Reset mode to achieve alignment of professional activities with personal mission.

• Strategic partner and operating expense controller for Segment Sales and Marketing business units • Operating expense budget ($256M & 800 employees) inclusive of development of internal and broker commissions models • Developed and managed budgeting, projection, and departmental reporting process resulting in increased financial control, accountability, and margins improvement through cost efficiencies. • Most notable accomplishments were centralizing Sales and National Health Services cost and reporting functions, while building segmented reporting for use by market presidents and executive leadership teams. • In 2018, employed cost optimization strategy delivering $7M in annual savings and remained partner of choice

• Owned profit and loss statement as well as operating expense management, planning and analysis activities • $1B Revenue management (Total market Membership projection ownership) • $70M operating expense management (+200 employees) • Membership and operating expense development for Medicare bid development (Mid-Atlantic, PA & Kansas City markets) • Prepared, analyzed, reported P&L results of operation to BFO, Market President, executive business unit leads • Developed and executed on cost optimization strategy resulting in $20M in savings over 5 years • Met and exceeded preset annual earnings targets • All activities require significant interaction with General Accounting, Corporate Actuary, Medical Economics and Corporate Financial Planning and Analysis teams to ensure financial results are accurately stated and drivers of variances to budget identified to evaluate, mitigate, and project ongoing risks while tracking opportunities for savings.

• Select, Regional and National Account business segments • Managed activities performed by eleven direct report team of Underwriting Support staff. • Developed underwriting data analysis and metrics reporting for management • Supervised workflows related to $4B gross revenue book of business quote set up and existing customer renewal packages • Developed high performance culture and employee training programs while assessing non-value add activities • Proactively managed and developed Sales, Account Management and Underwriting partner relationships

Conducted duties associated with operating expense control, planning, analysis and monthly reporting for budgets related to CGI Sales, National Accounts, Account Management and Contracts distribution teams.• Owned operating expense control, planning, analysis and monthly reporting for a $120 million budget • Assisted CGI CFO with managing ongoing expense risks and identification of opportunities for achieving expense savings • Developed reports/statistical analysis for results of operations, summarizing drivers of results • Discussed results with Controller's team and regional/ market leads in advance of developing quarterly guidance

• Provided Group Term and Universal Life accounting/analytical support to the CAO of ($1.2 billion gross revenues) • Performed complex customer financial settlement calculations, reconciliation of balance sheet reserve accounts. • Prepared and reviewed all assigned statutory statement filings required by NAIC, supported and ensured compliance with Sarbanes Oxley controls as pertain to Life Insurance product lines. • Coordinated compilation/review of CGLIC Separate Account financial statements and coordinated audit with external auditor. • Managed staff supporting Group Universal Life product and oversaw all workflows. Maintained business partner relationships to facilitate management reporting/audit needs.

Position entailed providing accounting and analytical support to the Accounting Senior Specialist and Accounting Manager of the Experienced Rated (ER) Accounting function by assisting with the preparation and presentation of monthly, quarterly and annual financial reporting and analysis as related to ER policies for all business segments. Performed complex financial calculations needed in the preparation of annual customer settlements to ensure that adequate customer surplus accruals were reported on the balance sheet. Managed Underwriting and Account Management business partner relationships needed to facilitate the Annual Settlement process and ensure accuracy of information included within. Performed premium fluctuation analysis to support manager in explaining drivers of monthly results, identified potential problems/issues and provided viable solutions to management. Performed Oracle General Ledger account analysis/reconciliations for major balance sheet accounts to ensure the accuracy of accrual balances and support reported results. Ensured compliance with Sarbanes Oxley controls related to Experienced Rated policies for CGI and CHC divisions. Prepared assigned Annual Statement (Blue Book) statutory schedules/ exhibits for various legal entities and business segments.

• Interviewed US tax residents working abroad and foreign nationals employed in the US on temporary work assignments to gather information needed in the preparation of US tax returns. • Prepared tax equalization settlements to avoid increased assignment related tax burdens • Ensured taxpayers/ employers remained whole • Performed cost projections for new assignments. • Researched clients Federal, state, and local tax notices and corresponded with tax authorities via written/verbal communication • Position entailed interaction with various KPMG offices around the world

Assisted the Director of Financial Aid in all facets of daily administration, including file maintenance, performing verification, meeting/speaking with parents and students to discuss financial aid options, and certification of Federal Family Education Loan Program and alternative student loan applications. Assisted with reconciliation of FFELP and direct loan certifications and disbursements. Reviewed student aid consumer information. Directly responsible for the management of the Federal Work-Study program. Audited FFELP EFT rosters ensuring institutional compliance with Title IV cash management regulations.

Interviewed and advised students regarding financial aid programs, policies, and procedures. Assisted Financial Aid Counselor with review of financial aid files, initiating follow-up as necessary to complete files. Answered incoming telephone calls regarding financial aid and billing concerns. Provided students with advice concerning clearing any account discrepancies.

Assisted counter staff in collecting financial aid paperwork from students. Coded financial aid awards into the college enterprise database system. Prepared financial aid transcripts for processing, answered telephones, opened, distributed, and filed mail.