Took full ownership of ICP Program (Production Incentive) and created Executive-Level Reporting to review payments by producer using Excel VBA to automate the generation and delivery of reports. Dramatically improved process efficiency and visibility to managers.Optimized broker sales report 98% by utilizing SAS EG and Excel to streamline process and increased efficiency for 18 different branchesCreated Financial Dashboard for Personal Lines containing YTD Summary, Operational/Financial KPIs, Income Statement, Forecast/Revenue/Operations/Expense Dashboard and Top 10 Metrics using SAS EG and Excel Provided Personal Lines Management Leaders with High-Level Summary of Financial Performance through P&L analysisRestructured Executive Dashboard for management by consolidating data extraction process using SAS EG and automated report generation through formulas and data structure setup in Excel Developed Annual and Multi-Year Fee Re-Phasing Analysis for Canada based on the US Model within 2 business days, under strict timelines Provided Operations Management Team with data input recommendations to achieve a seamless data extraction processProvided gap analysis between broker management and financial systems by identifying and providing reporting solutions to eliminate discrepancies

Developed, maintained and analyzed databases for the marketing data warehouse containing information required to support various promotions and the loyalty program Created customer lists using Cognos to effectively target promotions of new or existing products or servicesProduced reports with Cognos and MS Excel for various internal customers and developed automated functions with VBA Macro in MS Excel to enhance existing processesPlayed a key role in the Provincial Marketing Tour presentations by providing the most insightful analysis

Assisted in performing year end processing including: annual statements, accumulated contributions with interest at year end, Pension Adjustments (PA’s), etcAnalyzed and processed pension benefit calculations for terminated, retired, deceased or transferred plan members Prepared letters to notify changes to members' benefits and created welcome packages for new plan members