Rich McCreary

Consultant at Humana

Location
Cincinnati Area
Industry
Insurance

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Rich McCreary's Overview

Current
Past
  • Financial Analyst at Humana
  • Board of Directors - Race Director at Team Dayton Cycling
  • Trade Dispute Specialist at Fidelity Investments
Education
Connections

68 connections

Rich McCreary's Experience

Consultant

Humana

Public Company; 10,001+ employees; HUM; Insurance industry

April 2012Present (2 years 6 months) Cincinnati, OH

Financial Analyst

Humana

Public Company; 10,001+ employees; HUM; Insurance industry

August 2005April 2012 (6 years 9 months)

Collaborate with Operational Leadership to develop $100 million annual budget
Model staffing needs for multiple service centers onshore and offshore - 2000 internal and vendor FTEs
Provide monthly analysis of actual financial and operational metrics in comparison with budget
Develop and present Cost Benefit Analysis to support operational decisions
Developed Call and Support reporting tools for operational leadership that link into Oracle and Access databases that allows leaders to view daily, monthly and annual operational metrics utilizing Excel Pivot Table reports
Prepare General Ledger adjustments monthly to reconcile center's financial accounts
Present to Senior Management results of monthly budget variance analysis
Develop and formalize additional reporting to meet changing business needs utilizing Oracle EDWPRO, OBIEE, Access, and Infopac databases

Board of Directors - Race Director

Team Dayton Cycling

2007December 2011 (4 years)

Member of 7 person Board of Directors leading 130 rider amateur cycling team with $20,000 annual budget
Responsible for planning, promoting and executing 3 annual cycling events
Coordinate budget and logistical planning for all events
Manage 30 volunteers day of events with over 200 riders participating per event
All events are profitable and provide $2000 to annual team budget

Trade Dispute Specialist

Fidelity Investments

Privately Held; 10,001+ employees; Financial Services industry

January 1996January 2004 (8 years 1 month)

Compiled and analyzed monthly trading and erroneous report data for senior management
Negotiate disputed trades with clients with a focus on furthering the client relationship
Calculate the potential losses from trading errors, while factoring alternative market scenarios
Mitigate risk to the firm resulting from trading errors by taking action in the appropriate market with an emphasis on minimizing losses to Fidelity within established guidelines and regulations
Provided 4 call center brokerage sites with ad hoc reporting
Provided support for site departments to meet industry compliance requirements
Liaison with our Retail Branches, National Risk groups, and High Net Worth Sales groups to resolve mutual client issues
2000 President's Circle award winner
Series 63, 7,and 8 licensed

Senior Trader

Fidelity Investments

Privately Held; 10,001+ employees; Financial Services industry

January 1995January 1996 (1 year 1 month)

Brokerage Representative

Fidelity Investments

Privately Held; 10,001+ employees; Financial Services industry

January 1993January 1995 (2 years 1 month)

Clarify and transmit client's trades to the appropriate marketplace
Provide clients with clear and timely information to assist in their investing decisions
Resolve client account problems

Collection Specialist

Ford Consumer Finance

January 1993January 1993 (1 month)

Manage a portfolio of past due mortgage loans by contacting clients to negotiate payments

Collection Specialist

JC Penney

Public Company; 10,001+ employees; JCP; Retail industry

January 1990January 1993 (3 years 1 month)

Manage a portfolio of past due revolving accounts by contacting clients to negotiate payments

Rich McCreary's Volunteer Experience & Causes

  • Volunteer Experience

    • Board of Directors

      Team Dayton Cycling
      • Health
      January 2008 January 2012 (4 years 1 month)

      Board member and Race Director

  • Volunteer Interests

    • Causes I care about:

      • Arts and Culture
      • Education
      • Environment
      • Health

Rich McCreary's Skills & Expertise

  1. Leadership
  2. Management
  3. Budgets
  4. CRM
  5. Analysis
  6. Operations Management
  7. Sales
  8. Finance
  9. Access
  10. Project Planning
  11. Accounting
  12. Retail

Rich McCreary's Education

University of Cincinnati

Bachelor, Business Administration

19871992

Finance Major, BBA

Contact Rich for:

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  • job inquiries
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  • reference requests
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