-Data driven analysis & forecasting,-Reporting and P&L ownership, -Modeling and Cost/Benefit analysis,-Variance analysis / bridge notes,

-Ownership and analytical support of a +$650 million revenue P&L, and +$2.0 billion Balance sheet.-Leading annual and monthly planning & forecasting, and variance analysis; identifying specific points of opportunity and risk -Monitoring and communicating changes in product profitability and drivers of latest trends-Supporting the business and leadership by creating effective presentations, and providing analyses and recommendations on improving sales & operating results or reducing risks

-Created and enhanced new & existing operational scorecards giving management insight into performance results and target guidance for a 330+ employee organization (at employee, manager, region, and line of business level)-Provided productivity, timeliness, and quality performance reporting on monthly and annual basis-Partnered with business leaders and CFO on driving operational change and monitoring key processes, outcomes, and monthly results

Awarded the agency’s Silver Record for outstanding sales production in the second quarter of employment.Generated individual and business lead accounts.Actively managed time and resources to prepare for meetings and plan for clients’ retirement and insurance goals.

Consolidated the company's Small Business financial results into monthly operations review package, allowing decisions to be made with actionable information, and contributing to improved profitability of the division by 16%.Developed new financial results tracking metrics, giving business leaders more drilled down information. Compared results against plan and prior, explaining anomalies and statistics.Led budgeting process, built monthly and annual expense plans, consolidating business objectives and accounting for constraints. Performed variance analysis.Built accrual estimating models, providing insight for contingencies with business partners.