Bookmark and Share Download a PDF version Download a Word Doc version

Brandon McCreary

715 N Charter Hall Dr

Palatine, IL 60067

Mobile

E-mail

PROFILE


Innovative, customer focused finance professional with experience in leading risk management and finance related initiatives. Strength and experience in internal auditing, business continuity planning, cost model development and project management. Skilled in delivering timely, accurate results on a consistent basis in an environment that requires strong consensus building and analytical skills.

PROFESSIONAL EXPERIENCE


Lincoln Financial Group Aug 2006 - Jun 2009

$10 billion financial services company that specializes in providing wealth-building and insurance products for individuals and public/private institutions. Completed three year Professional Development Program that provided the opportunity to rotate into cross-functional financial services assignments across the company.


Performance Analyst, Arlington Heights, IL (Sept 2008 - Jun 2009)

Managed the implementation of corporate finance and risk management initiatives


  • Created the first comprehensive business continuity plan for operational areas, which provided operational areas with effective recourses in the case of a business disruption

  • Designed training schedule for each functional area which set benchmarks that tested the progress of the business continuity plan

  • Developed competitive analysis table that compared the defined contribution services of competitors to LFG’s defined contribution services. Utilized various retirement industry sites to compile research.

  • Created cost of administration model that assigned service unit costs to each of the defined contribution administration services offered. Pricing group utilized this model to effectively develop a competitive pricing structure for clients.


Business Continuity Analyst, Greensboro, NC (Sept 2007 - Sept 2008)

Developed and provided maintenance to the business continuity plan for Greensboro office


  • Facilitated the first pandemic disaster simulation exercise, which produced a series of metrics that were utilized for the pandemic plan

  • Developed first crisis management manual, which increased efficiency for the Crisis Management Team by illustrating communication solutions for multiple disruption scenarios

  • Produced white paper that offered integrated approach to business continuity planning process across multiple locations

  • Conducted call notification test that measured the responsiveness of the Crisis Management Team and identified three major telecommunication gaps

  • Streamlined business continuity planning process by identifying several key critical functions for multiple departments and prioritizing these functions according to financial impact

Brandon McCreary Page 2

Staff Auditor, Fort Wayne, IN (August 2006 to September 2007)

Tested the risk/control environment for Sarbanes Oxley (SOX) processes and performed operational audits on client annuity services area


  • Developed metric that measured the risks posed to the company’s top 30 reinsurers

  • Created ongoing auditing efficiency by identifying seven SOX processes that could be removed from the annual testing schedule

  • Reconciled expenses of $3 million separate account during annual financial audit

EDUCATION


Bachelor of Science in Accounting (2006), Tuskegee University

G.P.A. 3.34


TECHNICAL EXPERIENCE


LDRPS (Living Disaster Recovery Planning System)

Microsoft Office Suite

Risk Navigator

Notifind

PROFESSIONAL DEVELOPMENT


Lincoln Financial Group Professional Development Program Graduate

PROFESSIONAL AFFILIATIONS


National Black MBA Association

PROFESSIONAL LICENSES


Associate Business Continuity Professional

COMMUNITY AFFILIATIONS


Action Greensboro

Alpha Phi Alpha Fraternity, Inc

Euell A. Wilson Center Volunteer