Microsoft Office, Advanced Excel, VBA, @Risk, Matlab, SNL Financial, Oracle Business Intelligence, SharePoint, TigerEye
Manager January 2011 to January 2015Liberty Mutual Group － London, UK
Generalist role within a proprietary start-up with a remit to build and actively manage a balanced portfolio of risk.
Trading risk across all classes and geographies, this effort culminated in a $1.1bn per annum book of business generating +$250m in retained profit in the first 3 years following inception and additional brokerage savings thereon.
Worked in cross-functional team on aggressive new business venture to build and actively manage a balanced portfolio of risk Built statistical models to simulate profit and loss potential of multi-class reinsurance risk in competitive markets around the world Created prospective market intelligence reports to assist in the planning and negotiation of key terms and formulate sell-side strategy for new and existing clients at varying stages in industry life cycle Established financial planning and forecasting function from the ground-up alongside portfolio manager and created dynamic model to examine underwriting decisions from a buy-side, sell-side and intermediaries perspective Actively involved in 2-person team working on the design, construction and development of groupwide capital model Participated in centralization of $1bn corporate spend and discussions on how to measure, manage and mitigate risk.
Associate January 2009 to January 2011Liberty Mutual Group － Boston, MA
Two-year fast track fellowship in finance and accounting as a rotational analyst within the corporate departments of LMG.
Rotation I - Competitive Intelligence Conducted quarterly competitive intelligence reviews using information obtained through news, events and filings (SEC 10Q's, 10K's, MD&A) Worked with HR department to calculate countrywide incentive compensation plans for 11,700 employees, managers and executives Completed and reviewed inputs for external financial reporting package (MD&A) Coordinated BuySMART initiative to convert $16 million in annual vendor spend onto a central billing system Rotation II - Accounting Policy and Controls Coordinated quarterly attestation and attended audit walkthroughs on behalf of senior management for 45+ controls Synchronized stages of financial audit with internal/external auditors and 41+ LMG control owners Audited, created and executed controls for LMG Corporate Finance and Ernst & Young Prepared monthly and quarterly control reports to monitor account activity, reserve levels and manual booking of financial results Rotation III - Special Projects Created income statements using actuarial and financial uploads to analyze and report on results ahead of bookclose period Forecast year-end commissions utilizing business driver information and pertinent discussions with functional experts Analyzed billing statements, system reports and actuarial loss data to model reinsurance recoverables for CUNA Mutual relationship Summarized financial results for monthly discussion with LMG Corporate Finance and Distribution management.
Intern January 2008UBS Financial Services － Albany, NY
Wealth Management: Wealth management intern for 3 brokers managing assets for 3,000+ UBS clients.
Responsible for keeping customer relationship profiles up to date and conducting performance reviews for use in client consultations.
Gained experience in the practical application of modern portfolio theory in investment decision making.
Edited and assembled Strategic Advisor and Morningstar reports for client meetings.
Compiled marketing materials and research reports for quarterly review.
Bachelor of Business Administration : Finance Economics, 2009University of Massachusetts － Amherst, MAGPA: GPA: 3.7/4.0 Dean's list every semesterFinance Economics GPA: 3.7/4.0 Dean's list every semester
Technical Finance, Introductory and Advanced Corporate Finance, Business Statistics, International Finance, Financial Reporting, Managerial Accounting, Calculus, Principles of Management, Business Policy & Strategy, Investments, Bank Management, Capital Markets and Institutions, Business Law, Economic Development
Financial Analysis | Statistical Analysis | Strategic Planning | Forecasting | Corporate Finance | Market Intelligence
Capital Management | Valuation | New Business Development | Insurance | Reinsurance
Accounting, analyst, billing, billing system, book, Business Intelligence, Business Law, Calculus, Capital Markets, competitive, Competitive Intelligence, Corporate Finance, client, clients, decision making, senior management, fast, Finance, Financial, Financial Analysis, financial audit, financial planning and forecasting, Financial Reporting, Forecasting, functional, HR, Insurance, Investments, managing, Managerial Accounting, Market, marketing materials, Matlab, meetings, Excel, Microsoft Office, SharePoint, negotiation, New Business Development, Oracle, performance reviews, profit, profit and loss, research reports, Statistical Analysis, Statistics, Strategy, Strategic, Strategic Planning, underwriting, Valuation, VBA, Wealth Management, year-end
Bachelor of Business Administration : Finance Economics , 2009 Technical Finance, Introductory and Advanced Corporate Finance, Business Statistics, International Finance, Financial Reporting, Managerial Accounting, Calculus, Principles of Management, Business Policy & Strategy, Investments, Bank Management, Capital Markets and Institutions, Business Law, Economic Development
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