Daniel Stump Email & Phone Number

Nashville, Tn, Us

Nashville, Tn, Us

Pembroke, Hm, Bm

• Oversee and deliver Corporate Investments Plan encompassing a projection of investment income on over $80 billion in assets under management, providing investors and stakeholders with key benchmarks of success.• Direct coordination of monthly investment results forecast, providing investors and senior management with clear guidance on future performance.• Develop compelling narratives on drivers of investments performance by performing variance analysis and consulting with portfolio managers on market and portfolio dynamics yielding actionable insights for management. • Spearheaded enhanced investments planning processes, including incorporation of enhanced data sources, deeper new business forecasting, and streamlined implementation of core assumptions.

Northbrook, Il, Us

• Integrate with developers and business leaders on reporting development utilizing an agile framework to source requirements, iterate and adapt to feedback, and balance competing priorities to deliver the highest impact solutions• Represent finance on claims risk management committee by consulting on downstream impacts to financial reporting from initiatives and process changes, and formulating proper responses to minimize operational disruption • Oversee multiple cost-benefit analyses, providing a structured framework and objective evaluation enabling confident decision-making

Northbrook, Il, Us

• Designed and implemented enhanced regional finance organizational structure to strengthen business partner relationships, streamline workflow, and better deliver insights to achieve regional objectives• Elevated yearly regional strategic planning process by leading measurement strategy, providing thought leadership, and acting as an integration point to bring together the collective strategic vision from multiple departments • Directed preparation process for quarterly executive review meetings, assisting senior leaders with content development to deliver a holistic narrative that highlighted achievements and outlined the path forward to further success• Developed high-performing team of analysts by providing foundational financial education, identifying development needs, and delivering constructive feedback to achieve elevated performance

Northbrook, Il, Us

• Led regional forecast process, coordinating analysis on top and bottom-line results using historical trending and complex models to identify emerging risks and key bets, craft compelling forecast storylines, and translate insights into actionable strategic priorities for senior leadership • Partnered with Sales leadership and State Manager in developing the current and out-year regional strategic plan by leading the modeling and quantification of key initiatives and outlining critical assumptions and benchmarks of success• Executed effective talent pipeline management by successfully sourcing three analysts and collaborating on department succession and scenario planning• Collaborated with State Manager and Field Product Manager sharing key profitability insights, defining rate implications, and recommending actions to manage the profitability of the business

Northbrook, Il, Us

• Acted as team lead, managing workflow of reporting, deep-dive, and ad-hoc analysis, as well as negotiating finance priorities with sales and finance leadership • Led monthly financial figure review process by coordinating with multiple analysts for timely completion and consulting with senior leadership on business risks and trends to drive alignment on regional priorities • Modeled and implemented region-wide promotion and consulted with leadership on promotion success uncovering root-cause of territorial variations by analyzing state new business momentum, competitor rate, and other drivers

Northbrook, Il, Us

• Delivered regular training on agency compensation and field sales bonus programs to new sales leaders • Completed compensation analysis uncovering underlying drivers of agent and market performance • Developed interactive tools for sales leaders to conduct “what-if” analysis on their potential bonus, identifying key opportunities within their markets to maximize their compensation opportunity

Indianapolis, In, Us

• Oversaw and managed $350,000 stake of equity within Butler University’s endowment portfolio• Initiated security selection method, identifying ideal securities based on specific fundamental and technical traits• Selected highly profitable securities, achieving an 11.2% annualized return, highest among fund managers• Delivered optimal sector allocations by establishing key industry drivers, forecasting economic trends, and quantifying the expected relative performance of each sector

Carmel, Indiana, Us

• Eliminated rate inefficiencies via an integrated loss ratio and geographic price trend-analysis• Optimized underwriters’ account selection process by evaluating each agent’s performance under seven key underwriting criteria, and constructing competency matrices showing advantages of each agent • Guided underwriters’ evaluations on over $10 million worth of premium through detailed account summaries that included premium indications and commentary on risk characteristics

Jacksonville, Fl, Us

• Accelerated order turnover more than 20% through a query-tracking analysis, alleviating three key bottleneck areas• Magnified company’s leverage in price negotiations through effective industry forecasting, slashing input costs 5%• Launched process improvement strategy standardizing employee workflow and increasing output by 10 orders per • Enhanced client satisfaction by pioneering a workload optimization system involving analysis of workflow data, establishment of employees’ key strength areas, and assignment of clients based on comparative advantages

Fishers, Indiana, Us

• Reached out and engaged alumni to raise funds for the Educational Foundation• Raised support of $5,500• Achieved 25% non-donor participation rate, highest among fundraisers• Retained 50% credit card donations, foundation goal 40%