Financial Services Insurance Resume Samples

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RC
R Cummings
Rosendo
Cummings
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+1 (555) 158 1003
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TX
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Experience Experience
Philadelphia, PA
Financial Services Audit Insurance Senior Manager
Philadelphia, PA
Thiel, Bashirian and Bode
Philadelphia, PA
Financial Services Audit Insurance Senior Manager
  • Develop high-performing people and teams through challenging and meaningful opportunities
  • Talent Management
  • Audit Business development of the top tier insurers
  • Deliver exceptional client service; maximize results and drive high performance from people while fostering collaboration across businesses and borders
  • Risk and quality Management
  • Influence clients, teams, and individuals positively, leading by example and establishing confident relationships with increasingly senior people
  • Proactively contribute to the business strategies of the firm in all aspects
Phoenix, AZ
VP of Insurance & Financial Services
Phoenix, AZ
Volkman-O'Connell
Phoenix, AZ
VP of Insurance & Financial Services
  • Provide leadership and act as a liaison with other KBMG, Wunderman Network, and WPP companies
  • Develop strategic direction, manage it and inspect it for execution
  • Identify, develop, and lead strategic sales efforts to large brand advertisers
  • Other duties as assigned by management
  • Assist the team in creating comprehensive, compelling, and effective proposals
  • Meet or exceed all department sales and business development goals
  • Identify trending issues and proactively provide solutions to resolve them
present
Detroit, MI
Financial Services & Insurance Chief Architect
Detroit, MI
Lowe and Sons
present
Detroit, MI
Financial Services & Insurance Chief Architect
present
  • Participates in opportunity management through establishing a healthy pipeline to drive & win solutions/design in line with Microsoft strategy
  • Opportunity Management
  • Strong leadership of Account & Delivery teams, driving high performance and collaboration between the sector and the delivery teams
  • Customer Value Realization, Influencing for Impact
  • Building Customer/Partner Relationships
  • Understands the shared account team planning activities between licences (EPG) & Services within the sector
  • Public speaking
Education Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
Adelphi University
Bachelor’s Degree in Finance
Skills Skills
  • Leading a key workstream in an engagement(s), staying educated on current trends and assisting in the development of knowledge capital
  • To create and capture opportunities to advance your career and fulfill your potential. To learn more, visit us at www.pwc.com/careers
  • Conducting quantitative and qualitative analyses of large and complex data
  • Communicating in an organized and knowledgeable manner in written and verbal formats including delivering clear requests for information and communicating potential conflicts
  • Collaborating with business development teams responsible for writing and presenting proposals to prospective clients
  • Supporting practice management for a specific operation or process
  • Managing and/or contributing to project planning, engagement administration, budget management, and successful completion of engagement workstream(s)
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13 Financial Services Insurance resume templates

1

Financial Services, Insurance Sector Resume Examples & Samples

  • Ambition to build / develop a career in advising insurance clients around operational improvement and revenue enhancement at EY
  • Strong track record in project delivery
  • Good understanding of the insurance value chain (including acquisition, distribution, customer management, underwriting, claims management, policy servicing and reinsurance)
  • Intellectual strength and flexibility to rapidly understand complex problems and rationalise these into a workable solution which can be delivered
  • Ability to develop and deliver high quality output against project objectives and meet tight deadlines
  • Strong interest and commitment to developing and delivering leading edge solutions to insurance industry clients
  • Highly driven and committed to achieving solutions with the ability to work under pressure
  • Ability to develop impactful written presentations and participate effectively in meetings with senior clients
  • Potential to develop strong client relationships at all levels
  • Ability to work under limited supervision (self-starter) in unstructured environments
  • Flexibility to travel to, and work in, other locations is essential
  • Understanding of front and back office functions and processes
  • Operational improvement / transformation experience – an understanding of how change can be enabled through operating model design, technology, process improvement, business requirements definition, applications and technology platforms
  • Revenue enhancement/distribution strategy experience, including market assessment, opportunity identification, channel dynamics, business planning
2

Financial Services Insurance Audit Executives Bristol Resume Examples & Samples

  • Demonstrate the ability to lead and manage fieldwork on client’s sites including liaising with other departments to ensure the smooth delivery of the Audit process
  • Demonstrate an application and solution-based approach to problem solving, referred to for research on delivery of solutions in that field on client assignments
  • Identify areas requiring improvement in the client’s business processes and possible recommendations and prepare and deliver Management Letter to be provided to the client
  • Ability to coach and develop more junior members of staff
3

