Kevin Sheehy Email and Phone Number

Deliver compelling narrative and effective presentation material to communicate financial performance. Distill complex financial issues in a clear, understandable manner. Develop financial variance and trend analysis to support messaging.Serve as single point of contact for all finance messaging and analytics regarding investment income, insurance activities, and fee margin for individual life insurance and annuities.Present findings in regular management report to MassMutual CFO in maintaining effective communication between executive leadership and internal stakeholders.

Calculate, report, analyze, and forecast net investment income (NII) on MassMutual’s $165 billion general investment account. All results allocated by business line, statutory segment, and investment program. Communicate results and present insights to stakeholders across the enterprise.Develop, maintain, and use consolidation models in the Hyperion and Oracle Cloud platforms. Produce realized and unrealized gains information for Total Adjusted Capital (TAC) model. Experience with all asset classes, with special focus on corporate bonds, commercial mortgage loans (CML), and Schedule BA assets (partnerships, private equity, real estate).Lead weekly call with global Equity Real Estate sales team, and provide summary report on projected sales timing and corresponding investment gains to executive team.Owner of Surplus Sensitivity model, which provides quarterly analysis of potential impact to MassMutual’s capital in the event of various interest rate and equity market shocks. Utilize Agile software development method as member of Investment Forecast Transformation Sprint team. Serve as Subject Matter Expert (SME) in various asset classes.Completed multi-day advanced course in construction of MicroStrategy financial dashboards.

Conducted financial modeling and analysis for insurance clients in devising investment strategy comprised of the most efficient combination of investment risk and reward. Advised on billions of dollars of client assets under management.Frequent presentation of findings to clients’ senior management and their respective boards of directors. Performed full company analyses with our proprietary risk model, ADVISE, which portrays financial implications of strategic investment decisions in view of changing insurance industry and capital market conditions.Constructed efficient frontiers encapsulating short-term and long-term strategies in asset liability management. Assisted insurance company clients in selecting proper strategies regarding liquidity, fixed income duration, equity holdings, and allocation to tax-exempt bonds; all through the use of Dynamic Financial Analysis (DFA). Surpassed annual business goals each year over 14 years for clients and prospects in financial modeling/advisory projects. Earned maximum bonus in each year. Enabled effective property/casualty client analysis of financial markets by developing Quarterly Reports on the Insurance Industry and on specific product lines of business.Assisted Client financial comparisons by providing peer and competitor analysis through development and publication of customized analysis reports.Provided proof of compliance with Bermuda Monetary Authority for Bermuda clients by developing spreadsheet documentation.Essential member of teams winning numerous new client asset mandates through both technical work and/or presentation to prospects.Assisted in retention of billions of dollars of assets under management as a crucial member of client retention team.

Commercial claim representative at Fortune 100 company. Completed the comprehensive eight-month Claim Associate Program. Learned effective methods of investigation, evaluation, and resolution of claims. Achieved reduction of total claim costs, identified potential claim fraud, engaged in proper case management methods, and successfully negotiated claims settlements.