Invests in
Sectors:
Locations:
Min Investment:
$500,000.00Max Investment:
$200,000,000.00Target Investment:
$25,000,000.00
Skills
Education
Work Experience
2014
Principal, Corporate Development
2020
Supervisor of Data Analysis
2019 - 2020
• Directly responsible for managing and developing three Reporting Specialists • Removed bottleneck for RFP financial analyses through the creation of financial models allowing various members of RFP Teams to update models and view financial impact • Improved reporting and analysis capabilities of multiple members of Control Team through sharing advanced Excel and financial analysis techniques • Coached members of Control Team on effectively writing Executive Summaries for presentation to Senior Business Leaders
Data Analyst III
2017 - 2019
• Led financial analysis of Progressive’s Fleet Vehicle Manufacturer RFP and conducted NPV analysis – presented recommendation of two-manufacturer approach resulting in estimated 7-year after-tax savings of $5.5MM to Agency, Claims and Real Estate Senior Business Leaders • Completed NPV analysis of various replacement options for PGR’s Tempe, AZ building – recommendation resulting in estimated 5-year after-tax savings of $724K was presented to Real Estate Senior Business Leaders • Performed monthly P&L and gross profit analysis for each cafeteria across Progressive’s portfolio – researched variances and communicated monthly results to Real Estate Senior Business Leaders • Led POTS fire line replacement analysis that required working with IT, Engineering, Facilities and external service providers – recommended solution resulted in estimated 5-year after-tax savings of $216K was communicated to Real Estate Senior Business Leaders
Data Analyst II
2015 - 2017
• Performed spend analysis on Progressive’s current travel metro tiers – proposed changes to hotel tiers resulted in potential savings of $450K in 2015 vs. 2015 actual hotel spend • Performed analysis on travel spend that identified $7.4MM in travel spend being booked outside our travel service providers in 2016 – led to creation of Cash vs. Corporate Card reporting to limit spending outside of corporate card • Completed semi-annual spend reporting in 2016 that was presented to senior business leaders and influenced decision to freeze spending at year-end • Led financial analysis portion of Corporate Card RFP that helped guide senior business leaders to change card providers due to an estimated increase of $2.35MM in 5-year incentive rebate
Data Analyst I
2014 - 2015
• Managed monthly feature agenda for $1.8B LAE budget within Claims Control department • Revised LAE forecasting methodology for Other Operations expenses to align with accounting’s methodology and reduced variance of actuals to forecast by 20% • Produced ad hoc reports analyzing monthly changes in feature and net earned premium forecasts for senior business leaders when requested • Developed new monthly staffing level reports in Excel then automated the process within SAS - reduced production time by one hour • Retrieved data from various sources and prepared pivot tables, graphs, and charts for analysis of the data
2021 - 2022
Principal in Residence
2021 - 2022
2013 - 2014
Finance & Accounting Intern
2013 - 2014
• Managed monthly accrual for Coca-Cola Fund payments for Cleveland, Buffalo, Lehigh Valley and Chester County facilities • Worked with Excel to create 2013 & 2014 sales and revenue planning files • Developed 2013 & 2014 plant production plans from data in sales and revenue planning files • Processed accounts payable checks for customers that received monthly rebates • Scheduled and held monthly pricing meetings with sales and marketing departments • Gathered daily sales volume by market and customer from Margin Minder and produced a report that showed if sales were in line with plan for the month; this was sent to all employees daily