Affiliate
This is one of the largest health, life, and annuity marketing organizations in the nation.
What is AmeriLife Marketing Group?
This person is the CEO of AmeriLife.
Who is Scott R. Perry?
This FP&A platform is used by the Finance team for budgeting and forecasting.
What is OneStream?
This is where Innovation Day was held.
What is Plant City?
This is the university David and Roman attend.
What is the University of South Florida?
These are the number of affiliates in Health and Wealth.
What are 59 Health affiliates and 31 Wealth affiliates?
This person founded AmeriLife.
Who is Gary Boesch?
This is the main difference between VLOOKUP and XLOOKUP.
What is that VLOOKUP looks left to right, while XLOOKUP can search across an entire array?
This is where the FP&A team volunteered during the summer.
What is the Humane Society?
This was the cake flavor and bakery for David’s birthday.
What is carrot cake from Wright’s Gourmet House?
This was AmeriLife’s largest acquisition.
What is Crump?
This is where and when AmeriLife was founded.
What is Holiday, Florida in 1971?
This line appears near the bottom of the P&L and is attributable to ALG.
What is EBITDA?
This was the name of the AI bot Nick was talking to.
What is Miko?
These are David and Roman’s nationalities.
What are Colombian and Russian?
These were the Health and Wealth affiliates with the highest EBITDA for June.
What are PAM and JSAC?
These two leaders serve as the Presidents/CDO of Health and Wealth.
Who are Todd Buchanan and Scotty Elliot?
This FP&A term refers to the difference between two financial records or expected results.
What is variance?
This was the location of the interns’ first lunch.
What is Broken Egg Café?
This was the date Roman and David switched sides during the internship.
What is July 6th?
In 2012, AmeriLife made its first documented acquisitions by purchasing these two companies.
What are Unkefer & Associates and Vertical Vision?
This financial product became the focus of AmeriLife’s first exclusive national distribution contract in 1993.
What are annuities?
This is what Accounting might say about revenue that is too small to record.
What is immaterial?
This phrase refers to the hottest time of the year.
What are dog days?
This was David and Roman’s internship start date.
What is May 11th?