Craig Alexander Email & Phone Number

Ewing, Nj, Us

Roseland, New Jersey, Us

Small Business Services - Service Operations: Lead Business Intelligence team, providing actionable insights on financial, operational and risk performance to leadership. Manage Risk (Fraud, Credit and Security) program, including partnering across multiple functions to identify risk and execute mitigation plans through policy, process and technology; drive sponsorship of risk initiatives, including ideation, analytics, business case creation, product requirements and prioritization, organizational readiness and execution* Drive BI roadmap, including creation of Fraud and other key operational dashboards to increase visibility of key trends and margin improvement opportunities* Analyzed historical client behavior to develop rules in Payroll platform to detect and block Fraud and NSF related losses; to-date savings in excess of $10M in potential losses* Lead cross functional Fraud team, providing strategic and operational leadership for of multiple risk reduction initiatives with the Global Security Organization and external vendor partners. Multi-layered strategy execution has increased potential Fraud dollar loss aversion rate to ~ 97% despite 3X increase in fraud attempts* Manage business unit credit risk policy; developed systems and controls to offer alternative funding options to high-risk clients and mitigate potential for losses * Created and deployed mandatory on-line fraud training program for all front-line Service Operations and Sales associates, driving an increase in quality fraud referrals* Lead Data Security Incident reduction program, including driving adoption of approved tools/solutions; Electronic mis-delivery incidents down 88% over 3-year period

Roseland, New Jersey, Us

Insurance Services: Created critical new leadership role based on business need to develop an analytics foundation to support data driven decisions for the Insurance Agency while remaining compliant in a regulated environment.* Formed Business Intelligence team and drove strategy to build reporting and analytics capability including effective and easy to consume dashboards to provide insight generation predictive analytics* Created carrier level book of business reporting with key revenue metrics to support strategic partnership decisions and, re-purpose Finance headcount and improve report quality* Developed client loss reporting leading to identification of emerging loss issues with Carrier partners and support targeted appetite conversations to drive improved sales and retention* Led Agency database cleanup (e.g., missing financial dates, incorrect Commission rates, etc.) to drive improved data integrity, revenue share tracking and reduction of revenue leakage* Led Compliance team that created and maintained comprehensive regulatory compliance program; Created standard policies and procedures on licensing and operational audits to ensure internal and DOI requirements were met; Coordinated communication of process and product impacts with compliance leaders, legal, agency relations and other internal stakeholders; Engaged with external technology partners to remain current with regulations

Roseland, New Jersey, Us

Insurance Services: Influential business partner for high growth insurance agency, with 5X revenue growth during tenure while improving productivity, retention and margin. Responsible for developing and managing all finance functions, including ownership of annual strategic and operating plans and monthly forecast and financial close and performance analysis. * Built complex multi-year financial models to support business cases and provide recommendations regarding strategic acquisition and partnership decisions, and internal product initiatives to drive sales, revenue and retention* Developed key revenue driver metrics, including at a carrier level, to enhance revenue modeling and explain variances to plan/forecast; Produced multiple years with actuals within 2% of Plan in a dynamic market influenced by multiple external factors* Partnered with leaders to develop and execute shoring mix strategy to maximize productivity and increase margin; Created staffing models to support Service & Implementation organizational alignment in a high growth business* Developed Service by Tier profitability analysis to support strategic decisions regarding select market segmentations to continue to sell in* Created commission revenue tracking and analysis process to reduce revenue leakage with carrier partners – leading to ~$500k+ in recoveries and identification and resolution of multiple process issues* Developed detailed weekly policy renewal and loss reporting to allow visibility into health of operations and identify emerging risk trends* Drove multiple process improvements and controls to streamline finance, including the transition to Finance Centers of Excellence (COE), leading to increased productivity and re-deployment of associates focus to on core decision support

New York, Ny, Us

Vice President, Financial Planning & Analysis for the Home Lending businessFinancial Planning & Analysis: Coordinated and developed forecasting and planning for complex, multi-billion dollar business, including working with and providing guidance to CFO's across multiple lines of business/functions. Lead on management reporting integration and creation of Executive Management Reporting during BankOne merger. Partnered with Accounting to develop accelerated, more accurate month-end close processManagement Information and Forecasting Systems:Led implementation of web-enabled, multidimensional forecasting platform (Cognos Planning) allowing for better workflow managment and increased forecast accuracyManaged internal management reporting system to produce channel level profitability analysisDeveloped forecasting and analysis model for balance sheet and net interest income analysis

Assistant Vice President - Senior Asset/Liability Management AnalystConstructed and analyzed modeling simulations in support of Corporate Asset/Liability (ALCO) Committee. Interest rate risk management

Bachelor'S Degree, Economics

Master Of Business Administration (Mba), Finance