Experience

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  American Family Insurance

  • Senior Manager Financial Planning & Analysis

    • Jun 2023 - Present

    Lead a team of FP&A analysts in support to the enterprise. Focused on expense management, operational metrics and benchmarking, streamlining processes and procedures to ensure accuracy and efficiency. Implement, develop and provide financial analysis on KPIs, giving data driven insights to aid decision making. Responsible for monthly and quarterly results, analysis, and reporting packages and the annual and long-term planning and budgeting process.

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  Pro Unlimited/Magnit

  • Consultant

    • Jul 2022 - Mar 2023

    Provided advanced modeling for sales incentive plan tool & expense analysis for Fortune 100 insurance carrier.

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  Safeco Insurance

  • Director, Advanced Analytics

    • 2013 - 2021

    Promoted after reorganization to lead the planning & reporting team for the $8B Independent Agent channel segment based on leadership ability and deep financial and operational knowledge and experience. Led and developed a team of eight, including a manager, responsible for monthly and quarterly results, analysis, and reporting packages and the annual and long-term planning and budgeting process. Partnered with both field leadership and senior management to achieve profitable growth and drive strategic direction.Led cross-functional project to advance reporting and planning for Financial and Operational KPIs including Sales and Production metrics for the $12B Independent Agent channel (Personal & Business Units). Identified gaps in current systems, processes, and tools. Aligned with other in-flight projects to ensure consistency and eliminate duplicate work and streamline processes. Equipped senior executives with granular insights about how Business Unit was performing by creating, in partnership with IT, detailed KPI financial and operational dashboards vs. plan and prior year, highlighting revenue and sales metrics with a focus on trends to identify potential issues sooner. Created briefing materials for senior leadership team to distinguish commercial vs. personal insurance, including differences in key performance metrics.Participated on team comprised of IT, Sales & Distribution, Product, and Finance to update General Ledger and other reporting data and sources to new structure for complete go-forward reporting, planning, and analysis of SBU Results. Updated systems and provided full reporting to management and eliminated need for manual workarounds.

  • Manager, Financial Analysis

    • 2002 - 2013

    Developed and monitored Safeco’s $6B annual production forecasts by establishing budget tools, setting timelines, and ensuring forecasts were accurate, comprehensive and completed in a timely manner. Led the organization’s annual and quarterly financial planning process. Drove the planning and analysis that linked to the Company’s strategic objectives. Oversaw the monthly reporting process, including financial operating statements, comprehensive Key Performance Indicators (KPI’s), operational Dashboard reporting, analysis of key business trends, analysis of operating results against budget, prior periods and forecasts, and comprehensive executive level explanations. Oversaw the financial data and business metrics analysis. Presented, analyzed, and interpreted relevant data and metrics, partnering closely with business leaders to impact strategic business decisions.

  • Facility Manager

    • 1991 - 2002

    Managed 17 buildings, 1M sq. ft. of space and a $35M budget in greater Puget Sound area. Areas of responsibility included Engineering, Space Planning, Contract Management, Transportation and Emergency Operations.

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  Security Pacific Bank

  • Banking
  • 1 - 100 Employee

  • Customer Service Manager

    • Mar 1991 - Aug 1991

    Managed staff of seven. Oversaw all operational functions of branch including auditing, payroll, collections and customer problem solving/research.

  • Assistant Service Manager

    • Nov 1990 - Mar 1991

    Supervised staff of 10. Responsibility included auditing, payroll, collections, overdraft decisions and customer research.

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  Gibraltar Savings

  • Customer Service Officer

    • Jun 1986 - Oct 1990

    Trainer and supervisor for new and existing employees. Auditor for regional branches. Performed vault teller duties. Opened new accounts and was number two in sales in Washington State in 1989.