Summary
Overview
Work History
Education
Skills
Websites
Timeline
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Keyla Roman

Miami,FL

Summary

Results-driven Senior Vice President, Operations with forward-thinking approach centered on company success and competitive growth. Demonstrated record of success in building successful teams and managing profitable operations.

Overview

18
18
years of professional experience

Work History

Senior Vice President, Operations

Wahr Re LLC
08.2022 - 10.2023
  • Developed and implemented new strategies and policies in collaboration with executive partners to establish and achieve long-term business objectives, providing company with strong and sustainable organizational leadership.
  • Developed and implemented new strategies and policies to establish long-term business objectives and provide strong and sustainable organizational leadership.
  • Hired and managed employees to maximize productivity while training staff on best practices and protocols.
  • Identified opportunities to improve business process flows and productivity.
  • Presented and discussed strategy and initiative progress with senior business leaders.
  • Collaborated with senior management to develop strategic initiatives and long term goals.
  • Clarified roles, responsibilities and expectations of staff.
  • Mitigated regulatory risks by overseeing adherence to insurance and safety regulations.
  • Employed optimal safety practices to reduce worksite complaints and hazards.
  • Established and maintained strong relationships with customers, vendors and strategic partners.
  • Managed financial, operational and human resources to optimize business performance.
  • Represented organization at industry conferences and events.
  • Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
  • Networked with customers, prospects and partners at conferences and trade shows.
  • Led Payroll and Hiring for company

Senior Vice President, Operations

Relm Insurance Ltd.
01.2020 - 12.2021
  • Launched business development strategies that increased Relm's gross written premium by 369% in its second year of operations
  • Responsible for supervision and management of administrative services
  • Identified opportunities to improve business process flows and productivity.
  • Developed measurement tools, dashboards and reports to track metrics on adoption and effectiveness of initiatives.
  • Led development of strategic marketing plans to raise awareness and drive sales growth.
  • Responsible for preparation and monitoring of quarterly and annual budget for Relm and its service provider company, Arora Strategies
  • Managed relationship with Bermuda Monetary Authority for all compliance aspects of business
  • Responsible for implementation of blockchain based policy administration system
  • Managed relationship with Third-Party Administration Claims service provider, UK Tax Service provider, Policy Administration system company and IT
  • Worked directly with CEO to plan future improvements to all aspects of company
  • Worked directly with CEO to grow business by making visits to brokers and potential new clients
  • Collaborated in creation of new insurance product in market for blockchain insurance
  • Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
  • Directed technological improvements, reducing waste and business bottlenecks.
  • Collaborated with CEO to establish and recommend procedures that would maintain efficient and effective services to Relm clients
  • Responsible for development of processes and policies for Relm
  • Responsible for development and implementation of Relm's Business Continuity Management and Disaster Recovery plan
  • Increased company profits through performance optimization strategies and efficiency improvements.
  • Networked with customers, prospects and partners at conferences and trade shows.
  • Developed and implemented new strategies and policies in collaboration with executive partners to establish and achieve long-term business objectives, providing company with strong and sustainable organizational leadership.
  • Hired and managed employees to maximize productivity while training staff on best practices and protocols.

Assistant Vice President, Financial Analyst

Swiss Re
06.2015 - 12.2019
  • Directly interacted with different stakeholders within Latin America and Canada, including Finance Managers, Client Managers and Underwriters to provide support in closing, planning and reporting for their book of business
  • Responsible for EVM and GAAP processes that includes working on projections, Bound vs Unbound business and Prior Year Premium Development for Latin America and Canada
  • Interacted with Actuarial and Technical Accounting departments for Prior Year Premium Development analysis, in respect of validation of Cedent written premium and earned premium reporting
  • Responsible for preparation of Latin America Expenses, including analysis of Budget as part of Key Performance Indicator related measurement
  • Responsible for reporting Atrium deals for Americas to calculate commissions produced by using Atrium model
  • Responsible for preparation and presentation of Latin America and Canada Plausibility meetings, with respect to Variances over PV Premiums and CM1, Premium Development, Pricing Comparisons, Bound vs Unbound ratios comparison and Earning Patterns
  • Responsible for preparation of Latin America and Canada GAAP Review, including analysis of the Property, Casualty, Marine, Cargo, Credit & Surety and Agriculture, client variances, Normalized Quarter vs Quarter Premiums comparison and Normalized Projection vs Plan comparison
  • Responsible on submitting Closing Direct Entries for Latin America
  • Responsible on preparation and reporting of annual Latin America and Canada Nonlife Plan
  • Responsible for quarterly preparation of Nat Cat release for Facultative business
  • End User Application Project Manager for the FP&A Americas team
  • Six months job rotation within Business Development Latin America team

