Strong financial professional with twenty years of experience at multi-billion dollar financial institutions in the areas of strategy, sales enablement, business development and building and managing high-level successful strategic relationships. MBA with diverse background in management and development of staff, financial reporting, forecasting and financial modeling, financial analysis and trending. Excellent analytical, communication, and technical skills. ● Responsible for all periodic, quarterly and annual related financial reporting and analyses.● Oversaw the Sales Reporting and Analytics team. ● Designed hundreds of sales coverage models, projecting $20M cost savings in one year alone and eliminating inefficiencies.● Partnered with IT to ensure that sales technologies and systems supported the business strategy.● Developed performance metrics (KPIs) to drive business objectives across the organization. Assigned organizational goals and benchmarking.● Designed a completely new and innovative business segmentation model used across entire organization.● Created & automated various processes of controls that verify the integrity of all systems, workflows and data, and enhanced the company’s value.● Responsible for the overall consolidated financial reporting packages for Life and Annuities distribution businesses.
Listed skills include Fixed Annuities, Insurance, Mutual Funds, Retirement, and 30 others.