Customer Service Financial

Anita L. Curtis

**** ******** *****, #***, **** Beach Gardens, Florida 33410, 860-***-****

***********@*****.***

Professional Summary:

An enthusiastic finance professional with over twenty years of progressive business experience. Effective leader that demonstrates adherence to high standards of ethical compliance. Goals and results-oriented team player with a strong commitment to client satisfaction, process improvement, standard work and data integrity. Global perspective and culturally savvy.

Professional Skill-Set:

Financial Analysis – Knowledge of research techniques to analyze and evaluate financial data and information; ability to compile financial data into reports; strong aptitude to evaluate information to determine compliance with standards; prepare statistical and narrative financial reports; perform monthly financial reconciliation and closings.

Strategic Business Analysis – Clearly defines short-term/long-term strategies to develop an action plan(s) to meet management objectives and directives; considers the relative costs and benefits of potential business scenarios; recognize internal and external clues to help guide future direction and realize opportunities for the company and its organizations.

Project Management – Develop specific goals and plans to prioritize, organize, and accomplish tasks; works independently to effectively adhere to tight deadlines regardless of possible setbacks; controls processes and activities in a result-oriented manner; manage customers by focusing on essentials, capacity for abstraction, sound judgment and experience.

Communication Skills – Uses effective communication skills, both written and oral, ensuring the ability to interact with all levels in a diverse work environment; persuasive and influential when accomplishing tasks, leading project teams and interacting in negotiations; highly developed competency level in listening to integrate different viewpoints and take the time to understand points being made; astute interpersonal skills when dealing with internal and external customers.

Problem Solving – Uses keen deductive and inductive reasoning when solving routine or complex problems; identifies strengths and weaknesses of alternative solutions, conclusions and decision-making; perform risk analysis using sound judgment and ‘what if’ scenarios.

Training and Mentoring – Knowledge of principles and methods for curriculum and training design, teaching and instruction of individuals and groups; developed classroom and online training combining various disciplines; culturally sensitive with the ability to talk and conduct training in any business environment; technologically savvy using alternative ways to inform and teach via written, oral and visual media.

Professional Experience:

AEROJET ROCKETDYNE 2016 - 2017

17900 Beeline Highway

Jupiter, FL 33478

Program Business Analyst (EVMS) for Hypersonic Propulsion Unit

Provide financial analysis for direct contracts including budgeting, estimation at completion, revenue recognition, earned value and forecasting.

Prepare and present recommendations to management based on applying applicable financial analysis data. Process adhoc and system generated reporting package(s) to program management team, as well as financial management team.

Act as primary financial resource between accounting, business planning, program management and operational management on financial and performance issues.

Review and analyze project progress and prepare variance analysis to identify trends and anomalies occurring on the program and notify customer and internal channels through accurate reporting.

Utilized knowledge of governmental accounting methods, procedures and regulations, to determine solutions to objectives of the program or the finance organization.

Created and administered earned value training for the program team to help them acclimate themselves to manage their program tasks, budget and forecasts within the rules and regulations set forth by the U.S. Government.

PRATT & WHITNEY

400 Main Street

East Hartford, CT 06108

Supplier Cost Auditor – SAFA Unit 2011 – 2016

Analyze and evaluate cost and financial data contained in various types of proposed contracts, firm fixed and cost type. Provide cost breakdowns and supporting rationale to determine applicability and price reasonableness. Furnish pricing objectives for advisory and/or negotiation purpose.

Analyze cost elements (labor, material and overhead pools) for allowability, basis of allocability, reasonableness and provide detailed documentation on the supplier’s methodology in arriving at the proposed cost of each element and recommended agreement or disagreement with the proposed amount.

Clearly communicate and interpret the FAR requirements assisting the suppliers to understand and comply with these requirements enabling them to submit complete un-sanitized proposals.

Lead responsibility for coordinating with U.S. Government (USG) customer and partner with on-site DCMA contact to coordinate DCMA Assist Audit requests; monitor progress of ongoing DCMA/DCAA audits and act as a liaison between supplier, USG, PW Procurement and Pricing organizations to guide them through this process.

