Matthew Russell Email & Phone Number

Sacramento, Ca, Us

Napa, California

Head of Claims, Compliance, and Risk ManagementCorporate SecretarySince starting at AUL, I developed the risk management team and implemented reporting tools that protect and sustain AUL’s underwriting profit. Using our data, I discovered problem areas affecting profitability and implemented actions in pricing and risk management that resulted in driving down the loss ratio, which directly translated into millions of dollars in underwriting profit. I also work closely with the SVP of Sales to create new programs and update existing programs. We collaborate on custom deals for partner clients to build programs that suit their business needs and ensure profitability for all participants.I am now leading and supporting 3 teams that manage the following areas:Claims • Claims Adjudication• Claims Reporting• Claims Call CenterRisk Management• Pricing• Risk Management• Earning Factor Management• Analytics/ReportingCompliance • Service Contract Creation• State Filings• State Licensing• Claims DisputesAdditional Responsibilities:Actuarial ReviewsBoard Meeting PresentationsBudget/PlanningAssist Sales with Product DevelopmentFinancial ProjectsConsult on System ProjectsVIN Decoding/MaintenanceAttend Conferences/Panels

Napa, California

Manage the following 5 areas:Reserving/Pricing• Develop competitive rates for new programs• Support Sales with pricing custom rates for key dealer accounts• Create master files for IT programming and Compliance filingProgram Risk Management• Monitor and analyze the performance of AUL’s programs and recommend corrective action to Sales• Work with Sales to make appropriate rate adjustments• Analyze actuarial data to expose potential areas of loss; manage the company’s risk exposure to claimsDealer Risk Management• Monitor and analyze the performance of dealers and finance companies and take corrective action• Educate field Agents on their role in risk management; advise them of both proactive and corrective action• Communicate with Underwriter on dealer performance; Carryout quarterly review callsAnalysis & Reporting• Create ad hoc reports for Sales, Claims, Compliance, Finance, and the CEO• Manage the Actuarial Experience & Trends Annual Review booklet for Management• Manage and maintain the Claims Dashboard for claims expenses and severity tracking• Manage quarterly dealer reinsurance performance reporting for Management• Manage monthly actuarial reporting for key clients• Create additional actuarial reports for Agents upon request• Manage monthly large claim reporting to UnderwriterLeadership• Manage, train and coach analyst(s) and colleagues• Participate with fellow managers in leading the company to attain goals• Lead by example by living the company core valuesSpecialties:Risk ManagementPricing and ReservingUS GAAP Insurance AccountingAnnual Financial PlanningVariance Analysis - Plan to ActualsDatabases - SQL Server, AccessReporting - Generation, Analysis, PublicationProject Management - Planning Tool, Reserves and Claims DashboardsProcess Improvement - Excel macros, tutorials, operating proceduresSoftware – Tableau, Excel, Access, PowerPoint, SQL ServerTeaching and Coaching

Teradata GmbHAugsburg, GermanyManage planning, monthly closes, and back office operations for the Nordic region• Revenue Recognition – prepare checklists and backup documentation of individual orders according to US GAAP revenue recognition rules for software, hardware and services• Bid Reviews – participate in bid review calls for revenue recognition and contract administration• Pricing – work closely with Pricing for revenue recognition and product breakdown• Quarterly Forecast – work closely with the Nordic Sales Director for revenue forecasts• Financial Plan – responsible for ground-up annual plan of revenue and expenses• Budget – created a model for expenses and headcount planning• Variance Analysis – submit monthly variance analysis of revenue and expenses• Controlling – manage the month-end close of the Balance Sheet and Income Statement• Monthly Close Activities – manage the reporting package of Actuals and rolling forecast of the Income Statement• Accounts Receivable – weekly reporting and ownership of Billing and Collections• Order Management – oversee contract administration, order processing, and invoicing• Sales Compensation – manage annual quotas, variable compensation, and new account bonuses• New System Implementation – implement a new Oracle Order Management global platform for the Nordic region• Audits – assist internal and external Auditors with annual audit reviews

Swiss Re Frankona Rückversicherungs AGUnterföhring by Munich, GermanySwiss Re acquired General Electric Insurance Solutions in June 2006Financial Planning and Analysis for Aviation – P&C – Client Markets• Work closely with Underwriting for revenue and loss estimates• Provide Underwriting with ad hoc reporting and analysis• Work closely with Pricing for loss history modeling for financial forecasts• Prepare financial numbers for Economic Value Management calculation• Responsible for the ground-up annual plan of the Income Statement• Responsible for current year and future year financial forecast • Responsible for Quarter Close variance analysis and ad hoc reporting• Prepare quarterly variance analysis presentations for executive management• Constantly improve planning processes and tools• Super-user of planning application• Assist in Balance Sheet postings• Create SOX documentation and assist audits• Drive to completion integration reporting projects

Munich Area, Germany

General Electric - Insurance Solutions - Frankona ReMunich, GermanySwiss Re acquired General Electric Insurance Solutions in June 2006Financial reporting for Global Aviation Finance• Work closely with Underwriting for revenue and loss estimates• Provide Underwriting with ad hoc reporting and analysis• Work closely with Pricing for loss history modeling for financial forecasts• Responsible for current year and future year financial forecast• Produce Quarter Close variance analysis and ad hoc reporting• Prepare variance analysis presentations• Super-user of planning application• Assist in Balance Sheet postings• Create SOX documentation and assist audits • Drive to completion integration reporting projects• Six Sigma - Green Belt

Oracle Deutschland GmbH Munich, Germany• Oracle Incentive Compensation Super User (CRM)• Responsible for application setup, maintenance & enhancements• Calculate commissions, bonuses & club qualification• Salesforce planning creation and administration

Rocklin, CA• Analyze and submit commissions & bonuses • Daily use of Oracle’s Incentive Compensation application in CRM• Training Coordinator for Americas Sales Compensation

Longs DrugsWalnut Creek, CA(Acquired by CVS Caremark in 2008)• Generating monthly & quarterly financial reports• Reporting performance measures • Assist in projects with executive mgmt.

Barclays Global Investors(Acquired by BlackRock in 2009)• Accounting for international indexed funds• Responsible for reporting daily unit values and NAV’s• Utilizing accounting and financial knowledge + exchange rates

Bachelor Of Science (Bs), Economics

Activities and Societies: Omicron Delta Epsilon, SOU Economics Club President

Bachelor Of Science (Bs), Business