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Business Analyst Resume

Boston, MA


To apply my 10 years of Accounting, Financial and Business Analyst experience in a challenging Accounting or Analyst role at a growth-oriented, progressive company.

Professional Experience

Confidential,Boston MA, 5.2005 - 12.2009
Senior Financial Analyst 2.2008 - 12.2009

  • Prepared operational and activity metrics for monthly Global and Captives operational reporting
  • Reconciled Direct and Ceded Monthly Reporting Packages by Market Segment
  • Created Validation Templates for reconciling calculations for Specialty Lines planning
  • Supported monthly performance of financial and underwriting controls to ensure proper controls are in place
  • Reconciled monthly Reinsurance bookings to our Hyperion Essbase Income Statements and Balance Sheets
  • Assisted in development of 2010 forecasting by line of business for Specialty Lines
  • Continue to perform duties of Business Analyst role (listed below) due to reorganization

Business Analyst II 8.2007 - 2.2008 (Short-term, due to Reorganization of Specialty Lines)

  • Implemented the standardization of the Financial Data Sheets for Ceded Reinsurance Bookings
  • Produced and Managed Quarterly Sales Bonus for Captives and Programs Account Executives
  • Streamlined Monthly Umbrella Bordereaux for Reinsurance bookings
  • Liaison between Underwriting and Reinsurance to ensure accurate bookings of financial data sheets for Captives

Senior Reinsurance Accountant 5.2005 - 7.2007

  • Managed Energy and Global Book of Business for both Ceded and Assumed Books of Business
  • Created Procedures for Assumed Home Foreign Book of Business
  • Managed the completion of the New York Schedule F for 2005 and 2006
  • Reconciled Income Statements and Balance Sheets for Global Book of Business (Main Part of Book Close process)
  • Worked closely with National Market Financial to ensure proper processing and coding was taking place monthly
  • Reconciled monthly LOC Calculations for Global Reverse Flow Business
  • Led weekly status meetings with National Market Financial to discuss the alignment of Ceded verse Direct premium
  • Created and analyzed monthly Bordereaux to ensure accuracy and to cede cash on a timely basis
  • Presented Work Life processing initiatives undertaken by Global in regards to streamlining a better working relationship with our LIU Canada office

Confidential,Boston MA 1999 - 2005
Reinsurance Collections Specialist 6.2002 - 5.2005

  • Created Guidelines for new employees to use as a reference for the Hartford's Introspect System
  • Improved top collection accounts in 2004 by 46%
  • Trained new employees on computer systems used to research claims and provide feedback to reinsurers
  • Developed a system of guidelines for employees to better understand Facultative and Treaty Business

Reinsurance Accounting Analyst 1.1999 - 6.2002

  • Examined reinsurance statements of accounts to ensure conformity with the contract terms and agreements
  • Reconciled and applied the proper allocation to unidentified balances to the proper claims and contracts
  • Researched Treaty correspondence to ensure proper allocations of billings
  • Composed and Illustrated Ceded Recovery reports by using both MIS and Client databases

Major: Business Administration with Dual Major in Accounting and Marketing

Computer Skills
Fluent in PC Operating Systems, Microsoft Excel (VBA), Microsoft Access, Microsoft PowerPoint, Universal Reinsurance System (URS), Information Warehouse Environment (IWE), Statistical Applications for the Sciences (SAS), Hyperion Essbase, CDM Imaging System

Professional Achievements and Education

2006 - 2007 Platinum Bravo Award for Building Procedures for the Assumed Global Book of Business
2005 - Gold Bravo Award for Attestation Compliance for Aegis and Global
2004 - Certificate of Achievement for Managing the First State Imaging Project
2002 - 2005 The Hartford Experience Award, received 10 achievements

Professional Workshops, National Seminar Groups:
5.2009 - Business Writing Workshop
2.2009 - Insurance Financial Literacy Seminar
2.2005 - The Hartford Arbitration Seminar, Results and Tips for Collections
5.2004 - Collection and Accounts Receivable Workshops
6.2000 - Reinsurance Basics Class Held by ARE/CPCU

Liberty Mutual Classes and Training:
5.2008 - Commercial Markets Surcharge, Tax and Assessments Training
5.2007 - Liberty Global Understanding the Business
8.2006 - Internal Controls - Mitigating Risk
6.2006 - Taxation Basics
5.2006 - Delivering Quality Service
4.2006 - Introduction to Insurance Accounting
10.2005 - OFAC Compliance Training
9.2005 - Key Metrics and Financial Analysis
9.2005 - Reinsurance Types and Coverage's
7.2005 - Hyperion Essbase Training

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