Patrick Dansereau Email & Phone Number

Chapel Hill, Nc, Us

Raleigh-Durham-Chapel Hill Area

• Partnered with auction leadership to provide financial insights, revenue opportunities, and cost-saving strategies. Created and maintained reporting tools in Microsoft Excel utilizing data from OneStream to drive data-driven results.• Spearheaded the creation of regional reports that offered valuable insights to financial partners, enhancing our understanding of line-of-business performance.

Raleigh-Durham-Chapel Hill Area

• Provided pricing strategy, expense reduction analysis and identification of growth opportunities to senior leadership to make data-driven decisions.• Developed and implemented pricing model and business case, resulting in increased client fee and projected annualized revenue increase of $36,000. • Developed reporting in OneStream providing auction operators with actionable insights on KPI’s, revenue leakage identification and efficiency optimization.

Raleigh, North Carolina, United States

• Collaborated with consultants on employer-sponsored healthcare strategy, design, and implementation. Ensured client expectations were achieved.• Partnered with stakeholders such as CFO, CHRO, VP’s managing 3-10 projects• Gathered and presented industry benchmark data to clients to assist in making strategicdecisions. Analyzed areas of opportunity for client to exceed industry standards.• My client portfolio includes national and international employers in the private equity,technology, insurance, manufacturing, healthcare, and retail industries

Durham, North Carolina, United States

• Attained membership in specialized team within Case Management division. First person from Durham office to be invited to team, youngest person to achieve membership on team• Consistently outperformed various internal KPI’s month over montho 7 - month leader of lowest underwriting turnaround time o 7 - month leader of applications into underwriting offer o Maintained caseload of 250 life insurance applications