Jeff Holzwarth, Mba Email and Phone Number
Jeff Holzwarth, Mba work email
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Jeff Holzwarth, Mba personal email
I am an experienced finance executive, skilled in expense/resource management, financial planning and analysis, accounting and operations. As a strong finance leader, I hold a Master’s of Business Administration, as well as a B.A. in Economics. I am an expert in GAAP principles, variance analysis, monthly close processing, budgeting, cost accounting, SAP Business, SAP BPC, SAP Business Warehouse, NetSuite, Microsoft Excel, Microsoft PowerPoint, Great Plains, Microsoft Dynamics, Business Objects, Tableau, OneStream, Intacct, SharePoint and Automated Workflow Distributor.
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Vice President Of FinanceRadiation Business Solutions Mar 2023 - PresentJoelton, Tn, Us
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Director Of Finance ConsultantWellpath Feb 2022 - Feb 2023Nashville, Tennessee, Us -
Director Of Finance ConsultantPophealthcare Mar 2021 - Dec 2021Franklin, Tennessee, Us -
Director Of Financial Planning And AnalysisSurgery Partners, Inc Nov 2019 - Sep 2020Brentwood, Tennessee, Us• Created and communicated storylines to the senior leadership team, providing insights to help understand results and opportunities for growth.• Anticipated issues by taking proactive measures to identify business implications and recommend solutions.• Responsible for team completing the annual budget process, variance analysis for monthly reporting, as well as balance sheet review.• Handled facility level reporting, cashflow analysis and goodwill impairment, for surgical facilities and ancillary services, covering over 180 locations nationwide. -
Senior Financial ManagerAllstate Apr 2018 - Oct 2019Northbrook, Il, Us• Led team of 10 financial managers and analysts across Northern Ireland, Hawaii, Illinois and Nebraska.• Reviewed GAAP deliverables and variance analysis for the monthly close, monthly forecasting and annual 5-year budgeting.• Project managed an 18-month Aon Hewitt expense benchmarking study against competitors in the industry, which included data collection, business unit observations, collaboration, review and recommendations to the senior leadership team of Allstate Life and Retirement.• Handled all SEC federal / state regulated requirements, Sarbanes-Oxley controlled requests and sign-offs for Bank Secretary Acts (BSAs).• Built excellence, by developing the team’s technical financial acumen, as well as understanding the business to position them for rotation and career advancement. -
Financial ManagerAllstate Mar 2016 - Mar 2018Northbrook, Il, Us• Led the 5-person expense consolidation team, responsible for all close and forecast deliverables of $400M of annual expenses.• Identified process efficiency gains in monthly reporting, which saved ~2 workdays per month for the department.• Created and utilized Key Performance Indicator metrics to create an analytical basis for strategic decision making.• Lead contributor in segmenting expenses into life, annuity and retirement for all reporting.
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Senior Financial AnalystAllstate Nov 2012 - Feb 2016Northbrook, Il, Us• Responsible for the expense allocations process, which allocated $150M of expense to product groups, channels and Allstate companies.• Subject Matter Expert of the monthly validation and analysis of roughly $20M in deferrable expenses.• Calculated expense allowables for each business function, which were used in the pricing of policy contracts.• Coordinated monthly capital allocations between products, by analyzing capital gains and losses by investment portfolio.• Trained and mentored new financial analysts on Microsoft Excel formulas, key processes and team priorities.
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Staff Financial AnalystAllstate Oct 2011 - Nov 2012Northbrook, Il, Us• Analyzed products to understand key trends impacting operating income of $500M annually.• Isolated key drivers, quantified impacts and forecasted implications to senior leadership.• Collaborated with business partners to anticipate and identify emerging issues and assist in strategic initiatives.• Prepared and helped build storylines for monthly close packages, including the investment margin, benefit margin and reserves.
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Financial AnalystAllstate Sep 2009 - Oct 2011Northbrook, Il, Us• Developed and improved staffing models and expenses for roughly 1,000 employees and contractors.• Analyzed and reviewed monthly expense and headcount activity, while partnering with leadership to communicate results.• Updated a $42M monthly expense lever analysis, meant to streamline expenses.• Produced monthly unit cost analysis for new business and inforce products.
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Unit ManagerAllstate Dec 2007 - Sep 2009Northbrook, Il, Us• Managed 24 employees in Life Inforce’s Term Conversion/Reinstatement unit.• Assisted with and completed a multi-million dollar app-online term conversion process, rolled out nationally.• Analyzed and revalidated production standards, while developing new systems to measure production more efficiently.• Developed a partnership with field sales leaders and agents, as well as monitored performance of associates.
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Policy Administration SupervisorOxford Life Insurance Company Jan 2007 - Dec 2007Phoenix, Arizona, Us• Managed 8 employees in the life insurance and annuity areas.• Performed daily quality control and audit of staff.• Implemented and revised procedures, as well as developed workflow.• Reviewed and resolved reconciliation and suspense accounting items. -
Senior Investment ProfessionalSimwey Financial Group Nov 2006 - Jan 2007 -
Investment ProfessionalSimwey Financial Group Dec 2005 - Nov 2006
Jeff Holzwarth, Mba Skills
Jeff Holzwarth, Mba Education Details
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Lake Forest Graduate School Of ManagementMaster Of Business Administration (Mba) -
The University Of KansasEconomics
Frequently Asked Questions about Jeff Holzwarth, Mba
What company does Jeff Holzwarth, Mba work for?
Jeff Holzwarth, Mba works for Radiation Business Solutions
What is Jeff Holzwarth, Mba's role at the current company?
Jeff Holzwarth, Mba's current role is Vice President of Finance.
What is Jeff Holzwarth, Mba's email address?
Jeff Holzwarth, Mba's email address is je****@****are.com
What schools did Jeff Holzwarth, Mba attend?
Jeff Holzwarth, Mba attended Lake Forest Graduate School Of Management, The University Of Kansas.
What are some of Jeff Holzwarth, Mba's interests?
Jeff Holzwarth, Mba has interest in Leadership, Innovation, Product, Distribution, Finance, Operations.
What skills is Jeff Holzwarth, Mba known for?
Jeff Holzwarth, Mba has skills like Analysis, Insurance, Financial Analysis, Life Insurance, Forecasting, Budgets, Customer Service, Accounting, Team Building, Strategic Planning, Microsoft Excel, Data Analysis.
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