Ken Mertzel Email & Phone Number

San Jose, California

Build strategies, thought-leadership, and practical applications for Insurance, Banking and Finance & Accounting customers to drive deeper use of Intelligent Automation and Generative AI to increase productivity within their organizations.Automation Anywhere is the leader in intelligent automation solutions that put AI to work across every aspect of an.

Charlotte, NC

• Oversaw monthly financial close process, finance technology initiatives, data management strategy and strategic change programs for the Chief Accounting Officer.
• Championed Emerging Technologies forum to institute robotics, data visualization and other Finance workflow tools; launched first robotic process automation applications within CFO Group.
• Restructured team of 250 professionals to increase efficiency of financial close process, establish data management strategy to improve quality of financial information and promote employee development.
• Supervised $110 million Finance technology project portfolio including annual initiative planning process, monthly governance routines and application rationalization strategy.

Calabasas, CA

• Managed $1.5 billion budget for mortgage servicing business including financial reporting and forecasting for portfolio of 7 million loans. Also led operational risk management function and spearheaded top-priority.
• Developed new forecasting and reporting tools to identify drivers of operational performance and increase accuracy of financial projections.
• Built new team to ensure timely identification, escalation and remediation of operational risks, and regulatory compliant runoff of delinquent mortgage portfolio of one million loans.
• Governed $100 million program to design and implement process and technology changes to comply with 400 new mortgage regulations issued by the Consumer Financial Protection Bureau.
• Directed enterprise-wide program to identify and realize over $200 million in cost reduction opportunities for mortgage support functions including technology, finance and operational risk.

Irvine, CA

• Guided finance function for market-leading $3 billion lender-placed collateral protection insurance business. Improved financial performance and strengthened governance of accounting, deal pricing, reserving.
• Managed controller team comprised of 75 professionals responsible for GAAP/statutory accounting, external reporting, audit management, SOX compliance and forecast consolidation.
• Designed metric-driven planning models to enhance premium and indemnity loss forecasting as well as to establish multi-year financial projections at the product and client level.
• Oversaw $55 million personal lines insurance agency and implemented new business model to optimize production of profitable insurance policies.
• Served as interim CIO responsible for overseeing $52 million technology budget and leading team of 275 IT professionals in the first half of 2008.
• Executed divestiture of Balboa Insurance, appointed by Bank of America as the lead executive to oversee marketing, negotiation and transition for nearly $1 billion transaction.

Los Angeles, CA

• Supervised client project teams and developed innovative solutions to improve financial results for Fortune 500 companies and startup ventures in the property-casualty insurance industry.
• Implemented automated underwriting decision-making for a $4 billion auto insurance carrier, reducing new business loss ratio by three points and enabling expansion into non-standard insurance market by applying an.
• Created strategic business plan for a new commercial insurance subsidiary which evolved into $200 million provider of outsourced policy administration, billing/collections and data management services.

Cleveland, OH

Financial controller for $40 million collateral protection insurance business in the Western United States, responsible for coordinating the planning/budgeting process, verifying accuracy of financial statements, and implementing changes to improve profitability. Also served as an internal consultant responsible for improving pricing, control and.

San Francisco, CA

Management consultant for health care, manufacturing and service companies with project responsibilities including strategic planning, business re-engineering, cost reduction and market/competitor analysis. Performed detailed financial analyses, managed client task forces and presented findings to senior management.

Mba, Finance

Bachelor Of Science & Bachelor Of Arts, Biology & Economics (With Honors)

Activities and Societies: Phi Beta Kappa