Elizabeth Carter, Phd, Cpcu Email and Phone Number
Elizabeth Carter, Phd, Cpcu personal email
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✦ TRANSFORMING ORGANIZATIONS THROUGH PEOPLE, SERVICE, AND PROCESS ✦I am a multidimensional Senior Financial/Organizational Effectiveness Executive who consistently sets up businesses for success by providing not only subject matter expertise, processes, and tools, but also an engaged, skilled, and diverse talent pool. Throughout my career, I’ve been sought out based on my success as a visionary, goal-oriented leader who navigates easily between finance and operations, resetting performance trajectory by mentoring and equipping talent with strategies and knowledge that bolster performance, elevating value, and driving a pathway for achieving professional and personal best. I've worked for household names; Allstate, The Hartford, AIG, Farmers, and Blue Cross/Blue Shield.I’m respected for easily adapting to any environment, bringing an unmatched work ethic, enthusiasm, and driving for excellence, fostering collaboration and trust from internal and external stakeholders across the organization. Specialties include: Finance/Reporting Management | Forecasting | Talent Development | Thought Leadership | Strategic & Long-Term Planning | Financial Planning & Analysis (FP&A) | Business Growth | Restructuring | Regulatory Compliance | Budgeting | Mergers & Acquisitions | Post-merger Integration | Organizational Development | Quality Management | Industry, Competitive, & Strategic Analysis | Executive-Level Presentations | Diversity, Equity, Inclusion, & Belonging Programs | Talent Development | Resource Management | Cross-functional Team Development | Leadership | Mentorship
Aappeal, Llc
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Chief Executive OfficerAappeal, Llc 2016 - PresentPittsburgh, Pa, UsEquipping women of color with strategies to be vocal, visible, and valued so that they can elevate their career.AAPPEAL (An Absolute Passion for Performance, Engagement, Analytics and Leadership) is a company dedicated to providing performance improvement tools to small businesses, non-profits, and individuals in Delaware and neighboring states. The tools will allow these entities to close the gap between their current and desired performance to reach personal career and strategic business goals.We conduct workshops and keynote presentations with a FOCUS on 4 KEY career and organizational development areas:• PERFORMANCE, • ENGAGEMENT, • ANALYTICS, AND • LEADERSHIP resulting in improvements to the impacts you make to your company and careerhttps://www.eac-aappeal.com/
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MemberChief 2022 - PresentNew York, Ny, UsChief is a private network built to drive more women into positions of power and keep them there. Chief is the only organization specifically designed for the most powerful women executives to strengthen their leadership, magnify their influence, and pave the way to bring others with them. -
Vice President - Clinical Strategy Execution | Business Operations | Clinical Services OrganizationHighmark Inc. 2022 - 2024Pittsburgh, Pennsylvania, UsSelected for special Finance Executive Support project for Western Pennsylvania Strategy at the end of 2023 to facilitate and align reporting mechanisms for insurance business and hospital teams. Laid out framework for and coached executives on business case development and proper governance of $10M IT project portfolio for clinical operations, with the goal of minimizing cost overruns, eliminating duplication, monitoring against business case metrics, and avoiding delays in movement through build/delivery gates. Led Clinical Global resource initiative to identify savings opportunities through alternative work strategies, which resulted in vendors committing to and delivering 56% against year-end estimate of 62% of plan. Undertook initiative to serve as Co-Champion of the Clinical organization’s DEI initiative, assembling a team of 10, which created a charter and delivered training to 2,000+ employees, and secured micro training as an agenda item to monthly departmental lunch and learn. -
Director - Market Segment Finance | Commercial Lines | Health Plan BusinessHighmark Inc. 2017 - 2022Pittsburgh, Pennsylvania, UsOrchestrated and developed position, as a key member of Pennsylvania, Delaware, and West Virginia Commercial Regional teams that were charged with identifying and executing on opportunities to drive revenue growth, profitability, and expense savings for $6.5B regional Commercial healthcare insurance market. Undertook additional oversight of National and Small Group business teams during COVID. Solidified position as an invaluable finance resource, educating and providing insights on the importance of consistency and accuracy in financial reporting across the markets.✔ Redesigned Commercial Market financial package and expanded monthly FP&A meetings to include Actuarial, Underwriting, Enrollment, and Expenses, which resolved inconsistencies and greatly enhanced input to provide a “remaining months” view to project year-end results in between forecast iterations. Expanded visibility of revenue and profit opportunities by creating a “Know Your Numbers” dashboard, which provided a quick view upon month-end closings.
