Elizabeth Blohm, Mba Email & Phone Number

Greater Minneapolis-St. Paul Area

*Financial Planning and Analysis lead for HouseCalls business line. Responsible for delivering forecast and analysis results that drive profitable growth for large scale business line representing $2B in annual revenue and 1.5M annual housecall visits.*Lead team of high performing Directors and Analysts that deliver productivity, volume and cost savings analysis while enabling strong growth of services within Home and Community and partnerships across the broader Enterprise.

• Consolidated results for Optum Health Solutions ($3.2B annual revenue) and partnered with internal and external stakeholders. Facilitated review discussions, and built comprehensive analytics and presentation materials.• Finance lead for business unit restructuring and strategy implementation. Project responsibilities included detailed analysis and cost savings tracking across all direct and allocated expenses in product portfolio. Partnered across the Enterprise with allocation owners… Show more • Consolidated results for Optum Health Solutions ($3.2B annual revenue) and partnered with internal and external stakeholders. Facilitated review discussions, and built comprehensive analytics and presentation materials.• Finance lead for business unit restructuring and strategy implementation. Project responsibilities included detailed analysis and cost savings tracking across all direct and allocated expenses in product portfolio. Partnered across the Enterprise with allocation owners to understand drivers and implementing change where necessary. Project delivered over $25M of savings to date.• Additional responsibilities include strategic product profitability and decommission analysis, cost management reporting and analysis and consolidated reporting creation utilizing Power BI. Show less

• Partnered with product and operations business leaders to create long range and quarterly forecasts for Care Management product portfolio ($600M annual revenue). Provide recommendations that drive growth and help control operating expenses.• Completed successful financial integration for digital product company acquisition. • Collaborated with product and pricing teams to develop pricing models for new and existing product lines. • Led and developed a team of analysts to provide… Show more • Partnered with product and operations business leaders to create long range and quarterly forecasts for Care Management product portfolio ($600M annual revenue). Provide recommendations that drive growth and help control operating expenses.• Completed successful financial integration for digital product company acquisition. • Collaborated with product and pricing teams to develop pricing models for new and existing product lines. • Led and developed a team of analysts to provide insightful analysis and performance management to executives and key stakeholders. Team was responsible for end to end P&L and metric accountability including revenue drivers, operational metrics and efficiency and shared corporate allocation expense. Show less

Greater Minneapolis-St. Paul Area

Managed the budget, forecasting and actual processes for Enterprise Capabilities and Services and Customer Care Operations; global operations with annual operating costs of $300M+ and staffing levels of 4,000+ providing services to Optum, UHC and commercial customers. Led a team of 4 analysts.• Developed and continually refined driver based forecasting and allocation methodology collaborating across workforce management, operations and business owners; helped drive best practices to… Show more Managed the budget, forecasting and actual processes for Enterprise Capabilities and Services and Customer Care Operations; global operations with annual operating costs of $300M+ and staffing levels of 4,000+ providing services to Optum, UHC and commercial customers. Led a team of 4 analysts.• Developed and continually refined driver based forecasting and allocation methodology collaborating across workforce management, operations and business owners; helped drive best practices to ensure accuracy and alignment across the teams.•Led monthly and quarterly robust review process incorporating volume rate mix analysis, cost per metrics and operational drivers.•Provided senior leadership timely visibility to operational expense and insights to support decisions and achieve productivity goals.• Identified, analyzed, and presented expense reduction opportunities resulting in reduced operational costs Show less

Greater Minneapolis-St. Paul Area

OptumRx is a leading pharmacy benefit management (PBM) company managing the prescription drug benefit of commercial, Medicare and governmental health plans, as well as those of employers and unions. OptumRx is part of Optum, a wholly owned subsidiary of United Health Group. Enabled future growth by participating in the pricing activities of RFPs to win and retain current clients. Responsibilities included the following:•Evaluation and recommendation of alternative pricing options… Show more OptumRx is a leading pharmacy benefit management (PBM) company managing the prescription drug benefit of commercial, Medicare and governmental health plans, as well as those of employers and unions. OptumRx is part of Optum, a wholly owned subsidiary of United Health Group. Enabled future growth by participating in the pricing activities of RFPs to win and retain current clients. Responsibilities included the following:•Evaluation and recommendation of alternative pricing options and plan design changes based on economic analyses and trends. Analysis includes profitability across channel and drug type.•Collaboration with the Sales, Legal, Proposals and Client Management teams to review pricing and assist in negotiations for multi-million dollar contracts. Show less

