Robin Pratt Email & Phone Number

Boston, Ma, Us

Oo

Responsible for a broad range of financial and actuarial functions supporting the Stop-Loss & Health and FullscopeRMS businesses including financial reporting, planning and analysis as well as the development of financial metrics and targets, expense management, and distribution compensation planning and reporting. Leadership role in evaluating and monitoring new business development opportunities including new product & service offerings, business partnerships and M&A activity. Responsible for designing and implementing financial initiatives, including the development of a long term strategic plan for the businesses.

Oo

Responsible for a broad range of financial functions supporting the Group Benefits businesses including financial reporting, planning and analysis as well as the development of financial metrics and targets, expense management, and distribution compensation planning and reporting. Leadership role in evaluating and monitoring new business development opportunities including new product & service offerings, business partnerships and M&A activity. Responsible for designing and implementing financial initiatives, including the development of a long term strategic plan for the businesses.

Boston, Ma, Us

Member of the Group Benefits senior leadership team responsible for a $1.2B operation. Managed and maintained a high performance and technically proficient team of 40 professionals in accounting, analysis and analytics roles. Responsible for all financial functions including financial and operational reporting and analysis, accounting operations, financial controls and business planning & budgeting process. Partnered with Chief Actuary in analyzing and communicating product pricing and profitability, investment strategy, reserve adequacy, capital requirements and reinsurance strategy. Managed design, development and administration of broker and internal sales rep compensation programs to align with business objectives. Managed Group’s billing and collection operation which includes an industry-leading census validation process. Created and managed data analytics team focused on leveraging data and analytics to support all business functions.

Boston, Ma, Us

Managed all aspects of IDM operations which included regional claims offices and the associated business processes and systems initiatives to deliver seamless customer service. Developed and implemented proposal to establish six cross-trained field claims offices and supporting centralized infrastructure including training and quality assurance. Managed IDM claims systems initiatives including coordination with major system initiatives in Group Market, National Market and Commercial Professional Services.

Boston, Ma, Us

Member of two-person project team charged with developing Liberty’s IDM vision and strategy reporting to a steering committee comprised of Liberty’s Chairman, CEO/President, Chief Information Officer and SBU heads for Group, National and Risk Services. Managed initiatives to develop IDM processes, capabilities and the supporting systems strategy. Led the marketing and sales process for pilot customers and coordinated with SBU sales and underwriting organizations to target prospects and existing customers to participate in pilot initiative. Managed five-month installation process for first pilot customer (financial institution with 25,000 lives).

Boston, Ma, Us

Hired into Liberty’s FDP program which offered rotational assignments within Finance’s Corporate & Business units and promoted to roles with increasing responsibility. Developed and implemented expense planning and reporting program enabling HO and divisions to develop and monitor expenses more effectively. Overhauled process and tools to support significant organizational changes and worked with department heads to develop staffing models based on activity drivers. Rebuilt cost allocation system to reflect actual unit cost structure. Coordinated with Business divisions and HO departments in planning process to develop annual $1B expense budget. Participated on task force assembled by CEO/President to address specific cost issues including an initiative to reduce corporate expenses by $100 million. Participated in evaluation and implementation of new budget tool and general ledger package.

Integral member of small transaction teams in areas of corporate finance and mergers and acquisitions. Performed valuation work in buy-side and sell-side assignments, developed sophisticated comparable merger and market value analyses and explored financing alternatives. Conducted due diligence, drafted offering and financing memoranda and participated in extensive negotiations. Developed and evaluated restructuring alternatives for several troubled companies and assisted in presentations to and negotiations with clients, attorneys and other financial institutions.

Bachelor Of Arts (B.A.), Economics With A Concentration In Political Economics

Master Of Business Administration (M.B.A.), Finance With A Concentration In Strategic Planning