Key interest and expertise in Financial Planning & Analysis. Desire to utilize skills and expertise in Strategic Planning, Budgeting, Financial Modeling, Reporting and Variance Analysis.
Summary of Skills
Financial Modeling, Extensive Excel Experience, Strategic Planning and Budgeting, Managing Large and Small Teams, Individual and Business to Business Sales Experience. Accomplishments
Successfully managed teams from 3 to 150 people to motivate and achieve and exceed growth goals. Experience in developing complex financial models to allow effective tracking and analysis.
Director FP&A - Living Way Financial – Boulder, CO August 2010 to Present
Launched a new initiative for the company to serve the senior market for insurance and annuities. Implemented the strategic plan and developed systems for reporting and analysis to ensure business growth. Coordinated product offerings though a network of major insurance carriers.
National Sales and Operations Director – Colorado Bankers Life – Denver, CO October 2007 to August 2010
Lead effort to transition teams of agents from the mortgage insurance sales market into the final expense insurance market when the mortgage markets declined. Required strategic plan development, new marketing initiatives, reporting design and performance variance analysis.
Director of Sales and Operations – Americo Financial – Newark, DE April 2005 to October 2007
Recruited, trained and motivated a national sales team. Developed analytics to determine process changes needed to meet and exceed corporate goals. Director of National Sales – Fidelity & Guaranty Life – Baltimore, MD May 2003 to April 2005
Recruited, trained and managed a team of 35 agents that covered the US. End to end sales operations that included development of a marketing program, appointment setting, sales tracking and team goal ownership. Produced $5 million in annualized premium that lead the company.
Director of Regional Sales – Bankers Life – Dover, DE December 2001 to May 2003
As Regional Director was top personal producer while managing a team of 25 agents that consistently lead the company in sales volume and customer retention. My team covered 8 states and produced total company annualized premiums of over $1 million. Vice President - MBNA Bank – Newark, DE
June 1995 to December 2001
Several positions in the credit card and consumer finance divisions. Ended time at MBNA as Vice President of Financial responsible for the development of a new loan product including financial model development, pricing strategy and marketing. Product Manager - DuPont – Wilmington, DE
September 1978 to June 1995
Several positions with DuPont including nuclear engineer, financial analyst and product manager. Completed career with DuPont as manager of a product with responsibilities for financial analysis, production planning, annual budget, reporting and marketing. Education
University of South Carolina 1982
Michigan State University 1978
Chemical Engineering, BS