• Business Lead – Finance – took lead role in representing Finance area in numerous business initiatives. Identified accounting, financial reporting, management reporting, internal control, and process improvement opportunities to support the finance area and confirm Controllership needs were met for internal controls and accurate financial data.
• Interim Controllership – provided interim Controllership services to two clients. One was publically traded division and one a new company startup. Assisted in transition to replacement and permanent staffing.
• New Product Launch – documented existing processes, identified new requirements and worked with IT teams to define and implement new system requirements. Generated in excess of 100k new customers.
• Billing System Automation – developed an application to reconcile internal billing records to client inventory. Resulted in client billing and collecting additional $1.2 million per year in lost revenues.
• Claims Scanning & Imaging Automation – revitalized a $3.0 million scanning and imaging project. Completed financial cost analysis and internal control review of the internal scanning operation, resulting in consolidation of other division processing, saving in excess of $1.0 million annually.
• Software Marketing – assisted two clients with sales support and market research.
• Reinsurance Automation – led projects to automate a property-casualty reinsurance process. Benefits include: automation of manual processing activities with significant productivity benefits, a scalable solution for a growing company, improved profitability analysis, and enhanced information for contract re-negotiation.
• Portfolio Management Company – implemented a compliance reporting system. Project lead for closing a business division with minimal disruption of business operations, maintaining high quality service.
• Completed multiple company consolidation of operation, which resulted in savings in excess of $1 million annually.
• Executed a reconciliation review process, which identified and collected $10 million of unbilled premium.
• Led the merger of multi-state marketing team resulting in annual ongoing savings of $0.5 million.
• Initiated review of all advertising programs, resulting in re-engineering the sales lead generation process. Resulted in savings in excess of $1.0 million dollars annually.
• Turned around bottom line of the agency from a loss position, to profits of 8.7% of revenues. Involved all employees in a cost control initiative. Re-negotiated our key administrative contract.
• Reorganized an insurance agency. Separating the sales and administration activities. This resulted in more focused efforts, resulting in exceeding sales goals and raising service standards to record levels.
• Led project resulting in the recommendation and implementation of new sales incentive compensation programs.
• Developed an early warning process to identify loan recoverability problems, accelerated collection process, reduced agency loan balances by 9% during a period of agency expansion.
• Identified staffing needs, hired and trained staff to support an acquisition, reducing unit costs by 25%.
• Led project to develop and evaluate branch office and distribution system profitability. Resulted in changing the compensation incentive programs for the sales leadership, changing behavior to activities which benefited the customers and the organization.
• Coordinated and prepared the financial operating plans, resulting in business plans with significant credibility and accountability.
• Performed budget vs. actual analysis, product line and business unit profitability analysis, and cost accounting for pricing and financial reporting.