SUMMARY

A strategic thinker and result oriented financial analysis professional with diverse leadership experience in the insurance and financial services, Telecom, Pharma industry with IT project management skills. Financial planning and analysis, budgeting, marketing, benchmarking and forecasting; Subject matter expert with great cross-functional business knowledge; A project manager with problem solving abilities who manages towards overall corporate targets; Product management with GAAP, STAT, product and legal entity analysis, investments, investor relations and income statement/balance sheet consolidation; Developed and launched a new Auto & Home product t that generated $50M in earnings which exceeded projections by 10%; Great writing, communication and presentation skills with high visibility in all aspects of the business.

KPEX Corporation - Branchburg NJ May 2019- April 2020

Financial Planning & Analysis Manager

Manage the monthly financial reporting and analysis of a $20m business. Provide monthly variance analysis to senior management. Manage the monthly cash flow analysis, and cost allocation by department. Review contract and negotiate pricing decisions with senior managers. Analyze vendor spending vs. forecast. Meet with project managers to review financial results and project milestones. New project planned spending and KPI analysis as it relates to staffing, headcount, hardware, software, maintenance agreements and depreciation performance measures. Manager vendor contracts and analyze purchase agreements. Forecast the budget on a monthly/ quarterly and annual basis.

Financial Consulting Services Jan 2016 – Jan 2019

MERCK, NY Life, Security Benefi, Verizon Smart communities

FP&A and IT project Implementation

Manage quarterly and annual management reporting and analysis. Annuity product analysis as it related to revenue, claims, underwriting and invested assets. Perform the annual rating agency filing including AM Best, S&P and New York state Interrogatory and Liquidity filings.

Security Benefit: Hyperion planning and PeopleSoft installation and upgrade as well assist is UAT test validations. Manage the quarterly close process for data integrity and accuracy while consolidating variance analysis. Monitor asset allocation by product, review P&L financial results with controllers and actuarial for accuracy and product profitability. Assist Actuarial in developing a new BCAR and ALM model for the annual rating process.

NY Life: PMO Organization, Manage the quarterly project financial reporting process. Create new reports for senior management and perform project KPI analysis as it relates to staffing, headcount, hardware, software, maintenance agreements and depreciation performance measures. Meet with project managers to establish the annual project budget as well as perform quarterly variance analysis on a GAAP and cash basis. Streamline IT project reporting by vendor and address CAPPM issues related to project reporting.

MERCK: Manage the $30M finances for a Global project spanning across Singapore, Malaysia, Australia and South America. Monthly project and coordinate with the project managers across the enterprise. Apply for project funding to the IT budget management council (Spotfire/Comet). Report on project metrics and monthly financial results to senior management. Forecast IT resource headcount planning, hardware / software, expense allocation, depreciation, management cost analysis as well as project close functions. Negotiate and address issues from IT Finance governance regarding project reporting and resolve project issues as they arise on a monthly basis.

Verizon Smart Community: Manage the $200M OpEx budget for this new business acquisition. Meet with department and project managers in updating IT spend expectations on projects and consolidated monthly spent. Obtain project funding approvals for new initiatives. Communicate with Corporate Finance to consolidate financial results and prepare explanations on impact and determine monthly spending against projections. Present to senior management monthly financial results and impact by income statement lines. Measure results and update presentations as needed.

Verizon Communications - Basking Ridge, NJ. March 2013 – December 2015

Senior Financial Planning & Analysis - Corporate FP&A

Manage the projection, consolidation and analysis of total Wireline $30B annual budget as well as coordinate the corporate finance business transformation efforts.

Manage Wireline budget HFM system working with cost center managers and IT department.

Financial Modeling,analysis and data mapping to report to department P&L and head count and 5 yr plan

Provide monthly, quarterly and year over year variance analysis versus projection.

Quarterly re-projections and financial modeling and cash flow projections to Corporate

Liaison and act as business analyst, Corporate and project managers across the enterprise to address and resolve financial transformation issues.

Communicate consolidated corporate results, metrics and KPIs dashboard to senior management

Consolidate investor relations and executive performance deck on a quarterly basis

Pinnacle Consulting Group - New York, NY. Oct 2012 – Mar 2013

Finance Project Manager- PMO - GuildNet Health Care

Manage client expectations and oversee IT project utilizing industry accepted project management tools in scheduling, budgeting, risk assessment, resource management and process flow.

