Joshua King
Financial Analyst @Principal Financial Group
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WORK HISTORY
Financial Analyst @Principal Financial Group
US
Created and analyzed performance metrics comparing paid claims per working day against premium fluctuations on monthly and quarterly bases• Developed comprehensive visual analytics for multiple insurance products (Accident, PFML, CI, HI), focusing on key metrics including daily sales, claims, and premium trends• Conducted data accuracy validation for Minimum Size Requirement (MSR) case files, ensuring data integrity and compliance• Led cross-functional data consolidation project between SBD and Life business units, highlighting crucial KPIs and metrics for Benefits & Protection division• Authored detailed analysis reports on paid premium seasonality patterns and consolidated business performance• Designed and implemented interactive Power BI dashboards for Benefits & Protection division, featuring- MSR tracking and analysis - Loss ratio monitoring - Custom visualizations with dynamic filtering capabilities - Automated data transformation processes• Demonstrated strong technical skills in data transformation, dashboard development, and business intelligence tools while maintaining attention to detail and accuracy
ABOUT JOSHUA KING
Emerging and transcending Managerial and Financial professional with a solid foundation in Word, Excel, Team Building, and Customer Service. Driven and dedicated to improving customer service and determined to constantly learn and improve the financial landscape of a company. Seeking challenging Internship to improve management expertise and financial horizon.
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