Brittany Stone Email and Phone Number

• Assemble and distribute Risk Management reporting for Workers Compensation Claims.• Identify opportunities to continuously improve existing report design and methodology.• Build new financial and operational reports leveraging internal data warehouse environment.• Prepare monthly reporting package for internal management.• Track monthly variances against budget and work with leadership to understand key drivers.• Forecast monthly and annual claims frequency and severity metrics.• Support the decision-making process by delivering accurate and timely data, analysis, and recommendations.• Collaborate with Accounting/Finance on monthly results and related analysis, along with invoice tracking and payment activities for external vendors.• Reconciliation of casualty claim reserve and payment activity, retained liability reserve management and adjustment analysis.• Budgetary forecast and submission for Annual Operating Plan, reconciliation, variance analysis and reforecast.• Support actuarial processes via preparation of data requests, fulfillment of exposure requirements and interpretation of results.• Supports the Risk Management department as needed on risk-related projects.• Maintaining analysis, reconciliation and adjustment of the various reports and accounts that represent key inputs to the retained liability reserve.• Partner with Finance, Technology and other enterprise-wide teams on Risk Management related matters.• Ad hoc projects and other duties assigned by Director of Claims and/or SVP of Risk Management.

● Primarily using SAP ERP and Blackline, prepare all financial activities including specified entries/requirements for monthly close out process. Prepare and report variance analysis and account reconciliations, recommend ways to reduce costs, supporting the annual budget process in multiple Excel dashboards● Quarterback of Financial Planning & Analysis deliverables – development of short- and long-range plan deliverables (monthly forecasts and outlooks, quarterly forecasts, annual plan, 5-year plan, etc.). Periodically present to Finance/Sales executives (SVPs) on status of business, driving ownership and accountability across Sales team ensuring execution of incremental revenue generating ideas● Review and analyze inventory, conduct research and perform analytical studies in regard to cost analysis and profitability. Maintain and process capital projects and fixed asset including budgeting, project accounting, reporting and disposals

● Accounts Receivable, Accounts Payable, General Ledger reconciliation, project management budgets, audits, and forecasting. Work closely with the Accounting team and Project Managers to ensure accurate financial reporting, with direct involvement with customer invoicing and collections● Drove enterprise alignment and accountability through cross-functional planning and served as key financial advisor to executive leadership and department heads by enabling informed budget and investment decisions. This included the implementation of Sage Intacct, combining the existing functionality of Sage 100 and Salesforce● Financial analysis of TPA financial flows, processes and helping to ensure efficient TPA operations, accurate financial reporting, and compliance with industry regulations● Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and dashboards in Excel, Tableau, and Power BI

● Responsible for three of the company’s seven distribution centers – including all financial reporting and multiple improvement projects. Analyzing expenditures, revenue, depreciation, and investments to make recommendations for action and/or modifications regarding financial procedures, plans, and controls using the Manhattan ERP● Used financial and non-financial business drivers that affect gross margins and provide insight to Leadership on how to optimize performance● Execute broker/dealer, Trusts & TPA agreements and fund implementation for clients● Reported current or expected financial performance and creates financial models and budgets to guide decision making, preparing daily, weekly, monthly, quarterly, and annual financial statements

● Perform inventory and procurement transactions related to shipments, inventory control, scrap reduction, and issuing service purchase orders in Oracle ERP and MVS● Verify order acknowledgment accuracy, monitor flow of physical sample testing and certifications, coordinating claims ensuring credits entered against the correct entity, complete customs invoices● Prepared, analyzed, reviewed, and disseminated accounting/financial statements, reports, and supporting documentation for assigned funds in an accurate and timely manner● Verify monthly fund expenses and prepared cash disbursements

● Conducting research to calibrate both machinery and aluminum product alloys to meet customer specifications during expansion of the facility● Projects included analysis of multi-million point data sets with various software programs