Led integration of largest company operating division, Confie Insurance Group. Reporting directly to the CFO, developed centralized and standardized reporting/analytics team, including production and business/customer analytics for $500M company. Designed and implemented same-store sales and store P&Ls for all retail locations/brands, providing line of business insights. Led and executed budget process for retail division of largest personal lines broker in U.S.Key Accomplishments:• Oversaw annual budget process for retail division, including enhancement by establishing same-store sales reporting and consistent KPIs.• Combined financial reporting and KPIs, providing store-level profitability insights to senior leadership.• Developed reporting through Tableau, providing capability to access data by all levels of the organization. Automated daily, weekly, and monthly reporting for leadership, including executive dashboards for multiple brands across multiple platforms.• Implemented cost avoidance technology that also enhanced core process efficiency

CIGH ( a subsidiary of Confie) - Led post-sale transition for $70M company with 200 retail stores in 9 states, generating saving by accelerating separation. Established/led cross-functional team of 150+, including Operations, IT, Accounting, Finance, Facilities, and Workforce Management, to develop post-acquisition stand-alone operation while growing revenue by $4M, and exceeding budgeted EBITDA by providing KPIs, reporting, and other insight/thought leadership. Additional Key Accomplishments:• Supported transformed business model by capturing and providing analytics to improve conversion, increase cross-selling measures and sustain profitability.• Directed and executed multiple fold-in acquisitions, while establishing integration process that included all business facets, such as people, locations, and systems.• Negotiated lease/build-out and expanded operations center in Baton Rouge, Louisiana, including a call center and premium finance company, while integrating new infrastructure and point of sale (POS) system.• Institutionalized Salesforce across all departments to onboard staff/stores, as well as creating a single access point for field agents to reach IT helpdesk for timely system and customer support needs.• Redesigned interiors of retail locations for five brands across nine states for consistent look and cost efficiencies.• Restructured business intelligence and analytics (BIA) team located in California and Tijuana, Mexico, as well as integrated company-wide reporting/analytics and data services, including data migration and DBA.

Led finance, store operations support (facilities), training, and business reporting/analytics for $70M retail arm of company with 200 stores. Established internal programs, developing roadmap to effectively/efficiently onboard field agents and all other employees by establishing training and career path programs with certification steps and reward recognitions.• Leader for effort in purchase of Affirmative by Confie Seguros during sale of Retail arm ~ 200 locations and 4 distinct brands and selling platforms• Increased employee retention in field by 40%, increasing profitability due to rising conversion rates.• Formed development of customer analytics by tracking sales performance with customer retention, ultimately increasing profit margin.• Combined analytics with marketing data, resulting in improved quote conversion and maximized marketing spend. Created executive and sales leadership dashboards to improve operational and sales management.• Implemented Clarity software for overall organization for budgeting and forecasting.

Led finance and business reporting/analytics for retail arm of company. Assisted in creating new sales incentive and commissions program for over 400 retail agents, including development of commission statements and production support. Led/executed budget/forecast for retail division with revenues of more than $70M.Additional Key Accomplishments:• Created enhanced retail budget process to include KPIs and other measures to improve targeted profitability.• Built business reporting/analytics team to support retail operations, for 200 locations across 9 states.• Developed robust set of reports for sales leadership to review productivity by agent and overall sales performance by area, state, and brand, including store P&Ls and control charts.

Prepared and consolidated budget, forecast, and analytical processes for $27M EBITDA publicly traded organization. Implemented SOX procedures and led interim/annual audit processes for services division. Created monthly departmental and store location P&Ls, including due diligence for acquisitions.Key Accomplishments:• Consolidated accounts payable functions and established financial accounting team to support growing operations.• Implemented web-based system to interface with accounting general ledger package, tracking all invoices for payment, approval, or dispute statuses across all users.• Managed and analyzed all monthly operating expenses by entity for annual operating expense budget of $115M.

Responsible for creating budget process for growing insurance agency. Participated in multiple acquisitions, including leading M&A process and due diligence.