Leadership of the quarterly earnings call analytic team supporting Investor Relations, Business Investment management process, SG&A analytics and oversight of Enterprise forecast analysis.

Managing a Medicare Finance team which supports the annual bid process, quarterly forecasts and plans, and monthly financial performance analysis.

•Lead multiple audits focusing on the effectiveness of Aetna’s integration with recently acquired Coventry Health Care, Inc.•Revised and prepared materials in conjunction with the head of Internal Audit for the Audit Committee of the Board of Directors to streamline messaging.•Risk Assessment Continuous Process Improvement team lead: redesigned risk assessment process to a continuous risk-monitoring process in correlation with a new rolling audit plan approach and lead effort to develop corresponding tool/online module.•Participated in on-going risk assessment meetings with various business heads to understand integral business drivers and emerging risks.•Lead team responsible for creating the structure of the newly formed early-in-career finance program and participated in multiple recruiting events to boost a new pipeline of finance talent into Aetna.

•Work directly with executive leadership including CFO, CIO and General Counsel to shift Allied World’s image of a prototypical “Bermuda” reinsurance company to a leading specialty insurance company with a broad range of product offerings, global capabilities and significant U.S. focus. •Revised quarterly public investor presentation by streamlining existing exhibits and creating new historical performance and peer comparison exhibits to effectively communicate our business model and growth to shareholders, potential shareholders and analysts. •Managed logistics for company’s inaugural investor day, attended by over 100 investors and analysts at the NYSE.•Developed communications and presentations showcasing our company’s financial strengths and industry leading performance resulting in a rating upgrade to ‘A’ from Standard & Poor’s.•Launched new IR website in conjunction with external vendor; responsible for content development and maintenance. •Developed targeting strategy to identify potential investors with long term growth and value objectives.•Built client relationship management system to measure and manage key investors and shareholder outreach.•Maintain ongoing financial benchmarking and monitoring of our company and peer group’s sell-side analyst reports, presentations, financial reporting, disclosures and websites. •Prepare quarterly earnings call script, earnings press release and FAQ’s with global head of IR and CFO.