Sales Management

Robert J. Wiebking

**** *. ******** ***. ******* IL 60634 Home Phone: 773-***-****

E-Mail: *********@***.***

Experience

CNA FINANCIAL October 1996 - August 2009

Financial Analysis Manager, Life & Group Dept. (5/2004 - 8/2009)

. Created and coordinated monthly business metrics report for

departmental management; this report was used for monthly results

discussion with CFO

. Managed analysts in consolidating monthly and quarterly financial

reporting requirements for the department, corporate management and

outside parties (analysts, auditors, ratings agencies)

. Assisted with business unit annual planning and quarterly

forecasting processes - ensured plans were loaded into the planning

and forecasting system accurately and timely and coordinated with

departmental senior management and Corporate Finance on all exhibits

and presentations required for meetings with corporate management

Financial Analysis Consultant, Group Operations Dept. (8/2001 - 5/2004)

. Analyzed business unit financial results and investigated/explained

anomalies and trends

. Ensured the quality of business unit monthly and quarterly financial

reporting, both within the business unit and corporately, in a

timely and complete manner

. Coordinated business unit planning process - modeled projected

results by product and coordinated consistent assumptions across the

business unit

Operations Analyst, Life Operations Dept. (10/1996 - 8/2001)

. Prepared and analyzed expense and workforce reports for department's

senior financial team and business units

. Coordinated financial results package for quarterly meetings with

senior management

. Participated in the development of the annual expense budget

. Acted as liaison for field affiliates not connected to the

centralized general ledger

. Analyzed field sales office expenses in relation to incentive

program goals and worked with sales office managers and the home

office to correct erroneous Corporate allocations

Robert J. Wiebking

6306 W. Waveland Ave. Chicago IL 60634 Home Phone: 773-***-****

E-Mail: *********@***.***

Experience (cont)

NEW CENTURY PLANNERS, LLC October 1994 - October 1996

Design Analyst

. Estate planning, wealth transfer and executive benefits using life

insurance

. Analysis of client financial data followed by designing an

appropriate course of action to protect family and/or business

assets from excessive taxation at death. Most clients were wealthy

individuals, many owning small, closely held family businesses,

desiring to leave wealth and business to future generations

MUTUAL TRUST LIFE INSURANCE CO. April 1989 - October 1994

Actuarial Technician

. Annual Statement preparation

. Premium tax calculation and filing

. Reinsurance administration

. Policy illustrations and calculations

Education

DE PAUL UNIVERSITY, Chicago IL MBA, Finance

DE PAUL UNIVERSITY, Chicago IL BS, Mathematics and Computer

Science

Other Skills

Microsoft Office - Excel, PowerPoint, Word

Hyperion Smartview / Excel for Essbase

Business Objects Planning and Forecasting

PeopleSoft General Ledger

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