Analytical insurance professional with 6 years of experience in financial analysis, internal management consulting and risk management practices. Focused on delivering results to reduce expense rates, enhance collaboration in cross-functional departments and deliver executive readouts for leadership consumption.
Created a value stream map for the P&C Sales Organization to reduce friction in management of agency termination proceedings.
Developed a portfolio analysis framework to enhance portfolio tracking capabilities for the CL organization to ensure conformity on business case benefit tracking in business P&L.
Collaborated with the Small Market Organization in P&C to evaluate labor productivity in processing of business policies to enhance reporting capabilities for the Finance and Workforce Management Team's.
Identified duplicate marketing external spend agencies through an expense and value analysis with projected departmental savings of $6M for the Marketing Organization.
Directed the McKinsey Benchmarking Study analyzing current NF expense levels and providing recommendations to Life and Annuity BU's on expense reduction strategies.
Developed the business case framework for NF Finance Projects within the annual portfolio funding process by providing analytical recommendations on expense management tactics.
Completed four, six-month rotations in various business unit functions of the NW Enterprise (Risk & Capital Management, Business Analysis, Internal Audit and Financial PM&A).
Enhanced technical skillsets through creation of financial reports and risk modeling scenarios for business unit and corporate partners.
Developed storytelling capabilities through presentations, case study competitions and mentorship opportunities.
Financial Modeling
Risk Analysis (FMEA & RCA)
Storytelling & Written Communication
Executive Presence
Research & Benchmarking Development
ChFC: Chartered Financial Consultant