RONALD JOSEPH FINLEY
Schwenksville,PA
Summary
Results-driven data professional with keen eye for detail and passion for uncovering actionable insights from data. Proven track record of utilizing data analysis and visualization tools to drive business decisions and optimize processes. Team-oriented with strong focus on collaboration and adaptability, consistently delivering reliable results in dynamic environments.
Professional with solid experience in support roles, equipped to enhance operational efficiency and customer satisfaction. Skilled in troubleshooting, problem-solving, and providing exceptional service. Strong team player with focus on collaboration, adaptability, and achieving high-quality results. Known for reliability and effective communication in fast-paced environments.
Overview
16
16
years of professional experience
Work History
Production Support Associate
New York Life
06.2021 - Current
- Facilitated software implementation, enhancing user support for Accenture Life Insurance platform.
- Collaborated with stakeholders to align system design with business needs, improving functionality.
- Identified and communicated software defects, ensuring alignment with business procedures.
- Drafted system change requests with clear acceptance criteria, supporting future functionality.
- Acted as liaison for field users, addressing critical fixes to boost user experience.
- Coordinated with stakeholders to align system design and functionality with business needs, facilitating seamless software implementation.
- Analyzed software defects and user needs, proposing targeted system enhancements to improve functionality and user experience for Accenture Life Insurance Platform.
- Managed software resolution work queue resolving on average 20+ tickets daily increasing user experience and facilitating application progression.
Service Representative
New York Life
06.2021 - 04.2023
- Ensure compliance in processing new life insurance policies, enhancing operational standards.
- Collaborate with stakeholders to gather requirements, optimizing insurable rate assessments.
- Resolved application issues, implementing solutions to streamline processing efficiency.
- Onboarded candidates as insurance agents, fostering a proactive sales environment.
- Operated in dynamic, high-volume environments to provide skilled assistance to more than 20 agents each day.
- Utilize CRM and mainframe systems for precise account updates and seamless payment processing.
- Proactively address customer needs, significantly improving satisfaction and service quality.
- Pioneered system pilot team strategies for app entry, Not In Good Order resolution, and document indexing. Developed creative workarounds to expedite application progress in Accenture Life Insurance and Annuities Platform
Internal Advisor Consultant/Sales Support
Hartford Funds
02.2019 - 06.2021
- Built strong relationships with financial professionals, enhancing sales support and engagement.
- Drove 150 million in new sales in advisor territory, leveraging personalized web-based illustrations and portfolio analysis to enhance client relationships and sales performance.
- Utilized Morningstar Tools for comprehensive portfolio analysis, aiding strategic decisions.
- Managed CRM to effectively track communications, ensuring consistent client interaction.
- Analyzed sales data using Excel and Salesforce, driving targeted marketing strategies and fostering growth in advisor relationships.
Operations Supervisor
Clemens Food Group LLC
07.2017 - 02.2019
- Led 85-member team, optimizing KPIs in labor, yield, and materials. Implemented efficiency measures, reducing costs while meeting production goals.
- Managed KPIs in labor, yield, and materials, achieving company targets.
- Utilized SAP and Excel for accurate daily reconciliations.
- Trained teams, boosting productivity and operational efficiency.
- Collaborated with management to meet production goals.
- Managed daily operations for optimal performance, ensuring smooth workflows and timely completion of tasks.
- Maintained open lines of communication with upper management to provide regular updates on operational progress and challenges faced by the team.
Sergeant - Airframes Mechanic
United States Marine Corps
08.2008 - 02.2013
- Led airframe and hydraulic system maintenance for UH-1N/Y Huey and AH-1W/Z Cobra, ensuring optimal flight readiness and safety standards.
- Inspected and repaired airframe structures for UH-1N/Y Huey and AH-1W/Z Cobra, ensuring safety.
- Qualified as CDQAR, CDI, and NDI Technician, enhancing team expertise and flight readiness.
- Conducted NDI on multiple aircraft types, maintaining operational standards and safety compliance.
- Managed tool accountability and hydraulic monitoring, improving resource efficiency and reliability.
- Oversaw junior marines' work, ensuring adherence to manuals and safe flight operations.
- Championed safety initiatives within the team, promoting awareness of potential risks and advocating for proactive measures to minimize hazards during maintenance activities.
Education
Bachelor of Science - Data Analytics
Southern New Hampshire University
Hooksett, NH09.2024
Bachelor of Science - Management, Finance
West Chester University of Pennsylvania
West Chester, PA05.2017
Skills
- Statistical analysis
- Data cleaning
- Analytical problem solving
- Attention to detail
- Leadership
- Management
- Customer Support
- ServiceNow
Accomplishments
- Series 7
- Series 63
Timeline
Production Support Associate
New York Life
06.2021 - Current
Service Representative
New York Life
06.2021 - 04.2023
Internal Advisor Consultant/Sales Support
Hartford Funds
02.2019 - 06.2021
Operations Supervisor
Clemens Food Group LLC
07.2017 - 02.2019
Sergeant - Airframes Mechanic
United States Marine Corps
08.2008 - 02.2013
Bachelor of Science - Management, Finance
West Chester University of Pennsylvania
Bachelor of Science - Data Analytics
Southern New Hampshire University
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