• Led Life business unit FP&A team and manages three FP&A finance/actuarial professionals.• Collaborated across the company to craft the quarterly earnings story and presents earnings memo/story to Life senior management.• Led the preparation of the Life business unit's annual three year financial plan by coordinating team planning efforts, helping business stakeholders distill their upcoming strategy into financial impacts, and explaining the resulting plan story to senior management.• Enhanced/revamped several team legacy calculations using advanced Excel formulas and VBA to automate manual preparation steps to help analysts shift focus from manual process maintenance to value-add critical thinking.• Bridged the gap between organization's massive data lake and SQL-hesitant analysts by using Microsoft Power Query/SQL to bring SQL queries directly into Excel with in-cell variables that allows a SQL novice to update and run code from Excel inputs.

• Built Digital-specific subledger database from scratch that consolidates and allocates value capture and investment data for single-source reporting in addition to sophisticated VBA-powered user templates to facilitate data collection.• Created resource reporting process that tied together disparate systems and brought unprecedented transparency to Digital's resources, leading to the identification of systemic errors resulting in annual department savings of $1m+ annually.• Designed SharePoint-powered resource management platform that collects information on prospective Digital resources, facilitates the review/approval process through a dual email or Web interface, and automatically populates a cloud resource database.• Led Budget/Investment analysis for several key Digital initiatives, which resulted in the identification of multiple $1m+ GL corrections and over $130k of supplier overpayment cash recoveries.• Provided accounting policy leadership in areas of asset valuation, capitalization/amortization, and complex expense transactions.

• Automated routine sales reporting processes through VBA programming and custom reporting built using the MicroStrategy BI tool, freeing up 15 hours of analyst time per week.• Developed robust methodology to quantify the impact of the inherent pricing lag for sales made under an indexed price agreement for internal reporting and external investor communications.• Helped implement and manage the transition of the budgeting process to the Prophix corporate performance management environment.• Strengthened oversight of product pricing through the creation of individual price change monitoring system.• Created a detailed measurement of actual high-level price changes to provide visibility into the achievement of pricing targets.• Prepared weekly reporting package for executive team presenting financial results and analysis.

• Led the expansion of corporate FP&A services to the Group Protection segment by acting as the primary department representative and service provider to the segment. • Enhanced the clarity of the story presented within the quarterly Group Protection Earnings Memo that is delivered to LFG senior leadership and revamped the deliverable to reduce preparation time by 25%.• Collaborated with Group Protection finance management to develop a Monthly Dashboard file that concisely communicates the business story and monthly results to LFG senior leadership.• Prepared Group Protection financial slide decks for leadership presentations to the investor community and rating agencies.• Developed a robust time-series forecasting model for Group Protection financial results using the R programming language that provides automated forecasts for over 500 account/product combinations.

• Led FP&A G&A review, variance analysis, and expense forecast process for Annuities segment and Shared/Admin Services functional areas.• Prepared Other Operations Earnings Memo on a quarterly basis to communicate segment results to senior management.• Key contributor to the preparation of the 2015-2017 Other Operations segment plan.• Developed critical analytics supporting the 2014 G&A allocations simplification effort that reduced LFG expense allocation method footprint by 30%.• Redesigned the FP&A functional area expense analysis to automate the identification of significant variances and streamline SOX compliance efforts with a paperless SharePoint review workflow.• Designed award-winning cost center maintenance form using Visual Basic coding thatreduced the error rate of forms submitted by business partners by 60%.

• Designed, conducted, and reviewed control and substantive audit test work for local Fortune 500 manufacturer, in addition to other manufacturing and energy clients, with a focus on sales, property, and G&A for five 10-K filings and several 10-Q filings.• Performed financial variance and trend analyses over historical company performance at the financial statement caption and individual account levels.• Assessed client compliance with SOX, FDA, CCC, and ERISA regulations.• Coordinated and executed the audit approach for a client’s implementation of themark-to-market accounting method for its pension and post-retirement obligations.

• Performed and documented audit test work in areas such as cash and sales.• Analyzed Master Settlement Agreement (MSA) and determined and summarized the key portions of the document used in MSA expense calculations.• Assessed and documented the severity of internal control deficiencies.

• Refined internal calculations of and updated actual results driving Low-IncomeHousing Tax Credit investment models.• Performed monthly budget to actual analysis of LIHTC investment results.