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Analyst Insurance Agent

Location:
Myrtle Beach, SC
Posted:
May 20, 2014

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Resume:

Cheryl A.Smith

**** ****** **** *****

Myrtle Beach, South Carolina 29588

www.linkedin.com/in/cherylasmith1

914-***-**** acd7hz@r.postjobfree.com

SUMMARY

Detail oriented Finance Professional with a diversified foundation of

business analysis, budgeting, and forecasting, accounting, industrial

engineering, market support and insurance. Expertise in coordinating and

consolidating financial analysis for tactical and strategic financial

planning. Adaptable; able to multi-task effectively and build

relationships using cross functional communication skills. Uses creative

problem solving and good business judgment to recognize problems and issues

in areas of complex and potentially conflicting data relationships. Proven

ability to handle numerous technical and analytical assignments.

AREAS OF EXPERTISE

BUDGET / FORECAST

. Developed long-term budget and monthly forecasts related to revenue

signings, cost reductions, and efficiency ensuring revenue flow and cost

alignment to profitability.

. Achieved quarterly actuals versus forecasts constantly within 1% for

Americas Resources by working with various organizations within a

population of more than 60,000.

. Led Direct Sales corporate initiative analysis and presented a solution

which was implemented to achieve target numbers.

. Coordinated Fall Plan process for Solutions Applications Marketing

organization creating a budget to ensure profitability.

. Designed and implemented reporting model for tracking marketing and

engagement costs which resulted in expense reduction of 20%.

MEASUREMENTS

. Reduced inventory by $1M/60% by researching and identifying primary users

within other organizations for equipment reallocation.

. Designed and implemented remote demo capabilities resulting in cost

savings greater than $200K in resources, equipment, and shipping.

. Provided design changes and implemented automated process changes with

accounting for bonus pay program accrual tool preventing shortages at

quarter close.

. Managed multiple industry consolidations for monthly, quarterly, and year

end closing which assisted with headquarters projections and expense.

COMMUNICATION

. Consistently worked with legal and financial management when negotiating

non- standard terms and conditions which increased profitability of the

contracts.

. Provided financial advisory to Project Executives focusing on revenue and

profit to make or exceed targets.

. Designed, coordinated and published trading product marketing guide-

providing marketing teams a standardized tool to use which ensured

consistency.

. Developed, implemented, and trained a contract project office on a

specialized pricing model that resulted in self sufficiency for team.

. Worked with vendors to price strategic outsourcing solutions for various

industries with over $275M of revenue involving cross functional teams.

Cheryl A. Smith Page Two

PROFESSIONAL EXPERIENCE

New York Life Insurance, Myrtle Beach, SC

2013 -

Licensed Insurance Agent

2013 - present

IBM, Somers, NY 1993 - 2012

Senior Financial Analyst - Solution / Product / Transactional Pricer

2009 - 2012

Client Finance Manager, Industry Pricing 2007 - 2009

Solution / Product / Transactional Pricer - HQ Pricer 2005 - 2007

HQ Financial Analyst, Americas Resource Planning 2002 - 2005

HQ Financial Analyst, Financial Consolidation 2000 - 2002

Industry Coordinator / HQ Financial Analyst 1993 - 2000

IBM, New York, NY 1989 - 1993

Industry Representative, Financial Services Industry Marketing 1989 -

1993

IBM, Tucson, AZ 1980 - 1988

Technical Resource Analyst, Industrial Engineering Space Planning 1984 -

1988

Business Controls Analyst, Manufacturing Services 1980 - 1984

.

EDUCATION

MBA, Business Administration, University of Phoenix, Tuscon, AZ

BS, Business Administration, Indiana State University, Terre Haute, IN

Certificate ABA Certified, Paralegal Studies, Mercy College, White Plains,

NY

Basic Certificate, American Institute of Banking, Terre Haute, IN

PROFESSIONAL DEVELOPMENT

Microsoft Word, PowerPoint, Access, Basic/Advanced Excel, QuickBooks

Proprietary Financial Systems, Hyperion, Essbase, Apex

Sarbanes Oxley Compliance, Cloud Computing, Long Term Care

Licensed Life & Health Insurance - SC, GA, NY, IN, NC, VA

PROFESSIONAL MEMBERSHIP

Institute of Industrial Engineers



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