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Unit C, Stamford, CT
PLANNING AND ANALYSIS
Reporting/Budgeting/Forecasting/Variance Analysis/Staff Management/Financial
Model Development/Financial Close Management/
Systems Implementation/Internal & External Communications
Experienced in all facets of
corporate financial planning and analysis, management reporting, and
internal relationship building. Proven ability in developing financial
models/reporting and improving accuracy, efficiency, and scope of existing
models/reports. Proficient in interfacing with IT systems and
staff to interpret, evaluate, and report key financial information to
executive management for improved decisionmaking, forecasting, and
strategic planning. Expertise in the precise analysis of the components
of financial statements in order to increase profitability. Accomplished,
energetic professional of high integrity and dependability with a proven
track record – rose through the ranks via increased levels of responsibility.
Hired, trained, and motivated staffs ranging from to analysts/managers.
SYNCORA GUARANTEE SERVICES
INC., New York, NY
Feb. to May
aka Security Capital Assurance
and XL Capital Assurance Financial Guarantee Company
Director, Financial Planning
& Analysis to
Staff: analysts; reported
to the CFO. Directed the team responsible for all internal STAT
and GAAP financial reporting including budgets and forecasts, quarterly
executive management communications, MD&A SEC reporting, presentations
for the analyst earnings calls, and variance analysis.
IT to develop, automate, and test models used to upload financials into
the new General Ledger system. The loading of data was reduced
from a day to an hour with % accuracy.
Designed and tested
new financial variance reports generated from the new GL system.
The resulting generated reports could compare the actual financials
to budget, forecast, prior, and previous periods and by year, LOB, segment,
and region with % accuracy since it was designed to match the General
Ledger. The previous reports had numerous errors and could only
compare the company as a whole to budget.
and updated the quarterly management book for Chairman of the Board.
It was so well received that he insisted the entire senior management
team should receive it each quarter.
Manager, Financial Planning
& Analysis to
Reported to the Director, Financial
Planning & Analysis. Managed processes, coordinated with department
heads, and directed analysts with strategic modeling and financial analysis
for the quarterly forecasts, annual budget, operating supplement, analyst
meeting/earnings calls and corporate restructuring.
Created and implemented
internal crosschecking document controls to eliminate errors in the
operating supplement posted to the Company website used by investors
in gathering research on the company’s operational and performance
metrics. As a result, the operating supplement did not have any
errors for straight quarters. Prior to my involvement, the operating
supplement had to be amended out of the previous quarters.
Managed and improved
automation of the financial model responsible for the management reporting
of the company’s STAT and GAAP income statements, balance sheets,
and cash flow statements. Responsible for the MD&A numbers
and narrative in the SEC reports Q and K.
GROUP, INC., New York, NY
Sep. to Feb.
Global Insurance and Financial
Assistant Vice President,
Finance AIG National Union
Staff: managers and
analysts; reported to the CFO. In charge of the group responsible
for all of the production, cash, expense, and P&L forecasts, budgets,
and final reports. Closed all financial records to tie to corporate
and oversaw the production of the President’s reports. Coordinated
with the operations staff the creation, documentation, and execution
of the company’s SarbanesOxley compliance.
Planning & Analysis AIG Global Energy
Staff: analysts; reported
to the Company President. Top financial person at AIG Global startup
unit. Responsible for the management reporting, budgeting, and
forecasting of financial results including P&L cost statements,
cash forecasting, expense management, receivables, management reports,
and controller narratives. Head financial representative in financial
Developed a management
forecasting tool using historical ratios and assigning probability to
accounts which proved decidedly more accurate than previous models.
Developed a comprehensive
monthly President’s report for Company president that became the "bible"
for providing critical reference data, performance metrics, and production
With the help of
a programmer, I fully automated production reporting from a manual process
by developing a central spreadsheet and a macro that produced a formatted
and presentable report of exactly what each department required which
greatly improved accuracy and reduced the time needed to produce from
day to minutes.
Director AIG Risk Management Group
Reported to the CFO and Divisional
President. Responsible for the management reporting and forecasting
of the Division's financial results. Managed the operation and validation
of rate monitoring system. Provided exhaustive business analysis for
preparation and presentation of budget figures. Collaborated with all
levels of management in creating proactive corporate strategies related
to longterm projections and strategic initiatives to ensure maximum
spreadsheet through use of Microsoft Access that combined automated
reports, which reduced errors significantly and reduced the time needed
to close the monthly production for the Company's divisions by %.
forecasting spreadsheet which improved productivity and reduced errors.
CNA INSURANCE COMPANIES,
Oct. to Feb.
Property and Casualty Insurance
Company Licensing Supervisor
PRIVATE HEALTHCARE SYSTEMS,
Sep. to Oct.
Managed Healthcare Company
Customer Service Manager
Staff: customer service reps.
MUTUAL OF OMAHA INSURANCE,
Ann Arbor, MI
Aug. to Sep.
Insurance and Financial Services
Company Life/Health/Disability Insurance Agent
– Loyola University of Chicago,
– University of Michigan,
Microsoft Excel, Access, Cognos,
PowerPoint, Powerplay, SunGard, Peoplesoft, BizNet, SAP