Financial Services Insurance Audit Manager Bristol Resume Examples & Samples

  • Managing your audit group and business unit in an efficient manner, minimising the level of debtors and work in progress in the portfolio, and maximising fee opportunities. Identify and convert all sales opportunities for Audit and other service lines. Manage risk to the firm by adhering to the risk management policies and procedures
  • Ensuring engagements are executed in accordance with the firm's methodologies and guidance, professional standards, and local legal and regulatory requirements
  • Motivate others/ Promote Teamwork - Encourage an open exchange of ideas and opinions among peers. Give public praise and recognition where it is due. Encourage participation from all team members
  • Provide Advice and Resolve Issues - Give an accurate assessment of current issues and future opportunities. Break problems down. Solve problems without recourse to others
  • Focus on the Client - Anticipate what clients will want. Demonstrate the value of the team's work. Analyse client needs beyond own responsibilities. Ask questions that generate insights into the business drivers for our clients
  • Plan and deliver work - Set up full project plans rapidly for small project teams. Monitor teams' progress and regularly update stakeholders. Use the right project tools
  • ACA/CA/ACCA (ICAEW, ICAS, Irish Institute or equivalent international qualification) - preferably first time passes
  • Excellent technical expertise with proven industry knowledge
  • Proven and demonstrable experience in delivering external audit and assurance engagements in the Financial Services industry, ideally have particular experience in the Insurance market
4

Financial Services Insurance Technology Core Transformation Guidewire Resume Examples & Samples

  • Developing systems requirements, designing and prototyping, testing, training, defining support procedures, and implementing practical business solutions under multiple deadlines
  • Conducting quantitative and qualitative analyses of large and complex data
  • Leading a key workstream in an engagement(s), staying educated on current trends and assisting in the development of knowledge capital
  • Collaborating with business development teams responsible for writing and presenting proposals to prospective clients
  • Supporting practice management for a specific operation or process
5

Financial Services Insurance Business Analyst Resume Examples & Samples

  • Outlining business strategies, related tactics, and objectives for measurement
  • Resolving promptly issues and business questions
  • Parsing high level functional requirements into an executable story backlog
  • Assisting in prioritization of tasks and planning iterations
  • Providing system functionality delivery on business capabilities
  • Reporting statuses
  • Facilitating workshops
  • Eliciting requirements and scope using client interviews, shadowing, document review, surveys and other techniques
  • Creating screen mock-ups to help clients visualize requirements
  • Delivering solutions that meets quality standards and being receptive to feedback and direction from others
  • Envisioning solutions-related issues and conflicts, collaborating with functional or business teams and developers to deliver solutions that meet business requirements
  • Adapting to the client's environment, development and quality standards
6

Financial Services Insurance Technology Tranformations Guidewire Resume Examples & Samples

  • Leading Applications Strategy and Integration engagements in a consulting services organization emphasizing Enterprise Architecture, Business Process Transformation and IT Systems Implementation
  • Identifying and addressing client needs: building solid relationships with clients; developing an awareness of Firm services; communicating with the client in an organized and knowledgeable manner; delivering clear requests for information; demonstrating flexibility in prioritizing and completing tasks
  • Managing engagement(s): staying educated on current trends and assisting in the development of knowledge capital, contributing to project planning, engagement administration, budget management, and completion of engagement workstream(s)
7

Financial Services Insurance Technology Transformation Guidewire Resume Examples & Samples

  • Guidewire ClaimCenter and Contact Center
  • GOSU, Guidewire Event and Rules Framework and object oriented programming
  • JAVA hosting, as well as utilization of web services that primarily use Java
  • Web services hosting and consuming, using the Guidewire studio toolkit
  • XLM Coding
  • XML, ANT, MAVEN and code repository such as Clear Case, SVN, TFS
  • Cogent communication, facilitation and presentations to and/or for all levels of industry audiences, clients and internal staff and management
8

