Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Janet Crosby, MBA, EdD

Pelham,AL

Summary

Chief Administrative Analyst – City of Birmingham

Financial expert with over 15 years of experience, recognized for achieving 20% annual production growth and receiving multiple National Quality Awards. Generated $1 million in insurance sales in a single year, securing Million Dollar Round Table membership. Educational background includes bachelor's and master's degrees in business administration and a doctoral degree in educational leadership, along with a fellowship at Stanford University. Skilled in revenue forecasting, expenditure tracking, and financial reporting, with a track record of improving operational efficiency by 25% through AI integration.

Overview

2026
2026
years of professional experience

Work History

Financial Professional

Crump Insurance and Investment Brokerage Services
Harrisburg, Pennsylvania
03.2014 - Current
  • Research and monitored budget development, focusing on revenue forecasting and expenditure tracking for small businesses.
  • Author reports summarizing proposals, project outcomes, and policy analyses for small businesses.
  • Utilize software to create spreadsheets and comprehensive reports for financial analysis.
  • Ensure compliance with corporate policies during financial reporting processes for small businesses.
  • Provide support in developing presentations for senior management on finance topics.
  • Manage client portfolios to optimize financial performance and meet investment objectives.
  • Provide advice on a range of financial products including mutual funds, stocks, bonds, and insurance.
  • Utilize financial planning software to model scenarios and forecast financial outcomes for clients.
  • Analyze client financial statements and data to evaluate financial health and investment opportunities.
  • Negotiate with financial institutions on behalf of clients to secure optimal terms for financial products.
  • Engage in ongoing training and education to acquire knowledge of financial products and services in changing economic conditions.
  • Utilize CRM systems to track client interactions, transactions, and progress towards financial goals.
  • Prepare and present detailed financial reports and projections to clients and stakeholders.
  • Coordinate with legal and tax professionals to ensure comprehensive financial planning.
  • Maintained strict compliance with all regulatory and ethical standards in financial advisory services.

Financial Professional

Corebridge (AIG) Financial
Houston, Texas
02.2012 - 01.2014
  • Supervised staff and sales team through training and work assignments.
  • Authored reports summarizing proposals, projects, outcomes, and recommendations.
  • Utilized MS Office Suite for data analysis and reporting.
  • Monitored departmental compliance with policies, laws, and standards.
  • Maintained accurate records of client interactions and transactions per policy requirements.
  • Conducted detailed financial analyses, including risk assessment and retirement planning.
  • Reviewed client accounts to identify improvement opportunities.
  • Communicated regularly with clients regarding financial matters via various channels.

Financial Professional

Equitable Life Insurance
  • Implemented Equitable Employee Deferred Compensation Plan under IRC Section 457(b) for the City of Birmingham.
  • Administered Equitable Tax Sheltered Annuities, IRC 403(b), for Birmingham City Schools.
  • Maintained accurate transaction records in compliance with Generally Accepted Accounting Principles and tax regulations.
  • Supervised sales teams through training and task assignments.
  • Managed the sales process, including purchase orders, bid law compliance, and contract administration.
  • Researched and developed budgets, utilizing forecasting and expenditure tracking techniques.
  • Drafted comprehensive reports detailing proposals, outcomes, and recommendations.
  • Utilized MS Office Suite to create impactful reports and presentations.

Education

Doctorate of Education (EdD) - Educational Leadership and Administration

Tennessee State University
Nashville, TN
12-2023

MBA - Master's of Business Administration

Alabama A&M University
Normal, AL
05-2019

Bachelor of Science - Commerce And Business Administration

The University of Alabama
Tuscaloosa, AL

Skills

  • Financial reporting
  • Budget forecasting
  • Risk management
  • Data analysis
  • Pivot table analysis
  • Project coordination
  • Presentation skills
  • Financial software proficiency
  • Project management
  • Compliance monitoring
  • Employee training
  • Effective communication
  • Team leadership
  • Strategic planning
  • Revenue reporting
  • Policy analysis
  • Leadership development
  • Problem-solving abilities
  • Financial product sales
  • Proposals and presentations
  • Creating spreadsheets

Accomplishments

Accomplishments

Stanford University Innovative Fellow (UIF) Spring 2021

Hasso Plattner Institute of Design School, Stanford University Palo Alto, CA

· Engaged in immersive learning and collaborative problem-solving at the forefront of design-thinking methodologies.

· Participated in programs focused on developing innovative solutions to complex real-world challenges.

· Contributed to Stanford University's renowned d. school, recognized by The New York Times as one of the institution's most sought-after academic programs, offers courses tailored to address specific and pressing issues.

Member of the Million Dollar Round Table

The Premier Association of Financial Professionals®, is a global, independent association of the world's leading life insurance and financial services professionals from 85 nations and territories and more than 700 companies.

National Association of Insurance and Financial Advisors (NAIFA) National Quality Award

It recognizes those who demonstrate a commitment to excellence in client care, adherence to ethical standards, and pursuit of education and training in the insurance and financial services industry. This award considers production levels, client retention, client care, education, and association leadership.

Timeline

Financial Professional

Crump Insurance and Investment Brokerage Services
03.2014 - Current

Financial Professional

Corebridge (AIG) Financial
02.2012 - 01.2014

Financial Professional

Equitable Life Insurance

Doctorate of Education (EdD) - Educational Leadership and Administration

Tennessee State University

MBA - Master's of Business Administration

Alabama A&M University

Bachelor of Science - Commerce And Business Administration

The University of Alabama

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