RAMON CONNER
Raleigh,NC
Summary
Achieved clarity in financial analysis by developing impactful presentations that effectively communicate results. Influenced strategic decision-making through the delivery of actionable insights derived from complex data analysis. Enhanced planning and forecasting processes by collaborating with business leaders to translate data into meaningful business strategies.
Overview
19
19
years of professional experience
Work History
FINANCIAL ANALYST
PREFERRED MUTUAL INSURANCE COMPANY
2022.07 - 2024.08
- Analyzed financial results across insurance products and segments, identifying key drivers, trends, and variances
- Monitored profitability drivers and performance trends to deliver forward-looking financial insights and highlight risks and opportunities
- Partnered cross-functionally with analytics, underwriting, and actuarial teams to connect financial results with underlying business and risk drivers
- Developed financial storylines and management presentations for Sr. Management
- Performed quality control and validation of large datasets, identifying anomalies and ensuring timely, accurate, and reliable reporting
- Tracked and analyzed the success of strategic initiatives, providing recommendations to support continuous improvement and operational effectiveness
- Conducted market and competitive analysis to identify trends, opportunities, and threats, supporting strategic planning and decision-making
- Identified a significant liquidity risk driven by declining cash reserves; built a cash flow forecasting model that improved visibility into future impacts and helped stabilize the company's financial position
- Analyzed financial data to support strategic decision-making and improve operational efficiency.
Senior Accountant
NC Rate Bureau / Reinsurance Facility
2005.04 - 2022.07
- Prepared monthly and quarterly financial statements, delivering timely and accurate financial reporting
- Collected, consolidated, and analyzed financial data across business units to create dashboard views highlighting trends and performance drivers
- Supported annual budgeting and planning processes, including variance analysis and expense trend monitoring
- Tracked and analyzed expense fluctuations, identifying drivers and implications for future financial performance
- Built financial models for scenario planning and investment analysis, evaluating potential outcomes and risks
- Collected and examined statistical ratemaking data to support insurance and reinsurance analysis
- Prepared financial exhibits for state filings and responded to regulatory data requests, ensuring accuracy and consistency
- Leveraged advanced data tools including SQL, and Power BI to drive process improvements.
Education
Bachelor of Business Administration - Finance
Strayer University
Raleigh2008-12
Associate Degree - Accounting
Wake Community College
Raleigh, NC2003-12
Skills
- Leveraged advanced Excel skills to streamline data analysis and reporting processes
- Assisted in creating interactive dashboards using Power BI Supported data visualization efforts to enhance decision-making processes Collaborated with team members to gather requirements for reporting needs
- Assisted in data management tasks using SQL Supported team members in executing database queries Contributed to project documentation and reporting efforts
- Assisted teams in utilizing Alteryx for data analysis and reporting tasks Supported data preparation processes to enhance project efficiency Collaborated with colleagues to troubleshoot and resolve data-related issues
- Developed and implemented Python scripts to automate data processing tasks
- Assisted teams in utilizing adaptive insights for project planning and execution Supported data analysis to enhance decision-making processes Contributed to the development of strategies for improved project outcomes
Technical Tools
- Advanced Excel (Pivot Tables, Lookups, Financial Models)
- Power BI
- SQL
- Alteryx
- Tableau
- Python
- Adaptive Insights
- Anaplan
Timeline
FINANCIAL ANALYST
PREFERRED MUTUAL INSURANCE COMPANY
2022.07 - 2024.08
Senior Accountant
NC Rate Bureau / Reinsurance Facility
2005.04 - 2022.07
Bachelor of Business Administration - Finance
Strayer University
Associate Degree - Accounting
Wake Community College