-Acted as the primary relationship contact to coordinate and execute resolution of service incidents and escalation of technical issues of 1 strategic insurance company and supported 2 other strategic insurance companies and 1 major strategic asset manager-Supported daily, monthly, and quarterly operational and financial delivery in addition to timely attention to issues raised by customers (GAAP and STAT basis)-Processed client requests, created custom reports, and financial statements-Implemented over $40billion in assets in 6 months with 100% of all targets achieved-Reconciled transactions and holdings of investment portfolios using data received via external portfolio data providers with the goal of providing timely and accurate reporting daily-Validated investment data against available third-party market data sources

-Ensured accurate and timely accounting and reporting results for CNA's domestic premium -Compiled monthly P&L package for variance analysis to forecast & prior results for internal distribution to finance leadership -Helped promote and ensure that integration of general ledger systems from Oracle (PeopleSoft) to new system Workday was completed in allotted 12 month go-live time frame

-Work as a key business liaison between Claims, Tax and FP&A departments and internal and external auditors to regulate document flow-Work with external auditors on SOX testing to provide guidance, support, testing materials and reports -Manage risk and control process flowcharts and narratives for key processes

-Ensure all transactions are properly posted to accounting system-Investigate and resolve all cash and position exceptions and tolerance breaches-Aided in a six month long transition process from legacy reporting systems to Clearwater Analytics by parallel testing and recreating existing reports

-Analyzed claim expense data monthly and quarterly for executive claim leader meetings-On a monthly and quarterly basis, analyzed staff modeling & productivity metrics -Worked with Claim leaders to identify/implement cost saving opportunities through planning & forecasting

- Supported advisor and team with various office activities, faxing, calling, filing- Created and modified Power Point presentations to highlight wealth plan data for client meetings- Updated clients wealth plans to maintain reliable current information

-Created comprehensive file of company’s competitors financials from 10-K’s and 10-Q’s-Produced valuation on company’s segments using relative valuation, beta valuation, and discounted cash flows-Researched and forecasted economic scenarios and presented to CFO-Compiled economic indicators for various business segments and created in-depth analysis based on indicators

-Completed assembly and inspection of money bags for over 20 business on University of Iowa campus-Helped supervisor in all of their daily duties including: counting all money in possession, approximately $150,000, entering all data into data system, and organizing all money bags

-Assisted in developing Financial Planning Report into a strong marketing and communication tool for clients-Created a template for client master files that will increase operational efficiency-Created and devised a template for client investment holdings that can be generated accurately and in a short time frame-Assisted with any other on-going projects within the team

-Assumed various research methods of campaign contribution for an assortment of individuals-Used Microsoft Excel to input data for 1,000+ campaign contributions-Gained exposure to working within a professional environment and interacted with outside donors

-Assisted with daily and monthly inventory of over 100 products-Provided quality customer service by handling customer question, complaints, and problem solving-Handled over 500 cash transactions, balanced drawer, and ATM accurately as part of each shift.