Andy Yoon Email & Phone Number

Botsford Associates is a boutique consulting firm specializing in end-to-end project delivery within the financial services industry. We support our clients by providing niche subject matter expertise across divisions such as Capital Markets Front/Middle/Back Office, Risk Management, Regulatory Compliance, Treasury & Finance, Wealth Management, Cloud &.

Toronto, Canada Area

• Liaised with clients and account managers on approximately 80 client engagements to provide services in commercial insurance
• Collaborated with account managers to update business processes for each client with detail, problem solving when conflicts arose
• Created and maintained multiple databases of client and internal information, ensuring data integrity
• Conducted financial reconciliation with external client data. Analyzed financials for any discrepancies or irregularities in the data
• Generated recurring operation reports and ad hoc reports with company query software and Excel, and analyzed trends to monitor KPIs
• Took initiative to automate routine reporting processes by creating excel models and writing algorithms. Reduced time of recurring reports by up to 75%

• Communicated with clients to receive information needed to process insurance claims – detailed data entry based on client engagement
• Executed various business processes to handle clients’ needs, reprioritizing as necessary based on urgent time-based KPIs for specific accounts, delegating to team when necessary
• Created excel models to extract and format data automatically from claim submissions to reduce time on routine, tedious data-entry
• Wrote VBA macros to automatically feed company software with information, reducing processing time up to 50% personally
• Engaged in diligent communication with clients to provide information regarding their claims