Scott West Email and Phone Number
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Experienced Financial Analyst and Operations Manager with a demonstrated history of working in the financial services industry. Strong business professional skilled in Financial Operations, Sales Enablement, Statistical Analysis, Financial Modeling, Forecasting, and Management
Lincoln Financial Group
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Assistant Vice President, Investor RelationsLincoln Financial Group Jun 2023 - PresentRadnor, Pa, Us -
Senior Analyst, Investor RelationsLincoln Financial Group Mar 2022 - Jun 2023Radnor, Pa, Us -
Strategic Consultant, Business InnovationLincoln Financial Group Nov 2019 - Mar 2022Radnor, Pa, UsAssist with the build and management of a portfolio of adjacent and transformational innovations that can deliver profitable growthMonitor marketplace activity and innovations, and implications for Lincoln -
Analyst, Insurance Solutions Sales Planning And AnalysisLincoln Financial Group Jul 2018 - Nov 2019Radnor, Pa, Us· Developed sales forecasting models that have resulted in improved projections with a 10% reduction in variances to actuals· Introduced forecasting methods to create the capability of modeling at all levels of our sales distribution hierarchy, allowing Senior Leaders to make improved and targeted strategic decisions· Design and report dashboards utilizing Tableau that assist in tracking our key leading indicators and assumptions, fostering earlier cross-functional partnership when trends and indicators vary from historical norms· Lead the development of Lincoln Insurance Solutions Three-Year Sales Plan which requires collaborative inputs and analysis across financial, strategic, sales and operational business lines· Analyze product, channel and firm/agency sales and submit trends to provide business insights at all levels of our distribution organization -
Manager, Lfd Expense ManagementLincoln Financial Group Mar 2017 - Jul 2018Radnor, Pa, Us· Leadership of team and the strengthened partnership with compliance has led to increased audit scores while also reducing turnaround time for expense reimbursement · Improved tools and resources provided to the team, as well as other business lines at Lincoln, has resulted in a 50% decrease in duplicated expenses· Development of reimbursement tool highlighted compliance and financial risk associated with nearly one million dollars’ worth of un-reimbursed expenses since 2015· Assisted the procurement process selecting and onboarding travel booking (AdTrav and Concur Booking) and expense management (ChromeRiver) vendors allowing the organization to meet key Financial Operating Model goals · Maintain relationship with partners in tax to facilitate correct interpretations of policy exceptions and field support while also assisting in rebuilding our expense management tool to allow for non-deductible expense submission· Liaison to sales management and senior leadership, providing new informational reporting and dashboards allowing for improved analysis to assist with spend effectiveness and policy violations · Manage eight employees who are responsible for analysis, input, and tracking of our salesforce and sales management travel and entertainment expenses · Manage two employees who oversee LFDs Email Review Team who are responsible for ensuring dialogue between our salesforce and sales leadership is compliant· Conduct monthly checkpoints and yearly performance reviews with a focus on career development and opportunity which has resulted in the promotion of two former direct reports · Lead the 2016 and 2017 year-end accrual process for Lincoln Financial Distributors using an improved process which resulted in less than .5% error on more than $1,000,000 worth of expenses -
Associate Financial AnalystLincoln Financial Group Mar 2016 - Mar 2017Radnor, Pa, Us- Two year developmental program focused on future leadership positions- Produce monthly and quarterly forecasts and reports that track objectives and provide information necessary for management decision making. - Create reports that consist of trending and variance analysis that relate to headcount, sales, compensation, forecast, revenue, and expenses. - Assist the department with ad hoc analysis and projects that run the gambit of basic sales reporting to more complex analytics with modeling and scenario analysis. -
Mortgage Loan OfficerDitech Financial Llc Nov 2015 - Feb 2016- Successfully passed the UST MLO test- Continued my training and education for home mortgage markets and loans- Learned mortgage programs and applications for receiving mortgages -
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DirectorRainbow Academy For Little Scholars May 2015 - Sep 2015- Supervised activities of employees and camp participants - Coordinated schedules for campers of various ages and diverse learning needs- Organized and approved outdoor and indoor programs- Communicated with parents regarding their child’s progress - Assisted in the training of staff
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Undergraduate Research AssistantUniversity Of Pittsburgh Oct 2011 - Dec 2014Pittsburgh, Pa, Us- Performed data collection to assist professor in doctoral thesis research- Compiled and organized data from national and state websites regarding results from congressional and senatorial races- Analyzed data for connection between political funding and election results- Generated statistical reports using Excel and STATA on the correlation between presidential and state legislative elections - Conducted research measuring campaign spending effects involving multiple variables- Conducted during Fall and Spring semesters between 2011 and 2014 -
Educational Aide For Children With AutismRainbow Academy For Little Scholars May 2011 - Aug 2014- Seasonal (Summer)- Provided one-on-one support to children with autism and disabilities - Employed a variety of instructional techniques to meet the needs of each student - Implemented an instructional and skill development program designed by each child’s teacher and therapist
Scott West Skills
Scott West Education Details
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University Of PittsburghEconomics -
University Of PittsburghPolitical Science And Government
Frequently Asked Questions about Scott West
What company does Scott West work for?
Scott West works for Lincoln Financial Group
What is Scott West's role at the current company?
Scott West's current role is Assistant Vice President, Investor Relations at Lincoln Financial Group.
What is Scott West's email address?
Scott West's email address is sc****@****lfg.com
What schools did Scott West attend?
Scott West attended University Of Pittsburgh, University Of Pittsburgh.
What skills is Scott West known for?
Scott West has skills like Microsoft Excel, Analysis, Economics, Political Science, Microsoft Office, Sas, Stata, Statistical Tools, Statistical Data Analysis, Investments, R, Leadership.
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