Financial Services & Insurance Chief Architect Resume Examples & Samples

  • Drives and delivers strategy through driving technology decisions in alignment with Microsoft priorities and industry trends
  • Quantifies the needs of the local business to achieve value outcomes, champions required methodology, captures/reuses IP across Microsoft and shares best practices
  • Analyse customer business and technology requirements and translate into available capabilities (both technology and teams)
  • Demonstrates an understanding and clear experience of customer/partner change management and adoption principles through transformational delivery
  • Strong leadership of Account & Delivery teams, driving high performance and collaboration between the sector and the delivery teams
  • Leads technical pre-sales activities within customer accounts
  • Drives Delivery Excellence, ensures quality customer transformation plans and solutions are delivered in line with the sector scorecards and delivery quality measures
  • Drives quality outcomes demonstrating return on investment (ROI) and is accountable for governance as a technology leader. Performs risk management for the sector
  • Participates in opportunity management through establishing a healthy pipeline to drive & win solutions/design in line with Microsoft strategy
  • Demonstrates valuable customer partner interactions, driving deep customer relationships
  • Leads complex efforts to deliver profitable business results and maximize business value
  • Understands the shared account team planning activities between licences (EPG) & Services within the sector
  • Understanding the Financial services and insurance market
  • Industry knowledge and sector specific trends
  • Technology Solution Architecture
  • Public speaking
  • Strategic Insight & Value Selling
  • Opportunity Management
  • Trusted Technology Advisor
  • Building Customer/Partner Relationships
  • Product & Technology Expertise
  • Judgement, Confidence & Cross-Boundary Collaboration
  • Customer Value Realization, Influencing for Impact
  • Proven experience, primarily in a client-facing role
  • Proven esurience in working with financial services or insurance customers
  • Bachelor’s Degree (B.S./B.A.) in Computer Science, Engineering or equivalent
9

Financial Services Insurance Business Analyst Resume Examples & Samples

  • Defining and implementing business motivation and use case/actor models and business capability roadmaps as well as helping to gather and define business and functional requirements
  • Assisting in the following areas: synthesizing business problems and outlining possible solutions; gathering, defining, and organizing business and functional requirements including acceptance criteria for use by developers to implement a capability; resolving promptly issues and business questions; deconstructing high-level functional requirements into an executable story backlog; aiding in the estimation and planning process; assisting in prioritization of tasks and planning iterations; verifying system functionality delivers on business capabilities; and assisting with structuring and managing workshops
  • Eliciting requirements and scoping using client interviews, shadowing, document review and surveys
  • Collaborating with user experience and design teams to perform traceability of solution to design and business requirements
  • Prioritizing work based on value, risk and dependencies
  • Creating test scenarios, test plans and execution of test cases using various test scenarios to provide quality deliverables to client Demonstrates some proven abilities, as both an individual contributor and team member, with identifying and addressing client needs: building solid relationships with clients; developing an awareness of Firm services; approaching client in an organized manner; delivering clear requests for information; demonstrating flexibility in prioritizing and completing tasks; and, communicating potential conflicts to a supervisor. Demonstrates some proven abilities as a team member: understanding personal and team roles; contributing to a positive working environment by building solid relationships with team members; proactively seeking guidance, clarification and feedback. Demonstrates some proven abilities conducting research and analyzing technical matters, while utilizing problem-solving skills. This includes the analysis of large and complex data sets, demonstrating an aptitude for conducting quantitative and qualitative analyses, using the standard suite of Microsoft Office software (Word, Excel, PowerPoint) to execute related deliverables for instance, creating screen mock-ups to assist clients in visualizing requirements. Demonstrates some proven abilities utilizing effective written and verbal business communication skills when interacting with team members and/or clients in a professional setting
10

Financial Services Audit Insurance Senior Manager Resume Examples & Samples

  • Audit Business development of the top tier insurers
  • Delivering on challenging audit engagements across the insurance industry
  • Sustain Profitability
  • Talent Management
  • Risk and quality Management
  • 7+ years of proven insurance audit knowledge and experience
  • Strong audit practice and market eminence within the insurance industry, service area or client base
  • A strong Big 4 Audit background
  • Professional demeanor and strong communication skills, both written and oral
11

Financial Services Insurance Guidewire Business Analyst Resume Examples & Samples

  • Demonstrating aptitude for conducting quantitative and qualitative analyses of large and complex data
  • Managing a team and/or workstream on an engagement(s), staying educated on current trends and assisting in the development of knowledge capital
  • Presenting to senior executives, with the ability to develop lasting relationships
12

Financial Services Insurance Core Transformation Resume Examples & Samples

  • Designing and delivering innovative solutions from concept through implementation in a complex environment, including proven success in an Architect role
  • As a team member, understanding personal and team roles; contributing to a positive working environment by building solid relationships with team members; proactively seeking and providing guidance, clarification and, feedback to less experienced staff
  • Communicating in an organized and knowledgeable manner in written and verbal formats including presenting to senior executives, developing lasting relationships, delivering clear requests for information and communicating potential conflicts
  • WSI*, MQ, Adapter Framework, Mapping and Workflow Tools, Application Servers such as Websphere, Weblogic, and RUP,
13