Sr. Technical Associate

Swiss Re
07.2012 - 06.2015
  • Assisted Client Manager with support for Commutation Project in Venezuela
  • Provided Client Manager with support for all non-client facing activities, including submission set up, underwriting and contract support, client management activities, record management and processes for Client Markets and Business Services
  • Responsible for managing treaty submission process, including contract review and comparison, with highlights of changes in contract back to UW/CM
  • Coordinated with Underwriting and Contracts to ensure required documentation is maintained as per local requirements
  • Responsible for data quality and entry in Swiss Re's underwriting and client management tools and systems for Latin America book of business
  • Helped to ensure that Client Market Business Unit complies with Organizational Risk Management (audits), PNOC, 9 Month Compliance, and Contract Certainty
  • Assists in providing Client Managers with presentations and reports using internal (SRS, IUF) and external (SNL & AM Best) tools, running reports as needed and integrating those into standardized presentations such as CEO briefings and Strategy Papers
  • Participated in Swiss Re initiatives, such as being part of Survey Squad for employee survey, and Contract review simplification project

Sr. Underwriting Assistant

Liberty International Underwriters
03.2008 - 07.2010
  • Assisted Underwriters to meet production goals by identifying exposures for rating and quoting, negotiating terms and conditions with reinsurance Brokers
  • Produced quotes and binding coverage within timeframes for Energy and Construction accounts
  • Managed, analyzed and quarterly certified accurate data for catastrophic model EQECAT throughout Latin America and Caribbean of existing book of business for Miami and Brazil office
  • Assisted with preparation and compilation of LIU's own Energy Policy wording and was responsible for final issuance
  • Interacted with Finance and Compliance departments to resolve discrepancies and/or issues
  • Assisted with training and mentoring of staff with LIU's program systems
  • Participated in underwriting meetings with brokers and clients

Branch Administrator

Oppenheimer & Co. Inc
05.2007 - 03.2008
  • In charge of opening all new accounts in branch
  • Prepared account activity reviews for Branch Manager
  • Gathered and coordinated statistics and provided any necessary information and details of Branch and Investment Advisors to Branch Manager
  • Handled day-to-day details of running the branch, meetings, Investment Advisors support and basic organization of th office

Jr. Accountant Analyst

Expressive Communications
09.2005 - 03.2007
  • Assisted the President on the creation of the monthly budget
  • Prepared P&L monthly reports for the company
  • Analyzed the Account Payable/Receivables and reconcile it on a daily and monthly basis
  • Investigated any differences found and prepared resolution reports
  • Managed the bank reconciliation and General Ledger journal entries

Education

Media Lab - Cryptocurrency -

Massachusetts Institute of Technology
Online
06.2021

Bachelor of Business Administration in Finance -

University of Puerto Rico
San Juan, PR
05.2006

Skills

  • Fluent in English and Spanish
  • Microsoft Office
  • Budgeting
  • Financial Planning
  • Start-up operations experience
  • Planning Cycles Tools
  • Dashboards
  • Interpersonal skills
  • Customer-focused skills
  • Capable of solving multiple and complex issues
  • Exceptional oral and written communication
  • Cost Analysis and Savings
  • Process Improvements
  • Operations Oversight

Timeline

Senior Vice President, Operations

Wahr Re LLC
08.2022 - 10.2023

Senior Vice President, Operations

Relm Insurance Ltd.
01.2020 - 12.2021

Assistant Vice President, Financial Analyst

Swiss Re
06.2015 - 12.2019

Sr. Technical Associate

Swiss Re
07.2012 - 06.2015

Sr. Underwriting Assistant

Liberty International Underwriters
03.2008 - 07.2010

Branch Administrator

Oppenheimer & Co. Inc
05.2007 - 03.2008

Jr. Accountant Analyst

Expressive Communications
09.2005 - 03.2007

Media Lab - Cryptocurrency -

Massachusetts Institute of Technology

Bachelor of Business Administration in Finance -

University of Puerto Rico

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Keyla Roman