Human Resources Financial

T.R Ballard

*** ********* ***** **********, ** **854

Phone: 732-***-**** E Mail: ************@*****.***

Summary

Innovative Financial Leader with eight years’ of experience in evaluating risk, budgeting/forecasting, financial analysis, and

expense management.

Experience

Prudential Insurance Company Newark, NJ

Financial Analyst, Corporate Reporting 2008 Present

• Assist in all planning, forecasting, expense reporting and chargeback activities for Corporate Center’s $15.3 million

expense budget.

• Review annual financial expense targets with department Executives and build relevant expense models to assist

Management in making well informed financial planning decisions.

• Managed, motivated and developed one staff member.

• Provide monthly financial analysis and review with Corporate Center's department Executives on a quarterly basis to

ensure expense targets are achieved.

• Coordinate and lead all annual chargeback discussions with key Business Heads around all Corporate Center

services being provided for the upcoming year.

• Revised and implemented reporting for financial analysis packages.

• Manage all headcount changes within Global Communications through collaboration with Human Resources.

Senior Financial Analysis Associate, Corporate Reporting 2006 2008

Conducted monthly meetings with Executives to discuss financial results and identify issues, trends and cost saving

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opportunities.

• Streamlined the annual plan process and the chargeback process to the business groups which effectively

accelerated their completion.

• Created a standard process around accruals including the compilation and analysis of monthly accrual activity .

• Reviewed and analyzed monthly financial and headcount activity.

• Managed all monthly close processes for Global Marketing Communications.

Livingston, NJ

Underwriter, Group Disability Underwriting 2003 2006

Monitored and interpreted target ratios, renewal retention ratios and spread of risk measures .

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Conducted quality review analysis of both in force and proposal client contracts.

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Completed request for proposal inquiries of mid market group disability products.

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Conducted review meetings for all proposals in excess of $1M with department executives.

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Systems Proficiency

Microsoft Office Access, Excel, Outlook, and PowerPoint, Oracle and Essbase

E l v i s M a t o s P a g e 2

Education

Seton Hall University South Orange, NJ

Bachelor of Science, Finance Major 2003

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