Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,

Finance professional with exceptional analytical abilities, technical accounting knowledge, and diverse systems experience. Proficient in budgeting, strategic planning, forecasting, and variance analysis at month/quarter end reporting. Six sigma green belt certified, successfully completed multiple projects with cost savings.

03/2020 to Current Financial Lead, Group Medicare Community Bank System, Inc. | Lyons Falls, NY,

Group Medicare

04/2019 to 02/2020 Financial Lead, Retail Senior Products Humana Inc. | City, STATE,

- Developed and consolidated monthly financial updates for Retail Segment and Medicare leadership total budget of ($4B) with high accuracy

-Responsible for ($1B) spend of commissions paid to external and internal agents, was able inform leaders timely on any potential headwinds and tailwinds

-Managed forecasting, budgeting and long-term strategic planning for all of Retail business segment and able to deliver all deliverable on time to corporate

-Responsible for line of business reporting and allocations in between the products and provide updates to Product leaders monthly

-Evaluated and provide guidance on new product development and modelling for new products offering to product leaders.

-Led team of four employees, supervised them during month-end close, Medicare bid submission, budget planning and special projects.

09/2017 to 04/2019 Financial Senior -Retail Senior Products Humana Tower | City, STATE,

-Managed budget of Senior Products administrative expense results pre-allocated and allocated by lines of business (products) including headwinds and tailwinds.

- Provided Budget ownership for administrative expenses for Group Medicare ($30M), Strategic Alliance Marketing ($42M) and Corporate Retail Senior Products ($200M).

- Partnered with product development team to manage nine vendor relationships ($150M).

  • Led process improvement to streamline financial processes for current and new vendors.
  • Reconciled the annual bids for Medicare selected plans.

- Managed and oversee intern activities including month-end standard reporting, journal entries and accruals and other special project as needed.

01/2016 to 08/2017 Financial Consultant - IT Strategy and Operations Humana Inc. | City, STATE, - Developed and implemented financial models and forecasting tools to provide consistent, accurate and timely reporting for IT leadership. -Created executive analysis reports monthly highlighting business issues, potential risks and saving opportunities. - Managed four IT areas (Technology Advancement, Business Technology leaders, IT resource management and Acquisitions) with a budget up to $300M in annual expense.
  •  Performed month-end close processes, invoicing, journal entries and account reconciliations.
  • Managed the projections and budget of salary schedule of ($190M) and capitalization of resources through project spend ($125M) for all IT areas.      
  • Lead monthly meetings with department owners to understand the project spend by major prioritization areas of work.
  • Analyzed project spend through IT clarity system that directly impacted budget and financials.   
02/2015 to 11/2015 Senior Finance System Analyst - Engine Business Unit (EBU) Cummins Inc. | City, STATE,

- Provided financial systems technical support to Unit with a budget up to $11B in annual revenue and more than 350 finance end-users worldwide.

- Managed multiple financial systems including Oracle Hyperion Financial Management (HFM), Extended Spread Sheet database (Essbase), Oracle Business Intelligence Enterprise (OBIEE), Microsoft Power Pivot and Power View and EBU Finance Reporting Website (SAP Business Objects Dashboard).

  • Trouble shooted corporate consolidation issues and reconcile complex financials.
  • Trained end-users for efficient use of financial systems and to assure compliance to standard procedures and reporting integrity.
  • Implemented diverse forecasting scenarios for four EBU custodial groups.

-Contributed to strategic decisions for EBU finance systems and represent EBU perspectives at corporate-level strategy.

- Implemented new company-wide GL, AP, and AR OBIEE Finance Reporting solution for Oracle 11i and R12 financial for EBU users.

- Supervised one direct report and one intern.

07/2013 to 01/2015 Project Manager - Distribution Business Unit (DBU) Cummins Inc. | City, STATE,

- Analyzed DBU spending patterns worth up to $1B to recommend cost-saving strategies.

- Assisted strategy director in leading broad scope finance functional excellence work.

  • Helped newly acquired distributors to understand and comply with GAAP and Cummins standards of recording financial transactions.

- Designed and implemented new functional based financial data structure into HFM by using 6Sigma tools.

- Overhauled managerial reporting structure for DBU, enhancing consistency of financial reporting.

- Supervised one intern.
07/2012 to 06/2013 Business Analyst -Distribution Business Unit (DBU) Cummins Inc. | City, STATE,

- Served as controller for functional leaders and managed budget up to $30M annually.

