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Click here or scroll down to respond to this candidateCandidate's Name , CPCU, CLU, FLMIAlgonquin, IL Street Address PHONE NUMBER AVAILABLE EMAIL AVAILABLELINKEDIN LINK AVAILABLEInsurance ExecutiveExperienced Assistant Vice President with a demonstrated history of successfully working in the insurance and financial services industry. Strong financial and information technology professional with a Bachelors degree in Finance from University of Illinois at Urbana-Champaign and multiple insurance designations, CPCU, CLU and FLMI. Depth and experience ranges from working interactively leading and managing teams of high performing individuals within business, insurance, and technology for a large multi-national insurance company as well as several startup companies across various industries. Skills include:Capital Management Insurance & Financial Industry Expertise Finance Automation Training & Development Forecasting and Planning Financial Modeling Expense Management SAP BPC SQL Alteryx Blue Prism RPA Excel/VBA PowerPoint MS AccessExperienceBITCO Insurance Companies, Davenport, IowaController, Financial Planning and Analysis 2024 - CurrentResponsible for building the FP&A department from ground-zero to skys the limit for this specialized P&C insurance company integrating the General Ledger system into the IBM Planning Analytics for Watson application, building out the Premium, Claims and Expense cubes accordingly and creating the ideal output reports.Zurich North America, Schaumburg, IllinoisAVP, Capital Management 2021 2023Responsible for updating/modifying our internal Risk Based Capital (RBC) Excel-based model for Zurich North America (ZNA) encompassing ~ $32 billion in Assets, making capital projections, calculating and managing intercompany loans, handling cash remittance to parent company in Switzerland representing ~ $1 billion per year, and arranging Letters of Credit (LOC), etc. in working with domestic/foreign counterpart entities to ensure compliance with regulators, including NAIC and NYDFS.Collaborate with others in the Zurich North America (ZNA) Capital Management and Liquidity team (Treasury department) and the comparable global teams to calculate and communicate the appropriate capital and cash needs to support operations and comply with regulations for ZNA.AVP, Finance Automation Team Lead 2018 2021Successfully worked with multiple business and service units across the Finance and Actuarial (F&A) department using automation tools (Blue Prism/BPC/Excel/VBA/Alteryx) to save thousands of hours of manual work per year. Over 50 Blue Prism RPA processes were rolled out to the Production environment working with IT.Coordinated and managed the training of over 80 individuals throughout F&A in Blue Prism Robotic Process Automation (RPA) training over a 5-year span dating back to 2016.AVP, BPC, Life Expenses Manager and Robotics (RPA) Lead for Finance 2016 2018Added the North America Life (NAL) Insurance Expense team (2 individuals) to responsibilities that was transitioned over from counterparts in Seattle representing ~ $70M in NAL Expenses, and $10M reduction (~15%) for the 2017 Plan year.Fully incorporated the NAL Expenses into the ZNA methodology of Expense Forecasting/Planning.AVP, BPC Manager & Lead Administrator 2014 2016Promoted to BPC Manager to take advantage of leadership and technical skills in leading the high-performance BPC team (3 to 4 individuals) including objective setting, coaching, mentoring, performance evaluation and day-to-day task oversight. Efficiency of the team improved by over 50% due to hands-on approach.Actively managed the day to day needs of local BPC 7.5 planning and forecasting system including, but not limited to, system monitoring, running various data packages, uploading/importing/exporting transaction data, building complex input schedules/reports (20+ EVDREs), creating/modifying dimension logic, preparing data requests, coding macros in Excel VBA for end user usage which provided an over 85% efficiency rate.AVP, BPC Administrator 2010 2014Promoted to Assistant Vice President to utilize my technical skills in transforming the future platform/architecture of the Planning and Performance Management division within Zurich North America.Actively manage the day to day needs of our local planning and forecasting system ranging from system monitoring, running various data packages, uploading/importing transaction data, building complex input schedules/reports, preparing data requests, coding macros in Excel VBA for end user usage and efficiency, etc.Created a macro driven Excel workbook, connected to BPC, which acted as our P&L check for approximately 15 Business Units (BU) resulting in a 90%+ time savings.Worked side-by-side with a team of consultants in the development and installation of SAPs Business Planning & Consolidation (BPC 7.5 for NetWeaver) application to bring Zurichs Planning/Forecasting/Reporting capabilities into the 21st century. This reduced implementation time by over 50%.Senior Financial Analyst 2004 2010Conducted, documented, and built complex financial analysis models (planning, forecasting, budgeting, etc.) between Corporate SAP systems and MS Excel to develop monthly and annual financial forecasts and plans at the market basket, business unit and division level for this leading multi-billion-dollar commercial property-casualty insurance company.Acted as first line of review of P&L figures and KPIs.Developed centralized, custom macro driven Command Centers and related Excel models for the overview and automation of the formatting and data population of Actuals for the monthly forecasting and annual planning processes. Reduced replication and population time of models by over 75%.Reduced the time for replication and pre-population of the Broker Planning models by over 95% via automation in Excel/VBA.Developed a back-end MS Access database solution automatically fed by the Underwriting Territory/Distribution Region/Broker Planning models. This resulted in the figures ultimately being in-synch resulting in time-savings of approximately 60%.Education:BA in Finance - concentration in insurance and real estate (other high-level courses taken in math & statistics)University of Illinois at Urbana-Champaign (UIUC)MiscellaneousCharted Property Casualty Underwriter (CPCU) designationNASD Series 6 & 63 Securities licensed (previously)IL Life/Variable Annuity Producers licensed (previously)Chartered Life Underwriter (CLU) designationFellow Life Management Institute (FLMI) designationCompleted on-line courses in HTML, JavaScript, and DHTMLPassed the Illinois Real Estate Salesperson's Exam |
