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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)
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.
1999 - 2009
Full-service insurance agency and reinsurance subsidiaries of Washington Mutual (Acquired by JP Morgan Chase)
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.
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)