Nathan K. Pedley
Snohomish,WA
Summary
Dynamic financial analyst with expertise in budget forecasting and data visualization at HUB International. Proven track record in developing models that support strategic decision-making and enhance client satisfaction. Adept at collaborating with cross-functional teams, leveraging problem-solving skills to drive impactful results in a fast-paced environment.
Overview
8
8
years of professional experience
Work History
Associate Financial Analysis
HUB International
Bothell, USA
07.2025 - Current
- Serve as the medical analytics subject matter expert in internal strategy meetings, providing claims utilization analysis and data-driven insights to support client benefit decision-making
- Build contribution and budget forecasting models using historical claims experience and projected medical trend increases of 10-20% per year, supporting renewal strategy and long-term financial planning
- Partner with Account Executives, Producers, carriers, and vendors to align benefit strategy with market conditions, ensuring seamless execution from data analysis through final carrier selection
Associate Account Manager
HUB International
Spokane, USA
09.2024 - 06.2025
- Managed active accounts, ensuring policies remained current and compliant while communicating updates clearly to clients
- Assisted clients with account updates and processed requests promptly to maintain accuracy and enhance customer satisfaction
- Collaborated with team to mentor and train new sales professionals in HUB best practices, enhancing their industry knowledge and client engagement skills
Summer Commercial Lines Intern
HUB International
Bothell, USA
06.2024 - 08.2024
- Collaborated with two interns on strategic initiative to attract new talent, presenting recommendations to Northwest executive management team for consideration
- Collaborated with interns across U.S. and Canada on project to identify effective strategies for targeting younger generations, offering insights to executive leaders in both countries.
- Gained hands-on exposure to multiple roles within insurance industry through HUB's rotational job shadowing program, deepening product knowledge and supporting professional development
Crew Chief & Employee
Tuxedo Turf and Tree Landscaping
Seattle, USA
04.2018 - 08.2023
- Managed team of landscaping professionals on commercial and residential projects, enhancing communication and coordination to achieve successful client outcomes
- Led completion of over 1,000 projects in brush clearing, tree removal, thinning, and landscape architecture, ensuring high-quality results and client satisfaction
Education
Bachelor - Business Administration, Concentration in Finance
Gonzaga University
Spokane, WA05-2025
Skills
- Financial modeling
- Budget forecasting
- Financial reporting
- SQL
- Tableau
- Data visualization
- Microsoft Office
- Troubleshooting
- Problem-solving
- Adaptability
- Data visualization
Certifications
- Securities Industry Essentials, FINRA
- Property & Casualty Producer Insurance License, Washington State Office of the Insurance Commissioner
- Life and Disability Producer Insurance License, Washington State Office of the Insurance Commissioner
Leadership Experience
Campus Kitchens, Spokane, WA, Volunteer
Organized and distributed meals to individuals facing food insecurity by repurposing surplus food from dining halls and local organizations., Collaborated with volunteers to prepare and package nutritious meals, ensuring efficient operations and minimal food waste., Raised awareness about food sustainability and hunger issues through community outreach and engagement initiatives.
Timeline
Associate Financial Analysis
HUB International
07.2025 - Current
Associate Account Manager
HUB International
09.2024 - 06.2025
Summer Commercial Lines Intern
HUB International
06.2024 - 08.2024
Crew Chief & Employee
Tuxedo Turf and Tree Landscaping
04.2018 - 08.2023
Bachelor - Business Administration, Concentration in Finance
Gonzaga University