Anthony Pisano Email & Phone Number

Middletown, Nj, Us

Somerville, Nj, Us

Singapore, Sg

- Supported platform build out and development of the incorporating the BoltTech insurance carrier exchange for Original Equipment Manufacturer (OEM) clients- Gathered requirements, developed, and incorporated a Power BI dashboard into the BoltTech ecosystem leveraging advanced DAX calculations for data modeling and reporting detailing carrier profit sharing and premium growth commissions for the Bolt Agency providing improved visibility into the agent payouts for individual carriers- Designed, developed, and implemented a resource capacity model for the operations team in order to assess individual task time spent and identify efficiency opportunities

Chicago, Il, Us

Global Reinsurance Provider - Alteryx Modeler and Project Lead - Led a team of 2 as an Alteryx developer and project lead, automating quarterly management reporting processes, pulling data directly from SQL environments reducing turnaround time by >50% and improving financial forecasting accuracy for the internal FP&A team- Mentored team members, fostering a collaborative environment, while ensuring uninterrupted reporting processes furthering automation improvements Global Language Instruction and Software Provider – Senior Process Documentation Analyst - Spearheaded a team of 4 members in documenting and aligning the current state Order-to-Cash process, utilizing data analysis and metadata assessment to facilitate requirements documentation for future state system build and implementation- Collaborated with senior stakeholders cross-functionally to gather and translate 300+ business needs and data-related requirements over 20 business operational processes into digestible, build-able AGILE user stories ensuring the integration of user stories and acceptance criteria for Salesforce system development- Engaged as a subject-matter expert over the 20 business processes engaging with the client providing improvement recommendationsBusiness Development and Sales Efforts: - Engaged with internal senior leads to generate additional $5.5M of sales for firm

Chicago, Il, Us

Insur-Tech Startup - RPA (Robotic Process Automation) Engagement Lead and Client Liaison - Oversaw and directed an implementation engagement team of 4, driving the development of RPA bots to automate manual data extraction from 10 insurance carrier websites improving individual site data pull-down time by >60% empowering senior leadership to concentrate on strategic initiatives and foster growth- Collaborated with senior leadership, including the CDO and CFO, to design RPA process and solution documentation for automating the extraction of carrier data ensuring alignment with organizational goals and optimized efficiency in the RPA automation processes- Facilitated client meetings, delivering comprehensive status updates to chief executive officers, and provided strategic guidance by directing the discussion towards achieving business objectives and offered valuable insights for informed decision-makingInsur-Tech Startup - Architectural Analyst - Developed architectural mapping of startup's current and future state for their systems, data flows, and interaction points to assist in determining pain points and opportunities for improvement- Creation of 'To-Be' assessment of technology requirements for future solution implementation effortsBusiness Development and Sales Efforts: - Engaged with internal senior leads to generate additional $600K of sales for firm

Toronto, On, Ca

Multinational Automotive Manufacturer – Process Documentation for Accounting / Financial Reporting - Created 10+ end-to-end current state business and data process flows for insurance and banking back-office functions inclusive of global reporting and proposing solutions in order to streamline process and assist onboarding of new team members- Facilitated client stakeholder interviews in identifying process gaps and areas requiring manual interventions- Reconciliation of data flows from cloud based F&I product administration sourcing platform to accounting control report requirements for management reportingAlternative Asset Management Company – Data Gap Analysis Validating Adherence to International Tax Law Protocols- Development of survey for usage by client’s portfolio companies to determine protocol gap areas requiring remediation - Performed analysis of client data generating actionable insights in assessing gap areas requiring more intensive remediation efforts - Created a scoring methodology to more easily translate the survey results into areas leadership can assess prioritization- Assisted in compiling a dashboard for usage by senior executive leadership to communicate the areas requiring remediation efforts - Mentored and trained various junior colleagues throughout the lifecycle of the project’s engagement Multi-National Investment Services Bank- Implementation of Data Element (Domain) Targeted Operating Model (TOM) for Enterprise- Analyzed the company's Key Data Element (KDE) population against compiled listing of industry KDEs utilized at peer organizations showcasing areas for improvement and consideration- Developed priority dashboard for use by various Domain Sponsors highlighting specific areas for reviewBusiness Development Initiatives - Drive story-boarding development of client facing pitch decks in effort to procuring additional business for the firm

Toronto, On, Ca

Software as a Service (SaaS) Start-Up – Unique Platform Configuration and Development Specialist Servicing Insurance Clients - Development of Proof of Concept (PoC) solution utilizing start-up’s in-house platform automating a specific application for the State Government leading to potential consideration of new business- Development of complete end-to-end interactive solution for Insurance Brokers and Underwriters Inclusive of Liability and Property premium ratings Dual role-based access dashboards Integration into internal data IT systems utilizing the start-up’s in-house platform for usage for specific applications Supporting various configuration pushes to UAT/Production environments for automating a large-scale Insurance client’s subsidiary’s for paper forms into the start-up’s in-house platform, - Developed a financial model for the start-up to utilize for one of their clients to track and appropriately manage their billing invoices reducing approximately 3 hours to 30 minutes Global Fortune 500 Insurance Client’s International Business – Large Scale Finance IT Transformation: Creation of a Centralized Data Repository- Assisted in delivering and managing the overall global Project’s progression and successful delivery- Ensured the five Business and IT delivery teams, across two countries, were adhering to the agreed project timelines while mitigating, managing, and escalating any encountered risks, issues, and cross-project dependencies- Conducted and facilitated meetings with various client senior stakeholder meetings providing necessary project updates and key insights to further progress delivery- Developed and tracked various on-going deliverables for the entire Program’s Delivery Office which were ultimately utilized through the lifecycle of the entire program

New York, Ny, Us

Automated monthly report sent to underwriters detailing overall progress within their respective zone. Overall time to complete report reduced from a few hours to less than oneRevise PCG, PCS, and Lexington models that are being utilized for budgeting Recreated model’s format allowing it to be easily read as well as containing more in depth breakout of information

New York, Ny, Us

Implementation via the geographic reporting phase in populating and reviewing master data code block, update and review accounts, entities, etc. and geography excel files for SAP Business Planning and Consolidation (BPC) team to ensure configuration returned expected geographical financial results

New York, Ny, Us

Created internal budget for 2015 Property Casualty Multi-State examination projecting savings of $1.3m from comparable 2010 exam

New York, Ny, Us

Contributed with 2015-2017 budgeting process by preparing templates for distribution and reviewing submissions by international and domestic business units

New York, Ny, Us

Managed implementation of requirement documentation and support for company wide users on new SAP BI system

Involved in documenting and referencing subsidiary companies financial statements to parent companies statements.

Involved in referencing subsidiary companies international audit reports, created spreadsheet reports zeroing out account balances and transactions