Manage Aon audit vendor (Caribou Systems, Inc.) and over 1,000 employer audit engagements per year, including rebate, financial/pricing, benefit, fraud/waste/abuse, high-cost/low-value, and clinical audits.Consult with account teams and clients to sell audits appropriate to their plan size to help maximize return on investment.Advise Aon account teams and clients on PBM contract nuances to help ensure maximum returns on rebates and pricing performance guarantees for Aon clients during contract renegotiations. Ensure profitability by managing vendor fees against audit pricing.Help design and budget audit packages offered through the Aon Pharmacy Coalition.Build partnering relationships with the leading PBMs in the industry, building a reputation among PBMs and clients as neutral, fair and value-adding for the Aon audit practice.Worked with Aon’s Global Spending Review Board to keep contract with Caribous Systems current.Co-owner of Aon Pharmacy Audit’s self-contracting templates (SOWs/LoEs), manage the legal review process, and work with Aon Legal on non-standard contracts.Work with PBMs, carriers and Aon Legal on NDAs and other contracts required for Rx audits.Continually improve audit processes, report designs to ensure clarity and value messaging to clients.Designed and built capacity model for the Aon Pharmacy practice, to help track colleague capacity and increase workload efficiency across the practice.

• Provided audit and consulting services for Medicare Advantage plans to ensure compliance with CMS requirements.• Designed and built robust, VBA/Excel-based CMS universe review tools for validating client data and automating timeliness checks for client universes, which helped our clients get in front of the new 2022 CMS protocols.

● Private tennis coach for junior tennis players.● Certified high school community coach for multiple high schools for both boys and girls varsity tennis teams.● Owner, Strings Attached racquet stringing services. Employed junior players and provided quality tennis racquet stringing services for clients and local tennis professionals who wished to outsource this service.

Successfully transitioned the defined benefit administration portion of a fully outsourced, Fortune 100 client from a former vendor that included an online benefits interface for client employees, benefits communication fulfillment, and a call center, all of which resulted in 8 million in revenue annually. Built client trust by working on-site with client management during the transition. Managed coordination between internal defined benefit team, health and welfare team, defined contribution team and the Hewitt call center. Created an internal culture of client-focused engagement, in-depth understanding of the plan, and rapid response times by my team members. Ensured a smooth, consistent transition by building a positive, professional relationship with the former vendor that helped facilitate knowledge sharing.Managed post-transition coordination between our online client interface team, benefit calculation team, communications team, client employee fulfillment and our call center.

Coordinated plan administrators, implementation team members and actuarial staff on large projects for a large, fully-outsourced client.Managed a team of implementation programmers and analysts on several multifaceted, “plan change” projects on nine of the Unit’s twenty clients.Oversaw successful implementation of newly legislated qualified pension plan requirements (GATT/EGTRRA) for all of my team’s clients.Consistently won client praise for team on implementation projects by creating a team culture that emphasizes reasonable promises and expected, timely deliverables.Supervised budget issues and achieved client profitability goals through realistic project pricing and by building innovative efficiencies into annual processes.Reduced write-offs through more detailed project scope communications, and by establishing thorough research and testing procedures.Organized and oversaw hiring and training for new team members.Lead implementation of new, web-based pension calculation product (dbConnectTM) for Towers Perrin-Atlanta.

Won client recommendations for Towers Perrin from several dissatisfied, transitioned clients by increasing responsiveness, managing client expectations and producing quality, timely deliverables. Facilitated improved relationships with other company lines of business on four transitioned clients by understanding and negotiating varied goals and promoting increased communication between lines of business.Helped increase profitability of four transitioned clients by providing marketable pricing and innovative, cost-effective solutions.Served as lead analyst and point person on nine of twenty key clients in the unit.Primary advisor to Unit Manager on managing client relationships.Supervised implementation budget on assigned client projects, including pricing projects, billing summaries and overseeing time billed by team members.Managed project schedules to ensure realistic deadlines, quality deliverables and timely implementation.Developed an Excel-based (Visual Basic) batch testing application and run guide for implementation analysts for thorough and efficient change and control testing.Led training sessions and overviews for both clients and Towers Perrin administrators on in-house pension calculation product (PensionManagerTM).Delivered office-wide Excel and Access training sessions and serve as a technical resource for the Atlanta office.

Developed consistent administration practices in accordance with plan provisions, including publishing and overseeing administrative guidelines and procedures.Oversaw workload distribution and deadline management.Drafted and published standard internal benefit calculation procedures, guidelines, and reference charts. Trained new members on benefit calculation procedures.Helped coordinate full outsourcing for Towers Perrin clients.Produced and reviewed benefit calculations for key Atlanta clients.Produced and reviewed Social Security calculations.Developed spreadsheet applications to handle non-standard calculations (70 ½ minimum distributions, extended wear-away, 415 limit, etc.)Served as a resource for Defined Benefit plan administration issues.