Identify IT project scope, profitability and timeliness while addressing resource allocation

Assist director in identifying systems and reports / trouble shoot IT Infrastructure costing reports

Monitor performance analytics/ data modeling and communicate to stakeholders costs forecast and coordinate cost benefit, project chargebacks. Negotiate vendor contracts /details pricing/cost analysis.

Develop the annual IT financial plan forecast as well as the expense modeling and related vendor analysis

Drive efficiencies to improve project product costing and expenses, margins and capital budget.

Manage relationship of partners, vendors and manage IT sourcing reporting utilizing business metric, KPIs and dashboards.

MetLife Insurance Company - New York, NY. Nov 2005 –Dec 2011

Financial Reporting and Analysis -CFO Dept. 2008 - 2011

Responsible for the annual & monthly $2.8B projection process for the Americas; Develop new reports & databases to streamline and enhance end to end projection process that resulted in improved variance analysis; Develop, interpret and present projection drivers to senior and corporate financial management staff. Streamline monthly reporting process that saved 2 days and expedited monthly analysis.

Drive quarterly presentations with product management, controllers and corporate

Participate with corporate controllers in P&L monthly close process while driving explanations of variances

Develop the annual P&L strategic business plan and insight related to key business drivers.

Develop financial models to streamline GAAP, Statutory (STAT), RBC and cash flow analysis to improve product earnings and forecast liquidity.

Address actuarial assumption changes related to the annuity products earnings and monthly results and create new benchmarks and “what if” scenario modeling working with actuarial to manage market fluctuations based on trend analysis to guide management decisions.

Research, document key drivers impacting P&L GAAP to STAT accounting principles by product.

Review allocation for financial forecast by legal entity results for Life, Group Insurance and annuity products.

Product Team Lead- Product Accounting 2005 - 2008

Lead financial system team in driving business requirements, testing and documenting business requirements. Drive issues resolution while launching the implementation of three Life products. Possess cross division/company-wide business knowledge managing scope, plan and complex project efforts as well as new systems requirements while maintaining communication with executive management

Strategic focus on long-term continuous improvement of regulatory accounting standards and procedures.

Develop project plan and timelines, Report business requirements, and facilitated cross-functional status meetings.

Subject matter expert handling project scope issues regarding operations, system reports, investments, tax, technical accounting and financial reporting.

Prepare presentations to executive management include recommending resolution for approvals. Define UA test scenarios. Address issues related to new product life cycle (SDLC) as it relates to cash receipts, financial reporting, reinsurance, expenses, tax, law, investments and disbursements and other related operational transactions for the UL, Whole life and Annuity products.

Manage change management process while documenting business & systems requirements utilizing Quality Center. Manage SOX audit process and deliverables. Allocate resources while training staff.

Manage executive management communications & maintain time management of product implementation.

HSBC BANK- NA. Bridgewater, NJ. June 1999 – Nov 2005

Competitive and Strategic Planning 2002 - 2005

Manage and launch a Home & Auto product that contributed $50M in annualized revenues for the Consumer Lending department that exceeded projections by 10%

Conduct due diligence for new product/business ventures through third party providers including bid proposals, product benefits and pricing. Manage marketing plan for Retail Services and Credit Card businesses.

Resolve all legal, sales contract pricing and management issues regarding product launch, while identifying creative agencies for sales promotions and product brochures.

Financial Controls & Planning – Corporate Finance 1999 - 2002

Provide enhanced financial support to the Life, Consumer lending and Retail businesses. Develop new processes and systems to enhance reporting of the annual budget $280M by product and business units for mortgage insurance, credit card and Retail businesses.

Facilitate PeopleSoft architectural ledger changes to enhanced financial processes within HSBC.

Design new quarterly DAC interface process to improved management decision on write-offs

Create new expense allocations methodology for new investment income allocation methodology and standards.

Evaluate LOB / BU performance and headcount versus productivity planning targets and business drivers

Responsible for the AM Best presentation coordinating with CFO, Actuarial, Investments, Marketing as well as preparing all Financial exhibits

Education: Fairleigh Dickinson University – 1992 - Executive MBA

Rutgers University -1981- Business Administration

LOMA 1 & LOMA 2

Certifications CMA 1 & CMA 2 – College certification

PMP – RVCC College certification

Computer Skills: HFM Hyperion planning, Smartview, Essbase, CPM, PeopleSoft, nVision, Cognos, Advanced Excel, Vlookup, Word, PowerPoint, Project, Access, DB2, Visio, SAP, BPC, SharePoint, CAPPM, Spotfire, Tableau, Quickbook

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