Underwriting Manager

• Sep 2023 - Present

Underwriting Lead

• Mar 2023 - Sep 2023

Senior Financial & Underwriting Analyst

• Mar 2022 - Mar 2023

Senior Financial Analyst

• Nov 2021 - Mar 2022

Financial Analyst & Underwriter

• May 2019 - Nov 2021

• Build financial reports detailing client drug spending trends relating to inflation and drug therapy changes, enabling client to properly forecast and budget for upcoming fiscal initiatives while increasing client retention through extensions of contracts• Construct financial models for client use detailing achieved drug discounts versus guaranteed drug discounts utilizing historical prescription claims data ensuring acceptable client performance and increased year over year organizational margin• Underwrite new and existing client contracts for commercial and Medicare health plans using historical data, financial hedges and risk, rebate projections, and drug inflation predictions to deliver best possible prescription drug prices to client• Create and facilitate presentation of client facing decks detailing period over period financial performance metrics comparing competitors and giving insight into emerging market trends, cost reduction strategies, and revenue optimization suggestions Show less

Pricing Analyst

• Nov 2018 - May 2019

• Analyzed historical data associated with rental location pricing through evaluation of past and current profitability scenarios to maximize revenue while identifying and testing targeted promotions to align the organization’s pricing strategies • Managed and developed pricing initiatives and objectives for over 200 corporate controlled rental locations in order to identify market opportunities in regard to geographic location, competitor pricing, and overall business trends • Produced and distributed location performance and benchmark reports detailing year over year performance metrics utilizing IBM Cognos and Oracle Hyperion Performance Management software to ultimately drive data-based decisions • Increased market revenue by recognizing and driving high-profit business segments through identification of future booking trends, holiday periods, and regional special events that cause a shift in rental supply and demand Show less

Marketing, Hospitality, and Human Relations Intern

• Jul 2012 - Nov 2018

• Strengthened relationship between Mercedes-Benz and charity partners by promoting brand’s intentions of community improvement through financial and volunteer outreach with an emphasis on needs of local organizations and foundations • Doubled customer base and gained public recognition through targeted community outreach in the form of charity sponsorships which enabled the collection of customer VIN numbers for use in future sales communications • Strengthened relationship between Mercedes-Benz and charity partners by promoting brand’s intentions of community improvement through financial and volunteer outreach with an emphasis on needs of local organizations and foundations • Doubled customer base and gained public recognition through targeted community outreach in the form of charity sponsorships which enabled the collection of customer VIN numbers for use in future sales communications

New Chapter Development Committee Undergraduate Representative

• Jun 2017 - Jun 2018

• Conducted targeted research, planning, and campus analysis to further committee’s agenda of re-chartering dormant Sigma Chi chapters while identifying desirable campuses for future expansion which led to the establishment of five new colonies• Mentored Sigma Chi colonies through membership and professional development fostering chapter growth, while assistingcolonies in refining and enhancing development reports leading to the installation of three new chapters

President

• Mar 2015 - Dec 2017

• Founded fastest chartered chapter in Sigma Chi history increasing member count from 17 to 59 in thirteen months whilst continually growing the chapter’s reputation through strategic planning, timely execution, and campus involvement• Governed and guided chapter to highest Greek GPA challenging brothers to become the best they can be in and out of the classroom by establishing a scholastic plan for success that rewarded the brother with the most improved GPA a scholarship• Oversaw per annum budget of $50,000 keeping chair holders within forecasted budgets to enable chapter to operate in a fiscally responsible manner amounting to $18,000 in retained earnings used to pay for chapter chartering celebration banquet Show less

Undergraduate Student Liaison

• Oct 2016 - May 2018

• Conversed with the President of the University, the Vice President of Student Affairs, and the Director of Parking Services in a committee setting, in order to convey student concerns in regard to parking on campus with the purpose of relieving tensions• Interpreted the student body’s concerns as the sole undergraduate representative, and relayed these matters to the administration

Teaching Assistant

• Jan 2016 - Dec 2016

• Moderated and scored intense debates regarding current world topics through communication with the professor on appropriate feedback which helped students expand their knowledge and acceptance of differing viewpoints and dispositions• Collaborated with professor and other teaching assistants regarding strength of student performances in class, improved student rebuttal skills, and graded student constructive speeches culminating weekly in improved discourses

Supply Chain Planning Intern, Financial Planning & Analysis Department

• May 2017 - Jan 2018

• Reduced outstanding inventory orders by 90% eliminating waste through production of weekly SAP reports detailing shipments and stock pending which lowered inventory costs while increasing fulfillment efficiency and customer satisfaction • Reduced trucks needed by one per day by revising shipping routes making transfers more efficient while cutting costs by optimizing warehouse space through the assessment of complete product lines’ current routes and warehouse stock • Crafted product demand forecasting model that identified trends and prevented stock shortages for eleven U.S. and eight Canadian warehouses that issued orders for high demand product to be made once reserve product supply levels were reached • Recorded physical inventory quantities and weights ensuring optimization of shipping capacity and warehouse space by inspecting warehouses and manufacturing plants to reduce number of trucks required to complete daily shipments Show less

Credit Analysis and Risk Management Intern

• May 2016 - Aug 2016

• Constructed due diligence reports on potential clients indicating financial performance by analyzing various financial statements to ensure that loan portfolio strength will continue to increase with recommendation of high yield investments • Mitigated risk on future loans by combining holdings research with numerous statistical programs and assessment formulas taking outstanding debt into account to calculate likelihood of loan repayment to assist in making profitable loan decisions • Increased departmental efficiency and accuracy by enhancing spreadsheets detailing current interest rates through the utilization of a host of formulas and automation to ensure that all loan decisions took market changes into account Show less

Executive Administrative Assistant

• Jan 2012 - May 2016

• Assisted management in prioritizing and scheduling dispatch assignments for installation of new systems along with service of existing systems • Helped management organize and part inventory and refrigerant supplies, prioritizing low stock items to be reordered ensuring constant repair part supply • Utilized Quickbooks billing solution software to reconcile customer accounts and distribute current invoices and service contracts to customers • Assisted management in prioritizing and scheduling dispatch assignments for installation of new systems along with service of existing systems • Helped management organize and part inventory and refrigerant supplies, prioritizing low stock items to be reordered ensuring constant repair part supply • Utilized Quickbooks billing solution software to reconcile customer accounts and distribute current invoices and service contracts to customers