Financial Services Insurance Core Transformation Resume Examples & Samples

  • Collaborating with technical teams across the full software development life cycle
  • Assisting clients with defining and implementing Real Time Enterprise, leveraging various IT platforms, processes, sub-modules, and architectures to advise in the analysis of business requirements and development of technical solutions
  • Providing guidance on software development and coding standards, as well as applying -Java
  • Creating development standards and guides for development solutions, as well as test data, test scenarios and execution of tests using various test scenarios
  • WSI*, , Mapping and Workflow Tools, Application Servers such as Websphere, Weblogic, , Application Architecture and Implementation, Governance Designs, Pegasystems, Lombardi, Oracle BPEL, Jrules, BonitaSoft, JBoss, BRE. Fully demonstrated technical skills in MS Office (Word, Excel, Access, PowerPoint) and Lotus Notes
14

Financial Services Consultant, Insurance Resume Examples & Samples

  • Strong interpersonal, written, and oral communication skills
  • Strong listening skills and the ability to ask probing questions, understand concerns, and overcome objections
  • Strong work ethic and self-starter, able to effectively manage multiple priorities and adapt to change within a fast-paced business environment
  • Must possess and professional and friendly attitude and be able to quickly develop a rapport with customers over the phone
  • Must possess and be able to demonstrate strong influencing and closing skills
  • Ability to learn and navigate new software quickly
  • LI-MH1
15

Financial Services Insurance Director Resume Examples & Samples

  • Internal and external reporting
  • Budgeting and forecasting capabilities
  • Cash flow optimization and the use of capital
  • Building and maintaining cost-effective controls
  • Developing and sustaining deep client relationships using networking, negotiation and persuasion skills to identify and sell potential new service opportunities
  • Preparing and presenting complex written and verbal materials
  • Defining resource requirements, project workflow, budgets, billing and collections
16

Financial Services Insurance Senior Resume Examples & Samples

  • Transaction lifecycles of Financial, Healthcare, Federal and Product and Services products
  • Operations and administration of Financial, Healthcare, Federal , Product and Services businesses
  • Actively participating in client discussions and meetings
  • Communicating a broad range of offered consulting services
  • Managing engagements
  • Preparing concise, accurate documents, including utilizing PC applications including Microsoft Word, Excel, PowerPoint and Project to write and deliver proposals to prospective clients
  • Maintaining project economics while maintaining flexibility for unanticipated issues
  • Creating a positive environment
  • Monitoring workloads of the team while meeting client expectations
  • Respecting the work-life quality of team members
  • Providing candid, meaningful feedback in a timely manner
  • Keeping leadership informed of progress and issues
  • Answering questions and providing direction to less experienced staff
17

Financial Services Insurance Technology Manager Resume Examples & Samples

  • 8+ years of experience in business consulting to Insurance (P&C or Life) clients focused on operating model transformation, business process improvement, business capability uplift, etc. with deep knowledge of insurance propositions, products, services, channels, functions and processes
  • Value proposition development and articulation
  • Shown ability to build, manage and foster a highly motivated, team-oriented environment and actively guide and mentor people
  • Shown ability to work creatively and analytically in a problem-solving environment
  • Excellent leadership and management skills
18

Financial Services Consultants for our Insurance Practice Resume Examples & Samples

  • Relevant personal network within the Swedish Insurance market
  • Experience from products, services or technical solutions related to life or property insurance
  • Experience from Business or IT related change project
  • Ability to build, manage and foster a team-oriented environment
  • Highly analytical and ability to structure complex issues and tasks
  • Proven ability to build strong colleague and client relationships
  • Excellent communication (written and verbal) and interpersonal skills
  • Action oriented with high energy level
  • Ability to travel when required (quite limited)
19

Financial Services Insurance Senior Associate Resume Examples & Samples

  • Start-ups through large multi-international organizations
  • Process improvement in, industry knowledge, and applications of at least one of the following focus areas
  • People and organization structures
  • Performance management, budgeting and forecasting capabilities
  • Cash flow optimization and the use of capital; and,
  • Maintenance and building of cost-effective controls
20

Consultant Insurance & Financial Services Resume Examples & Samples

  • Improving financial processes & procedures
  • Finance transformation
  • Finance process reengineering
  • ERP implementation
  • Financial, management and regulatory reporting
  • Financial Planning and Analysis
  • Financial control
  • Statutory regulatory requirements including IFRS, Solvency II and US GAAP
  • Successful applicants will possess
  • Professional qualification, for example ACA, CPA, ACCA or CIMA
  • Relevant Financial Services experience, ideally in Insurance from a blue chip environment
  • Client service driven with excellent communication and relationship management skills
  • Hands-on, flexible and adaptable approach
  • Can demonstrate a real desire to analytically problem solve and add value
  • Resources places a great deal of emphasis on client service, and candidates must be able to manage complex relationships, communicate effectively and influence at all levels within an organisation
21

