Finance executive · Miami, Florida

Derrek Space

FP&A, finance transformation and insurance finance

Twenty years leading finance teams across insurance, healthcare, consumer goods and financial services. I build the planning, reporting and operating disciplines that let leadership teams decide with confidence.

  • 17 marketsLed consumer insurance finance across Latin America at AIG
  • $55MIn savings identified and delivered at Kemper
  • 20+ yearsFinance leadership, from Lehman Brothers and PwC to AIG
  • 3 languagesEnglish, Spanish and French
About

Finance that leadership can act on.

I have spent my career where finance meets operations: building forecasts leadership trusts, cutting reporting cycles, and redesigning cost structures without breaking the business. At AIG I led finance for the consumer insurance business across 17 Latin American markets and delivered $65M in SG&A savings, with a shared service center in Bogotá.

At Kemper I directed business intelligence and FP&A on a $5B portfolio, delivering $55M in savings and leading the Workday Adaptive Planning implementation. Since 2018 I have run Consultgenix, an advisory practice for owner-led and PE-backed companies, where I now apply AI workflows to make finance teams faster.

I am based in Coral Gables and work in English, Spanish and French.

Experience

Selected roles

2018 to present

Founder

Consultgenix

Fractional CFO and finance transformation work: finance function assessments, operating model redesign, ERP and EPM implementation, reporting rationalization, and bookkeeping for independent insurance agencies.

2022 to 2023

Director, Business Intelligence and FP&A

Kemper

$5B portfolio. $55M in savings. Directed the Workday Adaptive Planning implementation and automated recurring reporting, cutting manual work about 30%.

2019 to 2021

Interim Finance Head, Medicaid and Medicare

Aetna, a CVS Health Company

Finance for Florida Medicaid and Medicare managed care operations. Three medical economics projects cut medical cost overspending 14% and contributed to a 6% Florida Medicaid revenue increase. Managed MLR, Achieved Savings Rebate, Florida Healthy Kids and AHCA filings.

2012 to 2018

Head of Finance, Latin America Consumer Insurance

AIG

Finance leadership across 17 markets. $65M (22%) in SG&A savings and a shared service center in Bogotá.

2008 to 2012

Finance roles

PepsiCo, Markit (S&P Global), Brightstar, Pernod Ricard

Planning, analysis and due diligence across consumer goods, data and telecom distribution.

2001 to 2008

Finance and advisory

PwC · Lehman Brothers

Internal finance and advisory at PwC. Operations and investment banking support at Lehman Brothers.

Focus

Where I add the most value

01

Planning and forecasting

Budgets, reforecasts and driver models that hold up in front of a board, with accuracy tracked every cycle.

02

Finance transformation

EPM and BI rollouts, close acceleration and reporting redesign, from Workday Adaptive to Power BI.

03

Insurance finance

Consumer and P&C economics, carrier and agency accounting, premium trust and commission reconciliation.

04

Cost and operating model

Shared services and SG&A redesign across multi-country organizations.

05

AI in finance operations

Practical AI and automation workflows that remove manual work from close, reporting and analysis.

06

Latin America

Multi-market leadership across 17 countries, in Spanish and English.

Education

  • MBA, Accounting and Finance, University of Connecticut
  • BS, Finance and Economics, University of Florida

Certifications

  • Wharton: Business and Financial Modeling, Business Analytics, Accounting Analytics
  • Six Sigma Green Belt, Kennesaw State University
  • Intuit QuickBooks Certified ProAdvisor: QuickBooks Online Level 1 and 2, QuickBooks Desktop and Desktop Enterprise, Bookkeeping, Workforce (payroll), Enterprise Suite