JOSHUA DAVIS
**** **** ***, **** ******, CA ***** Home: 805-***-**** Cell: 805-***-**** ******@*****.***
MANAGER, BUSINESS DEVELOPMENT, AND FINANCIAL OPERATIONS
PROFESSIONAL PROFILE
Result driven professional with extensive leadership experience in business development and financial
operations and demonstrated ability to initiate change that has resulted in the elevation of under-achieving
organizations to best in class. An opportunist leveraging technology and innovation to develop competitive
advantages that have delivered sustainable growth, improved efficiency, and resulted in increased earnings.
Recognized as a talented leader in developing high performance cultures through employee empowerment and
incentive programs.
NOTABLE CONTRIBUTIONS
Leveraged innovation in market segmentation analysis to develop and implement a strategic business
plan delivering $17 million of earnings in a previously unprofitable territory.
Reduced operating expenses 30% through the renegotiation of vendor contracts and the integration of
technology within financial operations processes
Lead international, cross-functional business sourcing initiative transitioning accounting operations to
Cap Gemini in Krakow, Poland resulting in improved service levels and expense reductions while
supporting the redeployment and retention of 14 employees
CORE LEADERSHIP COMPETENCIES
Conceptualizing and Implementing Market Strategies Development of Annual and Multi-Year
Business/Marketing Plans Development of New Products and Enhancement of Existing Lines
Implementing KPI Tracking and Follow-Up Activities Collaborating in Cross-Functional Leadership Teams
to Meet Performance Goals Managing P&L and Multi-Million Dollar Budgets Project Management Cost
Reduction Initiatives Process Mapping, Analysis, Streamlining, & Integration Financial
Analysis/Forecasting G/L Accounting Regulatory Compliance Technology Integration Employee
Development
PROFESSIONAL EXPERIENCE
Farmers Insurance Group, Los Angeles, CA
Product Manager: Homeowners Property Line 1998 – Current
Entered company as an entry-level professional and achieved increasing levels of responsibility throughout
employment. Positions held as a Technical Support Analysts (Receivables DBA), Accountant, Sr. Financial
Analyst, Financial Operations Supervisor, and Product Manager.
Strategic business development and performance management of Homeowners Line in Illinois,
Minnesota, and Indiana
Development, Pricing and Positioning of Homeowners products
Selection, Implementation, and, Management of Rate/Rule revisions
Analyze and interpret internal and external environments develop S.W.O.T
Develop and present performance reports, strategy, and business plan to Sr. Management
Collaborate with product development team to drive customer centric changes
Develop, implement, and audit procedures to assure regulatory compliance.
Managed Multi-Million dollar budget, including planning, forecasting, consolidation, and reporting
Supervise and direct special projects and IT initiatives
Develop, test, and implement new technology including P.O.S, S.A.P, and accounting applications.
Analyze production capacity, staffing, and volume to ensure service level agreements are maintained
and delegate duties as necessary
Performed bank and G/L reconciliation, closing entries, and financial reporting.
Arizona Bank, Tucson, AZ (Acquired by Compass Bank in 1998)
Operations Supervisor 1996 –
1998
Supervised a staff of 11 proof operators and night processors.
Audited and authorized $20 million in daily bank transit items.
Performed daily ACH wire transfers and accounting entries.
Performed nightly bank balancing, audit and close procedures.
Review, approved, and signed cashier’s checks up to $1,000,000.
United States Navy
Petty Officer 3rd Class 1992 – 1996
Finished 1st in Class Hull Maintenance Technician School.
Supervised a team of 4 radiological workers and coordinated the delivery of reactor coolant to
Submarine Squadron 11.
Assured coolant production and delivery complied with strict naval nuclear regulations
Performed nuclear repairs and maintenance.
Awarded letter of commendation for design, development, and fabrication of radiological
demineralization stabilization rig.
Completed Naval Total Quality Leadership Program (TQL).
EDUCATION
Pepperdine University, Masters Business Administration
Pepperdine School of Law, Certificate Alternative Dispute Resolution
California State University of Northridge, Bachelor of Science Business Administration Emphasis Finance
CONTUNING EDUCATION
Insurance Institute of America Coursework in Risk Management, Underwriting, CPCU
Farmers Virtual Corporate University Six Sigma Yellow-Belt Certification