Financial Services & Insurance Risk Analytics Specialist Senior Manager Resume Examples & Samples

  • A degree and/ or relevant professional qualification in business informatics or similar
  • At least 9 years of professional experience, of which a significant proportion should be in a senior position at a professional services firm and in a context of the services referred to above
  • A strong understanding of the Financial Services industry, a deep understanding of the trends affecting the industry – in particular the current regulatory landscape – and a point of view on how data and analytics can transform the industry
  • A passion for making sense of data, the ability to determine client needs by supplementing standard methodologies and tools with innovative approaches and delivering big data solutions to address the most complex challenges our clients are facing
  • Proven ability to work independently to develop new services and propositions, and take them to market by leveraging available resources both in the team, and in the wider Deloitte network – combined with strong planning, organisation and people management skills, exceptional communication, presentation, business writing an professional skills
  • Experience in managing, strengthening and broadening key client relationships, as well as an existing strong network of potential clients in the industry
  • You communicate confidently in English. German would be an advantage
22

Financial Services Audit Insurance Senior Manager Resume Examples & Samples

  • Minimum 7 years working experience in Insurance/Financial Services
  • Desired - 5 years in a client facing role, 3 of these in management role
  • Resources engagement teams with suitable talent, balancing correct levels and numbers and recruiting as necessary
  • Develop high-performing people and teams through challenging and meaningful opportunities
  • Strategic direction -Sets & communicates strategic direction, excites people around the vision and goals and aligns diverse, cross-functional and cross-border teams to achieve success
  • Talent development -Manages the development of a strong pipeline of talent for current/ future success; owns and drives a talent experience that differentiates Deloitte
  • Inspirational Leadership -Leads from the front, acting as an exemplary role model for leaders at all levels; promotes a strong sense of loyalty and followership and energizes others to act
23

Financial Services, Insurance Sector Resume Examples & Samples

  • Deliver on a client assignments as part of a larger team
  • Networking to develop long-term trusted relationships
  • Participating in on-site EY delivery teams
  • Liaising with service line teams, functional specialists and Area Partners
  • Enhance skills that will help develop EY’s business
  • Pro-actively support the people agenda including buddying for new joiner
  • Support the wider team with the development of thought leadership, benchmarks, quality and risk management activities as well as team events
  • Help develop our business by supporting sales activities and leveraging their own networks and contacts
24

VP of Insurance & Financial Services Resume Examples & Samples

  • Meet or exceed all department sales and business development goals
  • Maintain an accurate 90 day sales and pipeline report in CRM for all Interactive products at all times
  • Develop strategic direction, manage it and inspect it for execution
  • Train & mentor Account Representatives, Account Executives & Account Directors to develop required skills
  • Identify, develop, and lead strategic sales efforts to large brand advertisers
  • Must have a positive attitude, be assertive, and aspire to be the best
  • Help foster an energized, collaborative, and entrepreneurial environment
  • Self-directed travel as needed to achieve your goals (up to 40%+)
  • Be expert on digital advertising, data and analytics
  • Assist the team in creating comprehensive, compelling, and effective proposals
  • Identify trending issues and proactively provide solutions to resolve them
  • Speak at two industry events per year
  • Provide leadership and act as a liaison with other KBMG, Wunderman Network, and WPP companies
  • Bachelor’s degree required. MBA or post-graduate degree a plus
  • 10+ years’ experience in direct response data related industries (worked for a broker, worked in circulation in any vertical or account management role) required
  • 3+ years’ experience minimum leading sales/account management teams
  • Proven track record of success both as an individual contributor and sales leader within the direct marketing industry
  • Ability to take direction, manage tasks and make good decisions with minimal supervision
  • Possess excellent communication, presentation and listening skills with a strong executive presence
  • Ability to build productive relationships at all levels with internal and external clients
  • Effectively set expectations and manage upward and downward communication
  • Ability to influence others in a matrixed reporting environment
  • Extensive industry connections and personal network a plus
  • Seen as an advisor and consultant at the highest levels within client organizations
  • Documented thought leadership a plus
  • Self-motivated, proactive problem-solver
  • Ability to keep corporate perspective in day to day operations of the business when problems arise