Adam Petersen

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.

Country

United States

City

Suffolk County

Industry

Insurance

Skill

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

EmPRO Insurance

Senior Vice President and Chief Financial Officer

EmPRO Insurance

LinkedIn
2020-11 - Present · 5 yrs 11 mos

Roslyn, New York, United States

Allstate

Agency Model Design Sr. Manager

Allstate

LinkedIn
2020-9 - 2020-11 · 3 mos
Allstate

Sales Effectiveness Project Manager

Allstate

LinkedIn
2020-3 - 2020-9 · 7 mos

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.

Allstate

Regional Finance Leader (Controller)

Allstate

LinkedIn
2016-10 - 2020-9 · 4 yrs

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.

Allstate

Sr. Finance Manager

Allstate

LinkedIn
2015-10 - 2016-10 · 1 yr 1 mo

Greater New York City Area

Optimized a team of 10+ to ensure profitability of $2.5B+ of insurance premium, inclusive of deep dive analytics, market share boosting initiatives, risk assessments, and loss mitigation tactics.

Allstate

Sr. Finance Manager - Talent Share

Allstate

LinkedIn
2015-6 - 2015-9 · 4 mos

Clearwater, Florida

Contributed to improved team performance, efficiencies, elevated margins, and reduced expenses by streamlining processes, and a focus on new tool development and mitigating injury losses.

Allstate

Finance Manager

Allstate

LinkedIn
2014-4 - 2015-5 · 1 yr 2 mos

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.

Allstate

Financial Analyst

Allstate

LinkedIn
2008-12 - 2014-3 · 5 yrs 4 mos

Greater New York City Area

Added a disciplined focus on improving business and financial modeling, process enhancements, forecasting, market trends, KPIs and metrics.

Education

Fordham University

Fordham University

LinkedIn

Business Administration; Conc: Finance

2004 - 2008 · 4 yrs

Adam Petersen's Contact Information

Email

******@***.com

Phone

(**) *** ****

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