Responsible for FP&A, Expense Management, Financial Communications, Market Insights, and Vendor Billing functions for the Life Insurance Division of Lincoln Financial Group

•Designed and built the financial infrastructure used to measure the effectiveness and efficiency of a multi-product sales organization versus actuarial pricing assumptions.•Recruited and led a team of twenty-five financial professionals to measure, communicate, and advise the CFO of progress toward financial goals, business risks, and opportunities.•Created and presented both automated and customized reporting packages used to measure sales effectiveness, market-share, productivity, customer profiles, and profitability.•Managed all aspects of finance department including oversight of the monthly financial close and worked closely with members of the corporate finance consolidated reporting team.•Led multi-departmental development of annual financial and strategic plans, including a $14B multi-product sales plan and $250M expense budget.•Designed and administered monthly sales-based incentive compensation plans that balance financial discipline while driving significant sales growth (sales force of 800+).•Prepared and presented quarterly earnings memo and supporting analytical insights to CEO in support of corporate-wide preparation for the quarterly earnings release and analyst call.•Successfully led the combination of finance and business intelligence departments after the merger of two Fortune 500 financial services companies, while keeping the staff motivated and eager to coordinate.