Microsoft Office Financial Analyst

Thomas James O’Donoghue

*** *** ******, *** ** New York, NY, 10016

Email: ******.*.*********@*****.*** Phone: 203-***-****

Work Experience

Arbella Insurance Group Quincy, MA Financial Analyst Associate December 2013 – January 2014, May 2014 – August 2014, January 2015 – August 2016

Tracked expenses and allocated both salary and non-salary costs to particular projects and departments.

Worked with team leaders to build the yearly financial plan. Collected financial projections and developed reforecasts. Identified and communicated variances between actual results and the budget.

Performed reconciliations and analyzed performance indicators, ratios and income data in order to produce exhibits.

Worked to introduce and implement new financial system software with Workday and Adaptive Planning. Tasks included constructing and running system reports, uploading and extracting data, and testing and modifying system design.

Collected, organized and modified internal financial information to be submitted for use by our external partners, such as rating agencies and reinsurance brokers. Examples include preparing A.M. Best’s SRQ and creating claims bordereaux.

Prepared financial statements, with accompanying supporting documentation, in both the GAAP and STAT format. These were included in year-end financial statements and submitted for inspection by external auditors.

Responsible for utilizing detailed policy data to produce an in depth catastrophe reinsurance cost analysis book in order to assist senior underwriters in developing broad underwriting strategy. Helped develop the progression of this project over several years.

Arbella Insurance Group Quincy, MA Financial Analyst Intern May 2013 – August 2013

Worked with the internal audit team to establish and conduct test procedures and write supportable conclusions. Extensively tested Model Audit Rule (SOX for mutual insurers) and documented using TeamMate audit software.

Skills

Understanding of property and casualty insurance financials and the functions of a corporate finance department, with specific focus on the FP&A team. Worked heavily with financial systems software as a power user.

High skill level in standard Excel and the ability to automate tasks using VBA and Macros. Comfortable querying data using Access and limited experience with SQL. Strong with most other Microsoft Office products.

Experience and ability to work with all levels of an organization – from individual contributors to senior management.

Education

University of Connecticut Storrs, CT Bachelor of Science in Business - Finance Graduated - December 2014

Majored in Finance with a strong emphasis on developing analytical and problem solving skills. Focus areas include corporate and international finance, risk management, financial markets, operations management and accounting.

Minored in Economics. Intermediate macro and micro level education with focus areas including economic development and economics as they relate to the law.

3.25/4.0 Cumulative GPA.

Other Employment

Premier Inn Hotel Preston, United Kingdom Receptionist Shift Leader October 2011- January 2013

Fulfilled a Duty Manager Role which included accountability for hotel operations and the onsite safe.

Voluntary

Arbella Insurance Foundation Various Volunteer 2013-2016

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