Briana Callahan Email & Phone Number

Philadelphia, Pa, Us

Hegins, Pa, Us

Lancaster, Pa, Us

Winston Health is a health insurance technology startup unlocking the power of healthcare data to build innovative solutions that lower costs and improve member experience.• Performed competitive analysis and product research to inform the development and execution of the company strategic plan• Manage payer price transparency data and provider quality data, utilizing Python to analyze and transfer into a digestible format for platform user recommendations• Responsible for budget development and management, AP/AR, reconciling accounts monthly in QuickBooks, and board financial reporting• Lead weekly virtual team meetings to ensure alignment on project status and budget for product development• Created and documented core operational processes, increasing team capacity by 30%

Lancaster, Pa, Us

• Spearheaded process improvement initiatives, bringing results such as slashing accounts receivables aging by 85%• Established visual troubleshooting guide that the enabled the customer experience team to more efficiently resolve and respond to inquiries• Oversaw project to implement an intranet site where employees and leaders could quickly access important information at-a-glance• Developed a collaborative budgeting process, managed a $6 million budget, and established KPIs and reports for performance monitoring• Collaborated with key executives to facilitate company-wide strategic planning to maximize efficiencies• Created data dashboards to track strategic plan progress and improve decision-making

Lancaster, Pa, Us

• Led a cross-functional project team and scaled operationally to support 400% growth in market share and the addition of two new products• Spearheaded project implementation of a customer issue tracking system which resulted in the reduction of customer issue close-time and outreach• Facilitated operations department strategic planning and created the team’s first strategic plan• Increased team capacity by 25% through process improvement initiatives such as implementation of APIs• Created a national-scale resource planning model to facilitate strategic decision-making

Lancaster, Pa, Us

• Managed carrier data for small business health insurance plans• Managed relationships with medical and ancillary insurance carriers across 20 markets• Developed automated tools using Excel and SQL to improve accuracy and efficiency

Us

• Managed a self-grown book of business exceeding $500,000 in Annual Recurring Revenue• Led strategic consulting on employee benefits, human resources, compliance, employee health and productivity, benefits administration, and technology systems• Developed and documented a sales consultation and implementation process to maximize close ratio and improve client retention

Lancaster, Pennsylvania, Us

Analyzed and documented compliance reviews of risks and controls, risk profiles, key risk indicators, key performance indicators, and other metrics

Lancaster, Pa, Us

Managed property and casualty insurance policies for large commercial business clients with over $50,000 in annual revenue across all industries

Mount Joy, Pa, Us

Responsible for accurately processing all routine banking transactions, researching errors in deposits and withdrawals, and handling customer inquiries via telephone and in-person. Additional responsibilities include identifying and maximizing cross-sell opportunities, and completing other specified duties as assigned.

Marietta, Pa, Us

Interned for the summer in the Commercial Lines Department with Loss Control as a Loss Control Technical Assistant. Responsible for ordering surveys, reviewing loss control inspection reports, and issuing recommendation letters to clients. Also spent 2-4 hours each week shadowing in various departments throughout the property & casualty insurance company.

Organized office in order to facilitate the emergence of employer’s second business, maintained client accounts using QuickBooks, assisted with additional paperwork and office tasks.

Performed work in and learned the process of financial analysis and underwriting in order to evaluate surety accounts, entered data on various clients and studied client financial history in order to evaluate outcomes of future client construction projects.

Brownstown, Pa, Us

Worked 2 summers part time, 1 summer full time, and during breaks throughout academic year, performing work in multiple departments including accounting, benefits, and construction/administrative.

Ba, Organization & Management Studies, Mathematics, Business

Education record