Financial Analyst

• Apr 2021 - Present

• Collect, analyze and report quantitative and qualitative data for monthly consolidated financial statement preparation • Identify monthly and annual trends within KPIs and provide analysis to senior leadership • Interface with members of other departments to collect data and provide ad hoc reports as requested • Increased efficiencies in monthly statement preparation, reducing the prep time by over 50% • Awarded Rookie of the Year in 2021 based on performance and drive

Financial Analyst III

• Dec 2015 - Apr 2021

Utilize proprietary models to prepare analyses for high net-worth clients in order to provide recommendations to preserve and grow wealth Frequently interface with clients to gather data and accurately provide Cash Flow, Net Worth, Tax Projections as well as discuss issues or concerns Research state and federal laws applicable to special tax or estate situations Meet with clients to review analyses and determine best course of action based on results Utilize proprietary models to prepare analyses for high net-worth clients in order to provide recommendations to preserve and grow wealth Frequently interface with clients to gather data and accurately provide Cash Flow, Net Worth, Tax Projections as well as discuss issues or concerns Research state and federal laws applicable to special tax or estate situations Meet with clients to review analyses and determine best course of action based on results

Large Account Casualty Underwriter

• Mar 2015 - Aug 2015

Underwrote large Workers Compensation, General Liability and Commercial Automobile coverageHeavy analysis to determine profitability of business based on historical dataAdherence to corporate guidelines to write business within the company appetiteHandled $4 million book of business with a 0.3% loss ratio

SBU Underwriter

• Nov 2013 - Mar 2015

Reviewed and analyzed information for new business Workers Compensation and Auto submissions Read loss runs, financial documents, experience mods, applications, rating worksheets and more to develop opinions on new businessIdentified opportunities to write profitable business within corporate underwriting appetite Priced business and negotiated with agents to maintain profitable book

Operations Analyst

• Apr 2013 - Nov 2013

Analyzed loss runs based on corporate standards to determine claim frequencyWorked extensively with predictive modelRequested missing information from agents as needed to run model

Operations Assistant

• Aug 2012 - Apr 2013

Freelance Marketing Researcher

• Jul 2010 - Oct 2010

Marketing Assistant

• Jun 2008 - Aug 2008