JAEGR SPINUZZI

• Deliver accurate budget forecasts and variance analyses to strengthen financial visibility and support strategic planning efforts.

• Execute month‑end close activities, including preparation and posting of prepaids, accruals, and complex journal entries in accordance with GAAP and internal controls.

• Perform detailed financial and statistical analysis to identify anomalies, assess operational trends, and develop data‑driven recommendations supported by reliable financial models and audit‑ready documentation.

• Manage end‑to‑end invoice and deposit workflows within the P2P environment, ensuring compliance with procurement policies, contract terms, and governance standards.

• Build and update monthly management reporting packages by integrating cross‑functional data to support executive decision‑making and long‑range planning.

• Monitor, reconcile, and interpret diverse financial datasets—including CIP funding, GL activity, BLS indices, surety obligations, incentive programs, and operational risk factors—to improve forecasting accuracy and budget oversight.

• Evaluate budget performance by analyzing deviations from plan, quantifying financial impacts, and recommending corrective actions to mitigate risk and improve predictability.

• Monitor spending trends and risk indicators to proactively flag emerging budget pressures and support evidence‑based financial planning.

• Utilized PeopleSoft, SQL, Excel, and Power BI to support data analysis and reporting.

• Lead recurring forecast‑vs‑actual reviews, collaborating with cross‑functional teams to interpret variances and strengthen financial planning accuracy.
• Develop and manage comprehensive budgeting models that align with strategic objectives and support long‑range financial forecasts.
• Perform in‑depth KPI assessments and Even‑Flow analyses to evaluate operational efficiency, pinpoint performance gaps, and guide improvement initiatives.
• Oversee accurate and compliant end‑to‑end processing of invoices and deposits, ensuring strong financial controls across transactional workflows.
• Execute full‑cycle accounting tasks, including AP/AR management and account reconciliation, while maintaining adherence to internal control standards.
• Prepare and consolidate monthly financial review packages—including Income Statement, Balance Sheet, and Cash Flow analyses—for executive‑level presentations.
• Conduct detailed Gross Margin and profitability analyses to evaluate product, customer, and operational performance and support pricing and cost‑optimization strategies.
• Produce weekly and monthly forecasts, cycle‑time evaluations, and trend analyses to enhance financial predictability and enable proactive decision‑making.
• Resolve complex financial inquiries through targeted research, multi‑source data evaluation, and delivery of clear, actionable insights to key stakeholders

• Conduct detailed analyses of loss exposure, compensation structures, and claim outcomes to identify trends, quantify financial impact, and support risk‑mitigation strategies.
• Manage the full lifecycle of subrogation and arbitration files, coordinating documentation, evaluating liability, and driving recovery efforts in alignment with legal and regulatory standards.
• Allocate and authorize funds for claim payoffs with strong attention to accuracy, policy compliance, and internal financial controls.
• Maintain and administer client insurance policies, including updates, renewals, coverage adjustments, and compliance verification to ensure accuracy and customer satisfaction.
• Support auto claim resolution by gathering documentation, coordinating with adjusters, and facilitating communication among stakeholders.
• Source, track, and manage service leads to ensure timely follow‑up, accurate data maintenance, and enhanced operational efficiency and client engagement.

• Train, mentor, and support new hires through structured onboarding, performance coaching, and ongoing skill development to strengthen team capability and workflow consistency.
• Design and implement targeted action plans and performance objectives to align workforce output with organizational goals and productivity standards.
• Lead weekly cross‑functional meetings focused on workforce optimization, process improvements, and operational alignment across teams.
• Conduct advanced financial analyses on client portfolios valued at $5–10 million, assessing performance metrics, risk exposure, and long‑term financial stability.
• Partner with Market Managers to develop and execute tactical initiatives that drive revenue growth, enhance client satisfaction, and support market‑level performance goals.
• Prepare and review business tax documentation—including Income Statements, Financial Statements, and supporting schedules—with a focus on accuracy and regulatory compliance.
• Manage client portfolios by monitoring credit quality, evaluating financial risk, and ensuring adherence to loan covenants and compliance requirements.
• Maintain strong relationships with branch managers to coordinate portfolio strategy, address escalations, and support branch‑level financial objectives.
• Demonstrate advanced ability to read, analyze, and interpret complex financial reports, supporting decision‑making, risk assessment, and strategic planning.