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Management Manager

Location:
Lake Zurich, IL
Posted:
December 02, 2016

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Resume:

BILL HARTIG

*** **** ****** ** • Lake Zurich, IL 60047

847-***-**** • acxqlf@r.postjobfree.com

FINANCE DIRECTOR

Innovative, analytical and highly knowledgeable senior finance leader with over 20 years of experience that includes leading strategic planning and analysis of a company portfolio valued at $80B and ensuring investment activities were aligned with corporate and business unit priorities. Skilled at evaluating management information systems and implementing process enhancements to ensure increased levels of efficiency and productivity. Demonstrated ability to create effective models to gather required data for executive level information requests. Strong interpersonal and communication skills to favorably influence C-level decision making and ensure trusted advisor status across a diverse range of key senior stakeholders. Insightful team leader able to guide and mentor highly skilled financial management teams to consistently achieve corporate objectives.

Core Competencies:

Strategic/Operational Planning & Analysis • Financial Management • Relationship Management

Portfolio & Asset Modeling • Process Improvements • Performance Measurement

Stakeholder Management • Results Assessment & Analysis • C-Level Presentations

Process Transformations • Team Building & Staff Development • Performance Evaluations

PROFESSIONAL EXPERIENCE

Career Note - 2015-Present: Currently studying for a Bachelor of Science Degree in Economics via Oregon State University. Expected graduation December 2016.

THE ALLSTATE CORPORATION, Northbrook, IL • 1985-2015

The largest publicly held personal lines insurer in the US providing households with auto, home, life, and a range of other insurance coverage.

Director of Finance, Investment Department, 2001-2015

Supervised over 20 highly qualified managers and staff and oversaw strategic planning and analysis of the company portfolio valued at over $80B. Directed portfolio asset modeling and expense projections for an investment organization with annual budget of $150M. Guided performance measurement processes and performed daily calculations of the portfolio’s economic returns. Held oversight for monthly and quarterly trend analysis of GAAP-based income statement and balance sheet. Performed role of key contact for Corporate Controller and Investor Relation functions for matters related to external investment reporting. Authored commentaries on investment trends and advanced analytics for board and external presentations. Developed quarterly earnings call scripts and Investor Relations presentation materials. Prepared explanatory material for 10k/q filings focused on MD&A commentaries.

Cut planning time by 50% by developing a business case for purchase of a state of the art asset modeling tool and leading the transition from an outdated proprietary system to an industry leading platform (QRM).

Ensured investment activities were aligned with corporate and business unit priorities and year-end targets through implementation of monthly rolling forecasts.

Directed the weekly development of cash projections to ensure that cash flows were invested in a timely manner or made available for business unit/treasury cash management use.

Cut 2 weeks from the month-end return process by enhancing performance measurement analytics through implementation of a new performance measurement system.

Served as a key member of diverse company-wide employee development/training committees. BILL HARTIG • Page 2 • 847-***-**** • acxqlf@r.postjobfree.com

Director of Finance, Investment Department Continued

Developed accurate and timely evaluations and recommendations through insightful analysis and interpretation of all GAAP-based income statement and balance sheet trends.

Ensured company compliance through implementation of GAAP/Statutory accounting changes and revised policies related to impairment and income recognition related distressed assets.

Maintained clear and accurate investment reporting and prepared narratives for quarterly press releases, earnings calls scripts, MD&As/footnote disclosures, and external reports.

Secured consensus from key stakeholders regarding potential portfolio actions and strategies and also ensured consensus on economic assumptions over the next 5 year period.

Enhanced analysis by gaining a deep knowledge of underlying business and tracking data flows as well as the business sector.

Provided management oversight to the investment watchlist and asset impairment assessment processes during the financial crisis.

Senior Manager, Allstate Financial, 1998-2001

Oversaw distribution channel results reporting, managed partner profit sharing agreements and analyzed/projected channel expense budget.

Modeled economic impact of channel's expansion initiative leading to a doubling of the organization's sales function.

Manager, Allstate Reinvention, 1995-1998

Implemented SAP's FI, SL and CO modules, trained the entire finance organization on module usage and resolved employee change management issues.

Served on the ERP software selection committee.

EDUCATION

Bachelor of Science in Economics / Current

(Expected graduation December 2016)

Oregon State University, Corvallis, OR

Master of Business Administration (MBA)

Bachelor of Science in Accounting

Northern Illinois University, DeKalb, IL

CERTIFICATIONS

Chartered Financial Analyst (CFA)

Certified Public Accountant - Illinois (CPA)

Chartered Financial Consultant (ChFC)

Chartered Life Underwriter (CLU)

PROFESSIONAL MEMBERSHIPS

CFA Institute

American Institute of CPAs

Illinois CPA Society

American Economic Association

Judge: Ethics Competition, Northern Illinois University College of Business

COMPUTER SKILLS

MS Office Suite: Excel, Word, PowerPoint / Sharepoint / Microstrategy



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