Summary
Overview
Work History
Education
Skills
Websites
Timeline
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Arielle Heilman

Summary

Senior Financial Professional with ten years of progressive experience in finance and investment-related work, including over four years collaborating directly with Humana's investment team and building strong relationships with key stakeholders. With an understanding of portfolio operations, strategic financial reporting, and enterprise-wide objectives, I am pursuing the Investment Management Principal role to provide actionable insight, enterprise-level strategy, and investment discipline that supports Humana's purpose of putting health first.

Overview

8
8
years of professional experience

Work History

Senior Financial Reporting Professional

Humana
09.2023 - Current
  • Manage quarterly capital and surplus calculations for all filed entities to ensure full compliance with statutory requirements.
  • Lead risk-based capital reporting and analyze underlying data across asset, credit, underwriting, and off-balance-sheet risk categories.
  • Develop legal-entity financial projections to support service-area expansions and Department of Insurance submissions.
  • Partner with cross-functional teams to plan and coordinate periodic capital contributions and dividends across Humana, Inc. and its subsidiaries.
  • Prepare board-level documentation and regulatory filings to secure approvals for capital management actions across legal entities.
  • Earned STAR Award for exceptional performance within the first six months.

Financial Professional II

Humana
08.2021 - 09.2023
  • Streamlined the statutory deposit replacement process by designing standardized templates that improved accuracy, consistency, and cycle time for investment-related regulatory submissions.
  • Reduced manual effort in quarterly investment entry preparation by transitioning data-entry work to offshore partners and establishing oversight processes to ensure accuracy and control.
  • Developed a market value efficiency model to proactively identify and address statutory deposit deficiencies during periods of market volatility, strengthening risk oversight.
  • Partnered with IT to enhance investment-related data retrieval through SQL and data warehouse connectivity; leveraged Power BI to automate trial balance reconciliation and improve transparency for leadership.
  • Led process improvements across key investment accounting activities, including Clearwater lockdown, FASB reclass entries, GDT transaction uploads, and investment income reporting.

Trust Analyst II

Invesco
04.2018 - 08.2021
  • Strengthened investment operations by creating enhanced trade-risk controls, including large-trade threshold checklists, additional quality review steps, consolidated trade reporting, deadline schedules, and custodian notice matrices.
  • Executed high-volume daily trades with precision, reducing operational and financial risk while coordinating with portfolio managers on large-trade thresholds and execution needs.
  • Managed communication among custodians, asset managers, brokers, and internal partners to ensure the timely and accurate settlement of all trades.
  • Investigated reconciliation breaks by analyzing transaction and position data, collaborating with cross-functional teams to resolve root causes and prevent recurrence.
  • Improved audit readiness by designing a self-service IRT audit portal that streamlined requests and enhanced transparency for clients and auditors.
  • Selected as a Global Portfolio Operations Employee Ambassador, presenting improvement recommendations to leadership based on employee feedback and operational insights.
  • Organized professional development programming through the Invesco Women’s Network, coordinating speakers and events focused on colleague engagement and growth.

Education

Master of Business Administration -

University of Louisville
05.2026

Bachelor of Business Administration - Finance

University of Kentucky
12.2017

Skills

  • Enterprise Financial Analysis
  • Cross-Functional & External Partnership Management
  • Investment Focused Financial Reporting
  • Legal Entity & Regulatory Financial Expertise
  • Capital & Liquidity Insight

Timeline

Senior Financial Reporting Professional

Humana
09.2023 - Current

Financial Professional II

Humana
08.2021 - 09.2023

Trust Analyst II

Invesco
04.2018 - 08.2021

Bachelor of Business Administration - Finance

University of Kentucky

Master of Business Administration -

University of Louisville
Arielle Heilman