Intelligence Manager Prudential Insurance

M. Paul White

**** ****** ***, ******, ** ***** - 804-***-****

adm9vb@r.postjobfree.com

Professional Objectives

Goal-oriented and honest financial professional with extensive background in Financial Services Project Management, Six Sigma, Sourcing, and Finance leadership roles. Driven individual to provide core financial reporting packages, solve business challenges and create a more profitable business clients of P&L Business Solutions.

Skills

• Analytical and Process-Oriented – Former GE Six Sigma Black Belt, with Sourcing, Finance, and Risk Management experience and can apply these skill for small and mid market businesses.

• Business/Finance – Ability to think “outside the box” as a small business CFO.

• Communication/Leadership – Ability to engage senior leadership and associates to achieve common goals, and keep stakeholders informed.

• Customer Centric – Understands the sales process and ability to view situations from a consumer and distribution perspective

• Integrity – Honest Consultant that will tell you where we see areas for improvement that can be achieved through implementable solutions.

• Motivator/Influencer – Positions teams for success to overcome difficulty; has ability to build trust and develop deep working relationships across diverse groups to achieve results; maintains a “Big Picture” perspective while understanding the importance of details.

• Team Player – Able to build working relationships with employees, owners and customers throughout the business.

Experience

P&L Business Solutions 2021 -

Business Advisor/Fractional CFO

Develops Strategies and oversees the implementation of solutions for small and middle market businesses to solve business problems, and create a profitable business for the owners. We help turn businesses around by understanding and solving root cause issues and providing fractional CFO services. Comfort Keepers HVAC, LLC Owner 2015-2020

Company experienced 7-10% year-over-year growth since inception. Responsible for all sales and operations of the Company that provides Residential HVAC solutions. Genworth Financial 2004-2014

Compensation Leader – US Life Insurance Division

Leader for team responsible for developing and implementing variable compensation plans to drive business strategy across three distribution channels for the Life, Long Term Care, and Fixed Annuity product lines, and internal Genworth sales employees. Worked with senior level management across Sales, Finance, and HR/legal functions to ensure programs aligned with strategic objectives. Consolidated multiple work streams across the M. Paul White

7631 Merlin Way, Amelia, VA 23002 - 888-***-**** adm9vb@r.postjobfree.com

2

business to gain over 40% in efficiency. Implemented Varicent/IBM Cognos Sales Performance Management software as a centralized administration variable compensation/bonus platform for the Organization. Career Channel Incentives Team Leader – Retirement and Protection Division Leader for the team responsible for developing and implementing agent and general agent incentives and base commission programs for over 2,000 Long Term Care focused captive agents and 23 regional offices. Competitive Intelligence Manager – Retirement Income and Investments Provided strategic analysis and recommendations to senior business leaders, including the CEO, regarding retirement income market trends; competitor’s variable and fixed annuity product positioning and strategies; and supported Genworth’s business development, new product research, and “go to market” strategies. Managed processes for reporting product and sales data to industry trade groups and dissemination of competitive information and analysis throughout the business. GE Capital 1999-2003

Black Belt/Crisis Management Leader – Quality and Sourcing, Retirement Income, and Investments Project leader for key business initiatives using Six Sigma tools. Lead the development and implementation of business-wide crisis management and disaster recovery processes to meet GE standards and business needs. Trained and coached internal sales associates on Six Sigma projects which doubled sales closing ratios within four months. Implemented new sourcing models (e-auctions) and purchasing processes across the Richmond business while maintaining business relationships with key vendors and reducing year-over-year purchase base spend by $12M. Developed stochastic financial models for cross-functional capital investment projects involving up to $14M in capital expenditures.

Risk Manager Leadership Program – GE Capital Corporate Co-led the rollout of the Economic Value-Added measurement process across eight product lines and five sites. Results from the project are used in company-wide capital allocation processes. Worked with sites to identify and mitigate project implementation risk. Co-led the in-force review process for a business segment, focusing on the identification of external market risk and the development of internal risk mitigation strategies and measurement processes. Interacted at all levels of the organization and balanced the needs of diverse groups with conflicting interests.

Doverie Pension Fund (Sofia, Bulgaria) 1997-1998

Lobbyist/Investment Advisor

Initiated and lead lobbying efforts at Doverie (a private Bulgarian pension/insurance firm) focusing on foreign governmental advisors (IMF, World Bank, and EBRD) regarding the creation of Bulgarian Pension/Insurance laws and their potential impact on the emerging private pension/insurance industry. Evaluated commercial real estate investment opportunities in Eastern Europe for the firm through in-depth analysis of market assessment, site feasibility, and profitability analysis for joint investment projects by Bankers Trust and Doverie.

M. Paul White

7631 Merlin Way, Amelia, VA 23002 - 888-***-**** adm9vb@r.postjobfree.com

3

Hamlet Hospital 1994-1997

Materials Management Associate

Responsible for timely and efficient delivery of all hospital supplies. Worked with Vendors to implement supply chain management practices to effectively manage cost and inventory levels. Prudential Insurance 1993-1994

Financial Advisor

Established a sales office in Cheraw, SC, to provide insurance and mutual fund products directly to consumers. Responsible for all marketing, prospecting, sales, and service of Prudential Life products in the County. Was the first advisor in the regional office to establish a Charitable Remainder Trust with a client. Education

University of South Carolina, Columbia, SC – Master of Business Administration (3.88 GPA) Concentration in International Business and Finance Pensacola Christian College, Pensacola, FL – Bachelor of Business Administration (3.55 GPA) Concentration in Finance

Community Involvement

• Board Member of Peoples Advantage Federal Credit Union

• Experimental Aircraft Builder/Pilot

• Founder of Practical Educators Association

• Officer of Merlin Homeowners Association

Contact this candidate