L. Todd Petersen
Katy, TX 77450
***@******.***
SUMMARY OF QUALIFICATIONS
Extremely motivated and accomplished results-driven financial professional with exceptional leadership
skills. Accomplished problem solver with attention-to-detail and outstanding analytical skills.
Experience in performing financial analysis for divisional budgets and programs. Solid track record of
consistently meeting and exceeding divisional and company goals and objectives, extensive background
in the following broad-based competencies:
FINANCIAL ANALYSIS FORECASTING BUDGETING
FINANCIAL STATEMENT REVIEW P&L ANALYSIS EXPENSES
ANALYSIS
PROJECT MANAGEMENT FINANCIAL MANAGEMENT
STAFF MANAGEMENT AND DEVELOPMENT
PROFESSIONAL EXPERIENCE
• Through expert use of Excel, developed a linear regression forecasting model for use by
Regional President, forecasted within $150K of actual revenue for the year, less than a 1/2
percent variance.
• Strong data analysis and research skills, through careful analysis of expense data, reduced over
$4 Million due to incorrect coding to region.
• Provided support directly to Regional President for over $1.8 Billion in revenues/production
annually.
• Successful in guiding the budget process for 56 profit centers both expense ($46M) and
production ($1.8B) annually.
• Provided strength to the profit center managers and administrators in the planning, analysis, and reporting
of their financial management systems.
• Compile, verify, and update bookings, revenue, and operating income information for quarterly and annual
financial projections and forecasts .
• Increased revenue each year by providing analysis of P&L statement for all profit centers to
guide Regional President on what products made or lost money in order to enhance focus on high
profit products.
• Effectively decreased T&E expenses by 3% through standardizing report packet given to
Regional President. By standardizing these reports more accountability was required creating
more responsibility in spending habits.
• Active Top Secret Security Clearance related to Intelligence Analyst with the National Guard.
EMPLOYMENT HISTORY
AIG/Chartis Insurance, Houston, TX Regional Financial Manager 2005 - Present
AIG, Houston, TX Manager Call Center Operations 2001 - 2005
Army National Guard, Texas and Nebraska Intelligence Analyst Over 9 Years Service
EDUCATION
MPA Management - Graduated May 2001
University of Nebraska
BA Communication/Political Science - Graduated August 1995
University of Nebraska
PROFESSIONAL MEMBERSHIPS AND ACCOMPLISHMENTS
Completed course work in Forecast Modeling and Financial Analysis through AMA
Active Member Fort Bend Political Party
Along with my son, lead a group of Boy scouts on an 80 mile hike over 12 days in New Mexico