Manager Sales
Resume:
LOUIS K. SHAH
Schaumburg, Illinois 60193
Email: ******@*******.***
Summary of Experience
More than twenty (25 +) years of diversified experience in financial
analysis, budget planning, forecasting, statistical analysis and general
accounting. Advance knowledge of Microsoft Excel and Access for windows,
Word Perfect and MS Word Processing applications.
2000 to Northern Trust Bank, Chicago, Illinois
2012 Northern Trust Corporation operates as the holding company of
The Northern Trust
Bank. It provides investment management, asset and fund
administration, fiduciary and banking solutions for
corporations, institutions, and individuals worldwide.
Second VP, Consultant Change Management Group -Large Corporate
Erisa:
Responsible for auditing and analyzing portfolios on a daily,
monthly and on annual basis by providing accurate and timely
financial data to many Large Corporate Erisa clients, such as, Ford
Motors; Nestle; NCR; Visteon; Cummins Engine and Wyeth.
. Help Team Members Perform Daily Review of the clients'
portfolio to ensure that accurate data is provided on a daily
basis and that the clients' rates of returns are in line with
its benchmark.
. Ensure that all Accounting and Performance Analysis (PACE) is
completed simultaneously and accurately while never missing any
client deadlines.
. Extensive knowledge of PACE (Performance Analysis of individual
assets) and 5500 reporting; Passport Applications and other
internal Financial Applications.
. Follow all client specific procedures on a daily, weekly and
monthly basis to ensure accuracy of all data and reporting and
mailing of all reports in a timely manner.
. Participated in the User Tasting of Unitization Reporting for
clients and recommended useful and time saving ideas.
. Participated in the rollout of the Daily Review process by
helping to create the Daily Checklist that is currently being
used throughout IDS. Also helped to create a Daily Review
User's Guide. Current go to person for all Daily Review
questions.
. Strong knowledge of most financial markets and over 20 plus
years of personal investment experience. Current President of
Investment Club.
. Have consistently exceeded and/ or met all Performance
Expectation Guidelines.
. Excellent Team Player and always helping and coaching other
partners and members of the team. Strong communication,
analytical and problem solving skills.
LOUIS K. SHAH
Page 2
1995 to American Health Care Providers, Inc., Matteson, Illinois
2000 A wholly owned subsidiary of a First American Group of
Companies, Inc., providing health care services in the
states of Illinois, Indiana and Arkansas, with more than 100,000 members
and exceeding $120 million in revenues.
1995 to Senior Financial Analyst. Reported directly to the Chief
Financial Officer.
2000 Responsible for financial analysis, health care expense
analysis, budget planning and monitoring expenses, variance
analysis, planning and implementing sales
incentive plans, reinsurance recoveries and handling all corporate
insurance need.
. Designed and developed a complete new computerized
budget model for all corporate divisions and departments.
Implemented a new cost-effective expense analysis and
monthly variance reporting system. Established audit
controls in the Accounts Payable department.
1. Implemented a new system of analyzing health care expenses
from the financial
reports and performed financial analysis on all key
elements of health care and
general administrative expenses. Identified problem areas
and recommended
areas of improvements.
1974 to Combined Insurance Company of America, Chicago, Illinois
1995 A subsidiary of Aon Corporation, an international
financial, insurance and brokerage
Holding company with assets exceeding $20 billion.
1984 to Financial Analyst. Reported directly to the Vice
President-Finance Manager.
1995 Responsible for financial analysis, sales planning, budgeting,
forecasting, compensation analysis and providing
administrative support, for more than
4,000 employees and over $500,000,000 in premium revenue.
1979 to Manager, Statistical Analysis. Reported to Vice President of
Sales and Marketing. 1984 Responsible for providing
statistical and financial analysis by product lines, budgeting,
sales forecasting and administrative support.
1974 to Group leader-Accounts Receivable & Inventory. Reported to
the Field Accounting
1979 Manager. Responsible for preparing general ledger entries;
accounts receivable
statements, bank reconciliation and maintaining inventory
control.
Education: MBA in Accounting - 1980
Roosevelt University, Chicago, Illinois
LLB Degree in Law - 1971
B.S. in Accounting - 1969
Bombay University, Bombay, India
PROFESSIONAL AFFILIATIONS: Fellow of Life Management Institute (FLMI)
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