Developed corporate and divisional level annual plans, working directly with business unit and corporate department leadership. Presented corporate overhead department plans to executive team, assisted divisional leadership in presenting plans to CEO and CFO. Prepare materials for Board and Investor presentations. Own and manage allocation of corporate expenses. Adaptive Planning experience. Support collection of data for AM Best SRQ. Provide ad hoc internal management reporting and peer/industry analytical data support for executives.

Developed annual plans for assigned business units; helped define business unit goals; measured key performance indicators through quarterly scorecard; performed cost benefit analyses for new projects or initiatives; developed staffing models to determine future resource needs; and developed annual expense budgets. Managed quarterly peer benchmarking reporting process to analyze key financial metrics. FP&A Lead for Excess & Surplus, Life, Strategic Innovation, and Assumed Reinsurance. Compiled and updated annual S&P and AM Best rating agency presentations. Significant contributor in pilot of an annual strategic market assessment for Personal Lines division.

Client data lead for external consulting division (Ward Group), experience working with 100+ domestic and international insurance carriers. Managed client communication, established & coordinated work plans, interviewed client senior management team, aggregated and analyzed client financial and headcount data to build a comprehensive functional/support department and business unit peer comparison. Presented results to clients’ executive teams. Built, coordinated, and reported on insurance industry best practice studies for Innovation, Actuarial, and Expense Allocations.

(Contractor role through Kinder Design Services LLC)Assisted Fixed Asset Management team in compiling monthly forecasting, management reports and year end closing activities for accounts related to Plant and Equipment spend.