Eric Juarez Email and Phone Number
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Eric Juarez|CFO|VP Finance & Operations|Trust Based Leaderericjuarez@roadrunner.com Cell: 714. 293.3603Eric is a Big 4 and Fortune 500 Finance and Operations Leader with more than 16 years of expertise in financial services and insurance. He has held Chief Financial Officer and Vice President Finance & Operations roles in both large and small organizations. His strengths include Strategic Planning & Execution, Budgeting, Forecasting & Cost Management, Performance Management and Operational Analysis. In his most recent role as VP Finance & Operations at Assurant Specialty Property his team was embedded in the 5,000-person Operations organization. He and his team brought financial education, literacy and support to the Operations team. They instilled focus, accountability and financial responsibility which resulted in a metric and performance driven organization. They developed all operating and managerial reports that provided visibility into key performance and organizational effectiveness in critical areas as quality, productivity and capacity planning.Eric has strong technical skills, but what differentiates him in the marketplace are his exceptional people skills and his ability to build trust, which increases productivity and retention.Key Attributes:➢ Action oriented – move with intent and speed➢ Vision and agility – big picture, forward thinking➢ Inspirational hands-on leader with the ability to lead outside the accounting/finance group➢ Extraordinary written and verbal communication skills➢ Uncompromising personal integrity, as well as a high level of respect for all individualsSkills and Competencies:➢ Business and Strategic Planning➢ Financial Planning, Budgeting & Analysis➢ Quarterly Forecasts➢ Financial Due Diligence and Integration➢ Key Performance Indicators & Operational Metrics➢ Productivity & Efficiency Analysis➢ Capacity Planning and Analysis➢ GL Conversions and Cost Centers➢ Performance Improvement and Optimization
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Project Based ConsultantConfidential Client May 2014 - PresentDallas,Texas(Private Equity Owned Managing General Insurance Agency)Engaged to guide and mentor management with the transition from Private Ownership to Private Equity ownership. Automating reports to enable management to report results within 2-hrs. of data availability. Enhancing reports for multiple views – Budget vs. Forecast & Rolling 24 vs. Cur. Yr. & Prior Year. Assisting with Board of Directors reporting. -
Project Based ConsultantConfidential Client Sep 2013 - Apr 2014Northern California(Private Equity Owned Wards top 50 P&C Insurance Carrier)Engaged to re-design and build a driver based financial planning and reporting system and process for the company’s 22 products and 6 channels. Similar tools designed and built for the Company’s warranty subsidiary.
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Vice President Finance & OperationsAssurant Specialty Property May 2006 - Jul 2013Santa Ana, CaliforniaAssurant Specialty Property is a wholly owned subsidiary of Assurant Inc., an $8B Fortune 500 company and member of the S&P 500. ASP is the leading provider of Lender Placed Hazard Insurance in the United States.Came to Assurant through the Safeco acquisition. Hired to establish the first Operations Finance Team and to bring financial literacy to the 5,000-person Lender Placed Operations organization. From 2006 to 2013 the LS Ops team grew from 3,000 FTEs and $130M of operational expense to 5,000 FTEs and $270M of operational expense. Accomplishments:➢ Developed and led the multi-year financial literacy project taking the team from having no financial exposure or knowledge to that of a self sufficient, metric driven and financially literate organization.➢ Developed all management reports that analyze efficiency, productivity and capacity including: Unit Cost, Volume vs. Spending, Earned FTE and Operational Metrics.➢ Designed and built the three-year rolling forecast process. Forecasts have been within 3% for three years running.➢ Designed and led the annual planning process for 130 cost centers and 150 individual planners.➢ Streamlined the pricing support process to deliver multi-site and functional cost estimates for new clients and/or services from 10 days to less than 1 day. -
CfoSafeco Financial Institution Solutions (Sfis) Dec 2002 - May 2006Santa Ana, CaliforniaSFIS was a wholly owned subsidiary of Safeco Corporation and operated as a Managing General Agent for Safeco Corporation. SFIS wrote primarily Lender Placed Hazard Insurance and was a direct competitor of ASP. ASP acquired SFIS on May 1, 2006. Hired as Chief Financial Officer to integrate corporate cultures with a former competitor acquired in late 2001. Responsible for all aspects of agency accounting, financial reporting, planning and forecasting, contract management, pricing, facilities and office administration. Accomplishments:➢ Developed the monthly variance analysis and management-reporting package.➢ Developed SFIS‘s first quarterly reforecasting process, which was then adopted by Safeco Corporation. ➢ Developed the Lender Placed pricing model.➢ Led the financial due diligence process with a prospective buyer twice, before the ultimate sale of the agency to Assurant.
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Vice President Finance And AdministrationKemper Employers Group (Keg) Jun 2000 - Sep 2002Orange, CaliforniaKEG, formed in 1998, was a wholly owned subsidiary of the Kemper Insurance Companies. VP Finance and Corporate Controller for the newly formed holding company with six individual business units and $127M in revenue. Also directly responsible for the day-to-day financial operations of Eagle Insurance Company, predecessor to Sea Bright Insurance Company.
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CfoCommonwealth Energy Corporation (Cec) Nov 1998 - Jun 2000Tustin, CaliforniaCEC was founded in August 1997 to take advantage of the potentially lucrative opportunities presented by the deregulation of the nation’s electric utility industry. CEC was the nation’s largest green power supplier with more than 75,000 customers and $41M of revenue in its first full year of operation.First ranking officer to the CEO with significant involvement in nearly all aspects of finance and operations including: Finance and Accounting, Billing, Metering, Aggregation & Settlement, Power Resources, Utility Relations, Information Systems, Data Processing, Call Center and Human Resources.
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Controller And Vp FinanceGreat States Insurance Company (Gsic) Mar 1991 - Oct 1998Anaheim, CaGSIC was founded in 1987 as a start-up California workers’ compensation specialty insurance carrier. The Company was sold to FHP Healthcare in 1993. PacifiCare Health Systems acquired FHP in February 1997. PacifiCare sold GSIC to HIH America in October 1998.Hired as the Company’s first Controller to manage all finance and accounting functions including cash management, general ledger, financial and regulatory reporting, payables, receivables & collections. Also successfully managed the premium audit department and led the due diligence and subsequent integration for the various changes in ownership.
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Senior AssociateCoopers & Lybrand Jan 1986 - Mar 1991Newport Beach, CaliforniaPlanned, budgeted and supervised a diversified array of audits while assuming additional management and administrative responsibilities in various industries including: insurance, manufacturing, financial services and not-for-profit entities.
Eric Juarez Skills
Eric Juarez Education Details
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Accounting
Frequently Asked Questions about Eric Juarez
What company does Eric Juarez work for?
Eric Juarez works for Confidential Client
What is Eric Juarez's role at the current company?
Eric Juarez's current role is Senior Finance Executive | CFO | VP Finance & Operations | Trust Based Leader.
What is Eric Juarez's email address?
Eric Juarez's email address is er****@****ant.com
What is Eric Juarez's direct phone number?
Eric Juarez's direct phone number is +171429*****
What schools did Eric Juarez attend?
Eric Juarez attended Cal Poly Pomona.
What skills is Eric Juarez known for?
Eric Juarez has skills like Forecasting, Management, Insurance, Leadership, Process Improvement, Mergers And Acquisitions, Finance, Risk Management, Strategic Planning, Financial Analysis, Analysis, Business Analysis.
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Eric Juarez
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