Dedicated professional with a strong background in Excel, Power Query, and Power BI, seeking opportunities to leverage my data manipulation, visualization, and analysis skills to provide valuable insights and support data-driven decision-making for organizations.
Overview
9
9
years of professional experience
Work History
UNDERWRITING ASSISTANT I
EVEREST NATIONAL INSURANCE COMPANY, USA
01.2024 - Current
Gathering and analyze underwriting information including experience reports, final audits, loss control reports, financial reports, loss runs, Loss Analysis, MVRs, and FEINs.
To summarize slip terms and conditions, calculate premiums and exposures and ensure complete accurate entry of submissions, quotes, risks, endorsements, and transactions to the Everest Underwriting System(s) to ensure correct management, statistical and regulatory reporting.
Perform as required the necessary data checks to ensure accuracy of underwriting data ensuring they are accurately entered within our systems.
Store all risk information and correspondence onto the document repository to ensure a complete and accurate audit trail of all substantive business activity.
Ensure that all relevant underwriting information is included for the peer review, risk entry and data checking review process within the designated timeframe.
Maintain tools containing key underwriting information to facilitate compliance sanctions, fraud and financial crime checks pre bind and monitoring post bind.
Assist underwriters’ during the underwriting process, production of management information, business development and marketing.
Provide administrative support to underwriters and the Operations team in areas including credit control, data quality and training.
When necessary, provide support to Underwriting teams within other classes of business.
Any other ad hoc tasks as defined and agreed with the Head of Operations
Compliance with ODEN state rules and regulations relative to cancellations and reinstatements.
Ensured compliance with all regulatory requirements through diligent record-keeping and strict adherence to company policies.
SENIOR ACCOUNTANT, REPORTING
BALADNA FOOD INDUSTRIES, QATAR
06.2022 - 12.2024
Sales Forecasting and Analysis:
Analyzed historical sales data to identify trends and patterns, facilitating more accurate sales forecasts.
Regularly communicated with the management team to provide insights and recommendations based on sales data analysis.
Implemented advanced Excel formulas and functions to resolve complex financial issues, optimizing data handling and reporting processes.
Reviewed past sales data to determine productivity trends, enabling proactive strategies to boost sales performance.
Prepared accurate reports by consolidating data from internal and external sources, aiding in data-driven decision-making.
Evaluated third-party data sources to identify best practices for achieving company success.
Presented actionable information and insights to team members and management, contributing to informed decision-making.
Financial Analysis and Planning:
Collaborated cross-functionally to improve the organization's financial performance through in-depth financial analysis, forecasting, and trend analysis.
Assisted in the capital budgeting and expenditure planning process to ensure efficient resource allocation.
Maintained up-to-date knowledge of financial instruments, market conditions, and trends to make informed financial decisions.
Conducted market research and analysis to support internal financial assessments, optimizing financial strategies.
Guided and enforced cost analysis processes by establishing and maintaining policies and procedures.
Created and maintained spreadsheets and dashboards to support data analysis and provide valuable insights.
Data Analysis with Excel, Power Query, and Power BI:
Utilized advanced Excel functions, including Power Query, to extract and transform data from multiple sources, improving data accuracy and accessibility.
Developed interactive dashboards and reports using Power BI, providing real-time insights to stakeholders and enhancing data visualization.
Conducted statistical analysis on datasets, identifying trends, anomalies, and process improvement opportunities.
Collaborated with cross-functional teams to develop data-driven strategies and solutions, contributing to organizational success.
Reconciled accounts and created documents for monthly closure procedures.
Prepared monthly journal entries and reconciliations.
DATA ANALYST
NGA-MAZZRATY, QATAR
08.2020 - 04.2022
One-point contact between managers and the internal staff
Develop MS Excel based tools using pivot tables to develop data analysis and present the data in charts and graphs.
Data Mining, tracing and mapping using tools such as Power BI
Used statistical methods to analyze data and generate useful business reports.
Created various Excel documents to assist with pulling metrics data and presenting information to stakeholders for concise explanations of best placement for needed resources.
Integrated multiple sources of disparate data into cohesive datasets using ETL processes, improving overall analytic capabilities.
Streamlined reporting processes, resulting in faster turnaround times for monthly performance reports.
Conducted comprehensive data analysis to support strategic planning, leading to more informed decision-making.
Automated routine data analysis tasks, freeing up time for more complex analysis.
Developed complex dashboard and reporting tools to track business performance metrics.
