Yyyyyy x. yyyyyy

Skillful, driven and confident professional with years of diverse and progressive financial services and insurance experience. Call on solid analytical skills to interpret variances and draw telling conclusions. Driven to grow and to learn professionally with a willingness to readily adapt to change. Meticulous by nature with strong attention to detail and a teamwork mentality. Focused on solving problems and figuring out unresolved matters, even those outside of personal comfort zone. Driver of effective process improvements using Lean Six Sigma and Quality Techniques. Call upon excellent attention to detail and strong relationship development skills in order to foster collaboration among groups. Seeking a role that will deliver prospects for career growth.

Leadership | Communication | Project Management | Operations | Critical Thinking | Strategic Planning & Analysis

Time Management | Documentation & Reporting | Forecasting | Financial & Segment Reporting | Financial Statements

Process Improvement | Project Management | Customer Service | Insurance Acumen | Hyperion Essbase

Crystal Reports | Smartview | MS PowerPoint | MS Word | MS SharePoint | CAMRA | PeopleSoft | CIT Limited

MS Excel (Pivot Tables, If Statements, Macros, Links, Look-ups, Hyperlinks, Graphs and Charts)

THE GUARDIAN LIFE INSURANCE COMPAXXXXXX OF AMERICA

Senior Investment Reporting Analyst, Investment Reporting and Forecasting Ÿ 2007-Present

• Lead quarterly preparation for Guardian s standalone and consolidated Net Investment Income and Invested Assets analytics; develop related presentations for review by the Financial Close Team
• Head quarterly forecasting and planning, create complete line of business P&Ls and share results in an executive package that highlights key drivers against the plan to latest reforecast
• Create financial models and analyses to support strategic initiatives
• Prepare PowerPoint presentations to detail financial timelines to senior management audiences
• Foster and sustain lasting, solidified relationships across all functional areas
• Work as the foremost contact for PWC; oversee 10 Profit Centers net investment income across five-year projection models
• Evaluate unforeseen variance results and astute advisement to Profit Centers
• Compare the actual/reforecast to plan and lead both scenario and trend analyses
• Supply investment footnotes in both statutory and GAAP-audited financial statements for Guardian and its subsidiaries
• Supervise, mentor and cross-train support staff to ensure smooth, consistent operations
• Develop and deliver management reports for Board review
• Prove crucial in the preparation of Risk Weighted Assets and Risk-Based Capital Calculations
• Support Senior Management, Department Heads and the Board by providing in-depth or ad-hoc analyses
• Serve as the leader of the Investment Footnote Operational Excellence Project; vastly improved the audit process by 36% and reduced it from 14 days to 10 using Lean Six Sigma best practices
• Automated 10 forecasted models thus far, yielding 75% process efficiency and slashing manual input time down to a single day
• Honored with performance bonuses during the private offering of two Surplus Notes collectively worth $950M; effectively handled a $350M Surplus Note and a $200M Exchange Note as well
• Also earned a performance bonus due to the successful transition of securities reporting according to segment

TEACHERS INSURANCE AND ANNUITY ASSOCATION, COLLEGE RETIREMENT EQUITY FUND

Senior Financial Analyst, Financial Planning and Analysis Ÿ 2006-2007

• Delivered business analyses and financial scorecard for the 529 Education Saving Plans in support of Account Managers
• Designed expense ratio estimates for Account Managers for use during on road shows to compete against competitors and champion for a specific state
• Spearheaded the collection of management fees using proven checks and balances to bolster levels of customer loyalty, as well as generate new income

Yyyyyy x. yyyyyy

Accounting Systems Analyst, General Ledger Ÿ 1999-2000

• Noted and set into motion effective process improvements
• Proposed effective, innovative design substitutes for use in both new and existing accounting systems
• Led numerous projects at once that called for the execution of the new CIT Limited real estate system
• Successfully integrated the new PeopleSoft system for General Ledger, used in order to adhere to tight deadline
• Worked as an effective, useful intermediary amongst corporate accounting employees and IT staff in order to enforce annuity products internal codes, as well as validate user acceptance test scenarios

Tax Associate, Tax Information & Reporting Ÿ 1996-1999

• Educated policyholders on federal and state tax guidelines to drive compliance with Internal Revenue Service, Revenue Canada and state regulatory agency codes and regulations
• Computed and processed federal, state and non-resident tax refunds, resulting in excess withholding
• Noted the monetary amount withdrawn from annuity contracts in excess of contract investments
• Oversaw the processing of maxxxxxx 1099R and 1042S forms during tax season
• Minimized inappropriately-generated 1099R tax forms at year-end in order to interpret citation and rejection reports
• Mastered how to most effectively and calmly handle the concerns of escalated policyholders using superb customer service skills and the ability to work well under pressure
• Increased tax knowledge and gained a deep understanding regarding pension and annuity taxes
• Notably strengthened research skills using a series of valued tax resources, including CCH and IRS.gov

Benefit Payment Representative, Benefits Department Ÿ 1995-1996

• Developed and introduced numerous benefits packages for entitled TIAA-CREF policyholder beneficiaries upon receipt of their respective death notifications
• Informed all entitled beneficiaries of their annuity benefits while ensuring compliance with the ERISA Act of 1974
• Processed beneficiary benefit payment requests as outlined in SEC and T+3 corporate service standards
• Secured as maxxxxxx as eight to nine weekly cases over the course of three days using integrity, proficiency and expertise in working with a series of often-emotional beneficiaries at once

CITIGROUP

Accounting Associate, Yield Book, Inc. Ÿ 2000-2002

• Reported on accounting for a subsidiary of Salomon Smith Barney); developed sales and revenue reports for the Chairman and senior management to detail trending within new businesses
• Monitored intercompaxxxxxx payables of $3.5M to Salomon Smith Barney by holding accounts monthly
• Led accounting duties for 109 fixed income clients, always in accordance with corporate standards and deadlines

Master of Business Administration, Finance, St. John s University

Bachelor of Science, Accounting, St. John s University

Certified, Lean Six Sigma Yellow Belt

Training Completion, Operation Excellence

National Association of Asian American Professional Organization (NAAAP)

Girl Scouts of Greater Xxxxxx (GSGXXXXXX)