Management Financial Analyst
Resume:
SUZANNE HALL
** ******* ****** *****: 908-***-****
https://www.linkedin.com/in/suzannebhall
Lebanon, NJ 08833 Email: ********@*****.***
SENIOR FINANCIAL ANALYST
A skilled professional with a proven ability to manage financial data and present it in concise and accurate reports for
senior executives to make strategic decisions. Excellent partnership building and communication skills developed in a
highly visible role across many diverse functional areas. Exceptional knowledge of allocations, product restructuring, new
legal entities, and portfolio organization. Previous roles in management, as well as consistent progression of roles at one
organization.
Investments/Expense Analysis Trend & Variance Analysis Cash Flow Analysis
AREAS OF EXPERTISE
Forecasting Financial Planning & Analysis Quarterly Reporting
Income Statement Balance Sheet Consolidation Process Improvements
Product Specific Analysis Budgeting Build New Processes
Change Management Collaborative Teamwork Project Coordination
Database Management Consulting Finance Management
PROFESSIONAL E XPERIENCE
ACTAVIS PHARMACEUTICAL, ROCKAWAY, NJ [FOR MADIBA CONSULTING, IRVINE CA] MARCH 2015-PRESENT
Verify accuracy of financial transactions due to mergers.
CONSULTANT
• Auditing and quality assurance of rebates for government pricing restatement.
• Reviewing Actavis and Allergan budgets for cost synergies.
SENIOR FINANCIAL ANALYST - CONSOLIDATIONS
METLIFE, BRIDGEWATER, NJ
Consolidated and analyzed income statement and net income/balance sheet for Corporate Benefit Funding,
2014
Group/Voluntary and Latin America segments. Performed a variety of analyses to ensure organizational success, including
projection analysis, quarterly analysis, trend analysis, variance to prior projection, and Federal Balance Sheet stress
testing.
• Designed and built NII KPI (Net Investment Income Key Performance Indicators) analysis based on investment
data consolidation for the Americas’ region products, including income, assets, yields, and spreads, matching
durations of liabilities to assets, cashflow trends and public normalized variable income.
• Lead person to transition the Portfolio Optimization project to the Americas’ financial planning and analysis files.
Aggregated investment portfolios and management for cost savings of $200MM.
• Developed and reported on key metrics to track monthly process and progress of group efficiencies post LEAN
management strategy deployment.
• Streamlined the reporting process for public and internal reported norm items for greater efficiency and to meet
senior management needs.
SENIOR FINANCIAL ANALYST – INVESTMENTS
Led financial analysis of the Americas NII (Net Investment Income) projection. Presented total Americas cash flow and
2007 – 2013
submission to investments for inclusion in upcoming projection. Provided NII cash flows and NII/Balance Sheet topsides
for Federal Stress Testing. Researched and explained net investment income variances to prior projection, plan, prior
periods and trend analysis.
• Selected for new position that combined senior analysis and management responsibilities. Initially responsible for
7 products and increased to 44 products.
• Built a financial analysis report for the Americas region, which explained main drivers of variance to prior
projection and comparative analysis for quarterly reporting.
• Analyzed projection variances and quarterly/yearly trends for income statement of ~$12B and balance sheet
assets of $250B.
• Transitioned a high-level manual allocations process for the institutional products to an automated product level
allocation of ~30 products.
• Lead person to facilitate communication between investments and insurance CFO group for new product, legal
entity and portfolio structure to be built in to IT model.
• Built process to consolidate cashflow submissions for Federal Stress testing, including enhanced reporting
required by the Fed to monitor risk that poses a threat to the financial stability of the United States.
• Lead person to manage additional financial topsides for enhanced accuracy of Federal Stress submission,
• Developed Americas Variable income over baseline model for public and internal normalization.
• Managed NII internal audit process from documentation to final report.
SUZANNE HALL
23 Hunters Circle Phone: 908-***-****
https://www.linkedin.com/in/suzannebhall
Lebanon, NJ 08833 Email: ********@*****.***
SENIOR FINANCIAL ANALYST - LIFE PRODUCTS
Managed Variable &Universal Life/Traditional Life product projection/actuals model. Analyzed and presented the data
2004 – 2007
from product actuaries and financial reporting to senior management including income statement of $200M, balance
sheet, spread calculations, and related walk-through analysis.
• Developed database structure to track IB products norm items, improving accuracy and accessibility.
• Reconciled QFS Spread calculation to the Earnings By Source spread calculation, improving accuracy of data for
projections.
• Reconciled GL account between an existing system and a new system
C ONSULTANT, DERIVATIVES P ORTFOLIO MGMT, LLC/HAMPSHIRE CO., N J 2003
• Provided assistance for year-end real estate journal entries
• Variance analysis for 200 sub divisions
BUDGET/EXPENSE ANALYST, ATLANTIC MUTUAL INSURANCE, MADISON, NJ 2001-2002
• Head count reporting
PREVIOUS WORK E XPERIENCE
ACCOUNTANT/BOOKKEEPER, PRAXIS WERKE INC., EAST HANOVER, NJ
BUSINESS MANAGER AND OFFICER, COLONY RESTAURANT, CALDWELL, NJ
FINANCIAL ANALYST, CUNARD CRUISE LINES (QUEEN ELIZABETH 2), NEW YORK, NY
E DUCATION
Master of Business Administration (MBA) - Finance, Rutgers University
Bachelor of Arts (BA) - Business Administration and Marketing, Rutgers University
T RAINING
LEAN Management Training
GAAP Investment Accounting – Booke Seminars
GAAP Accounting for Life Insurance Industries – Booke Seminars
Principles of Insurance - Life Office Management Association
Property & Liability Insurance Course – Insurance Institute of America
T ECHNICAL SKILLS
MS Office (Word, PowerPoint, Excel), HFM, Hyperion, FARO, Microsoft Business Intelligence, Sharepoint
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