Dave Berkowitz

Background

About Dave Berkowitz

Profile: Strategic financial and global business leader with deep technical skills and a professional background in Insurance and Financial Services. A trusted advisor to business leadership on complex business issues and a sought after resource to take ownership of the resolution of challenging business situations. Strong leadership skills, work ethic and attention to detail leading to a culture of transparency, collaboration, empowerment and accountability. Proven ability to build, mentor, motivate and manage high performing cross-functional teams of professionals. Innovative & entrepreneurial mindset while acting as a change agent who can diplomatically challenge the status quo and partner with other business stakeholders to transform an organization into a culture focused on continuous improvement, growth and profitability. Professional Skills: • US GAAP, IFRS, management, US SEC and regulatory reporting • Leading and transforming accounting operations • Accounting policy and procedures including cost effective internal controls • ERP solution design and implementation (SAP and PeopleSoft)- delivered on time and on budget • Financial planning and analysis including capital attribution and regulatory models • Transformation initiatives incorporating technology automation, robotics, natural language processing, and artificial intelligence • Cost optimization - business process simplification/elimination and in/outsourcing • M&A due diligence and integration of operations including target operating model design and talent assessment • Leadership and operating experience in Finance, Claims, Actuarial, Technology, and Operations • Business intelligence strategy and implementation – data development, report visualizations, and governance (Power BI, Microstrategy, & Qlik) • Performance management – Key Performance Indicators benchmarking, analytics, financial modeling and profitability analysis • Strong communication and presentation skills to Senior Leadership and Board Members • Business vision and strategy - creation and implementation