Delivering data and BI solutions at scale to drive action on, and meet regulatory reporting compliance of, the environmental impact of the enterprise.

Financial planning and analysis of employee benefit plans including communication of plan performance, research in market trends, standard and ad hoc reporting, development of new reporting and report automation, employee benefit plan renewal analysis and impact to budget, insurance contract marketing and contract analysis, budget consulting of employer self-funded health benefits, and actuarial relativities of benefit plan design changes.

Financial reporting, analysis, and underwriting of employer health and welfare benefits. Project Manager of Affordable Care Act Pay or Play Employer Calculator.

Experience reporting on client groups with health policies and ancillary lines. Additionally responsible for drafting clients' Form 5500 tax forms for filing with the DOL.

Small group marketing and service.