Results oriented insurance professional with proven analytical, leadership, and relationship-building skills looking for new challenges and the opportunity to continue to grow and learn.
Extensive planning, financial analysis, and performance measurement experience
Highly motivated and self directed
Strong communication and partnering skills
Proven management experience
Director, Financial Analysis ManagerJul 2013 to Sep 2016 Unum Group － Chattanooga, TN
Responsible as part of the Voluntary Benefits Finance Leadership Team for directing a wide variety of financial and management reporting and analysis activities to help drive the profitable growth of the business. This includes providing extensive reporting, analysis, and consulting support to the VB operations leadership team that includes development of operational metricsand reporting o
Director, Operations ManagementFeb 1998 to Jan 2011 Unum Group － Portland, ME
As a key member of the management team for this strategic business unit, I am responsible for developing and directing programs and activities that help ensure the efficient and effective operation of processes supporting the company's LTC insurance business.
Key responsibilities and accomplishments in this role include: Developing and delivering timely and accurate management information about the operational performance.
Working closely with the management team to analyze business processes and to make recommendations that increase operational effectiveness and mitigate potential financial and regulatory exposures.
Creating and maintaining infrastructure to support the management of the business including efficiency metrics, workflow forecasting, project inventory tracking tools, and Sharepoint and intranet sites.
Managing the quality assurance and policy and procedure processes for the customer services teams.
Quantifying and prioritizing system development and enhancement opportunities and working with IT partners to promote completion of those efforts.
Responsible as the primary budget coordinator for developing and managing an $8.4M annual budget/forecast process and producing monthly variance reporting.
Implementing and maintaining an employee driven continuous improvement program that delivered $225K in savings in the first year.
Development and oversight of the function's Business Continuity Plans.
Effectively recruiting, developing, and managing support staff.
Financial Project Manager and Sr. Financial Analyst Financial AnalystJul 1993 to Feb 1998 Colonial Life and Accident Insurance Company － Columbia, SC
Responsible for the oversight and delivery of key financial projects for this industry leader in the delivery of voluntary benefits.
Key activities and accomplishments included: Identified and confirmed project deliverables with key stakeholders.
Developed project plans and timelines that helped ensure the timely and effective delivery of results.
Tracked and reported project progress to key stakeholders and Senior Management.
Significant projects included leading the development efforts of Colonial's first financial data warehouse, evaluating the cost benefit of a $50M+ capital investment to consolidate data center locations, and evaluating the acquisitions of corporate aircraft.
As a , was responsible for developing and monitoring progress against the company's annual financial plans.
In addition, performed cost benefit analyses for major capital expenditures by the company and presented recommendations to executive management for consideration.
Completed post-implementation reviews to determine if the intended benefits were achieved.
Operations Analyst IIMay 1991 to Jul 1993 Sonoco Products Company － Hartsville, SC
Responsible for performing monthly accounting, reporting and analysis of the operational and financial results for this global leader of consumer and industrial packaging products.
Assistant Branch ManagerSouth Carolina National Bank － Greenville, SC
Responsible for the oversight and management of the operations of a branch bank, which included selling the bank's products to customers and increasing branch's lending and deposit base.
MBA1991Moore School of Business - University of South Carolina － Columbia, SCGPA: 3.6Completed full-time MBA program, which included International Business and Economics coursework.
Business Administration Finance and Marketing1988Moore School of Business - University of South Carolina － Columbia, SCGPA: 3.4Double major - Finance and Marketing
Actively involved in the coaching of town rec and travel youth sports teams for past 14 years, including soccer, basketball, and baseball. Hold Level E soccer coaching license.