FINANCE LEADER

Highly accomplished, result-driven finance leader with over 15 years of progressive experience in Fortune 100 insurance and financial service organizations. Solid business acumen, combined with a passion for driving efficiencies and bottom line profitability through various optimization and continuous improvement processes. Ability to design meaningful metrics and key performance indicators that define trends and influence management decisions. Recognizes the value of people, with an emphasis on developing highly engaged teams, creating strategic relationships with organizational leaders, and proactively anticipating the needs of the organization.

Skill Highlights

Finance & Accounting Leadership

Financial Planning & Analysis

Resource Management & Development

Relationship Management

Mergers & Acquisitions

Strategy

Dashboard & KPI Development

Continuous Improvement

Project Management

Change Management

Professional Experience

AMERICAN INSURANCE GROUP, HOUSTON, TX 2016-PRESENT

Fortune 100 organization, providing insurance and finance services globally

Associate Vice President, Financial Management Reporting, AIG Life and Retirement

Leadership and development of the consolidated Life and Retirement Financial Management Reporting team, primarily responsible for generation of consolidated business results and analytics for AIG’s senior executive leadership team, along with other initiatives to integrate optimization of various processes for AIG’s Life and Retirement business units, including Life, Individual and Group Retirement, and Institutional Markets.

Achievements/Responsibilities:

Leadership of Life and Retirement Financial Management Reporting team resulting in successful integration of team vision, enhanced engagement, and completion of critical objectives/projects.

Development and integration of financial models and dashboards utilizing data visualization tools to provide a clear understanding of key performance indicators and other business specific analytics.

Successfully designed and implemented new Monthly Business Review (MBR) and Quarterly Business Review (QBR) package used by AIG senior executive leadership team.

NATIONWIDE INSURANCE, COLUMBUS, OH 2002-2016

Fortune 100 organization, providing insurance and financial services

Director of Finance, Nationwide Investment Management Group & Nationwide Bank Divisions (2007-2016)

Led team, responsible for delivering financial performance and analysis support for two lines of business within Nationwide’s Financial Services organization, including annual budgeting, forecasting, reporting, performance analytics, process improvements, mergers and acquisition support, and capital investment oversight.

Achievements/Responsibilities:

Nationwide Advantage Mortgage Merger – Merger of mortgage division into our banking division.

HighMark Funds Acquisition – Acquisition of 17 retail mutual funds, with assets under management totaling $3.8 billion.

Associate of the year finalist for leadership of Living the Values team which is focused on various philanthropic opportunities to give back to the communities where we work.

Financial Business Manager, Nationwide Financial Corporate Finance (2002-2007)

Managed team, responsible for providing consolidated financial performance and analysis oversight and supervision, including IT organizations run and project portfolio management.

Achievements/Responsibilities:

Portfolio Project Management development and implementation – Leadership Team that created Enterprise wide project planning prioritization & methodologies.

FACT finance and resource capacity management tool development and implementation.

Great Ideas Innovation Award winner.

BARNEBEY SUTCLIFFE COMPANY, COLUMBUS, OH 2001-2002

Global solutions provider for activated carbon filtration systems

Cost Accounting and Management of National Rental Program (2001-2002)

Established cost accounting processes and controls to drive improvements for manufacturing division. Additionally, managed a nationwide rental program, including leadership of eight regional offices across the U.S.

DECKER CONSTRUCTION, COLUMBUS, OH 1998-2001

Central Ohio leader in asphalt paving and construction services

Accounts Payable Manager (1998-2001)

Management of accounts payable department.

WASTE MANAGEMENT OF SAN ANTONIO, SAN ANTONIO, TX 1994-1998

Environmental waste services and recycling leader

Assistant Controller, Waste Management/USA Waste Services of San Antonio (1994-1998)

Supported Controller/CFO with all regional financial reporting, including management of accounts payable, accounts receivable, and human resource staff.

Education & Training

Masters Degree in Business Administration (MBA) – Financial Leadership, Franklin University, Columbus, OH (2008)

Bachelors Degree in Business Administration with Minor in Accounting, Franklin University, Columbus, OH (2004)

Advanced Project Management Certification

Six Sigma White Belt Certification

Core Technology Competencies

Hyperion/BPC

SAP

Tableau

Smartview

PeopleSoft/Essbase

Microsoft Applications Suite

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