William Curtin Email & Phone Number

Boston, Massachusetts, United States

Lead strategy and relationship management for high profile claims partners and work across Liberty USRM Claims on Portfolio Management.

Boston, Ma

Boston, Ma

Greater Boston Area

Partner with Product and HR functions with over $200M in expenses and 500+ employees. Primary responsibilities include expense reporting and analysis, managing annual budget creation and presentation materials, and ad hoc analysis based on business needs and cost saving initiatives. Expanded role to include managing budget planning post mortem and budget software improvements for 2012 planning cycle. Currently assisting with support of addional functions and oveseeing work of Financial Analyst.Additional Vaule-add activities:Took an active role in the administration and teaching of Finance related courses. Participated in recruiting efforts at local universities.

Direct small team providing analytical, process management and reporting support to division President and CFO. Manage recurring and ad-hoc processes that inform senior management on business performance. Participated in financial aspects of 5 year plan initiatives focused on cost reduction and fiscal management.Earlier position at Fidelity provided additional experience:Lead methodology development and implementation of Accountability P&Ls introduced to Investor Center Management team as a key benchmark for compensation plans. Delivered presentations at Regional Meetings introducing and educating Investor Center Management team on key levers to manage Accountability P&Ls.

Senior Finance delegate acting as key member of region management team for newly acquired Boston contract. Oversaw and orchestrated various aspects of region start-up to include systems integration and establishment of financial policies and procedures. Created excellent customer relations with all members of client team through customer-centric, results driven approach.Additional experience at First Student, Inc included:Acted as key member of Chief Operating Officer’s operations team, reporting directly to the COO. Performed ad hoc financial, strategic and operational analysis focused on uncovering unfavorable trends within the field organization and collaborated with regional management team to develop action plans focused on improving location performance.

Project Lead on Executive Information System initiative at $20B industry leading retailer. Leadership role included directing team of developers and managing project timeline, and client communication. Firm building activities included participating in leadership development program and various internal initiatives from general industry research to identifying and shaping new service offerings.Select Contributions:♦Worked closely with senior sponsor of client organization to develop project vision for current and future initiatives, resulting in an expanded relationship with industry leading retailer.♦Consistently worked on developing new sources of revenue for the firm through cross-selling services at client sites and networking with personal contacts at New England area businesses.♦Trained 50+ client users on Hyperion Essbase Spreadsheet add-in over ten sessions.

Masters Of Business Administration, Finance

Bachelor Of Science, Mathematics

Activities and Societies: Statistical Assistant Intern, QED Member

Bachelor Of Science - Bs, Mathematics