Steve McClellan

Background

About Steve McClellan

Top performer with a proven track record and over 20 years of experience providing leadership and support within financial-focused, retirement industries. Capable of creating models, forecasts, and strategies that are aimed at optimizing overall revenue, bottom-line profits, and financial success. Equally effective in communicating information, areas of improvement, and project updates with partners, stakeholders, team members, and management personnel. Achieved numerous accomplishments throughout career, including-Designed and utilized an Excel-based model to forecast $100M worth of income statement activity and $300B of account value balances -Maintained $70B+ worth of Separate Account liabilities -Directed the Retirement Separate Account project that created a highly controlled and fully documented reporting process; led to the acceleration of key deliverables by 5-7 business days -Established a controlled financial data repository that improved key deliverable success by 5-7 business days -Oversaw the successful conversion of critical administrative systems and general ledger from CIGNA platforms to new software I look forward to contributing my success toward maximizing employer success as an Anaplan Model Builder. •Expertise in developing and implementing models, forecasts, and strategies for enhancing business financial performance including budgets, planning, and bottom-line profits •Strategically prioritize, coordinate, and manage multiple projects to optimize productivity and efficiency •Dynamic communication and interpersonal relation skills with a continual commitment to discussing business issues, corrective action plans, and areas of improvement with team members and management •Technology savvy, with proficiency using Microsoft Excel; rapidly learn new systems supporting daily operations