JOHNNIE VICTORIA ROGERS
Sugar Land
Summary
Ambitious insurance and finance professional with a strong track record in delivering customized financial solutions. Expertise in analyzing financial data and formulating strategic recommendations that enhance client satisfaction and drive performance. Proficient in risk management, financial statement analysis, and process optimization.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Financial Analyst
THCG LLC Consulting
05.2015 - Current
- Reconciles online QB, accounts payable, accounts receivable, month in closing, and preparing accounts for year-end taxes, (financial reporting and analysis).
- Converts the results of data analysis into meaningful, reportable, information.
- Provides creative alternatives and recommendations to reduce costs and improve financial performance.
- Tracks and determines financial status by analyzing actual results in comparison with forecasts.
Financial Specialist
MassMutual
06.2011 - Current
- Analyzed financial needs of individuals and companies to develop tailored solutions.
- Collaborated with management to secure funding for keyman and partner agreements.
- Specialized in customized retirement planning and strategic financial solutions.
- Evaluated key financial data, including statements, investments, and insurance options.
- Designed PowerPoint presentations and prepared various investor documents.
Sr. Financial Analyst
John M. Floyd & Associates
12.2013 - 05.2015
- Consult with management to guide and influence long term strategic decisions.
- Identify trends, advise company and recommend actions based on sound analysis.
- By converting the results of data analysis into meaningful, reportable, information and conclusions about the data to offer solutions.
- Lead Analyst; staging to senior managers such as CEOs and CFOs once or twice weekly, (base line tracking documents).
- Profitability reporting: fee income; reengineering; process improvement, and deposit operations solutions.
- Conducting interviews with financial institution executives and day-to-day operations personnel.
Sr. Benefits Consultant
United HealthCare Manage-Care
02.2010 - 12.2013
- Led and coordinated marketing events to engage potential members and drive enrollment.
- Generated referrals through community resources, company tools, event planning, and networking.
- Prospects for leads, setting up at Harris County Health center, other places in the community and converts leads into appointments, appointments into sales.
- Employed territorial model to enhance marketing efforts, resulting in increased new enrollments.
- Strictly adheres to all CMS and UHC and Well-Care Marketing regulations.
- Reviews, and enters accurately all data/enrollment paperwork into electronic application.
- Conducts potential and new member orientations.
Financial Specialist/RR
Wachovia Bank/Wells Fargo
09.2007 - 06.2010
- Analyzed company financial needs and collaborated with management to forecast profits, supporting accurate business valuation.
- Established long-term advisory relationships through financial analysis, prioritizing client interests to improve satisfaction and loyalty.
- Managed client relationships to drive growth retention and increase profitability.
- Maintained knowledge of in-market competitors, including product offerings and pricing strategies.
Education
Bachelor of Arts - Finance, Psychology
Houston Baptist University
Houston, TX02-2004
Skills
- Financial statement analysis
- Financial modeling
- Financial forecasting
- Asset valuation
- Portfolio management
- Risk management
- Performance evaluation
- Process optimization
- Microsoft Excel expertise
- Accounting software
- Microsoft Office suite
Awards
- Executive Council
- LTCU Certified
Certification
- Group One Insurance Texas Board of Insurance
Timeline
Financial Analyst
THCG LLC Consulting
05.2015 - Current
Sr. Financial Analyst
John M. Floyd & Associates
12.2013 - 05.2015
Financial Specialist
MassMutual
06.2011 - Current
Sr. Benefits Consultant
United HealthCare Manage-Care
02.2010 - 12.2013
Financial Specialist/RR
Wachovia Bank/Wells Fargo
09.2007 - 06.2010
Bachelor of Arts - Finance, Psychology
Houston Baptist University