Manage G&A forecast cycles, capital planning and revenue recovery team of five for the largest IPA in Orange County.

Individual contributor of strategic financial and operational planning for OptumHealth Behavioral Solutions, a managed care behavioral and substance abuse division of United Health Group, Inc.• Achieved corporate growth objectives through full P&L forecasting for a segment having $2.8B in revenues and 11% growth year-over-year.• Collaborated on Activity-Based Costing (ABC) models with Clinical management resulting in the right-sizing of Care Advocacy Center staffing.• Supported market-level General Manager through creation of month-end close and forecasting packages which contributed to identifying markets for increased penetration and IOI growth potential.• Streamlined Cost-Benefit Analysis (CBA) model through sophisticated financial modeling techniques resulting in better decision making for potential investment opportunities.• Aided in strategic planning through various presentations and ad-hoc analysis to all levels of management.

Responsible for membership forecasting, full P&L budgeting and management reporting.• Decreased plan development time and monthly reporting through actuals automation using Excel, ROSS GL and Access.• Collaborated with Sales and Account Management in developing revenue and commissions schedules to achieve company growth objectives.• Reduced company expenses 10% by performing metric-driven financial analysis and providing strategic recommendations for effective resource management at the cost center and legal entity level.

Managed one underwriter in the pricing and underwriting of client proposals resulting in competitive and profitable business cases.• Minimized strategic and financial risk by training business analysts to quote and renew small- to large-group accounts through the processes of pricing and underwriting.• Performed financial analysis and recommendations on books of business resulting in 20% growth in revenues in 1998.• Increased Direct Business and Health Plan membership by assisting sales force in the presentation of quantitative information to brokers and consultants.

Created custom managed care and EAP underwriting models in support of new sales and existing client renewals.• Promoted market awareness and competitive bidding by training sales force in the basics of pricing and underwriting.• Provided ad-hoc client-specific utilization reports and P&L analysis in support of sales and account management.