John M. Email & Phone Number

Operating financial services entity. Performing ongoing CFO services or fractional CFO services for medium size companies which were typically in a growth mode, transition from a departure of key financial executive or in need of strategic planning and financial leadership. Industries include P&C insurance, healthcare, banking and others.

• Involved in planning and forecasting of $4.7B property and casualty division.
• Contributed in all aspects of the planning and forecasting process, including planning premiums and policies in force, losses, and a wide variety of expense categories.
• Improved efficiency by 50% and greatly improved functionality and analysis, performing continuous improvement on loss seasonality model and extensive interaction with actuaries.
• Enhanced analysis and reporting of post allocated expenses by summarizing major areas by key reporting periods using SQL, Essbase, advanced Excel models

• Promotion from controller to officer position after one year of service. Led staff of 30 in turnaround of finance area and greatly enhanced relationships with bankers, audit firm, and agents.
• Under team’s leadership, company grew over 700%, from $40M to $300M of premiums.
• Managed investment portfolio of $50M. Originally the company had a portfolio consisting of 90% equities. I obtained Board approval to convert it to 80% fixed income of laddered treasuries and bonds.
• Successfully and strategically implemented new federal risk management program ahead of competition when competitors were slow in decision making and subsequently lacking implementation ability.
• Led the financial analysis and due diligence for 2 acquisitions of $20M and $35M, causing expansion in new geographic areas, and resulting in desired geographically diversified underwriting portfolio.

New York, NY, US

Mba, Executive Mba

Bachelor’S Degree, Accounting