• Highly diverse role operating as the strategic finance leader of the business• Finance lead on over a dozen major projects and other strategic initiatives• Regularly develop sophisticated MS Excel financial models from scratch• Responsible for the overall development and delivery of our Annual Operating Plano Orchestrate planning process from Guidance phase through Final Budgeto Develop PowerPoint decks and present budget to President/CEO and Exec Leaderso Created inaugural budget workbook with 60+ tabs of KPI’s and final budget detailso Note: Managed CFO responsibilities after departure of our CFO at the onset of FY22 budget• Author of finance commentary on quarterly reviews, budget decks & dashboards• Month end close revenue flash with analysis vs Plan/Forecast• Mid-month revenue pacing report to Exec leadersStrategic Roles, Projects & Financial Modeling Workstreams• Development of a key Commercial Property Unito Created various models – Pricing / Cost to Deliver / Growth / Scenario modeling• Carrier Outsourcing Programs – CAT Surge modeling / staffing analysis• National Casualty Practice – Major strategy workstreamso Develop long-term growth & profitability models with short term action plano Focus on Margin expansion / KPI Comparative analysiso Customer pricing decisions• People and Culture initiative – Internal project with a focus on peopleo Improvements to new hire comp structureo Auto Allowance improvements with vetting of potential new vendors• New college cohort program - ROI modeling & budget• New Practice Group project – margin & profitability models• Annual Merit program changes – financial impact modeling• New Sales Incentive program modeling• New monthly Rolling Forecast – developed internal process, owner of EM forecast & OneStream updates• Acquisition of a strategic London TPA / Adjusting Corp o Heavy due diligenceo Develop executive dashboardso Cost savings analysis & trackingo Integration project post-acquisition

• Responsible for Annual Planning & Quarterly / Monthly Reforecasting of all Core revenue streams• Primary Finance contact & support for all Producers, Sales Leads & Product Group Leaders• Directly support CFO, CEO and COO as a key member of the Senior Leadership Team• Detailed Producer tracking & analysis of all Premium placements, including making determination of New vs Renewal, Recurring vs Non-Recurring, Lost revenue, Transfers, One-time transactions, Producer Commission Splits etc.• Monthly roll-up & scenario analysis of Known Sold & New business Sales Pipeline projections – present monthly to Leadership team (Utilize Risk Match & SalesForce tools)• Provide Monthly / Quarterly Revenue Flash & Commentary• Provide Finance Update for Monthly Newsletter - YTD progress, New Wins & Producer Rankings • Complete Quarterly Commission Analysis including Rate Assumptions and forecast impact• Determine appropriate level of Loss Provision • Set annual Producer Salaries and detailed calculation of all Producers annual bonuses, Beginning and Ending Book Calcs; handled individual Producer reviews for agreement and Sign-offs at year end• Responsible for additional producer tracking for all Awards, Profit Center & Leadership bonuses• Tracking and planning for Contingent and Incentive Revenues, Surety Bonds and Intercompany Revenue • Top Prospects reporting to Corporate• Monthly Billing review to ensure revenue targets are met; includes 606 Revenue Recognition implications • Acquisition related Premium tracking• Provide R&O Templates for Annual Plan & Quarterly Forecast• Premium Placement reporting on Wholesale & Intermediary relationships• Calculate Corporate SIP Production Grants including Producer Book Growth & EB estimates• Significant insurance exposure to several LOB’s - Property, Casualty, Energy, Captive, Healthcare, Executive Liability, Bermuda, Builder’s Risk, OCIP Projects, Cyber, and consulting areas related to Claims handling & Risk Optimization

Planning & Forecasting• Coordinate & Facilitate 3-yr Operating Plan and Quarterly Reforecasts for entire Housing segment• Prepare key presentation decks for reviews with upper management, Corporate & BOD meetings• Develop standardized Operating Plan templates to improve consolidation & consistency of presentation and analytics• Provide Quarterly Forecast Package to Corporate including business unit income statement analysis• Responsible for planning & forecasting of all Finance & Executive CC budgets• Integrate several acquisitions into our planning & financial reporting processes• Develop Expense Templates as a tool to streamline quarterly budget updates• Utilize product based Revenue Model to enhance Insurance Premium Forecasts• Identify Risks & Opportunities to our Operating PlanFinancial Analysis & Reporting• Prepare quarterly analytics packages including KPI (key performance indicators), trends and variance analysis• Recommend & implement financial reporting procedures to ensure consistency between multiple business units & acquisitions• Prepare quarterly expense analysis with significant detail & drivers for over $1B total segment exp• Provide critical finance support to all LOB• Financial reporting liaison for external (PWC) and internal audit requirements• Effectively manage accelerated deadlines for FP&A deliverables to meet all levels of mgmt reviewSpecial Projects & Leadership roles• Selected to lead the FMN (Financial Management Network) Dec 2016 Training Session for 40+ Corporate Finance employees• Lean Six Sigma Report Reduction & Streamlining project• Lean Six Sigma Quarterly Forecast process improvement project – Co-leader • Develop documentation of major FPA processes to initiate process improvement & increase efficiency• Led effort to drive system related structural changes regarding major reorganization of business and product realignment• Appointed SME and Trainer for Finance employees on systems, processes and practices

> Develop various improvements to operating expense processes enabling BVA variance analysis for 70+ cost centers> Instrumental in developing overall budget / fixed annual plan (FAP) regarding Sales, Marketing, R&D, IT, MP&L and Finance> Month End Close responsibilities include:~ Process- Prepare manufacturing plant budget for labor and O/H line items- Variance to plan and flex budget analysis includes absorption, efficiency and productivity- Evaluate commodity results for industrial metal consumption for hedged copper and aluminum- PPV trend analysis for several cost components including material costing & inbound/outbound freight- Book volume rebate accruals along with sales and marketing expense allocations- Reconciliation of technology transfer fees for unconsolidated affiliates- Executive reporting of key performance metrics relating to EBIT, headcount, payroll and working capital~ Technology- Balance sheet, income statement and custom reporting using various ERP systems- Load and balance the cash flow roll forward and capital spend categories into Hyperion Essbase- Manage budgeting and reporting of FTE backfill costs for the SAP implementation of a new acquisition- Utilize spreadsheet server software to create ad-hoc, database queries within MS Excel> Handle the following aspects of capital spending (CAPEX):- Prioritization of over $10M project budget for 2013- Track approved project spend through fixed asset capitalization- Provide feedback on status and accountability to divisional management and project owners

> Team lead for customer sales tax, accounting and state tax audits - Investigate and resolve issues related to potential financial discrepancies - Credited with saving company $100K during state sales tax audit- Define best practices and author compliance procedures relating to SOX and internal / external audit processes> Monitor financial results pertaining to AR, GL, warranty, cash discounts and credit management> Streamlined many complex spreadsheets into an improved reporting mechanism for $200M/yr in cash account management> Performed AR risk analysis of top accounts with over $100K balance providing detailed visibility to the executive team> International experience includes handling credit & communications with 45+ Latin American accounts> Assisted with due diligence analysis in the acquisition of a strategic customer