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Yyyyyy x. yyyyyy



0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx


Senior Financial Analyst

Strategic Planning & Analysis | Critical Thinking | Communication | Relationship Building | Organization

Spanish Fluency | Time Management | Road Shows | Project Management| MS Office | Windows OS


Driven, hardworking and confident professional with nearly 12 years of progressive field experience. Noted leader and mentor with a knack for building and sustaining high-performance teams with exceptional levels of morale. Adept in determining fiscal power amongst insurers in the United States, Latin America and Europe. Expert in overseeing web-based and ad-hoc project efforts worth up to $1.5M in total value. Excel as a team member or independent contributor. Thrive under pressure in fast-paced working environments that call for both adaptability and flexibility. Open to roles that will offer opportunities for career growth and advancement.


Professional Synopsis


Marsh & McLennan Companies 2000 Present

Market Information Group Senior Vice President (2002 Present)

  Serve as the foremost analyst for all property and casualty insurers used by Latin American clients, as well as those from various regions across Europe

  Assess the financial climate of insurance companies for long-term claims and their ability to pay via the use of both loss revenue and cash flow analysis

  Evaluate financial statements in great detail to organize sensitivity analyses specific to companies investment, loss reserve, cash flow reinsurance and capital suitability

  Deliver suggestions related to the use of specific insurers in international insurance programs, done so they may be reviewed by both executive management and clients

  Analyze the financial condition of specific insurers and/or the entire industry with prospective and current clients, along with peer colleagues and industry organizations

  Act in a subject matter expert capacity as a featured speaker or on an individual basis

  Detail the financial viability of insurers to help Brokers, clients and prospects make well-rounded decisions regarding purchases settlements and commutations via written and graphic analyses

  Supervise and mentor a team of Junior Analysts; deliver all-inclusive training, properly delegate assignments and work diligently to guide their internal career progression

  Aid clients in understanding insurer counterparty credit risks using strength ratings, reports, executive summaries and industry exhibits, as well as a $1.5M client-facing market security portal

  Craft a global revenue system to track business from all offices in Latin America and across the globe, in conjunction with the Finance Department

  Research and process background checks, as well as assign insurers market positions for inclusion in the market database

  Institute and set into motion minimum insurance company usage guidelines across corporate offices in developing countries

  Engage in a series of annual industry conferences and seminars regarding the state of the insurance market in Latin America and other world regions



Yyyyyy x. yyyyyy





Market Information Group Senior Vice President (Continued)

  Travel to offices in Italy, Spain, London and other locales to address market security trepidations; train staff on compliance requirements and innovative best practices

  Served as a company representative in RIMS 2010 to advocate for a new market security portal that appealed to both existing clients and prospects alike


Japan Client Services Intern (2000 2002)

  • Optimized customer service levels by proficiently administering an efficient, comprehensive claims database
  • Devised and introduced an effectual archiving system that drove swift, seamless claim processing
  • Prepared and submitted claim reports for motor, commercial liability and Workers Compensation claims
  • Carefully researched the status of all claims to prepare status reports for client review

Education & Credentials


Master of Business Administration Courses, Fordham University

Bachelor of Science, Business Administration- Accounting, Fordham University

Licensure, New York State Property and Casualty Brokers



Co-Chair, HOLA colleague resource group at Marsh

Participant, Fort MBA Launch

Board Member, YWCA Yonkers










Yyyyyy x. yyyyyy



0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx



March 16, 2018


Hiring Agent Name


Company Name


City/State/Zip Code



Dear [Hiring Agent Name],


I am currently seeking a challenging career opportunity in a (INSERT TITLE OF TARGET POSITION) capacity and am submitting my resume for your review. In advance, thank you for your time and consideration. As demonstrated in the accompanying resume, my professional qualifications include the following accomplishments:


  I bring to any senior-level finance role years of proven success at the global level as an analyst, supervisor, mentor and subject matter expert.


  My experiences thus far have sharpened my interpersonal communication and relationship building skills, as well as my ability to connect positively with clients, prospects and other essential stakeholders at all levels.


  As a professional, I excel under pressure in demanding environments. I excel as both an independent contributor and valued team member to actively contribute to operations.


  Over the course of my career, I have expanded my levels of expertise in Project Management, Operations Coordination and Strategic Planning, as well as in additional practical areas.


  Independent of my practical background, I ve completed MBA courses and earned a B.S. in Business Administration with an Accounting focus. I am also licensed as a New York State Property and Casualty Broker.


As an employee, you will find me to be a driven team player committed to supporting you in achieving your objectives through superior performance. I am confident that I could be a valuable asset to your organization, and look forward to interviewing with you in the near future.



Yyyyyy x. yyyyyy

Enc. Resume

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