Support ME Finance’s efforts for implementing and maintaining internal controls for cost estimating and pricing. Prepare and interpret audit documentation, generate summary reports, perform ad hoc cost analysis in support of Military Engine Government Proposal Pricing and Procurement organizations and consult on negotiation strategies and ‘War or Cost’ scenarios.

Facilitated as ACE Practioner for the ME Govt. Proposal Pricing area training staff, monitoring metrics and reporting results to Sr. Mgt. and ACE Council.

Lead Sarbanes-Oxley tester for the ME Govt. Proposal Pricing area performing financial internal controls testing regarding monthly EAC reconciliation, FSR Cash Disbursements, Segregation of Duties and SAP Access Review.

Program Analyst - EVMS 2006 - 2011

Provided financial expertise managing financial analysis and monthly reconciliation in support of the GP7000 ($5.7M Budget), V2500 ($10M Budget) and OCE ($12.4M Budget) Programs. Communicated the application of EVMS Cost Accounting guidelines and methodology to assist the programs review and explain cost and schedule variances, EAC (Estimate at Complete) and risk analysis process.

Supported the programs with the manpower planning process to render accurate program plans and budget baselines to align and integrate with program schedules. Facilitate forecasting process to support the Program offices and OMM planning cycles.

Provided leadership and effective communication to manage a team of ten EV Analysts completing monthly financial transactions I and monitored and approved the movement of budget in support of the Program offices. Established and administered training of EV staff and program employees in planning and baseline recognition process, month-end reconciliation, BAC/EAC process, offline process and Work Required Authorization (WRA) process.

Provide financial performance through timely and accurate financial reporting to both program office and EVMS organization. Achieve financial integrity through effective application of robust processes, including identification and solicitation for error corrections (offlines), systematic collection of turnback data, identification of root cause and implementation of corrective action (recovery plans).

Financial Analyst – EVMS 2004 - 2006

Monthly reconciliation of program budget and schedule using EVMS methodology and SAP report generation.

Assisted Program Manager(s) to analyze financial data identifying variances to budget and schedule and develop explanations for monthly financial and program reviews.

Performed affordability analysis for the program(s) to provide rational forecasting of task completion and resources.

Processed all financial transactions (Estimate At Complete) required for the JSF Combustor Diffuser Program and F119 Fleet Maintenance Program using the SAP system to reconcile various Work Breakdown Structures (WBSs).

Create monthly and annual reporting package, as well as develop financial presentations for the EVMS and MPR reviews.

Provided exceptional customer service to internal and external customers resulting in client satisfaction.

Hamilton Sundstrand

1 Hamilton Road

Windsor Locks, Connecticut 06096 2002 - 2004

Financial Planning Analyst – Military & Commercial Spares and Logistics

Responsible for processing pricing spare parts proposals for US Government and Commercial customers using various pricing methods and systems (Tiger, JDE & SAP).

Lead person for coordinating, analyzing and pricing customer price lists for the area.

Used various methods to calculate and analyze Rough Order of Magnitude (ROM) proposals/quotes to identify gross margin and make recommendations for the negotiation process.

Represented the Pricing area to assist other areas to negotiate Military and Commercial contracts.

Lead person responsible for assisting Government audits and performing Sarbanes-Oxley audits.

Aetna, Inc./ ING Financial Services

151 Farmington Avenue

Hartford, Connecticut 06156 1999 - 2001

Plan Pension Manager – 401(a) Defined Contribution Plan

Responsible for managing and monitoring the financial activities of the 401(a) Defined Contribution Pension Plan for the District of Columbia (Washington DC).

Performed monthly reconciliation for the pension plan account with the Assistant Treasurer, which included a plan of 20,000 government employees. Prepared month-end and annual reports and quarterly statements to plan sponsor.

Oversaw the activities of two employees who processed financial contributions transactions and administrative duties related to the maintenance of the pension plan.

