I am responsible for developing and executing strategies to enhance Kaiser Permanente's working relationship with the national consulting firms, and identifying and executing on opportunities to support our mutual growth efforts. Additionally, I oversee Kaiser Permanente’s participation in the national private exchanges.

Develop and execute on strategies to enhance Kaiser Permanente’s relationships with national benefit consulting firms. Identify opportunities to align, collaborate, and partner with a focus on achieving our common goal of helping employers improve their employees’ health and wellness while effectively managing health care costs. These partnerships are based on a mutual sharing of ideas, insights about the future of our industry, and Kaiser Permanente’s latest care delivery innovations.

• Managed annual Rate Setting process: led cross functional work team charged with developing near term regional strategies to achieve financial and membership goals, and supported regional senior leadership during national strategy meetings• Marketing lead for annual strategic planning process: assisted in the creation of near and long term line of business strategies to achieve membership growth goals and financial targets• Collaborated with Vice President of Strategic Business… Show more • Managed annual Rate Setting process: led cross functional work team charged with developing near term regional strategies to achieve financial and membership goals, and supported regional senior leadership during national strategy meetings• Marketing lead for annual strategic planning process: assisted in the creation of near and long term line of business strategies to achieve membership growth goals and financial targets• Collaborated with Vice President of Strategic Business Development (Baltimore) to develop and implement Baltimore strategy• Managed team of four responsible for membership reporting and forecasting along with market and competitor intelligence• Created and disseminated communications for senior leadership focused on membership results, competitor overviews, external market trends and the near and long term implications on Kaiser Permanente’s strategy and market position• Led the design, development, and implementation of new membership reporting system. Leading next phase that will address existing reporting gaps and provide additional intelligence to improve Kaiser Permanente’s understanding of key internal and external trends and their impact on membership. Show less

• Project manager for annual Rate Setting process: created work plan and work stream for near term strategy process• Improved regions understanding of external environment by managing the development and dissemination of market assessments, competitor studies, quarterly newsletters, and economic studies• Forecasted membership by line of business and product using current and historical membership trends along with relevant market information• Maintained membership databases and… Show more • Project manager for annual Rate Setting process: created work plan and work stream for near term strategy process• Improved regions understanding of external environment by managing the development and dissemination of market assessments, competitor studies, quarterly newsletters, and economic studies• Forecasted membership by line of business and product using current and historical membership trends along with relevant market information• Maintained membership databases and published monthly membership reports• Performed ad hoc market analysis and membership reports Show less

• Forecasted monthly changes in operations and presented results to senior leadership• Managed production of quarterly forecast reports submitted to head quarters• Project manager for annual budget process• Liaison between the Finance and IT department facilitating communication for system changes• Created annual budget for Property and Facilities• Oversaw ad hoc business case reports for Financial Planning

• Collaborated with Senior Leadership to develop near term strategy to improve financial performance and maximize efficiencies between Time Life and Lillian Vernon• Identified and led implementation of billing projects including, real time credit card authorization and Electronic Check Payment, which generated an additional $2.45 million in operating income in the first year• Researched and analyzed current and future demand for VHS, CD, DVD, and digital products to support our… Show more • Collaborated with Senior Leadership to develop near term strategy to improve financial performance and maximize efficiencies between Time Life and Lillian Vernon• Identified and led implementation of billing projects including, real time credit card authorization and Electronic Check Payment, which generated an additional $2.45 million in operating income in the first year• Researched and analyzed current and future demand for VHS, CD, DVD, and digital products to support our forecasting system• Created and implemented Media spend strategy that maximized ROI based on the analysis of historical data used to determine the correlation between Customer Service sales and advertising• Analyzed competitors position in the market as part of the five year Strategic Plan• Implemented order forecasting system using Essbase that provided Time Life with accurate product performance information and projected future sales based on historical purchasing patterns and future product demand• Analyzed direct mail campaign response rates to optimize the selection of target audiences• Trained Finance department to utilize the Essbase user interface• Created Marketing Action Planning System (MAPS) in Cognos Planning Analyst• Stream lined and enhanced Broadcast Activity Report for CFO using Cognos• Member of the Time Life building relocation team, performed lifetime cost base analysis on lease options Show less