Job Search Status
Open to workDesired start date: Open to discussion
Work Type
Full TimeConsultingContract WorkLocation Preference
On-SiteRemoteHybridLocation: East Hartford, CT, US
Open to relocation: No
Open To Work
Roberto Peña
Reporting & Analytics
East Hartford,CT
Work Preference
Summary
Results-driven analytics leader with a proven track record at Travelers Insurance, enhancing performance through strategic KPI development and data-driven decision-making. Expert in Excel and SQL, I excel in cross-functional collaboration and team leadership, driving operational excellence and achieving significant business growth.
Work History
Manager - Sales Analytics & Data Strategy
Travelers Insurance
Hartford
2016 - 2025
- Key Accomplishment: Developed nationwide rating & ranking system of all KPIs for entire Sales organization
- Directed the division's analytics strategy, impacting over 20,000 agencies, and more than 200 Sales Executives and Leaders across 8 regions countrywide
- Collaborated with Regional Directors and VPs to achieve national business goals, including increasing written premiums by more than 5%, in excess of $6.2B
- Led matrixed relationships with key organizational partners to facilitate the development of production applications and processes
- Advised senior leadership and stakeholders on performance analytics and strategic direction
Senior Business Systems Consultant Business Intelligence & Analytics
Travelers Insurance
2015 - 2016
- Key Accomplishment: Reduced system defects by 30% within first 12 months
- Partnered with senior leaders and technology owners to identify and prioritize business needs
- Facilitated collaboration between stakeholders and IT to align development of disruption applications
- Evaluated system enhancement requirements, testing and implementations
- Managed data warehouse physical model, overseeing mapping specifications and ensuring data integrity
Senior Catastrophe Risk Analyst, Enterprise CAT Strategy & Analysis
Travelers Insurance
2010 - 2015
- Key Accomplishment: Mitigated an earthquake claim loss of over $3M down to $1M
- Assessed natural & man-made catastrophic risks to inform enterprise exposure strategies
- Advanced business planning and risk management with actionable recommendations
- Created automated analysis tools used to evaluate and validate modeled results
- Managed a team in collaboration with HR to establish Strategic Operating Principles
Analytics Consultant, Talent Acquisition
Travelers Insurance
2007 - 2010
- Key Accomplishment: Led implementation of $2M workforce planning platform
- Designed and implemented analytics and reporting capabilities to support data-driven decision making
- Established framework for defining key performance indicators and core metrics to measure recruitment success
- Developed workflows and protocols that streamlined recruitment processes and improved efficiency
- Acted as subject matter expert on recruitment and retention metrics to guide team decisions
Market Analytics, Worksite & Institutional Marketing
ING U.S. Financial Services
Hartford
2005 - 2007
- Key Accomplishment: Increased ROI by reducing overall marketing spend by $800k
- Analyzed sales and marketing data to conduct cost-benefit analysis and calculate ROI, informing strategic decisions
- Performed external market research and compiled competitive intelligence
- Produced monthly metrics reports and scorecards for executive management, enhancing visibility into performance metrics
- Designed and published annual reports for plans with $3.5+ billion in AUM
Education
MBA - Business Analytics
Central Connecticut State University
New Britain, CTBachelor of Science - International Business/Marketing
Central Connecticut State University
New Britain, CTSummer Venture in Management Program -
Harvard University
Boston, MASkills
- Excel / SQL / Python
- Microsoft 365 and VBA
- Data visualization and analytics tools
- Enterprise data warehousing platforms
- Enterprise Analytics Strategy & Roadmapping
- Self-Service BI Enablement
- KPI Development & Measurement
- Team Leadership & Change Management
- Cross-Functional & Stakeholder Alignment
- Operational Excellence & Process Optimization
Military Service
- CT National Guard, 250th Engineer Bn, Norwich, CT 2001 to 2004
- U.S. Army Active Duty, 169th Engineer Bn, Ft. Leonard Wood, MO, ARMY Leadership Award 2000
Timeline
Manager - Sales Analytics & Data Strategy
Travelers Insurance
2016 - 2025
Senior Business Systems Consultant Business Intelligence & Analytics
Travelers Insurance
2015 - 2016
Senior Catastrophe Risk Analyst, Enterprise CAT Strategy & Analysis
Travelers Insurance
2010 - 2015
Analytics Consultant, Talent Acquisition
Travelers Insurance
2007 - 2010
Market Analytics, Worksite & Institutional Marketing
ING U.S. Financial Services
2005 - 2007
MBA - Business Analytics
Central Connecticut State University
Bachelor of Science - International Business/Marketing
Central Connecticut State University
Summer Venture in Management Program -
Harvard University