JIM BOOS

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VP of Strategic Finance

Private Client Select (PCS) - AIG Spin-off

Jul 2023 - Current (3 years)

Helped facilitate $15M revolver with minority owner ensuring cash and liquidity was always maintained at acceptable levels. Partnered on the Strategy & Growth team, designing macro and micro growth strategies to maintain EBITDA and growth targets. Established month-end close procedures and finance processes aligned with GAAP standards. Created treasury and cash management structures, ensuring effective internal controls. Directed evaluations and development of carrier partnership opportunities ($150M auto capacity). Successfully implemented NetSuite on time and within budget. Designed month-end processes with clear documentation for future team onboarding (helped onboard 5 team members during transition).

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VP, Due Diligence & Strategic Initiatives

AIG - Private Client Group (HNW division, Personal lines)

Jan 2020 - Jul 2023 (3 years 7 months)

Integral in AIG's successful division spinoff to Private Equity, joining NewCo as PCS ($1.5B premiums per annum, $250M net commissions). Developed economic model leading to PCS's spinoff from AIG to an MGA model, led detailed modelling (as individual contributor). Led initiatives in distribution, pricing, reporting, and deal development, focused on high-net-worth segments. Directed the evaluation, design, and execution of transactions involving Insurtech MGAs, captives, and reinsurance structures. Built CAT reporting frameworks with Portfolio team, ensuring risks aligned with AIG's defined appetite, helping to reduce hurricane exposure over 50% and CA Wildfire exposure over 90%. Created due diligence frameworks for evaluating MGA partnershi

Vice President, Financial Planning & Analysis

TriNet

May 2017 - Aug 2019 (2 years 4 months)

SaaS-based Payroll / HR benefits company grew from $2.5B to $5B in revenue, Public Co, Large PE ownership (Atairos). Led process improvement and automation initiatives driving reduction from 13 down to 3 in support area saving $1M in headcount savings. Transformed sales quota-setting process for 500+ sales representatives, indexing quotas based on opportunity (TAM) and productivity projecting a 25% reduction in voluntary attrition. Oversaw budgeting and forecasting processes, analyzing financials vs. forecasted targets. Implemented a guidance model for investor relations, achieving forecast accuracy over eight quarters and never missing guidance. Enhanced board presentations and audit committee decks to communicate critical financials with

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AVP, FP&A and Property & Casualty CFO

QBE Insurance Group

Aug 2014 - May 2017 (2 years 10 months)

Managed $200M divestiture from a finance perspective, optimizing resource allocation (Middle Market business to Arrowhead). Revised Risk Management Reinsurance structure reducing Net Combined Operating Ratio from 120's to < 95, removing internal reinsurance structure and moving towards specific FAC placements. Directed quarterly reviews and board documents, focusing on performance trends. Drove portfolio rationalization, contributing an additional $120M in underwriting profit (terminated 6 unprofitable programs). Re-organized finance organization and set up similar to investment banking with analyst pool - created strong bench strength and future leaders for organization (2 analysts are still there at VP level now).

Interim UK CFO

Willis Towers Watson

Jan 2013 - Jan 2014 (1 year 1 month)

Implemented policies generating $3M in additional revenue. Key UK representative for Global Finance Transformation project. Contributed to the risk solutions division's turnaround, achieving positive growth (+7.7% vs -1.5% prior years on average).

Divisional CFO / Finance Business Partner

Willis Towers Watson

Jan 2010 - Jan 2013 (3 years 1 month)

Increased customer retention by ~5% by implementing industry verticals in underwriting and servicing strategies. Served as key member of finance and operations work stream to create synergies and cost savings as result of restructure. ($1M)

Financial Controller

Talascend

Jan 2009 - Jan 2010 (1 year 1 month)

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CFO

Audio Video Unlimited

Jan 2005 - Jan 2008 (3 years 1 month)

Accountant to CFO

Various Companies

Jan 1995 - Jan 2005 (10 years 1 month)

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