Welcome to Utilitarian Financial Consulting Corp

Cash Management

Insurance Premium Management

Standardized the data collection process and the balancing methodologies to reconcile incoming premium payments to policy cash value and lockbox deposits to policy payments on a nightly basis. Created detailed desk manuals, re-engineered new Excel spreadsheets, added links and conditional formatting to ensure data validity. Result: Employee training time was reduced by 25% allowing cross-training […]

Data Collection Automation

Led the initiative to automate the data collection process for all lockbox reconciliations to increase departmental efficiency.  Created process maps, prepared Business Required Documents, designed Excel spreadsheet output, performed regression testing, and integrated with mainframe systems.  Results: Reduced the balancing of lockbox deposits to premium payment application from 3 days to 3 hours. Staff was […]