Andy Yoon Email & Phone Number

Toronto, On, Ca

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 & Advanced Analytics, to ensure their projects are delivered on schedule, within budget, and mitigate any potential risks through a high-touch tailored approach. Through the use of our hybrid approach, we cater to our clients project specific needs, allowing the client to utilize either a consultative or staff augmentation approach to alleviate gaps, pain-points, and achieve successful delivery at any stage within their program. Our subject matter experts specialize in understanding the key business objectives and any pain points to bridge the gap between business and technology; helping to drive process innovation and end to end execution.We have successfully delivered complex international regulatory and compliance based initiatives, supported advancements in critical trade and technology systems, redeveloped enterprise level data management & governance practices, and modernized legacy operational processes to eliminate costly inefficiencies. The clients we partner with come to us because our Firm provides the resources and services to make strategic and impactful changes to their core business lines across the enterprise.Helping our clients effectively utilize emerging and industry leading technologies, we provide the ability to maintain and grow in what continues to be the most highly accelerated and competitive environments in the market.

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