Susan Rico Connolly, Mba Email & Phone Number

Springfield, Massachusetts, Us

Radnor, Pa, Us

Charged with contributing to the long-term viability and profitability of the insurance solutions business by formulating revenue-generating strategies, executing on strategic initiative implementations, and building a deeper partnership between the Distribution and Manufacturing organizations.• Created the Life Sales and Profitability Action Plan in partnership with manufacturing and operations to communicate business’s strategic initiative roadmap, product actions, and customer service innovations to executive management, key internal stakeholders, and strategic partners.• Led and successfully executed on cross-functional launch of expanded Aggregator channel and transition of product sales distribution from traditional wholesaling to hybrid model.• Invited by Manufacturing colleagues to collaborate on refining pricing standards and developing a portfolio-based hurdle rate recommendation for capital allocation. Partnered on building business case approved by Enterprise Risk and Capital Committee for implementation.• Spearheaded a complex cross-functional program management effort that finalized and attained firm approval for broadening Lincoln’s Premium Finance and Foreign National guidelines. Achieved double-digit sales growth.

Radnor, Pa, Us

Formulated governance recommendation approved by Distribution President. Established new governance function and processes to identify, elevate, and mitigate financial risks to Distribution’s delivery on strategic and financial objectives.• Championed the adoption of risk management as a third pillar in annual planning and the inclusion of risk management updates in quarterly business review readouts with the CEO and CFO.• Assessed distribution gaps in process transparency, governance rigor, and decision rights definition to construct an integrated multi-year roadmap of prioritized risk mitigation and process optimization deliverables.• Built a sustainable and scalable governance function to respond nimbly to evolving business needs and emerging risks associated with financial arrangements, channel conflicts, and pricing decisions. • Chaired quarterly risk assessment meetings with Distribution leadership and collaborated with Annuity and Retirement Plan Services Manufacturing counterparts on Risk Register submissions to Enterprise Risk Management. • Envisioned, launched, and oversaw Competency Development series for 30+ finance professionals.

Radnor, Pa, Us

Constructed and served as catalyst to the achievement of Insurance Solution’s three-year strategic and $700M+ financial plans by providing data-driven actionable insights underlying strategy and resource requirement recommendations.• Sized the accessible term market and identified the most attractive products, channels, and strategic partner targets resulting in $15M of MGA channel growth approved by executive management for sales plan inclusion. • Partnered with Manufacturing colleagues to attain requisite leadership approvals to pursue emerging product segment market share growth by launching lower face, higher volume, and digitally-enabled offering ($20M+).• Contributed to distribution’s assessment of a strategic partner’s multi-carrier proposal by formulating the strategic evaluation framework adopted by senior management and analyzing distribution model impacts.

Directed finance activities and monitored portfolio comprised of 1,700 institutional clients ($250B+ in assets). Advised and consulted with business heads of Institutional Sales and Institutional Client Services. Designed career development opportunity initiative for team of four direct reports and championed for all Corporate Financial Services analysts. • Led initial pricing of retirement plans for prospective clients and re-pricing of plans for existing clients with assets valued at $100M+ while achieving 97% client retention rate and surpassing 2012 prospect wins.• Defined business performance metrics for five-year plan and attained senior management commitment to achieve identified targets generating $50M+ in marginal contribution.

Master Of Business Administration (Mba), Finance With A Concentration In Decision Sciences

Bachelor Of Arts (Ba) With Honors In Economics And Political Science