Project Clients & Past Employers

• JPMorgan Chase & Co. ($71B global financial services firm)
• Aon Corporation - Aon Risk Services, Inc. ($5B division providing risk and insurance brokerage services)

Functional Finance & Accounting Experience

Financial Reporting & General Accounting
• Managed all financial and accounting operations for 5 offices with $72M in revenue for a large commercial insurance broker, ensuring accuracy of financial reporting.
• Directed monthly and year-end close processes for these offices. Also responsible for managing A/P, G/L, and incentive calculations.
• Responsible for creating and presenting the monthly internal financial reporting packages to senior management, including an executive summary, in-depth review of financials, and variance analyses.
• Ensured timely submission of financial reporting to corporate office for a large commercial insurance broker.
• Restructured and consolidated the Executive Management Report for monthly distribution to senior management for an $18B line of business of a diversified financial services firm.
• Provided line of business support to Corporate IR for a $4B division of a diversified financial services firm. Assisted in the preparation of SEC forms 10-K, 10-Q, and the annual report. Responsible for creating the quarterly earnings press release (EPR) and PowerPoint slides for the investor presentation.
• Conducted in-depth analysis of 10-K, 10-Q, EPR, and Annual Report of top financial services firms to create foundation for quarterly competitor deck and strategic competitor deep dives.
• Evaluated the financial integrity of revenue reports produced by a new platform for an $18B line of business. Conducted meetings with the CFOs of various departments within this line of business to debrief them on the new system as well as to familiarize them with the new reports.

Financial Planning & Analysis
• Created annual budgets and monthly forecasts for 5 regional offices with $72M in revenue for a large commercial insurance broker.
• Performed all significant financial operations for these offices including in-depth variance analysis, producer productivity reports, month-end close processes, incentive calculations, as well as various ad-hoc financial reports.
• Coordinated and consolidated quarterly forecast of entire region ($210M in revenue).
• Created in-depth financial model to understand expense drivers. Analysis resulted in a savings of $1.5 million through the implementation of rigorous new policies to control company expenses.
• Trained five analysts on all key departmental activities, including monthly and annual reporting processes as well as all budgeting and financial reporting systems.
• Managed competitor analysis team for a $4B line of business of a diversified financial services firm. Created and presented quarterly analysis reviewing firm performance versus peers providing an in-depth review of revenue drivers, balance sheet growth, expense variances, credit metrics, and market positioning.
• Monitored analyst commentary and stock ratings of competitor group.
• Developed bi-weekly report which highlighted ratings changes and significant comments made by key analysts on Commercial Banking businesses of top competitors.
• Conducted quarterly review and analysis of league table reporting published by Thomson Financial and Reuters Loan Pricing Corporation.
• Utilized Factiva Research to publish weekly competitor news monitoring organizational changes, mergers, acquisitions, and other significant developments at peer banks.
• Directed several strategic projects involving thorough reviews of competitors based on guidance from senior management.
• Conducted investigative analysis on competitor strategies, products, and sales force to create in-depth and actionable strategic competitor deep dives. Foundation for deep dives based on competitor financials derived from 10-K, 10-Q, EPR, Annual Report, and other publically available information.
• Provided detailed strategic insights and pricing analyses based on deep dives to sales force and senior management to help grow the business in specific regions.
• Created benchmarking study to understand banker productivity relative to competitor benchmarks. Involved analysis of significant amounts of data to create metrics to measure and monitor performance.

Risk Management
• Developed thorough understanding of credit ratings and analytics provided by Standard & Poor's, Moody's, and Fitch.
• Experience with Country Risk Management for a diversified financial services firm.
• Examined economic and political risks of an Asian country resulting in the proposal of an internal sovereign credit rating. Utilized IMF database to obtain economic indicators, statistics, and other research.

Systems Implementation
• Participated in Cognos implementation for a large commercial insurance broker. Member of a company wide six person cross-functional team acting as a liaison between Finance and IT.
• Worked closely with both groups to determine functionality and reporting requirements.
• Nominated by CFO to represent West Region
• Collaborated with colleagues to develop custom report tables based on reporting requirements of finance staff.
• Cognos implementation was completed in parallel with launch of revenue tracking system for sales force. Liaised with IT teams from both systems groups to ensure revenue tracking system was seamlessly uploading into Cognos.
• Completed User Acceptance Testing and trained new users in the West region on the system.

Systems Expertise: Selected Detail

Excel
• Advanced Level User including pivot tables, graphing presentations, formula building, and multiple linked worksheets.

PowerPoint
• Advanced Level User including creating detailed graphs, slide masters, working with templates and layouts, inserting objects, working with embedded and/or linked objects, slide transition and animation as well as creating and running slide shows.

Word
• Advanced Level User including creating tables, outlines, extensive formatting, etc.

Cognos
• Advanced Level User including office and regional P&L reporting & analysis, in-depth database queries, budgeting input and analysis, and exporting data.
• Participated in Cognos implementation for a large commercial insurance broker. Member of a company wide cross-functional team acting as a liaison between Finance and IT. Worked closely with both groups to determine functionality and reporting requirements.
• Completed User Acceptance Testing and trained new users in West region on system.

Hyperion
• Basic Level User - reviewed line of business financial reports and conducted in-depth queries in Essbase.

PeopleSoft
• Basic Level User - in-depth experience with running queries.

Education & Credentials

• Northwestern University, The Kellogg School of Management, MBA
• Emory University, Goizueta Business School, BBA