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11195 Regal Lane, Largo, FL 33774

(727) 474-5490 | (727) 453-0554 |
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.
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
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
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
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
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.
New York Life Insurance Company
Strategic Planning Consultant 2006
International Solutions Group, LLC
Acquisition Consultant 2004
Microsoft Office Suite ~ Lotus ~ Jigsaw
CRM ~ PeopleSoft ~ FISERV ~ Lawson ~ Great Plains
Hyperion ~ Visio ~ DOS

Bachelor of Arts in Business Management, 2002

Eckerd College, St. Petersburg, FL
Chase Manhattan Management Program, 1990
Cornell University, Ithaca, NY