Dianna Saunders, CPA

Chief Financial Officer, West Region

San Francisco, California, United States

Professional Overview
Dianna Saunders is an accomplished finance executive with over 20 years of experience in the insurance and financial services industries. As the Chief Financial Officer for the West Region at EPIC Insurance Brokers & Consultants, she oversees the financial operations, strategic planning, and risk management for the organization's western territories.

Experience Summary

Current Role
As the Chief Financial Officer for the West Region at EPIC Insurance Brokers & Consultants, Dianna is responsible for leading the financial strategy, reporting, and compliance for the company's operations in the western United States. She manages a team of finance professionals and works closely with cross-functional leadership to drive business growth and profitability. Under her guidance, the West Region has achieved consistent revenue and margin growth, while implementing robust financial controls and risk management processes.

Career Progression
Prior to her current role, Dianna served as the Vice President of Finance and Director of Finance at EPIC Insurance Brokers & Consultants, where she played a crucial role in the company's expansion and integration of acquired entities. Before joining EPIC, she held finance leadership positions at Blue Shield of California, where she was instrumental in driving financial analysis, budgeting, and operational improvements. Dianna began her career at Charles Schwab, where she progressed from a Retirement Operations Specialist to a Senior Financial Consultant, gaining valuable experience in the financial services industry.

Academic Background
Dianna holds a Bachelor of Science degree in Accounting from the University of California, Berkeley, and is a Certified Public Accountant (CPA).

Areas of Expertise

• Financial management and reporting

• Strategic planning and business partnering

• Risk management and compliance

• Mergers and acquisitions

• Financial analysis and forecasting

• Process optimization and automation

Professional Impact
Throughout her career, Dianna has demonstrated a track record of driving financial excellence and strategic decision-making. At EPIC Insurance Brokers & Consultants, she has been instrumental in developing and implementing financial strategies that have contributed to the company's consistent growth and profitability in the West Region. Dianna's leadership and expertise have been recognized by her peers, and she is known for her ability to translate complex financial information into actionable insights that enable informed business decisions.

Conclusion
Dianna Saunders is a seasoned finance executive with a proven ability to navigate the challenges of the insurance and financial services industries. Her deep understanding of financial operations, risk management, and strategic planning, combined with her strong leadership skills, make her a valuable asset to EPIC Insurance Brokers & Consultants. Dianna is committed to driving continued growth and profitability for the organization, while upholding the highest standards of financial integrity and compliance.