I have a proven ability to achieve results by integrating strong teams and business processes to focus on the right information at the right time to inform and drive business decisions. I have experience leading others through process improvement and problem solving assignments. I have experience developing and leading teams in a cross-functional organization.
Product line expansion
New product delivery
Initiated release management team which drove end to end focus in
Vice President Product Management, 04/2013 to 08/2016Vertafore － Bothell, WA
Spearheaded Vertafore Agency Platform resulting in a [Number]% increase in revenue.
Created new revenue streams by expanding product offering to include CRM and mobile solutions.
Director, 01/2012 to 01/2014Vertafore － Bothell, WA
Director, 01/2010 to 01/2012Liberty Mutual Insurance Company － Seattle, WA
As the Regional Companies Group Conversion lead within the overall ECLPS+ program I was responsible for providing leadership and direction regarding process and priorities to determine scope, requirements and implementation strategies for conversion of four legacy systems into the go forward policy administration system.
Lead team in development of a consistent approach to PARIS conversion which is currently being executed for three in-flight Regional Companies and on track for two additional Regional Companies to start in fourth quarter.
Responsible for driving conversion awareness, strategy and approach within the ECLPS+ program and Regional Companies Group.
Product Manager II, 01/2009 to 01/2010Liberty Mutual Insurance Company － Seattle, WA
ECLPS+ Track Business Lead: As the business lead for the Enhanced Rating, Pricing and Product Development track of work within the overall ECLPS+ program I was responsible for providing leadership and direction regarding process and priorities to determine scope, requirements and implementation strategies for new rating and pricing engines.
Enterprise Reporting and Analysis Solution Business Lead: As the business lead for the Access to Analytics project I was responsible for providing leadership and direction to combine key business results enabling management decisions for the Regional Company Group.
Easily monitor trends and quickly react to market changes by providing consolidated key revenue and new business flow metrics from 4 different platforms building a single source of commonly defined, combined data.
Enabled analysis of results across the business by coordinating the implementation of Cognos as the standard reporting tool with key premium and flow reports to highlight key business metrics To keep senior leaders informed, defined and implemented key metrics for an executive dashboard highlighting daily business metrics with drill-through capability.
Asst. Vice President, 01/2007 to 01/2009Safeco Insurance Company － Seattle, WA
While further integrating financial management and discipline, I continued to lead the Financial Planning & Analysis team for a $6b multi-line company with two million policy holders.
I was an active member of the IT investment council, Strategic Planning Committee and monthly CEO business review committee.
Provided business insights to the management team by integrating economic indicators and market conditions into the planning and forecasting process.
Increased analytical focus and development of key financial results by streamlining the financial planning and reporting processes.
Trusted leader included in due diligence process with acquiring companies.
Lead Liberty Mutual/Safeco transition teams to ensure that planning, project prioritization and expense management processes were incorporated into go-forward business processes.
Director, 01/2005 to 01/2007Safeco Insurance Company － Seattle, WA
Directed a team of eight Financial Analysts in preparation of the Corporate consolidated annual and 5-year financial plan and quarterly forecast: Income Statement, Expense management and Losses.
Integrated financial planning, reporting, forecasting, strategic project spending and benefits into a continuous business cycle.
Improved profit and funding for strategic investments by leading expense reduction initiatives and developing key metrics to monitor results.
Informed project investment decisions by incorporating a financial review process into the project lifecycle ensuring that investment decisions were based on sound information.
Improved accuracy of Line of Business profit results by redesigning the expense allocation process to include business partners and based allocation decisions on measurable statistics.
Provided financial insight and advised the CFO on key metrics for Board of Director presentations.
Senior Analyst, 01/2002 to 01/2005Safeco Insurance Company － Seattle, WA
As a member of the first dedicated Financial Planning & Analysis team I was integral in building the planning tools and process to consolidate and analyze the annual financial plan from an income statement perspective as well as lead special projects as requested by senior management.
Lead role in creating a "single source of truth" using standardized and predictable processes.
Enabled project analysis and comparability across multiple project types by developing a company-wide standardized cost benefit analysis template for $250,000+ projects.
During a time of significant organization change to improve communication, morale and employee participation the CFO asked that I lead the Finance and Operations employee communication team.
Business Analyst, 01/1997 to 01/2002The Boeing Company － Seattle, WA
I was responsible for coordinating and consolidating revenue and expense planning and management presentations for the 737/757 airplane programs and providing financial support to Boeing Airplane Services.
Provided management visibility into business decisions by defining a multi-dimensional forecasting tool.
Coordinated, integrated and performed summary analysis of annual Long-Range Business Plan.
Provided financial recommendations to Product Line managers and Director of Finance.
PROFESSIONAL ACCOMPLISHMENTS IBM Cognos Training - Implementation of the initial company-wide reporting tool Seattle, WA, 2009 NW CFP&A Forum member - Discuss FP&A topics in cross-company forum Seattle, WA, 2008 M&A Execution Training - Price Waterhouse Coopers Seattle, WA, 2007 IASA presentation - Guest speaker: Supporting strategy with the financial plan Seattle, WA, 2005 Clarity training & product certification - Implementation of initial planning tool Seattle, WA, 2002 Essbase training & product certification - Implementation of initial planning tool Seattle, WA, 2002.
MBA:Management,2001Seattle Pacific University － Seattle, WAManagement
Human Performance Improvement Certification:2001Seattle Pacific University － Seattle, WA
BA:Business Administration, Accounting,1996Washington State University － Pullman, WABusiness Administration, Accounting
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Companies Worked For:
Liberty Mutual Insurance Company
Safeco Insurance Company
The Boeing Company
Seattle Pacific University
Washington State University
Job Titles Held:
Vice President Product Management
Product Manager II
Asst. Vice President
MBA : Management , 2001 Human Performance Improvement Certification : 2001 BA : Business Administration, Accounting , 1996
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