(727) 474-5490 | (727) 453-0554 | mw1026436@westpost.net Strategic Financial Analyst with over 25 years of experience in the financial in dustry. Extensive knowledge about policies and procedures, the ability to effect ively manage both projects and employees, and skillful analysis of market data h ave resulted in a highly successful career. CORE COMPETENCIES Budget Development ~ Expert Management ~ Creation of Business Plans Design and Implementation of New Policies and Procedures ~ Financial Forecasting ~ Strategic Planning Executive Report Preparation ~ Data Analysis ~ Model Fabrication PROFESSIONAL EXPERIENCE Regal Consulting Services, Largo, FL Owner/Strategic Financial Analyst/Executive Recruiter 2008-Present Creates business plans and financial analysis for profit and non-profit organiza tions. a Increased net income by 25-40% with introduction of new products and services. a Recruits insurance representatives. Homewise Insurance Group, Tampa, FL Senior Financial Analyst 2006-2008 Managed and performed informational and analytical reports. a Defined report and analysis requirements, coordinated extraction of relevant d ata, and prepared reports and analysis per these requirements. a Spearheaded the identification, establishment, and administration of policies and procedures. a Developed, implemented, and managed a budget using models and forecasts. Bankers Insurance Group, St. Petersburg, FL Financial Manager/Analysis and Strategic Planning 2004-2006 Managed corporate forecasting and budgeting for 2 property and casualty companie s. a Identified and implemented automation of key accounting processes, resulting i n more efficient production and a decrease in expenses. a Prepared executive financial reports that identified production trends for pre miums, losses, and expenses. a Championed strategic planning for insurance companies and other business units . ACE USA, Tampa, FL Chief Operating Officer 2001-2003 Business Manager/Strategic Financial Analyst 2000-2001 Financial Manager 1998-1999 Financial Marketing Analyst 1997-1998 Managed financials and evaluated potential revenue of new products. a Earned 3 out of 3 performance-based promotions. a Increased revenue from $19M to $65M by designing and implementing strategic pr ofit and loss procedures. a Supervised 4 department heads and indirectly managed a staff of 21 employees. a Interpreted marketing trends, performed cost analysis, and developed monthly o perating metrics. a Saved $1.5M by creating an invoice-monitoring process. a Coordinated with department heads to implement team-oriented attitude, resulti ng in the reduction of $670K in expenses and an increase in customer satisfactio n. a Developed marketing expense allocation system. a Created profit models, used to analyze the results of direct-market campaigns.
Chase Manhattan Bank, Tampa, FL & Pinellas Park, FL
Financial Officer 1995-1997 Financial Accountant 1988-1995 Accounts Payable Specialist 1984-1988 Maintained security of electric file transfers, such as pension fund, social sec urity, 401K, and payroll transfers. a Awarded 2 out of 2 performance-based promotions. a Designed financial controls and procedures. a Produced database models for financial and statistical reporting. a Reduced processing time of financial applications by 20% with the implementati on of a more efficient mainframe structure. ADDITIONAL EXPERIENCE New York Life Insurance Company Strategic Planning Consultant 2006 International Solutions Group, LLC Acquisition Consultant 2004 COMPUTER SKILLS Microsoft Office Suite ~ Lotus ~ Jigsaw CRM ~ PeopleSoft ~ FISERV ~ Lawson ~ Great Plains Hyperion ~ Visio ~ DOS EDUCATION
Bachelor of Arts in Business Management, 2002
Eckerd College, St. Petersburg, FL Chase Manhattan Management Program, 1990 Cornell University, Ithaca, NY
Michael M. Lombardo, Robert W. Eichinger - Preventing Derailmet - What To Do Before It's Too Late (Technical Report Series - No. 138g) - Center For Creative Leadership (1989)