Dmitriy Voloshin, Mba Email & Phone Number

New York, NY, US

Indianapolis, Indiana, US

• I lead the development and execution of strategic financial objectives of Empire Blue Cross Blue Shield Healthcare Insurance Plan with 3.5 million members and $3B in revenue. This includes full accountability for P&L.
• Drove critical initiative to boost operating results for Health Plan through the introduction of improved pricing practices, strategic shift in client engagement, and real-time margin tracking with projected operating.
• Developed a five-year strategic plan to inform and drive long-term business strategy and growth.
• Made substantial contribution as a member of a senior task force that designed and established a new Medicare Health Plan for the City of New York with $4B in projected revenue.
• As a member of a senior task force, improved margins and drove revenue/membership growth by developing a financial model that pushed for a strategic shift in client engagement across multiple market segments.
• Oversee revenue, expense, and profit/loss by tactically deploying financial tools.

New York, NY, US

• I led the development and execution of strategic & financial objectives of NA Institutional and Global Insurance Client Groups with $500B in combined AUM, $1.3B in revenue, and clients invested across JPMAM products..
• Appointed to senior task force to lead redesign and implementation of enhanced pricing practices for institutional asset management projected to deliver $100M in incremental revenue.
• Improved margins, purged unprofitable accounts, and attracted business opportunities by devising new financial model to track and measure profitability & guide strategic direction.
• Reduced delivery time and decreased manual deliverables by reengineering, rationalizing, and redesigning suite of executive financial reports.
• Drove initiatives that increased transparency, eliminated $10M in expense, refined client advisor performance metrics, and introduced new business intelligence capabilities and dashboards.
• Defined and monitored organizational structure for sales territories, headcount, and external competitive landscape, including market research & peer benchmarking.

New York, New York, US

• I headed the buildout of a new FP&A framework for broker dealer services. This role involved creating financial models, financial plans, and forecasts, as well as collaborating with business unit leaders to prepare a.
• Uncovered $3M in annual overhead cost savings that enabled Equities division to achieve break-even.
• Enhanced insights into financial performance, key metrics, strategic initiatives, and challenges with introduction of quarterly business review and reporting process.
• Improved tracking of client coverage, employee time allocation, and overall performance by implementing individualized banker scorecards.

New York City, US

• I was a member of the Equities Operating Committee, managed divisional financial performance and profitability, and advised the Executive Committee and Equities Management Committee on results, strategic plans.
• Drove acquisitions, new business development, internal controls, efficiency improvement, and other initiatives in collaboration with Global Head of Equities, COO, organizational leaders, and cross-functional teams.
• Vital member of project team charged with implementing client profitability analysis solution.
• Generated $20M in additional net revenue with acquisition of research business.

New York, NY, US

• I was promoted to oversee the Revenue Planning and Analysis Team supporting the Global CFO of Equities. In this role, I directed, led, and trained the team to consistently deliver high-quality, timely results.My key.
• Key contributor to preparation of mid-year performance evaluation and annual budget presentations, including reviewing plans, forecasts, and other data to identify trends/deficiencies and recommend corrective actions.
• Partnered with CFO and senior leaders to deliver reporting, analyze trading data, assess business performance, and implement strategic solutions.
• Effectively managed P&L, forecasting, budgeting, and returns metrics analysis in collaboration with global controllers and regional counterparts.

London, GB

Supported Directors of Finance and internal clients by leading projects, performing financial analysis and ad hoc reporting. Oversaw month-end and year-end close.

Master Of Business Administration - Mba, Investment Management

Bachelor Of Arts - Ba, Economics