Shaan Merchant Email & Phone Number

Irvine, Ca, Us

Irvine, Ca, Us

Chicago, Il, Us

Chicago, Il, Us

Global, Us

Global, Us

Global, Us

• Develop process workflows and maintain national client database used for benchmarking and compliance• Responsible for providing financial planning and budgeting for multi-million dollar practice• Create and maintain complex financial reporting tool which is used nationally to present data reports to clients • Research and analyze insurance market daily in order to keep entire practice up to date with new opportunities• Complete monthly analysis of insurance carriers to determine if they meet Aon’s rating standards• Work with hundreds of national vendors to gather information and prepare request for proposals

• Created and maintained complex premium rate comparison spreadsheets using fixed and variable costing methods• Analyzed profits and loss nationally for entire health and benefits practice• Completed renewal projections for clients by evaluating claims history, trend and other pertinent information• Prepared thorough benchmarking analysis for clients to keep up with market trend• Prospected, prepared and delivered presentations of brokerage services to potential clients• Created vendor marketing proposals for new and existing clients ranging from 100 - 15,000 lives• Negotiated with insurance carriers using analytical skills to reach agreeable rates and plan designs

• Monitored and controlled cash flows of multiple bank accounts to meet business unit and investment needs• Posted monthly interest, initiated and released domestic and foreign wires and prepare daily cash report for top executives• Created and maintained corporate company funding, investments and capital expenditures cash flows spreadsheet• Reconciled prior day bank information and uploaded general ledger to People Soft• Aggregated and organized several Sarbanes-Oxley scoping procedures to prepare for interim compliance testing• Administered database queries for Quantum banking software• Input new static data into Quantum for new bank accounts • Trained new colleagues on cash flow procedures and general ledger processes

• Troubleshooting network connections, switches, routers and desktops for multi-national hotel chains• Repaired various issues in all Microsoft Operating Systems• Performed system maintenance, backup, recovery and troubleshooting of hardware as well as software• Responsible for creating invoices and bookkeeping of clients’ accounts