Brian Gu Email & Phone Number

New York, Ny, Us

New Jersey, United States

Us

Developed a KPI that accurately summarizes our competitiveness vs the rest of the industry Built a comprehensive CI Dashboard, using SAS, SQL, Excel and Tableau, showcasing all the competitive data available to our organizationMajor contributor in creating one of the most comprehensive and accurate competitive landscape reports in the Medicare Supplement industryCreated dashboards/tools using SAS, SQL, Excel and Tableau for researching competitive position and generating marketing strategies as well as new product initiativesNominated for the Innovation Award presented yearly to the entire business segmentCulture Ambassador, Innovation Advocate, and Pulse team member

Us

Created analysis loss ratios over three years using Tableau and presented findings to upper management Created analysis of the relationship between commissions, premiums, and market share using Tableau and presented findings to upper managementCreated agent age analysis to better understand our agent population Designed reporting for commissioned sales reporting based on commissions database using Access and TableauRedesigned old Excel and Access reporting and dashboards with Tableau Proactively researched new tools for reporting and analysis- Presented an introduction to Tableau at monthly department meeting as well as private presentations to interested coworkersAnalyzed monthly balance sheet accounts and calculated accruals totally $1.5M for corporate reportingDeveloped and managed new method to forecast expensesCreated and managed tracking process for $9.5M Marketing BudgetContributed to initial full year Marketing Budget forecast and reforecasts throughout the yearCreated and improved upon processes that used Access and SQL to pull data for reports

New York, Ny, Us

Analyzed and reviewed loan management and collateral accounts for financial advisors, client associates and wealth management bankersServiced and answered questions about every aspect of the Loan Management Account productSupported all teams working in the LMA departmentTroubleshoot applications used to model LMA loans

New York, Ny, Us

Sorted through vast amounts of data to find relevant information quickly and accuratelyCompiled data to be used in a robust Municipal Search (SRC) function to screen for bondsResponsible for updating the Bloomberg Professional Service based on breaking news stories and press releases timely and accurately