Traveled to plan sponsor to participate in quarterly financial meetings to review account totals and discuss any issues regarding problems with contributions (duplicate Employee Social Security Number), missed contributions and account spending.

Assisted in the creating and designing communication packages for the pension plan participants.

Lead the project to streamline the contribution process for the plan sponsor to make it easier, more efficient and timely by creating a process whereby the different governmental departments would upload their contribution files to a secured Aetna website for my staff to extract and process the contribution files. This improved accuracy and processing tine by 85%.

Aetna US Healthcare, Inc.

1000 Middle Street

Middletown, Connecticut 06457 1997 - 1999

National Accounts Sales Consultant – Customer Proposals

Point of contact person responsible for coordinating National Accounts Requests for Proposals (RFP) regarding Group Health, Dental and Life coverage for third party administrator, Towers Perrin.

Responsible for coordinating, managing and monitoring every step in the proposal processing. Partnered with each department responsible for proposal data submissions and coordinated their efforts to provide data on-time and under tight deadlines.

Composed and completed proposal questionnaires, computed rate quotes, reviewed underwriting exceptions and assessed their risks regarding changes to the rates, and offered financial recommendations regarding gross margins.

Edited, formatted, compiled and packaged each proposal to deliver to national accounts’ customers.

Coordinated customer on-site visits and negotiation meetings in the Customer Care Center to review proposals and participate in negotiation meetings with the customer(s) and Towers Perrin. Created and formalized proposal presentations for said meetings.

United Healthcare, Inc.

450 Columbus Blvd.

Hartford, Connecticut 06103 1994 - 1997

Senior Underwriter – Stop Loss Insurance

Discover client needs and tailor insurance packages, present quotes, utilize industry software to analyze risk, generate quotes, and author reports for senior leadership. Provided exceptional customer service resulting in client satisfaction and repeat business. Represent company brand with poise, integrity, and positivity.

Responsible for achieving profit and growth objectives for existing and new stop loss business. Consistently exceed sales goals through networking with third party stop loss brokers advising them on various benefit plan designs and options, legislative requirements and alternative funding arrangements.

Performed risk assessment using claim assessments based on a case-by-case format to determine client insurability and company risk. Set and strictly adherence to departmental budgets and timelines. Maintain comprehensive records detailing underwriting pricing, claims activities, reports, and other pertinent data.

Established new sales and regional marketing initiatives for the Southeast and Southwest regions of the country through cost analysis and gross margin investigation and building and strengthening professional relationships with internal sales representatives and external brokers.

Assisted in training and mentoring of existing and new underwriting staff and case analysts. Continually participate in ongoing professional development opportunities to enhance skill-set.

Case Analyst – Stop Loss Insurance 1991 - 1994

Responsible for coordinating the set-up of the underwriting case files to support eight Stop Loss underwriters.

Analyzed customer demographic data and generated reports showing census breakouts and network site matches in preparation for input into a system-based stop loss underwriting program and delivered the rate(s) output to the underwriting staff.

Created and forwarded all correspondence and customer quotes to the Travelers Plan Administrator (TPA) nationwide.

Calculated the Individual Specific Level (ISL) rate(s) by using an Excel-based program. Performed the initial analysis of claims data and recommended specific rate(s) scenarios to the underwriting staff

Provided exceptional customer service to internal and external customers. Maintained comprehensive filing system to log and track requests for stop loss insurance quoted.

Education Development:

UNIVERSITY OF QUINNIPIAC (Online), Hamden, Connecticut

Master of Science in Organizational Leadership

UNIVERSITY OF PHOENIX (Online), Phoenix, Arizona

Master of Business Administration

WIDENER COLLEGE (University), Chester, Pennsylvania

Bachelor of Arts in Political Science

Tool & Technical Skills:

Microsoft Office Business Warehouse Mfg. Process Mgt. Software (MPM)

Microsoft Excel SAP Maestro System Software

Microsoft Access Primavera JD Edwards ERP Software

Microsoft PowerPoint Hyperion Financial Software wInsight Software

Microsoft Visio OBIEE Analytics Software Oracle Software

References: Available upon request

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