Sangeeta Kumar Email & Phone Number

Irvine, California, Us

Irvine, California, Us

Irvine, California, Us

Irvine, California, Us

Newport Beach, Ca, Us

New York, Ny, Us

Directed and developed financial models to facilitate decision making for internal investments and project funding. Performed ad-hoc financial and operational analysis, competitive analysis and latest trend analysisSuccessfully driving budgeting and forecasting for one of the most profitable line of the business in the organization by developing metric based sophisticated financial model utilizing historic trends and key economic factors.Successfully designed and implemented Key Performance Indicators (KPI) reporting tools for client and product level profitability analysis and to support strategic initiatives.Partnered with senior leaders to develop operational performance matrix and develop comprehensive reporting on them

New York, Ny, Us

Work with my team of senior analysts to provide analytic around all the revenue sources of the business line. Help senior leadership develop short and long-term goals by capturing the rolling expected profitability of client and product line, capturing the variability in rolling forecast of revenue and its drivers. Worked with Operation analytic team to forecast the rolling P&L. Developed pricing for perspective clients. Co-ordinate with sales and operations, product management and leadership to develop pro-forma profitability. My team and I frequently worked with Actuaries to develop loss for clients and lender placed Insurance business line. We are committed to increase our efficiency and consistently work towards it by automating structured reporting and bridging the knowledge gap between functional teams. We are the source of competitor analysis and latest trend in marketing and operational strategy.

Sydney, New South Wales, Au

As a senior analyst, I led the team of analysts to planning and forecasting premium for the line of business and tracked performance, performing variance analysis and explanations. Consolidate and developed presentation for Monthly/Quarterly Business Reviews and Ad Hoc communication with Senior Management. Developed various analytic around the account performance, financial oversight, revenue using business intelligence tools. I also contribute in RFP process and developing pricing for new and renewing clients. I coordinate integration of complex information for various ad-hoc initiatives across various departments and business units. I also work on various executive level business reviews and host quarterly presentations.

Sydney, New South Wales, Au

Being a part of the financial service support team, I support senior leaders with complex projects and ad-hoc work with complex modeling and market analysis. Under the direction of the Hazard Financial VP, develop, prepare, and update analyses of various financial and operational aspects of the Hazard Product line. I work with a dynamic team to rationalize, synthesize, and implement a business intelligence tool to centralize the data from various departments. I help reporting team to structure various reports on business intelligence used for tracking performance matrices. I Develop and structured the monthly profitability report to track month account performance. Rationalized and automated profitability report, reducing preparation time and accuracy of performance matrices. I work on statistical analysis of financial data for senior executives to help them in effective decision-making. Market research is an important part of my job description; I work on prediction of financial performance of the company on annual, quarter, and monthly basis. I constantly track the macro economic trends and correlated internal performance with latest, suggested business impact and helped make better decisions to outperform market.

• Worked as a liaison between marketing team and the business units to analyze workflow processes and IT support systems identify causes of important business issues. This helped managing customer expectation and raise customer satisfaction. • Analyzed key performance indicators and conducted “what if” analyses that reduced the expense due to unplanned situations by 50%.• Initiated scenario analyses for retaining and acquiring new clients that contributed to a highly effective marketing strategy for the existing clients.• Worked with sales in objective setting using econometric models. Sales team reported better understanding of their objectives and goals.• Strategic Analysis and Business case planning for new products and services.

Sg

• Design Compensation System for the Client using Synygy's Enterprise Incentive Management software (EIM). This includes performance management, data management, participants, positions and hierarchy management, credits, measures and earnings calculations, payments management, currency management, reporting, process automation, plan design and modeling. • Meet with Clients to capture and document business requirements including rules, practices, and business process.• Project Management activities including project planning, status reporting, resource planning, and allocation.• Translate user requirements into technical specifications and design analytical reports.• Lead my team that advises client on the feasibility of its new compensation plans and alterations in the present plans based on prevailing situations.

Mba, Strategy & Finance

Pgdbm, Finance

Bachlors Of Science, Mathematics