Conclusion

With her extensive finance experience, deep industry knowledge, and proven leadership abilities, Mandy Bartlett is well-positioned to continue driving financial excellence and supporting the growth and success of King Insurance Partners. Her commitment to strategic financial management and her ability to navigate complex industry challenges make her a valuable asset to the organization.