May 2024 – Present · 1 yr 10 mos · Oakbrook Terrace, Illinois, United States · Hybrid

• Provide board-level stewardship to this Blue-branded specialty insurer, guiding strategy and capital deployment across health, accident and ancillary risk solutions.
• Member, Investment Committee overseeing a multi-billion dollar asset portfolio; sharpen asset-liability portfolio alignment.
• Advise management on digital risk-transfer and parametric products, unlocking premium growth and expanding broker distribution.
• Strengthen audit, cyber-resilience and enterprise-risk oversight, leveraging Fortune 20 CFO expertise to elevate governance and transparency.
• Champion a culture of innovation and stakeholder value creation for insurers, employers and brokers nationwide.

Sep 2023 – Present · 2 yrs 6 mos · Indianapolis, Indiana, United States · On-site

• Lead the enterprise finance organization — FP&A, Treasury, Controllership, Investor Relations and Enterprise Risk — for a greater than $185B annual revenue, 100 million member health benefits company.
• Partner with the CEO and board on strategy, M&A and capital allocation; initiatives to expand value-based care have extended our footprint to over 25 U.S. states.
• Cultivated a data-first product mindset across 3K+ finance professionals, launching profitability analytics used by hundreds of operators weekly and accelerating decision cycles.
• Modernized the finance tech stack (Snowflake, PowerBI, GenAI), enhancing the monthly close and redeploying talent toward predictive analytics and business outcomes.
• Launched a Finance Talent Accelerator, boosting Data-Science/AI skills and driving employee-engagement scores.

Aug 2018 – Sep 2023 · 5 yrs 1 mo · New York, New York · Hybrid

• CFO and strategic business leader for Moody’s Corporation, a prestigious $50+ billion market cap company; managed an expansive global organization responsible for fostering growth and financial stewardship.
• Key partner to Moody’s CEO and executive leadership team, as well as an active advisor to the Board across all aspects of the business, including product strategy and growth initiatives.
• Led the concept, execution and P&L ownership for Moody’s E.S.G. business, leveraging holistic firm capabilities to scale and accelerate the business’ revenue growth to >25% annually across E.S.G. related risks and opportunities, as well as sustainable finance solutions.
• Implemented ‘Finance Next’ – a transformation program for the Finance organization focused on leadership, upskilling and empowerment to advance Moody’s business strategy through financial data, analytics and insights.
• Modernized and significantly enhanced Finance's technology and digital infrastructure to enable delivery of near real-time, data-driven actionable business results and insights through curated self-service applications.
• Achieved material organization-wide expense and time efficiencies through best-in-class operations and via globalized, standardized and simplified "brilliant at the basics" work processes, resulting in bottom-line savings.
• Fostered active employee engagement and creative customer solutions that encouraged agility, experimentation and learning, and by modeling behaviors that promoted an increasingly diverse workforce and inclusive environment.
• Executed inaugural and continued advancement of sustainability disclosures in Moody's financial filings, enriching disclosure effectiveness and messaging of corporate values.

Sep 2016 – Jul 2018 · 1 yr 10 mos · Springfield, Massachusetts Area

Jul 2015 – Aug 2018 · 3 yrs 1 mo · Springfield, Massachusetts Area

• Responsible for the financial stewardship of MassMutual's domestic insurance, annuity, retirement and institutional businesses, serving 5 million individual customers; oversight extended to all reporting and associated financial management and strategic activities including responsibility for realization of over $1.5 billion in annual earnings.
• Partner to MassMutual's U.S. CEO and senior leadership team in developing financial and strategic focus areas around exceptional omni-channel customer experience and shared digital platforms.
• Created a significant competitive advantage to help move a traditional suite of custom business services online.
• Development of tactical field strategies for implementing advisor-centric, holistic financial and wealth management planning, including data-driven compensation-based tools to analyse and drive performance.
• Raised ~$3 billion through a combination of innovative capital, novel securitization structures and reinsurance transactions.
• Led the 2016 negotiation to acquire MetLife's Premier Client Group, a retail distribution network with more than 40 advisory practices and 4,000 financial professionals, and effectuated the 2018 sale of MassMutual Japan.
• Realisation of Board of Director and complementary Audit Committee responsibilities in connection with MML Investors Services, the third largest affiliated insurance broker dealer with customer assets in excess of $200 billion and annual sales in excess of $20 billion; proactive compliance with evolving Department of Labour fiduciary rules.

Aug 2011 – Jul 2015 · 3 yrs 11 mos

• Primary voice in shaping and driving the finance, accounting and supporting risk policy and valuation metrics across the Retirement Solutions business, which held a commanding market position ranking #2 by number of plan sponsors with more than 50,000, #3 for number of participants with over 5 million and #5 by assets under management and administration with over $350 billion.
• Direct role in helping individuals prepare for, and sustain, a secure retirement through employer-sponsored plans, individual account rollovers, advisory services, and fixed annuity asset accumulation and income generation.
• Ensured compliance with applicable U.S. GAAP, Statutory and IFRS standards and practice guidelines, and in liaising with external stakeholders including auditors, regulators, rating agencies, business clients, distribution partners and equity analysts.
• Oversight of 150+ retirement and annuity finance, pricing and insurance risk professionals in effective partnership with the executive management team to develop a compelling vision, translate strategy into financial targets, and evaluate and improve key performance economic drivers.
• Decisive member of the management team responsible for developing ING U.S.’s IPO and public debt issuance filing documents (S1 and 144a registration statements) in 2013; return on capital improved to >9.0% through 2014 from 6.1% in 2011.
• Execution of the industry’s first capital markets / reinsurance risk management solution designed to mitigate long-term contingent capital requirements associated with principal guarantees on wrap products such as Stable Value; significantly increasing new business capacity and return-on-equity generation.

Feb 2010 – Aug 2011 · 1 yr 6 mos