Ensure successful execution of team goals by leveraging differences, managing in an inclusive manner, developing employees to further their career goals and aspirations and create future leaders.As part of the Business Intelligence & Analytics (BI&A) Client Services team, collaborate with Business Customers across the entire Bond and Specialty Insurance Lines of Business to determine how Business Intelligence information and analytic solutions can be leveraged to support business strategies, capabilities and processes.Primary responsibility of supporting strategic initiatives that utilize Bond and Specialty Insurance (BSI) sourced data and data services (Primarily SQL Server 2016). Accomplish this by Working with BSI business partners on various front-end tools, projects, and ad-hoc requests, while also collaborating with internal BI&A teams, including Data Management, Strategic Data Program and IT. Expert level knowledge of BSI data in order to determine the best and most appropriate sources to help serve our business partners.Drive conversations with Senior Management to elicit, analyze and document project requirements. Act as liaison between business customers and IT and the software development team by leading to consensus about the business needs and their feasibility. Collaborating in the development of Business Intelligence solutions in Scaled Agile Framework environment (Requirements gathering, creating user stories and features, scoping and building proof-of-concepts and SQL framework, coordinating User Acceptance Testing, and ultimately moving solution into production environment).Recent solutions have been developed as QlikView self-service applications, SSRS driven dynamically driven automate reporting services, SQL Stored Procedures and creation of Reporting tables, and Excel.

System Administrator for the Provider Network / Credentialing hosted software solution. Responsible for the submission and reporting of all contracting and credentialing data. Assures data integrity. Design and write SQL (MS SQL Server) queries to extract data and provide analytics for Provider Network Management. Create summary and trend reporting of findings with analysis and interpretation to determine network adequacy (support regulatory reporting data requirements). Design and implement continuous improvement in organization and technical systems. Responsible for User Acceptance Testing for systems.

Added risk management duties in a Post-IPO environment. Evaluate areas for risk mitigation and maintain adequate insurance coverage for all lines (General Liability, Property/Casualty, D&O, Cyber Risk (E&O), EPL, etc.) - maintain relationships with brokers. Handle all administrative tasks, including: claims, billing, policy review, COI generation, etc. Review coverage requests from vendors. Maintaining education on current risks and exposures. Make recommendations to CFO. Subject Matter Expert for entire company on risk mitigation and Insurance coverage. All of these functions done while continuing in Sr. Financial Analyst, Business Intelligence role.

After helping company through successful IPO, became a founding member of Business Intelligence team. Expanded technical capabilities to query various company data systems, including: Oracle, DB2, MS SQL Server, Cisco, Salesforce.com. Advanced command-line SQL proficiency. Hyperion Intelligence Designer used to develop company wide reports and dashboards using various data systems. Implementation and support of Hyperion Intelligence Server. Maintained schedule of reports, delivery targets, etc. Relationship management with key vendor of Core Banking System - troubleshoot problems. Plan for upgrades. Train and support Junior Analysts. Provide analysis of success of marketing campaigns and other self-selected research using accepted statistical methods (Chi-Squared Test, Power Sampling, etc).

Early hire in Start-up mode Financial Services company, reporting to the CFO. Developed reporting systems to assist with monthly close. Query production databases using SQL to generate financial planning and analysis. Collections Analysis to improve accuracy of Provision of Loss. Oversaw expansion of ATM fleet, developed cash used models. Special Projects for CEO and CFO - creating models for new revenue sources, acquisition targets, etc. Provided support to growing Finance team as company successfully completed IPO.

Detailed fundamental financial analysis of Public Companies (Utilized public SEC filings, news and other public resources to determine professional liability risk). Participate in meetings with members of Senior Management of prospective clients (Fortune 1000, etc). Determine premiums to fit risk profile. Maintain production quotas. (Produced over $5M in annual premiums). Created and maintained relationships with brokers nationwide, to increase submission flow and grow book. Maintained Technology systems in local branch office: responsible for implementing new technology to improve efficiency. Assist SVP of Claims: Process incoming claims notices. Set-up and maintain correspondences with claims counsel and brokers. Maintained claim files and database.

Small Business/Entrepreneur Internship

Summer Program

Summer Employee