SUMMARY

An Executive Assistant with ** years of professional experience across Legal, Finance, and Insurance fields with bachelor’s degrees in Economics and Mathematics, as well as an Associate Degree in Business Administration. Experienced in providing high-level administrative, research, project management, and analytical support to teams as well as individual C-Level executives at public, medium, and small size private companies.

SKILLS

Big Data

Qualitative and Quantitative Data Analysis

GAAP, STAT, SEC filings, Annual Reports

Insurance M&A trends research

Analytics tools: Bloomberg platform, AM Best

Document production, reports generation, review and editing

Advanced MS Office user

Effective communicator

Critical thinker and creative problem-solver with take charge attitude

Strong organizational and time management aptitude

Quick to learn new skills and achieve successful results

Flexible to adapt to changing priorities and schedules

Excellent team player and individual contributor

EXPERIENCE

Freelancer Bookkeeper

09/15–Present

Conning & Co, Hartford, CT

10/07–06/15

Senior Associate Insurance Research Analyst

Assisted senior analysts with research, analysis, forecasts, and production of strategic studies on US and global insurance trends and economic environment.

Compiled reports on individual insurance lines of business, independent companies, groups, and industry aggregates using SEC filings, GAAP reports, and analytic tools such as AM Best and Bloomberg.

Developed and maintained large-scale data sets in Excel and created statistical reports, exhibits, graphics, and presentations.

Tracked global insurance and insurance-related transactions and produced statistical data and analysis of insurance M&A trends.

Conducted economic research online, identified resource materials, and provided information updates to identify behavior, trends in insurance and financial global markets.

Performed quality control of publication materials: proofread, finalized layout, and ensured that final product is in compliance with company standards and industry requirements.

Designed new templates for products using MS Office and Illustrator. Documented established procedures and data sources.

Created and conducted surveys, analyzed responses, and compiled results into statistical data sets.

AON Risk Services, New York, NY

01/01–08/03

Associate Operations Support Specialist

Produced monthly, quarterly, and annual reports of premium accounts.

Reviewed, investigated, and resolved billing and accounting discrepancies.

Ensured completeness and accuracy contract-based service fee accounts.

Performed complex premium billing involving money allocation by multiple parties.

Compiled and maintained data set of Ocean Marine premium ratings.

AON RISK SERVICES, New York, NY

Member of a Special Team. Post-September 11 project.

Worked on reestablishing back-office operations for AON Risk after September 11.

Performed multitude of tasks such as: resolving accounting discrepancies, premium billing, rating, policy maintenance, as well as searching, classifying, and filing data vital for resuming company’s operations.

STRATEGIC IR, New York, NY

11/00–1/01

Executive Assistant (Internship)

Conducted extensive research, compiled reports, and assisted in production of press releases for clients in technology and pharmaceutical lines of business.

ROGERS & WELLS LLP, New York, NY

09/96–06/00

Legal Administrative Assistant

Produced documents and performed general administrative duties.

EDUCATION

Pace University, New York, NY / BA: Economics BA: Mathematics

Wood Tobe-Coburn School, New York, NY / ABA: Business Administration

LANGUAGES

Proficient in Russian and Ukrainian

RECREATIONAL/HOBBIES

Rotary Club, Bristol, CT (2005-2010)

Chambers of Commerce, Avon, CT (2015-2022)

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