BUSINESS ANALYST
PREMIUM CAPITAL CONSULTANTS, QATAR
03.2020 - 08.2020
Guide cost analysis process by establishing and enforcing policies and procedures; providing trends and forecasts; explaining processes and techniques; recommending actions.
Reconcile transactions by comparing and correcting data.
Maintain database by entering, verifying, and backing up data.
Recommend actions by analyzing and interpreting data and making comparative analyses, studying proposed changes in methods and materials.
Provide analytical, forecasting, reporting, and project support to senior management.
Produce monthly reports, which include key metrics, financial results, and variance reporting.
Spearhead the annual and quarterly budgeting and forecasting processes.
Identify opportunities for performance improvement across the organization.
Maintain knowledge and keep abreast of new investment regulations or policies.
Develop models that help with decision-making.
Identify financial status by comparing and analyzing actual results with plans and forecasts.
CLAIMS ANALYST
JUBILEE LIFE INSURANCE COMPANY LTD
04.2016 - 01.2019
In charge of business support, client servicing, management, and budget reporting. Assisted in setup and re- structured the operations in underwriting.
Involved in conflict resolution, service inclusions, tariff of various partners and ensuring members attended to fall under the network.
Setting up, underwriting, and managing of membership details in medical system (MEDIS and ACTISURE).
Provided support to profit Centre/line of business leaders as directed.
Profitability analysis/reviews.
Reviewed pricing of large accounts and communicated insights to underwriters.
Maintained and updating of pricing models.
Handled and resolved queries from walk in clients, brokers, agents, members, claims team, service provider.
Serviced accounts by presenting portfolio performance, data management, reconciliation of accounts, customer service and policy administration requirements.
Spearheaded underwriting operations using the new medical system through improving efficiency and achieving targets.
Writing customer complaint report to make sure issues are solved in a timely manner.
Education
Bachelor of Science Degree - Actuarial Science
JOMOKENYATTA UNIVERSITY OF AGRICULTURE AND TECHNOLOGY
Nairobi, Kenya
01.2012
KENYA CERTIFICATE OF SECONDARY EDUCATION(KCSE) -
THE AGA KHAN HIGH SCHOOL
Nairobi, Kenya
01.2006
Skills
Result oriented professional with over 8 years’ experience that spans Data Analysis, Underwriting, Insurance, Sales, Accounts Payable and Finance
Proficient in Excel, Power Query, and Power BI for data extraction, transformation, analysis, and visualization
Familiar with software and ERP such as SAP, Qlik and Microsoft Dynamics
Strong analytical skills with the ability to translate data into actionable insights
Experience in data cleaning, data modeling, and creating interactive dashboards
Knowledge of statistical analysis and data visualization best practices
Excellent problem-solving and communication skills for conveying complex findings to non-technical stakeholders
Data Analysis and Visualization using MS Excel, ERP and Power BI
Knowledge of mathematics and statistics with the ability to perform necessary mathematical computations
Excellent knowledge of principles and processes for providing customers and personal services
Accomplishments
Sales Data Analysis
Analyzed and visualized historical sales data to identify trends and seasonality.
Presented findings and recommendations to the sales team, leading to a 10% increase in quarterly revenue.
Customer Churn Analysis
Investigated customer churn factors by conducting exploratory data analysis.
Built a classification model to predict customer churn using machine learning techniques.
Reduced churn rate by 15% through targeted retention strategies.
Timeline
UNDERWRITING ASSISTANT I
EVEREST NATIONAL INSURANCE COMPANY, USA
01.2024 - Current
SENIOR ACCOUNTANT, REPORTING
BALADNA FOOD INDUSTRIES, QATAR
06.2022 - 12.2024
DATA ANALYST
NGA-MAZZRATY, QATAR
08.2020 - 04.2022
BUSINESS ANALYST
PREMIUM CAPITAL CONSULTANTS, QATAR
03.2020 - 08.2020
CLAIMS ANALYST
JUBILEE LIFE INSURANCE COMPANY LTD
04.2016 - 01.2019
Bachelor of Science Degree - Actuarial Science
JOMOKENYATTA UNIVERSITY OF AGRICULTURE AND TECHNOLOGY
Government Stakeholder Consultant - NLDP at National Health Insurance Authority (NHIA)- Result For Development, USAGovernment Stakeholder Consultant - NLDP at National Health Insurance Authority (NHIA)- Result For Development, USA
Long Term Disability Claims Specialist II at Metropolitan Life Insurance Company, MetLife USALong Term Disability Claims Specialist II at Metropolitan Life Insurance Company, MetLife USA