LaShannon Smith
Waxahachie,TX
Summary
Accomplished Senior Financial Analyst with a proven track record at New York Life Insurance, adept in budget planning and analysis, and enhancing team collaboration. Excelled in delivering actionable insights through advanced model building and predictive analytics, leading to significant process improvements. Skilled in fostering customer satisfaction and efficient onboarding, showcasing exceptional communication and financial services expertise.
Overview
6
6
years of professional experience
Work History
Presale Analyst
Cigna Healthcare
04.2023 - 04.2024
- Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.
- Improved internal knowledge sharing by developing comprehensive documentation outlining standard operating procedures for various tasks.
- Enhanced team collaboration by providing clear communication of complex findings through visualizations and reports.
- Implemented predictive analytics techniques that enabled proactive adjustments to business strategies based on emerging trends.
Senior Financial Analyst
New York Life Insurance
05.2020 - 03.2023
- Provided valuable insights by leading monthly variance analysis reviews between actual results and budget/forecast expectations.
- Enabled informed decision-making by presenting key findings from complex data sets in clear, concise formats for senior leadership team members.
- Trained new analysts on corporate policies and procedures and implemented mentoring program, reducing onboarding time.
- Reviewed statistical information to determine financial trends for use in investment planning.
Funds Onboarding Representative
New York Life Insurance Co
07.2018 - 05.2020
- Increased customer satisfaction by addressing and resolving complaints in a timely manner.
- Handled customer complaints quickly and professionally to restore customer confidence and prevent loss of business.
- Enhanced company reputation by providing exceptional customer service and support.
Education
Master of Science - Business Administration And Management
Lamar University
Beaumont, TX05-2025
Bachelor of Arts - Business Administration And Management
Wiley College
Marshall, TX05-2023
Skills
- Model Building
- Loan and Account Monitoring
- Audit reporting
- Microsoft, Excel, and SAP
- Budget Planning and Analysis
- Data Entry and 10-key
- Financial Services
Timeline
Presale Analyst
Cigna Healthcare
04.2023 - 04.2024
Senior Financial Analyst
New York Life Insurance
05.2020 - 03.2023
Funds Onboarding Representative
New York Life Insurance Co
07.2018 - 05.2020
Master of Science - Business Administration And Management
Lamar University
Bachelor of Arts - Business Administration And Management
Wiley College
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