Experience

Admiral Insurance Group (a Berkley Company)

• United States
• Insurance
• 200 - 300 Employee

• Director of Financial Planning and Analysis

  • Apr 2023 - Present



Chubb

• Insurance
• 700 & Above Employee

• AVP, IT Finance

  • Nov 2021 - Mar 2023

  Financial management and support of North America (NA) information technology portfolio. Partners directly with NA product line CIOs, providing financial reporting and analysis to help achieve P&L and operational savings targets. Leads monthly financial presentations to NA Controller and executive leaders, explaining variance drivers and expense trends. Drives the development of the North America IT annual plan, multi-year strategic plan, and quarterly forecasts. Manages all aspects of the monthly financial close process, ensuring team of 3 onshore and 2 offshore resources meet deliverables and record all accrual transactions timely and accurately. Manages quarterly certification of NA Capital projects portfolio, ensuring GAAP compliance. Show less



Travelers

• United States
• Insurance
• 700 & Above Employee

• Director, Financial Analysis

  • Mar 2016 - Oct 2021

  Partners with senior leaders and various business units to drive strategic decision making, develop the annual budget, create multi-year investment roadmaps, and improve financial controls. Provides executive level commentary and reports for senior leaders during monthly operating reviews, focusing on variance drivers and trend insights. Analyzes monthly and quarterly financial results and key performance indicators against plan, adjusting outlooks based on technology and business drivers. Provides financial and resource reporting, both routine and ad hoc to senior management. Supports and manages $500MM Business Insurance (BI) information technology portfolio.Creates reporting tools and provides financial analysis for senior management. Presents monthly financial results, observations and recommendations to various IT and business management committees.Interprets complex data and synthesizes into a meaningful format for management.Certifies and performs financial controls in accordance with Sarbanes-Oxley (SOX) requirements and Generally Accepted Accounting Principles (GAAP), supporting both internal and external audits.Provided analysis and insight to develop the BI multi-year plan, incorporating efficiency objectives, future investment strategies and potential risks and opportunities into a comprehensive review package. Show less

• Manager, Financial Analysis

  • Jun 2015 - Mar 2016

  Provided support for the Business Insurance Technology portfolio, focused on technology expense management, strategic planning, and financial analytics for Senior Leadership and the enterprise.

• Sr. Information Systems Specialist, IT Planning and Execution

  • Oct 2014 - Jun 2015

  Provided financial and resource reporting, systems management support, and data analytics to drive IT planning. Developed and implemented system enhancements allowing project management office to report on current approved staffing plans compared to previous baselines.Designed and implemented resource modeling tool and sandbox environment for the project management office to determine and apply optimal staffing mixes for IT projects.

• Information Systems Specialist, IT Planning and Execution

  • Aug 2013 - Sep 2014



RSA Security

• United States
• Computer and Network Security
• 700 & Above Employee

• Business Analyst

  • Sep 2011 - Jul 2013

  Provided valuable business analysis in support of professional services department. Coordinated the flow of information with practice leads and project managers, enabling the development of successful financial plans. Assured critical information exchanged with practice leads to accurately drive monthly and quarterly forecasting, analyze business milestones, and track financial metrics using SAP. Participated in quarterly audits through journal entry reconciliation, statement of work analysis, and SAP revenue recognition. Show less



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor Trainee

  • Jun 2011 - Sep 2011

  Accepted into the Practice Management Development Program. Accepted into the Practice Management Development Program.