Chief Claims Officer & Chief Financial Officer | Berkshire Hathaway Homestate CompaniesAs Chief Claims Officer for Berkshire Hathaway Homestate Companies’ Workers’ Compensation Claims Operations, I lead a national claims team dedicated to delivering exceptional outcomes for injured workers and policyholders. I oversee a great team of professional dedicated in developing strategies to optimize claims handling, integrate advanced analytics, and drive operational excellence across all facets of the claims lifecycle. Simultaneously, as Chief Financial Officer for the group of companies, which includes Workers’ Compensation, Commercial Property & Casualty, and Reinsurance operations, I am responsible for overseeing financial strategy, performance, and compliance across diverse business segments. This dual role encompasses aligning financial planning, regulatory reporting, and risk management with the organization’s strategic goals while fostering innovation and collaboration across teams to ensure sustainable growth and operational efficiency.

As Claims Risk Manager at Medical Protective, a Berkshire Hathaway affiliate specializing in medical malpractice insurance, I led initiatives to analyze, mitigate, and manage claims-related risks for healthcare providers. This role involved overseeing the evaluation of complex claims, developing risk management strategies, and collaborating with underwriting, legal, and actuarial teams to ensure alignment with the company’s financial and operational objectives. I implemented data-driven insights to identify trends in claims exposure, supported resolution strategies, and advised leadership on emerging risks and industry developments. Additionally, I worked closely with claims staff in developing models for the valuation of large claims. My efforts contributed to the organization’s reputation for delivering exceptional claims management and risk mitigation services in a highly specialized and regulated industry.

As Budget Director for the University of Notre Dame, I oversaw the university’s comprehensive budgeting process, ensuring alignment with its strategic priorities and financial sustainability. This role involved leading the development, analysis, and monitoring of operating and capital budgets across all divisions, fostering collaboration with academic and administrative leaders to ensure resource optimization and fiscal responsibility. Provided actionable insights to senior leadership and Board Members through data-driven forecasting, financial modeling, and scenario planning, while maintaining robust reporting systems to support transparency and accountability. Additionally, I guided a team of financial professionals, promoting a culture of innovation, stewardship, and continuous improvement in financial practices to support Notre Dame’s mission of excellence in education, research, and service.

As the FP&A Leader for General Electric’s Insurance Operations, I drove financial planning, analysis, and strategic decision support for a complex portfolio of insurance businesses. This role encompassed leading the development of annual budgets, long-term forecasts, and performance metrics while ensuring alignment with corporate objectives and regulatory requirements. I provided actionable insights to senior leadership through in-depth financial modeling, risk assessments, and scenario planning, supporting both operational excellence and strategic growth initiatives. Collaborating with cross-functional teams, I enhanced data quality, reporting accuracy, and process efficiency, while managing a team of analysts dedicated to delivering high-impact financial insights. My leadership ensured the integration of financial strategies with broader business goals, fostering innovation and sustainability in GE’s insurance operations.