  • Prepared and managed monthly and quarterly reports and performed closing and forecasting activities.
  • Reviewed account reconciliations and coordinated functional simulation and annual operating plan.

- Created ad hoc reports and analysis as needed for DBU leaders, including Finance Director, Executive Finance Director, and President.

- Assisted with preparation of variance explanations for monthly actuals and forecast packages.

- Collaborated with the regional controllers for Africa, Europe & Middle East for addressing business variances and issues for DBU corporate management.

- Completed two Six Sigma projects to improve global DBU inventory forecasting and account receivable processes that resulted in cost-savings of $800K.

- Conducted an international pre-audit of new system-implementation protocols and reconciled financial with the legacy system data.

05/2010 to 07/2012 Financial Analyst-Distribution Business Unit (DBU) Cummins Inc. | City, STATE,

- Consolidated 5- year Business Simulation to analyze the growth trends across the five international regions.

- Reconciled all capital spending against approved capital requests.

- Built a comprehensive driver-based valuation model for a new engine.

- Automated forecasting and annual planning processes by utilizing the new financial systems across five regions.

-Reported monthly supply chain management with the inventory actual and credit manager with account receivables for past dues and trend analysis.

03/2010 to 05/2010 Audit Intern BKD LLP | City, STATE,

- Learned BKD's audit approach for internal controls, cash, accounts receivable and payable.

- Participated in inventory counts, tested accounts receivable aging schedules for accuracy and reconciled accounts payable.

Expected in Masters of Liberal Arts (ALM) | Management Harvard Extension School, Cambridge, MA GPA:
  • Continued Education program, Current
Expected in 2011 BBA | Finance & Accounting Kelley School of Business, Indianapolis, IN GPA: GPA: 3.8 / 4.0
  • Accounting Club - Kelley School of Business (2009-2011)
  • Phi Theta Kappa
  • Dean's List for five semesters
  • M&I Bank Scholarship
Expected in 2007 Associate of Arts | Business Administration Delta College, Saginaw, MI GPA: GPA: 4.0 / 4.0
  • Golden Key International Honor Society- 2010
  • Delta Foundation Scholarship -2007
  • Delta's Honors Program -2006

Women Network Resource Group (WNRG)- Humana 2016-Current

  • Metrics Subcommittee Lead: 
    • Provide analytical summary of surveys to WNRG leadership team
    • Develop standard process for survey administration
    • Lead team of six and provide guidance on survey analysis and year over year analytics

Lean In Louisville - 2016 -Current

  • Member of Lean In circle and lead discussions on women empowerment and to achieve their ambitions.

Co-lead IUPUI Recruiting- 2013-2015

  • Arranged and participated in annual finance meet the recruiter event for interns and fresh graduates and selected candidates for interviewing.
  • Participated in mock interviews on IUPUI campus and represented Cummins on campus on various events.

Right Environment Communication Leader – DBU, Feb. 2012 - Feb. 2015

  • Provided leadership to Right Environment Communication team that included managing team of four members.
  • Organized quarterly town hall meetings for approximately 150 employees, coordinated speakers, venue and agenda for the events.

Summer Leadership Program & Diversity Leadership Summit - Ernst & Young, Indianapolis & Chicago, Jun. 2009

  • Attended a 3-day conference for development of leadership, teamwork and communication skills.

Treasurer-Kelley School of Business Undergraduate Student Government (KSBISG) IN 2010

  • Maintained financial records of KSBISG including budget, proposals, and reimbursement forms.
  • Represented Kelley School of Business in Undergraduate Student government (USG).
Achievements & Certifications
  • Certified Six Sigma Green Belt
  • Project Management PMP trained
  • Awarded at the Distribution Business Unit (DBU) Q3 2011 conference, for playing a key role in the implementation of the Oracle Hyperion Financial Management system.
  • Recognized at DBU Q2 2012 conference, for providing exceptional support to Supply Chain Management team.

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School Attended

  • Harvard Extension School
  • Kelley School of Business
  • Delta College

Job Titles Held:

  • Financial Lead, Group Medicare
  • Financial Lead, Retail Senior Products
  • Financial Senior -Retail Senior Products
  • Financial Consultant - IT Strategy and Operations
  • Senior Finance System Analyst - Engine Business Unit (EBU)
  • Project Manager - Distribution Business Unit (DBU)
  • Business Analyst -Distribution Business Unit (DBU)
  • Financial Analyst-Distribution Business Unit (DBU)
  • Audit Intern


  • Masters of Liberal Arts (ALM)
  • BBA
  • Associate of Arts

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