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Joseph B

Senior Financial Analyst

Occupation:

Financial Analyst

Education Level:

Master

Will Relocate:

YES

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Summary Senior Finance Manager with a diverse array of skills through experience in Financial Planning and Analysis, Operational Strategy and Management, Project Management and Product Development Expert in the areas of finance and strategic planning, data management, product development insurance regulatory environment account management underwriting and compliance, sales and marketing Responsible for FP&A of regional operating annual revenue of $750 million and corporate product revenue up to $5 billion Accomplishments Advanced consistently within the organization from entry level consultant to middle management roles over 31 years Coordinated and directed multiple teams through a broad spectrum of issues designed to improve growth and profitability. Efforts and projects targeted revenue opportunity, expense savings and risk management Led product development, deployment and analysis designed to align with current market needs and corporate objectives. Product analysis generated an understanding of various product segment strengths and opportunities for Pricing, Risk Management and Market improvement resulting in new product delivery via integration with Marketing, Sales and Field Operations Summary of Experience Strategic and financial planning and analysis and problem solving is my core skill. I have worked as a financial analyst and managed financial analyst teams that prepare, consolidate and analyze operational and P&L data for a revenue base up to $750M. I am proficient with Access, Excel, Tableau, Business Objects and Power Point for data management, predictive modeling, formatting and presenting financial data and results. I have extensive experience and have demonstrated a keen sense for translating quantitative financial results and trends into a qualitative story format. I have 20+ years of presentation experience on my feet to upper management isolating key issues, financial impacts and recommendations for corrective action. As a Financial Analyst and Financial Division Manager, I was accountable for all annual financial planning and forecasting including all key operational metrics from top to bottom lines. I have prepared quarterly forecasts and monthly reporting with analysis of actual results compared to prior year (s) and plan. My experience in planning and forecasting revenue and profitability is extensive over a period of 20+ years. My passion is understanding the operational components of an organization and the relationship to financial performance ultimately engaged in issue identification and solution development to improve profitability. More recently as a Product Operations Manager, I have led and participated on multiple project teams ranging from developing and implementing a new product rollout to overhauling an existing function or product to improve efficiencies, revenue and profitability. This work was generally on a broader country-wide scale. I have recently led a project team to design and implement a new product on a country-wide basis with projected annual revenue of ~$5B. I was responsible for defining and leveraging a project management process to include project scope and objective, resource assimilation and key stakeholder communication, timeline and key milestones, implementation, measurement and reporting.

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