Summary

Results-oriented, dedicated, versatile professional, with extensive experience in finance and operations management. Known for spearheading cost-efficient operations by ensuring quality assurance, key financial process design and accounting systems improvement. Expertise in corporate accounting, financial reporting, and business development. Recognized for implementing hands-on management, talent development, revenue growth, operational efficiency, and long-term business profitability.

Work History

Work History
Sep 2014 - Dec 2015

Chief Financial Officer

JLT SPECIALTY INSURANCE SERVICES

Specialty Insurance Brokerage Operations

Chicago, IL

Delivered specialty insurance financial operations inclusive of planning, revenue analysis, and compliance functions, while reporting to Board of Directors-Executive, Operations, and Audit & Risk Committees. Managed all facets of operational accounting including collections and carrier payables provided reporting on Key Performance Indicators around the operational accounting function. Grew and developed the execution of Salesforce.com(SFDC) customer relationship management(CRM) tool to provide rigor to revenue forecasting process. Installed TAM and Epic software in for operational accounting and reporting.

Career Highlights: ­

  • Delivered 3-year strategic business plans, annual budget, forecast, and monthly reporting; led the monthly accounting and sales close and financial reporting for management and corporate reviews. ­
  • Spearheaded the regional adoption of International Financial Reporting Standards(IFRS) in compliance with London's corporate reporting objectives.
Nov 2010 - Jul 2014

Financial Director

AON BENFIELD

London, UK

Improved financial oversight of $450M+ revenue unit of Aon; managed a financial staff headcount of six. Delivered all operations related to finance, accounting, revenue recognition, financial planning and analysis(FP&A), as well as statutory and regulatory reporting. Produced and carried out presentations to Aon Benfield Executive Committee, Enterprise Risk Committee, and International CFO. Expanded the planning and execution of the division's financial regulatory compliance and best practices reviews. Directed the unit's financial work on mergers and acquisitions, integrated purchased companies and teams, and monitored and reported on operational KPI's including cash collections and carrier payables.

Career Highlights: ­

  • Streamlined monthly forecasting procedures for the United Kingdom; led the transition from an Excel based process into enterprise planning(COGNOS) and forecasting tools(Hyperion). ­
  • Optimized financial reporting by consolidating formats and requirements resulting in improved management information with a more comprehensive and efficient format to a wider company audience. ­
  • Improved cash flow and optimized transfer pricing initiatives, improving cash collections and DSO by 20 days and improving the unit marginal tax rate by 25%. ­
  • Reduced monthly close timeline from seven to three days and eliminated related finance staff headcount.
Jan 2007 - Oct 2010

Financial Director

AON BENFIELD

Chicago, IL

Financial lead for $600M+ revenue unit of Aon, with responsibility for accounting, revenue reporting and analysis, regulatory reporting, and compliance in collaboration with CFO and CEO regarding goals and objectives. Delivered monthly reviews, analysis, and forecasting process to provide key information to C-suite in a timely and accurate manner. Lead both United States and United Kingdom teams in the Aon Benfield United Kingdom integration, planning, and forecasting process.

Career Highlights: ­ ­

  • Produced and led monthly profit and loss reviews and coordinated 15 department directors with C-Suite; resulting in head count redeployment and reductions – an annualized expense savings of more than $3M.
  • Delivered monthly reviews, analysis, and forecasting process to provide key information to C-suite in a timely and accurate manner.
1999 - Dec 2006

Senior Vice President-Finance

AON UNDERWRITING MANAGERS

CHICAGO, IL

Provided hands-on supervision of service center consisting of 90 employees and 5 person direct staff providing financial reporting, revenue and expense analysis, compliance,Improved operating controls, and achieved significant profitability improvement. Acted as unit compliance officer responsible for directing the unit’s settlement with States Attorney’s General and establishment of new regulatory and client disclosure notification procedures for sales cycle. Led the unit SOX Reporting Team from 2003 to 2007 to maintain adherence to corporate SOX compliance directives. Initiated and grew finance’s development of new operating system needed for underwriting and accounting process improvement replacing 20 legacy operating systems. Directed finance team in significant acquisitions, due diligence, integration, and disposal of businesses and teams purchased and sold by the unit.

Career Highlights:

  • Delivered acquisitions/dispositions valued at $100M, developed five new products; generating $25M in new annual revenues.
  • Achieved over $4M in annual savings by improving reporting systems, tax, and regulatory profile and eliminating 15 business entities from organization chart.
  • Developed international service center for the consolidation of 20 separate finance and accounting units, which led to attainment of $2M worth of savings yearly.
  • Reduced costs by $5M annually by merging 20 IT systems to 3 with commensurate head count reduction.

Education

Education

Certifications

Certifications

Certified Public Accountant

State of Illinois

Skills

Skills

International Operations|Contract Negotiations|Due Diligence|Acquisition Analysis|Acquisition Integration|Strategic Planning|Process Improvement & Cost Reduction |Turnaround & Revitalization|Forecasting & Analysis|Monthly Management Accounting|External Reporting|Specialty Insurance|Compliance|Regulatory|Disposals| Reporting|Monthly Management Reporting|Budgets|Audit|SOX|Startup Operations