Chad O. Email & Phone Number

Conducted customized retroactive studies for clients, identifying key opportunities for mortality/morbidity enhancements and risk mitigation utilizing IntelliScript products.Collaborated with life insurance providers to optimize underwriting workflows and develop actionable strategies for process improvement.Utilized SQL and Excel to manage and analyze extensive policy datasets, generating insights to support data-driven decision-making, and created detailed presentations to effectively communicate findings and recommendations to clients.

Brookfield, Wisconsin

Manually created and processed detailed invoices for clients, ensuring accuracy and timeliness for unique billing arrangements.Assisted in the development and implementation of an automated billing system, streamlining invoicing processes and reducing manual errors.Trained new hires on billing procedures, system usage, and best practices to ensure a smooth onboarding process and adherence to company standards.

Hobart, Wisconsin

Assumed responsibility of maintaining accounting functions following the departure of the lead accountant, quickly learning and adapting to new responsibilities.Designed and documented Standard Operating Procedures (SOPs) to guide future accounting assistants and ensure consistent practices.Processed invoices, tracked expenses, and ensured timely and accurate payment processing, maintaining financial integrity.

Bachelor'S Degree, Applied Mathematics, Graduated

Activities and Societies: Actuarial Science Club, MEDLIFERecently graduated and studied Applied Mathematics with an emphasis on Actuarial.

Applied Mathematics