Scott N. Zimmerman De Forest, WI 53532

(608) 354-3493 scott.n.zimmerman@gmail.com linkedin.com/in/scott-n-zimmerman

Career Summary: Analysis background enables quick and effective break downs of complex problems, identifying solutions and leading efforts to resolve issues. Financial proficiency utilized to facilitate coordinated development of business and operational plans and associated financial impacts. Communication skills and relationships supported work with executives to establish corporate strategies and measures for project and initiative planning, prioritization, resource management and implementation. Management roles provided growth by directly leading others and positively influencing decision making.

Professional Experience American Family Insurance - Madison, WI 2001 - Present

Performance & Analytics Senior Analyst 2016 – Present

A lead role providing field capacity, sales analytics and operational reporting functions for sales management to help drive sales capacity growth, increased agent success rates, reduced acquisition costs and optimized distribution capabilities. Key Accomplishments:

Drove forecasting, reporting and analysis of impacts related to key agent metrics for the Strategy and Planning Director, Capacity and Analytics Managers, the sales vice presidents and EVP of Sales.

Analyzed and reported current agent capacity trends to provide continually updated capacity forecasts and associated insights to executive, line and sales management

Identified innovative analytical approaches and provided the ability to define a Key Performance Indicator (KPI) and metrics

Developed reports to meet KPIs/metrics or Adhoc reporting and applied data to determine if a KPI or metric is being achieved while working with the agents and/or DMs in determining ways to meet that KPI in the future

Corporate Planning & Programs Operations Manager 2015 – 2016

Creates, communicates, and oversees the analysis, reporting and metrics needed for divisional and corporate planning, portfolio, programs, and initiatives. Key Accomplishments:

Drove forecasting, reporting and analysis of the financial impacts related to initiative and divisional business plans to provide better planning, prioritization and implementation

Established standards for divisional leadership on reporting and metrics needed for decision and prioritization of program, planning, and portfolios

Implemented tracking, monitoring and reporting of financial goals for all divisional and enterprise initiatives to recommend and facilitate progress discussions

Managed enterprise portfolio/program/project tracking tool to provide oversight for capacity management and general time tracking processes

Managed direct reports, systems, and projects to achieve department/unit goals in accordance with company policies and practices

Scott Zimmerman continued

Business Analysis & Financial Services Manager 2007 – 2015

Oversaw I/S financial management operation processes, analysis, reporting and metrics needed for divisional and corporate planning, portfolio, programs, and initiatives. Provided oversight and led decision making related to I/S finance activities.

Key Accomplishments:

Managed and performed financial and business analysis to identify opportunities for decision making of an $325M operational budget

Analyzed and reported divisional budget / forecast for CIO and Divisional Leadership to recommend and facilitate actions based on financial trends

Created metrics dashboards to visualize supply/demand and productivity of Information Services resources to allow for informed decision making on $180M resource spend

Created and presented project portfolio management strategies and recommendations to leadership to enable educated prioritization and selection of efforts

Managed and developed a diverse team of IT financial professionals Senior Financial Analyst 2006 – 2007

Supported the achievement of corporate financial and growth goals by providing management in all areas of the company with necessary financial information and analysis pertaining to profitability and key financial measures. Helps to assure that all corporate decisions are made while considering the associated financial, growth and customer impacts.

Key Accomplishments:

Prepared and presented cost / benefit analysis to leadership to evaluate decision options

Facilitated business value and risk discussions to enable informed decision making

Developed project specific metrics Developed departmental standard operating procedures

Senior Budget Analyst 2002 – 2006

Provided budget analysis and recommendations for Personal Lines, Commercial Farm / Ranch, Office Administration, and Controller Divisions

Senior Systems Accountant 2001 – 2002

Provided insight and testing for the various financial systems Chorus Communications - Madison, WI 2000 – 2001

Business / Project Analyst Directed billing projects, managed special projects, and liaised between all business disciplines.

Education / Licenses: University of Wisconsin – Whitewater, Whitewater, Wisconsin

Master of Business Administration (Finance)

Bachelor of Business Administration (Finance)

Previously obtained Series 6, Series 63, Life and Health licenses