•Defined Competitive Intelligence role•Created the Novo comp intel SharePoint•Launched the comp intel monthly update•Created state-level and countrywide dashboards based on the NAIC statutory financials•Provided an overview session on Progressive and how it wins•Hosted pre-launch deep dives on Wisconsin and Indiana•Held a deep dive on OEMs insurance programs and dealership distribution competitors•Onboarded numerous vendors including S&P Global/SNL, Competiscan, InsurQuote, Dowling, P&C Specialist, Crayon, and Keynova among others•Formed relationships with many others that could aid Novo in the future such as Claritas, J.D. Power, Comscore, Bindable, Coverager, William Blair, Franklin Madison, etc.•Wrote first comp intel blog for the Novo website•Partnered with recruiters to enhance Novo’s talent acquisition for the CX Manager role•Created and owning executive dashboard reporting process•Attend several insurance conferences to represent Novo•Researched and answered a variety of questions/requests on topics

•Responsible for Colorado and New Mexico U.S. Personal Lines

•Owned the quarterly earnings coverage for key U.S. competitors which included analyzing financials and summarizing strategic intel for the ELT and stakeholders throughout the organization•Led the quarterly recap process for U.S. PL and BL which deep dives into the most impactful industry events over a given quarter; Findings were presented to a variety of groups including PL and BL Crew Day attendees• Wrote the weekly GRM Comp. Intel Update email on relevant U.S. competitor and industry news; Grew the distribution list from 5 to 350+ people by request including all of the ELT and DSOs•Modeled GRM’s path to achieving 10% market share in the U.S. by 2030 for use in the U.S. strategic plan•Headed the 2020 U.S. M&A refresh to identify and make recommendations for potential acquisition targets•Created and refreshed the GRM H1 and H2 Global Competitor Updates on the organization’s global peers with insights into financial performance, key strategic actions/initiatives, and internal recommendations•Monitored and informed management on competitor COVID responses for key decisions including customer premium relief; Co-authored “New Normal” memo on implications of industry trends to LM Board•Managed numerous ad hoc strategic deep dives on key competitors for ELT (ALL, PGR, LMND, etc.)

•Played a key role in the “Our Path to $2B in Nontraditional Revenue” and “Future of Transportation & Shelter” sprints at Solaria Labs, working directly with senior management•Performed an analysis on potential tax reform for the Corporate Tax team used for discussions in Congress•Worked to prepare a variety of presentations including GCM Town Halls, rating agencies, Board of Directors, GCM and USCM ELT workshops, and other ad hoc (e.g., Flextronics to LM CEO)•Drove GCM and USCM strategy refreshes, building out competitive intelligence on global multinationals for the first time given LM’s new organizational structure•Pulled and analyzed quarterly and annual U.S. competitor GAAP and statutory data for stakeholders across org.•Coached multiple FMPs to transition work as team’s responsibilities were significantly expanded

•Led strategic analysis of potential $1B+ personal lines acquisition target and presented recommendations to senior USCM management•Analyzed competitor profiles as part of strategic deep dive to determine whether policyholder dividends would be a viable capital deployment strategy; findings were presented to SBU president•Created profile on a $1.5B high growth direct/aggregator personal lines writer and assessed USCM’s relative competitive position•Developed quarterly competitive intelligence presentations for IR which were ultimately used by CEO and CFO for LM’s earnings calls•Refreshed and enhanced quarterly and annual competitive intelligence materials used across the SBU

•Redesigned and produced monthly reporting packages to be reviewed by Chief Talent & Enterprise Services Officer and each direct report comparing budget, forecast, and actual data•Prepared, reviewed, and edited the 2016 budget presentation to CEO under tight time constraints•Coordinated budget reduction across Talent and Enterprise Services’ approximately 130 departments for uploading into the Essbase cube•Owned the Corporate Shared Services billing process in which over $1M of direct expenses were transferred each month•Worked closely with LMS coaches during T&ESA’s transformation to make recommendations and implement processes for continuous improvement and RCPS•Served as contact across multiple groups for training, questions, and issues related to Think-cell charts•Completed multiple monthly journal entries and account reconciliations in accurate and timely manner

•Supported reporting of Global Specialty’s worldwide business units for the annual Forecast and Plan•Consolidated and analyzed financial results in the Forecast & Plan for management review•Quickly adapted to multiple financial systems and identified key areas for automation improvement•Collaborated with the financial systems team to work on troubleshooting, testing, and enhancing financial systems including Microsoft BI and Oracle Hyperion Essbase•Assisted in ad-hoc analysis and reporting preparation as required by senior management, Actuarial, Investments, IT, and various Corporate departments•Contributed to the business requirements for a new planning tool•Participated in redesign of Financial Planning SharePoint site for improved user interface•Streamlined and increased efficiency of recurring reporting and planning processes

•Reviewed, investigated, and approved information security requests •Researched current threats to information security and created bulletins distributed company-wide to increase employee awareness •Assisted in redesigning procedures and training new personnel joining the Information Security team •Managed projects for IS initiatives including future software implementations and training programs for the entire organization

•Produced cedar fencing products of board, picket, and tongue & groove and custom vinyl fencing•Adhered to firm deadlines in building custom gates, universals, lattice, chestnut hill, and toppers •Gained experience in cutting, drilling, doweling, routing, and molding cedar