• Analyze, plan and forecast operational results (P/L), $950M in annual premium and $870M in claims related expenses • Identify areas of concern and make recommendations to senior management for action • Develop methodology and reports that quantify the impacts of program or procedural initiatives • Design and Deliver weekly and monthly sales, production and loss reports; facilitate the transfer of results and analysis to sales leadership and other departments. • Develop forecasting tools and conduct training sessions to promote the transfer of knowledge and skills to new analysts • Monthly and weekly financial reporting of premiums, losses, sales growth and claims expenses; identifying variances and adverse trends • Lead analysis for sales reorganization – making possible the expansion of 2 additional sales territories (6 total) while lowering overall expenses by 15%. • Re-distribute agents and market territories to enhance sales growth and improve on expense management • Equitable allocation of annual plan goals • Assist in the development and submission of the annual plan and the corresponding quarterly updates • Develop and design financial models that monitor sales growth and identify variances to plan and forecasts • Develop operating guides for all financial models created