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TRACY L.

DUSTER
(562) 706-6740
La Mirada, CA 90638

tracyduster@gmail.com
www.linkedin.com/in/tracyduster
SUMMARY

A self-driven, organized Finance Professional with extensive experience within Fortune 500 financial
services and insurance companies. Proven success in formulating financial planning and analysis models,
administering timely and accurate financial reports and presentations, designing monthly close processes
and providing management teams with valuable ad hoc analysis. Known as a perceptive, team-oriented
manager, with a collaborative approach, that drives successful teams. Consistently awarded for
formulating and implementing successful strategies that result in cost savings and increased accuracy.
Financial Reporting
Financial Planning
Research & Analysis
Long Range Forecasts

Monthly Forecasts
Profitability Analysis
Stress Test Forecasts
Accounting Principles

Team Leadership
Project Management
Budget Coordination
Audit & Compliance

PROFESSIONAL EXPERIENCE
QBE NORTH AMERICA, Irvine, CA

2010 - 2015

Insurance subsidiaries of QBE and agency servicing Balboa Insurance group (a subsidiary of Bank of America)

Reporting Manager, Financial Reporting and Analysis, (2012 2015)


AVP, Senior Financial Analyst, Financial Planning and Analysis, (2010 2012)
Led team of financial analysts to complete complex US GAAP and IFRS finance and accounting
activities including; management of monthly close, financial reports with in-depth analysis, financial
planning and forecasting, audit and regulatory requirements, stress test forecasts, ad-hoc financial analysis
and finance projects for multiple insurance entities and products.

Managed the general ledger conversion involving account mapping due diligence, expense allocations
and report designs, achieving time savings of four days and cost savings of $1 million.
Developed road map to lead divisional stress test forecast routine, through partnerships with business
managers and corporate finance, to administer standardization among all segments.
Refined and led the monthly close process, through organization and collaboration with crossfunctional teams, to align dependencies and complete in four business days rather than six.
Planned and executed the accelerated close reporting process by identifying implementation issues
and resolving them as they arose, to provide leadership with advanced monthly forecast results.
Directed external audits, ensuring appropriate and timely delivery of audit items and audited financial
statements, resulting in a 5% reduction in audit costs.
Built newly acquired revenue and profit share forecast models for $780 million income stream,
applying key metrics for numerous products, to effortlessly track and forecast ongoing activity.

WASHINGTON MUTUAL / JP MORGAN CHASE, Irvine, CA


WaMu Insurance Services Division

1999 - 2009

Full-service insurance agency and reinsurance subsidiaries of Washington Mutual (Acquired by JP Morgan Chase)

AVP, Finance Manager, Financial Planning and Analysis, (2004 2009)


Prepared and presented executive management and Board of Director financial results that provided
comprehensive analytics to highlight the performance against forecasts and prior periods for multiple
insurance and reinsurance entities and products. Developed and managed timely monthly, quarterly, long
range and annual forecasts, through partnerships with business managers and corporate finance.
Supported management teams with ad hoc reporting requests and special projects including; acquisitions,
profitability analysis, process improvements, trend analysis, strategic planning and others.

Tracy L. Duster

(562) 706-6740

Page Two

Directed cross-divisional teams and external partners to seamlessly convert, over $60 million in
premium, related to four separate acquisitions, resulting in 5% or $3 million in higher than expected
retained premium.
Revamped insurance and reinsurance revenue forecast models, driven by key mortgage banking
metrics, which reduced monthly forecast response time by two days.
Formulated line of business report structure by obtaining and integrating results from external
partners and managing internal data, to institute a new enterprise revenue share methodology.
Actively supported, trained, and motivated a team of financial analysts to consistently deliver
excellent results by streamlining processes and enhancing accuracy of reports.
Headed up numerous fundraising events as Team Leader, to support The Leukemia & Lymphoma
Society for three years, contributing in excess of $55,000.

Senior Financial Analyst, (2001 2004)


Finance Project Manager, (1999 2001)
Prepared monthly financial statements and management reports, highlighting key performance indicators,
metrics and sales results for multiple insurance business lines. Coordinated with business units and
finance managers to complete the annual plan and update forecast models. Compiled large data sets from
internal and external sources for timely production of monthly sales reports. Reviewed bank, restricted
cash and general ledger account reconciliations and journal entries. Managed the month end general
ledger close process. Managed special finance projects from inception to implementation, taking into
account efficiency and cost-effectiveness.

Overhauled financial statements for multiple companies, incorporating direct links to Hyperion
Essbase general ledger information, reducing completion time by five days.
Innovated and automated the internal sales report for insurance consultants, which resulted in a
decrease of research and calculation time by one day and improved accuracy.
Coordinated teams to reconcile the self-clearing bank accounts process, involving $400 million of
monthly transactions, to reduce errors by 50%.
Converted financial reports to advanced software, reducing processing time by one week per month.
EDUCATION
Bachelor of Science in Business, Accounting
University of Phoenix, Costa Mesa, CA
Graduated with Honors

TECHNICAL SKILLS
Hyperion Essbase, In$ight, Great Plains, FRX, PeopleSoft, nVision
MS Office (Excel, Word, PowerPoint, Outlook, Visio, Access)

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