Robert Wingel Email & Phone Number

Manasquan, New Jersey

Deliver innovative solutions that help companies manage their benefits and improve employee engagement. Direct Responsibility for Account Management, Account Support, Quality Assurance, Workflows, Procedures, Accounting, and Organization Change Management.

Globally implemented policies, procedures, and best practices for a joint venture between Chubb and a Chinese Insurance Company. Created a playbook to be used for all joint ventures. Prepared presentations and provided periodic updates to the steering committees.

Provided leadership, strategic guidance and vision for project management office and its excellence. Created a new project management life cycle and artifacts for the combined companies.• Developed, implemented, and chaired an Information Technology Governance Committee to approve all IT spending.• Created, monitored, and published monthly metrics and MIS reports.• Partnered with Global Compliance to ensure North America Applications were SOX compliant, controls were in place, internal audits were satisfactory, and timely completion of any remediation.• Established, implemented, and documented best business practices.

Created a successful shared service support team for a complex organization with over 125 people in 11 locations. By instituting workflow and technology changes enabled the businesses to grow in premium dollars and people, while reducing costs in the support organizations. Provided leadership, direction, and support for the plan, development, implementation, and continuous improvement of key strategic operational and IT initiatives.• Oversaw the operational pulse of the organization including metrics, reporting, and service.• Created the structure and processes necessary to manage the organization’s current activities and its projected growth.• Managed a Global Services Finance and Operations Group responsible for financial account management, data reconciliation, loss billing, client loss reporting, collections, global metrics and reporting, and business entity reporting.

Led the annual planning and budgeting activities for an $800 million revenue and $43.5 million expense budget division consisting of several profit centers.Provided strategic financial analysis including forecasting, reporting, and variance analysis.Managed the development, presentation, and explanation of key performance metrics.Directed the expense management process to ensure that expense goals are met and in line with profit objectives, consistent with company policy.Acted as liaison with corporate finance, accounting, claims, actuarial, and compliance to ensure results are reported properly.Provided leadership, direction, and development to a group of financial professionals ensuring a high performing organization.Developed and executed the operational strategy to support growth and profitability.Drove system enhancements and new system development.Provided leadership, direction, and development to 60 operational people ranging in level from officer to clerical and located in 10 different offices.

Created, designed, and implemented a shared service multinational processing center to support multiple business units. Service quality and efficiency increased and cost decreased.Streamlined operational functionality as it related to process, organization, and technology.Developed and installed procedure and control to promote communication and adequate information flow within the organization.Developed metrics and analysis to support organizational changes and measure efficiencies.

Provided timely and accurate analysis of business units’ performance, identifying risks and opportunities. This included: preparing monthly, quarterly, and seasonal forecasts; identifying and developing cost control initiatives; preparing monthly P&L summaries and variance analysis; and reviewing receivable balances and collections initiatives.Managed the forecasting and budgeting process.Assisted in executing the business strategy and operational strategy to support business growth and profitability.

Director of OperationsManager of Statistical AnalysisCaptive Center Finance ManagerTechnology Budget ManagerInternational Controls Analyst

Master Of Business Administration (Mba), Finance, General

Bachelor Of Arts (B.A.), Economics And Business Administration