Randy Gilbert, CLU, ChFC, FLMI

Experience

• 

  Prudential Financial

  Jan 1992 - Jan 1999

  Responsible for compliance adherence of agents and administrative management of Field Offices in North Carolina, including office staff of twelve. • Provided for the progressive administration of an award winning office.• Prepared annual budget, business plan, and financial and sales reports.• Trained agents on FINRA and SEC compliance, new company software, and sales analysis. Marketed life insurance, annuities, disability insurance, and health insurance based on financial needs analysis.

  • Business Manager

    Jan 1994 - Jan 1999

  • Special Agent

    Jan 1992 - Jan 1994
• 

  Lincoln Financial Group

  Jan 1999 - Jan 2011

  Supported and fostered growth through analysis of the financial and business environment. Developed strategic frameworks within and across business units. Applied rigorous financial and cost-benefit analysis (CBA) to strategic initiatives including the ongoing monitoring of strategies against their CBAs. Responsible for annual budget for corporation and monthly expense vs. budget analysis, including monthly variance review with business unit heads and quarterly review with CEO.• Successful implementation of Hyperion Planning software• Created expense vs. budget variance reports which were summarized at the business unit level with detail down to the cost center level.• Conducted training classes on Hyperion Planning budget software. Responsible for the coordination of the Corporate Strategic Planning function for the company, including review meetings with the CEO.• Prepared consolidated financial projections for the revision of the annual strategic plan.• Created Strategic Planning templates for the annual planning process.• Performed M&A analysis and assisted in M&A project management, including maintaining ‘Windshields’ on potential acquisition candidates. New position created to organize the EIA Annuity Reinsurance department and bring all reports up to date.• Created Microsoft Access database to maintain policy data required for reinsurance vendor.• Created reports for tracking of EIA annuity issues and surrenders.• Successfully organized the department to a level of high efficiency. New position created to monitor and track questionable activity of life insurance agents. This position also coordinated all State Market Conduct exams.• Successfully coordinated Market Conduct exams by various states.• Created new reports for tracking agent surrender/replacement activity.• Worked closely with legal department in gathering evidence in agent fraud investigations.

  • Assistant Vice President, Strategic Planning

    Jan 2008 - Jan 2011

  • Assistant Vice President, Financial Management

    Jan 2005 - Jan 2008

  • Strategic Planning Analyst

    Jan 2001 - Jan 2005

  • EIA Annuity Reinsurance Manager

    Jan 2000 - Jan 2001

  • Compliance Manager

    Jan 1999 - Jan 2000
• 

  Lincoln Financial Group

  Jun 2011 - Jan 2012

  Assistant Vice President, Metrics and Finance

  Responsible for planning, managing and executing activities associated with data analysis, predictive modeling, budget coordination, expense analysis, dashboard development, metric reporting, and strategic initiatives.

• 

  Takata

  Feb 2013 - Oct 2013

  Financial Consultant

  Served as a Financial Consultant as they transferred their financial operation from Greensboro, North Carolina to both offshore and Detroit, Michigan. Responsible for various month end journal entries, month end reports, both at the plant level and consolidations. Served as the SME for Hyperion Essbase, including generating monthly reports, creating adhoc reports. Also maintained Hyperion Essbase database outlines and Hyperion HFM metadata.

• 

  Friendly Car Care, Inc.

  Oct 2013 - now

  President

  Own and operate a Meineke Car Care franchise located in Walkertown, North Carolina.