Adam Petersen
Senior Vice President and Chief Financial Officer @ EmPRO Insurance
About
I’m a versatile, high-performing professional with in-depth finance and controllership experience. I have strength and expertise in leading cost-effective initiatives through leveraging business unit growth, operational turnarounds, GAAP and STAT accounting adherence and compliance, reporting automation, and financial planning & analytics aptitude in publicly traded organizational environments. I possess strong interpersonal and focused management abilities that fosters trust with key stakeholders, yields empowered employees, drives down costs through risk mitigation and contributes to long-term sustainable business performance. In my role as Senior Vice President and Chief Financial Officer at EmPRO, I have excelled in driving $MM in profits with integrity, as well as exhibit excellent financial judgement to execute robust financial decisions. I have attained subject matter expertise across all dimensions of the insurance industry, including claims management, premium collections, financial risk and exposure forecasting, financial planning & analysis, and budget management. Additionally, my professional journey includes advancing all financial functions of a $3B+ revenue insurance sector by monitoring P&L performance, driving innovative strategy to yield favorable ROI, and leading profitable growth initiatives for a Fortune 100 publicly traded company. This time allowed me to serve as a part of a Sr. Leadership team that attained the highest regional achievement, which focused on unit growth, profitability, distribution expansion, financial services and innovation penetration. In conjunction with managing the profitable growth of $3B+ of revenue, I was a member of an advisory team that spearheaded the advancement of finance's transformation. This consisted of building out a framework that structurally reorganized the leadership and analyst system to allow for virtual/remote capabilities, optimal problem-solving horsepower, broader project design & increased consistency enterprise-wide. Additionally, I had the opportunity to leverage a systems thinking approach to discover, identify, communicate, quantify and implement strategy that drove $50M+ in savings annually which led to the execution of a process that improved overall margins and strengthened the corporations reserve equity position. My professional history includes the strong ability to support or implement new software platforms and technical systems for the organization to drive down cost, improve capacity and yield higher productivity, automation, and quality initiatives.
United States
Suffolk County
Insurance
Consulting, Business Analysis, Financial Analysis, Financial Planning, Team Leadership, Team Building, Team Management, Presentation Skills, Sales, Microsoft Excel, Finance, Management, Leadership, Microsoft Office, Analysis, Financial Modeling, Insurance, PowerPoint, Microsoft Word, Time Management
Experience

Sales Effectiveness Project Manager
Country-Wide
Introduced a planning framework that provides a set of analytical methodologies within a forecasting platform to consistently project acquisition trends across the entire agency enterprise improving the monthly “Go-to-Market” delivery system by 10 working days.

Regional Finance Leader (Controller)
Greater New York City Area
Accelerated all financial aspects of a $3B revenue insurance sector to uplift margins, increase market share, improve operations, and employee empowerment while participating as member of the New York Market Operating Committee.

Finance Manager
Greater New York City Area
Directed efforts to leverage advanced technology platforms to improve planning/forecasting unit and agency economics team to facilitate and contribute to profitable growth by restructuring reporting, planning, and forecasting approach.
Adam Petersen's Contact Information
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