John Albert Email & Phone Number

▪ Accountable for Sales and Underwriting analytics strategy and execution. ▪ Lead, enable, and develop a team of data scientists, data engineers, performance analysts and business intelligence developers.

▪ Analytics lead and founding team member for countrywide auto and home insurance underwriting (in addition to existing sales responsibilities).▪ Design and execute underwriting analytics roadmap to streamline underwriting processes, eliminate waste, reduce expense, and improve underwriting effectiveness.▪ Lead development of underwriting data assets to enable operational efficiency monitoring, segmentation models, and a framework for assessing and maximizing value of third-party data relationships.▪ Develop, enable, and retain full stack teams of data engineers, performance analysts, and business intelligence developers. Dotted line leader of data scientists.Notable wins include:o Tasked with scaling the sales analytics framework to the underwriting organization; supported by CFO investment in additional resources in an expense constrained environment.o Transformed renewal underwriting through a model-based solution that took action rate from 30% to greater than 70% in less than one year.

▪ Analytics lead and founding team member for countrywide auto and home insurance sales.▪ Design and execute sales analytics roadmap to empower leaders with data driven recommendations, create a framework for the organization to achieve their goals and maximize sales effectiveness. ▪ Lead development of data assets and analytical ready datasets to enable self-service dashboard for sales professionals to achieve their goals, support root cause problem solving, scenario modeling, and performance optimization through hot spot detection and outlier management. ▪ Develop, enable, and retain a full stack team including our data engineer, performance analyst and business intelligence developer. Dotted line leader of a data scientist.Notable wins include:o Created a playbook for standing up end-to-end analytical support for a functional business area.o Embedded analytics within the organization to drive a 50% increase in sales effectiveness in 3 years.o Partnered with data science to deploy a model-based solution to optimize lead flow and agent segmentation.

New York, Ny

▪ Lead FP&A and performance analytics for Group Benefits sales and compensation.▪ FP&A accountability included ownership of budget, modeling, forecasting and execution of $750M sales plan and $500M incentive compensation budget.▪ Performance analytics accountability included data management, KPI reporting, diagnostic analytics, and strategic recommendations.▪ Success in both roles was achieved through cross functional partnerships with heads of sales, product, actuary, underwriting and project management. These partnerships created alignment and accountability enabling execution of strategic, financial, and operational goals.▪ Notable wins include $7M in annual expense savings, an approved plan to increase sales by $300M in 5 years, and reduction in accounting processes from 8 days to 3 days.

Melville, Ny

▪ Promoted to lead sales finance responsible for $100m sales plan and $30m incentive compensation budget.▪ Created framework to drive sales effectiveness through key performance analysis and reporting.▪ Successful initiatives include implementing a national sales channel, restructuring a sales center, andrevamping the budget process driving $20M YoY revenue growth, $1.7M expense save, and salesmanagement attrition reduction of 35%.▪ Responsible for business reviews, budget, forecast, reporting decks, pricing models, product penetration,expense management, compensation planning, headcount, sales strategy, client retention and opportunity.▪ Manage, motivate, develop and inspire a team of three analysts.

Melville, Ny

▪ Promoted to manage strategic financial analysis, process improvement, and team development.▪ Successfully rebuilt the way data is gathered, organized, and reported reducing production time by 33%.▪ Created pricing model to minimize rep lead team and improve customer experience; increasing margin 6%.▪ Project manager and finance support for First Data’s expansion into the Puerto Rican market.

Melville, New York, United States

▪ Top candidate selected to join a highly respected team of finance professionals supporting sales.▪ Served as a subject matter expert and analytical resource for the North American sales.▪ Created accurate, timely, and comprehensive financial reports, including monthly reporting decks related toportfolio profitability and segmentation, forecast, compensation, as well as compiling and presenting ad hocdata analysis to executive management. Evolved all levels of reporting without ever missing a deadline.

Melville, New York

▪ Managed $150M operating and fiduciary cash portfolio.▪ Optimized First Data’s working capital position resulting in $41k per month in savings.

New York, Ny

▪ Supported the treasurer in managing $495MM cash portfolio.▪ Researched short term credit instruments with a focus on diversification and liquidity needs.

Masters Certificate, Business Analytics; Concentration Data Science

Bachelors, Finance