Transformational Regulatory Reporting Leader

Candidate Spotlight 2025

This featured candidate is a business transformation and regulatory reporting leader with extensive experience driving large-scale operational and reporting initiatives. He combines strong business analysis, team leadership, and project management expertise to improve processes, support compliance efforts, and drive measurable business improvements. Please take a moment to review his professional summary:

PROFESSIONAL HIGHLIGHTS

  • Orchestrated Regulatory Reporting department turnaround, achieving cross-functional catch-up reporting and significant error-reduction.
  • Headed long-term vendor elimination initiative to bring ISO reporting fully in-house aligned with target operating model, for achieving major cost savings.
  • Oversaw the implementation of a new auto-filing system, ensuring seamless integration with existing systems—delivering clear value realization within agreed timescales.
  • Drove digital transformation with RPA and Claims to automate manual claims and reserve processes.
  • Served as trusted advisor to Reinsurance Operations, for balancing competing priorities and driving continuous improvement.
  • Led delivery of major life insurance transformation initiatives requiring cross-functional coordination and executive engagement.

FUNCTIONAL/TECHNICAL SKILLS

  • People and Process Optimization
  • People and Project Management
  • Regulatory Reporting
  • Business Analysis
  • Visio, MS Project, ARIS, Rational Software Architect, Project
  • Agile/Scrum, Requirements Management Repository (RMR)
  • HP Quality Center/Mercury Test Director, Mantis

CAREER GOAL: Seeking a senior Strategic Optimization/Business Transformation role where he can apply his people and process optimization skills to increase operational efficiencies cross-functionally at enterprise scale.
PREFERRED EMPLOYMENT TYPE: Permanent
PREFERRED LOCATION: New York Metro area and hybrid
ADDITIONAL NOTES:
Extensive insurance-specific experience.

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