Conducted a market analysis of the insurance client’s business segments a developed a holistic view of the client business processes by interviewing key client personnel. Mapped the clients current spend into designated high level cost categories and determined initial savings potential for inappropriate claims based on this work. Used analysis and insights to develop presentation materials which were used to create a successful pitch for a client project. Assisted in the onboarding and acclimation of new members to the expanded project team.Analyzed actual client historical spend and used industry experience to refine cost saving potential of 3.5M$. Developed specific process actions and business model (business rules) changes required to capture cost savings. Assisted in the creation of implementation plan for client to capture identified savings. Validated savings potential with the client and reviewed implementation plan. Created tailored business rules that allowed for the identification of potentially incorrect billing patterns from medical providers billing under workers compensation insurance.Developed materials and assisted senior leadership members in delivering presentations to C-suite executives on the client team. Refined materials based on client leadership feedback and packaged them into sprint-based deliverables.

Supported major systems migration project for asset management platform ($1 trillion+ AUM) for a banking client which would digitize their entire platform and eliminate information silos. Collaborated with conversion team to ensure readiness for system testing in order to determine current operational effectiveness before full implementation.Developed an excel tool to allow the team to automatically generate Runbook tasks instead of creating them manually. Created a second tool to automatically check comprehensiveness of Extract, Transform and Load (ETL) Tasks. Saved 1-2 hours per update, which was conducted multiple times per week.Helped the team create and track 2500+ tasks in the Runbook tool used in decision making by project leadership. Improved decision making and overall project management by creating consolidated views across 67 work streams of the tasks at hand and overall project progression against the timeline.

Conducted the selection and establishment of commercial real estate agent. Collaborated with lawyers to amend representation agreement saving $20,000 in commission fees. Reviewed marketing collateral developed by commercial real estate firm.Conducted market analysis and property valuations to help establish listing price. Used comparable properties from Multiple Listing Service and Malden Tax Assessor’s website. Identified alternate use opportunity (self-storage) for the site and developed a business model (revenue, cost, earnings, return) to further support the property valuation.Discovered ownership of many surrounding properties belonged to one of the key potential buyers. Used this information to understand negotiation leverage and potential concessions to be made in acquisition process. Helped drive understanding of certain buyer actions such as litigation towards the property owners.

Conducted a market and competitor analysis on strategic partnerships in the small business insurance industry. Provided recommendations to aid in the startup of a new insurance business model company to leadership team.Ownership of marketing budget. Analyzed and recorded current spend to overhaul budget and determine new distributions. Created a new consolidated tracking system that substantially improved view-ability.Assisted in the utilization of various marketing tactics (social media, paid search, digital marketing, etc.) to generate leads as well as brand awareness. Worked with marketing lead to track spend on these different marketing initiatives as well as the traffic they were generating to the website and number of leads that were generated from that traffic.

Provided financial analysis of 5 different Hub budgets for employee costs, billed hours, and expenses. Analyzed costs, develop insights and prepared presentations for senior leadership reviews.Analyzed historical client projects where overhead fees were not being billed and identified $28,000 of unrecovered costs. Implemented system to ensure proper billing of these charges and for future projects.Collaborated with a team of interns and analysts to develop a new Accenture recruiting video detailing the Rotational Analyst program, which was used by HR North America to recruit candidates for the program.