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Director - Financial Operations21St Century Insurance 2010 - 2016Wilmington, De, UsAIG sold the 21st Century Insurance Personal Lines book to Farmers Insurance in 2009.Held accountable for three-person staff and $450M company direct expense budget. Performed monthly management reporting and variance analyses, financial analysis, oversaw annual budget and monthly forecast processes, and diagnosed challenges and opportunities. ✔ Improved forecasting accuracy from 66% to 85% over two years providing a more complete estimate of future profitability. Additionally, reduced the month-end close process by two days and maintaining five-day efficiency of monthly compiling of year-end forecasts. Addressed and improved employee engagement, following an acquisition, by 20 percentage points. Sought out input, conducted focus groups, and developed training plans to ease transition and strengthen skillsets. -
Assistant Vice President – Finance | Planning | Analysis - Agency Auto | Division Of Aig21St Century Insurance 2007 - 2010Wilmington, De, UsAssistant Vice President – Finance | Planning | Analysis - Agency Auto | Division of AIG | 21st Century InsuranceOversaw financial planning, modeling, and analysis, with a goal of improving accuracy and methodology underlying the premium forecasting tool. Coordinated activities of two managers and seven staff.✔ Improved accuracy of premium forecast 35 percentage points, while expanding tool’s capability for 18 months rolling. Delivered financial system enhancements from 60% to 100% on time by creating a dashboard to improve visibility of metrics. Instituted performance improvement tools, stretch objectives, and tight metrics to align skillsets and roles, which resulted in $1M in expense savings, as well as forementioned results.Earlier career progression:The Hartford Financial Services Group – Hartford, CT/New Hartford, NY: Finance Lead, Project Agency Access, Property and Casualty Sales and Distribution, Claims Chief Information Officer Controller, eBusiness and Technology; Director of Finance, Personal Lines; and Business Analyst, Personal Lines.Allstate Insurance Company – Farmingville, NY: Held progressive roles from Associate Financial Analyst to Financial Division Manager.
Elizabeth Carter, Phd, Cpcu Skills
Elizabeth Carter, Phd, Cpcu Education Details
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Capella UniversityEducation- Training And Performance Improvement -
Capella UniversityEducation- Training And Performance Improvement
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New York Institute Of TechnologyManagement; Finance Concentration
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Hofstra UniversityMarketing
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Carnegie Mellon University - Tepper School Of Business
Frequently Asked Questions about Elizabeth Carter, Phd, Cpcu
What company does Elizabeth Carter, Phd, Cpcu work for?
Elizabeth Carter, Phd, Cpcu works for Aappeal, Llc
What is Elizabeth Carter, Phd, Cpcu's role at the current company?
Elizabeth Carter, Phd, Cpcu's current role is Senior Financial Executive | Award – Winning Speaker | Organizational Effectiveness Leader | FP&A Expertise | Operations Specialist | Strategic Solutions Focused | Innovator | Propelling Growth.
What is Elizabeth Carter, Phd, Cpcu's email address?
Elizabeth Carter, Phd, Cpcu's email address is ea****@****ail.com
What schools did Elizabeth Carter, Phd, Cpcu attend?
Elizabeth Carter, Phd, Cpcu attended Capella University, Capella University, New York Institute Of Technology, Hofstra University, Carnegie Mellon University - Tepper School Of Business.
What skills is Elizabeth Carter, Phd, Cpcu known for?
Elizabeth Carter, Phd, Cpcu has skills like Process Improvement, Financial Analysis, Strategy, Leadership, Insurance, Management, Analytics, Project Management, Analysis, Risk Management, Liability, Forecasting.
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