4555 Adelaide Drive, Waxhaw, NC 28173 Home: 999-999-9999 firstname.lastname@example.org
Senior-level professional with a successful history in financial management across life insurance, finance, and annuity industries in both institutional and retail settings. Proven history of implementing high-profile corporate initiatives to drive profitability and market share. Offer strong business and financial acumen with diverse market and industry knowledge. Track record of building client relationships and improving customer centricity with excellent communication and interpersonal skills. Experienced in driving organizational change through identifying inefficiencies to streamline processes and procedures. Proficient in MS Office suite and MetLife software Vantage, ERL, FDP, MAX, IBCS, and Paradox.
Financial Analysis and Reporting Strategic Planning Organizational Restructuring Revenue and Market Expansion P&L Responsibility Project Planning and Management Risk Management and Analysis Team Building and Leadership Product Development and Delivery Profitability Analysis Market Research and Analysis Executive Presentations
SELECTED ACHIEVEMENTS WITH METLIFE
Played a key role in a $40B AUM organizational restructuring project including a 6-month profitability analysis, expense savings, and strategic recommendations to the MetLife CFO. Resulted in significant cost savings and improvements in the Gain Gap. Created $6M in total savings through cost savings initiatives, compensation reductions, and elimination of small accounts. Member of an integration project for the relocation of 450 advisors to decrease expenses and improve earnings across over 130 systems and software. Currently working to determine the future state of an organization with over $35B AUM including presenting strategic recommendations to senior management.
METLIFE – ANNUITY PRODUCT MANAGEMENT AND FINANCE Charlotte, NC Pricing Manager and Senior Financial Analyst products ranging from $10M to $2B to meet profitability goals. Collaborate across all levels of business on pricing plans from RFP process to product implementation. Produce and analyze P&L statements and present profit analyses to senior management and MetLife resources. Develop and maintain strategic relationships with MLR sales force and account executives to assist with acquisition of new plans and retention of existing plans. 07/2006 to Current Plan and approve pricing on new and existing stable value, general account, variable annuity, and mutual fund
WESLEY P ROBINSON