Alyssa Anderson
Livingston,MT
Summary
Finance and actuarial professional with 15+ years of experience in financial modeling, forecasting, planning, and profitability analysis across enterprise organizations and my own small businesses. Former roles include increasing responsibility of financial management and analysis roles at Fortune 500 companies as well as starting and successfully operating two of my own service-based businesses. Proven partner to executive leadership teams, combining rigorous quantitative analysis with hands-on operational experience and tailored communication, resulting in real-life strategic consultation for balancing financial and operational goals. Excellent communicator of complex topics to technical and non-technical audiences.
Overview
15
15
years of professional experience
Work History
Founder & Operator
Happy Tails Dog Co.
Livingston, MT
01.2023 - Current
- Founder of a recurring-revenue, logistics-based pet services business providing off-leash adventure outings for dogs.
- Financial planning, budgeting, and rolling forecasts for subscription and service-based revenue streams.
- Built pricing, unit-economics, route-capacity, staffing, and growth-scenario financial models to aid in business decisions.
- Designed cash-flow projections, profit calculators, and capital-needs models to identify and evaluate expansion opportunities.
- Created monthly financial analysis and performance dashboards (revenue, expenses, profitability, utilization, marketing costs, retention, return on investment, tax implications).
- Implemented and maintained all billing systems and recordkeeping.
- Coordinated with external accountants on bookkeeping structure, tax planning, and compliance.
- Negotiated vendor contracts, insurance, vehicle financing, and equipment purchases using ROI analysis.
- Built and executed operational systems for scheduling, routes, logistics, marketing, onboarding, social media, communications, and customer management.
Senior Actuarial Analyst
Optum Health
Eden Prairie, MN
01.2019 - 01.2020
- Led monthly claims-reserve forecasting for multiple enterprise clients.
- Built forecast models and performed variance analysis vs. actual results.
- Consulted with executive leadership on capital requirements and profitability measures.
- Analyzed cost trends and supported pricing and margin initiatives.
- Presented financial results with appropriate level of details to internal and external leadership teams.
- Managed junior analysts to take ownership and perform a high-quality of work, while supporting with assistance and guidance.
Senior Actuarial Assistant
Allianz Life Insurance
Golden Valley, MN
01.2011 - 01.2016
- Analyzed and allocated investment income across a $60B+ asset portfolio with over 30 generations of products.
- Created financial projections of company's assets and liabilities, ensuring adequate reserves and profitability for decades into the future. Recommended executive-level management strategies based on results.
- Built stress-testing and scenario models for regulatory compliance and capital planning.
- Conducted thorough data analysis to support actuarial calculations and financial forecasting.
- Collaborated with cross-functional teams to enhance reporting accuracy and streamline processes.
- Owned profitability analysis for fixed-index annuity products within strict margin targets.
- Routinely partnered cross-functionally with Finance, Product, Risk, Operations, IT, Sales, Reporting, and Compliance across a variety of projects.
- Presented product development opportunities, profitability metrics, and asset/liability management strategies to C-suite executives.
- Automated recurring reports, improving controls and saving 10+ hours/month.
- Created new product models to analyze affordable bonuses, rates, and product features. As well as capital, regulatory, labor, and tax implications.
- Worked in various departments including product development, profitability management, and Allianz Investment Management.
Owner/Operator
The Patch Boys
Minneapolis, MN
2017 - 2019
- Successfully owned and operated a small business in the interior home repair field.
- Trained and mentored a diverse team with clear communication, goals, and incentives.
- Managed daily operations to ensure efficiency and quality service delivery.
- Developed marketing strategies to enhance brand visibility and customer engagement.
- Fostered a collaborative and high-performance work environment.
- Expertly coordinated, managed and accomplished over 1,000 appointments with homeowners and crews.
- Consistently performed cost analysis of projects to determine price, profitability, and priority.
- Maintained perfect 5/5 star customer service satisfaction rate on top lead generator (HomeAdvisor).
Education
Associate - ASA
Society of Actuaries
01-2015
Bachelor of Science - Actuarial Science
University of St. Thomas
01.2012
Skills
- Financial Planning, Analysis, & Forecasting
- Executive Decision Support
- Cash Flow Management
- Team leadership
- Strategic thinking
- Marketing
- Entrepreneurial and innovative
- Startup Finance
- Strategic Finance
- Budgeting
- Financial Modeling
- Investment Evaluation & ROI Analysis
- Large Volume Data Management and Analysis
- Volatility Smoothing
- Capital Management
- Pricing Strategy
- Margin Optimization
- Process Automation
- Financial Systems
- Accounting Oversight
- Leadership & Mentorship
- New Market Analysis
- Hiring Analysis
- M&A Analysis
- Excel (advanced modeling and tool creation)
- QuickBooks
- Stripe & subscription billing
- SQL
- SAS
- C Programming
- Quick learner of new software platforms
Timeline
Founder & Operator
Happy Tails Dog Co.
01.2023 - Current
Senior Actuarial Analyst
Optum Health
01.2019 - 01.2020
Senior Actuarial Assistant
Allianz Life Insurance
01.2011 - 01.2016
Bachelor of Science - Actuarial Science
University of St. Thomas
Associate - ASA
Society of Actuaries
Owner/Operator
The Patch Boys
2017 - 2019