Minneapolis, Minnesota

Product owner on an Agile development team responsible for the build-out of enhanced store sales and payroll reporting utilized by 1,800+ stores and 25,000 end users.Responsibilities of the Product owner included the following:• Definition of business requirements and new report mock-up • Business representation and sign-off• Periodic end-user reviews leading to continuous improvement• Collaboration with IT leadership and offshore development team• Testing and data… Show more Product owner on an Agile development team responsible for the build-out of enhanced store sales and payroll reporting utilized by 1,800+ stores and 25,000 end users.Responsibilities of the Product owner included the following:• Definition of business requirements and new report mock-up • Business representation and sign-off• Periodic end-user reviews leading to continuous improvement• Collaboration with IT leadership and offshore development team• Testing and data quality review• Led routine stakeholder reviews Show less

Minneapolis Minnesota

Primary financial resource for a large and diverse field leadership team across one region (400+ stores). Completed sales, payroll and productivity analysis incorporating trend, year over year performance and unique drivers; analysis spanned across specific stores, segment and geographic areas. Provided recommendations and insight into operational/financial correlation performance including the sales impact of loyalty drivers, basket, traffic, guest survey and payroll/scheduling effectiveness.… Show more Primary financial resource for a large and diverse field leadership team across one region (400+ stores). Completed sales, payroll and productivity analysis incorporating trend, year over year performance and unique drivers; analysis spanned across specific stores, segment and geographic areas. Provided recommendations and insight into operational/financial correlation performance including the sales impact of loyalty drivers, basket, traffic, guest survey and payroll/scheduling effectiveness. Developed and presented financial acumen training. Led team of Planning Analysts.• Completed analysis and presentations for National and Regional Sales Meetings. • Supported the roll-out of a new store payroll scheduling/workforce management solution.• Developed monthly, quarterly and year-end performance reviews and insights summary for field and headquarters leadership. Show less

Greater Minneapolis-St. Paul Area

Collaborated with Domestic and Enterprise finance teams to create long range financial plans at the enterprise level. Performed ad-hoc financial modeling and analysis developing financial plans and outcomes for ever changing business conditions. • Developed and continually enhanced monthly business unit analysis package highlighting the underlying assumptions and variances to budget; collaborated with business owners for insight and presented findings to Finance team leadership… Show more Collaborated with Domestic and Enterprise finance teams to create long range financial plans at the enterprise level. Performed ad-hoc financial modeling and analysis developing financial plans and outcomes for ever changing business conditions. • Developed and continually enhanced monthly business unit analysis package highlighting the underlying assumptions and variances to budget; collaborated with business owners for insight and presented findings to Finance team leadership. • Built annual and quarterly financial forecast presentations for Sr. Management and board meetings. Analysis included sensitivity scenarios, income statement modeling, business portfolio modeling and other decision support analysis. •Collaborated with Domestic and Enterprise finance teams to create the long range financial plans at the enterprise level. Show less

Greater Minneapolis-St. Paul Area

Primary finance support for the mobile Stand Alone Store (SAS) business across a matrixed orgnaization including store and field operations, services, real estate and value propositions; areas of focus include maximizing store level operating income though root cause analysis, sales development, labor productivity and operating efficiencies. Assisted Real Estate team with store opening site selection and analysis.• Created store level comprehensive database incorporating operational and… Show more Primary finance support for the mobile Stand Alone Store (SAS) business across a matrixed orgnaization including store and field operations, services, real estate and value propositions; areas of focus include maximizing store level operating income though root cause analysis, sales development, labor productivity and operating efficiencies. Assisted Real Estate team with store opening site selection and analysis.• Created store level comprehensive database incorporating operational and financial metrics for mobile SAS business; data used to support growth and strategy of business. • Partnered with business owners to develop monthly and quarterly sales targets. • Created end to end store P&L forecasting process for SAS stores; forecast used for short-term and long range planning. Show less

Greater Minneapolis-St. Paul Area

Primary finance support for the merchant and inventory team supporting the company’s Entertainment businesses. Key participant in long term strategy development and driving operational and strategic alignment with team. Provided transparency to financial performance with regular reviews. • Vendor profitability management and analysis.• Assisted team with developing compelling promotional offers. Performed post analysis to determine success of offers.• Finance partner for launch… Show more Primary finance support for the merchant and inventory team supporting the company’s Entertainment businesses. Key participant in long term strategy development and driving operational and strategic alignment with team. Provided transparency to financial performance with regular reviews. • Vendor profitability management and analysis.• Assisted team with developing compelling promotional offers. Performed post analysis to determine success of offers.• Finance partner for launch of white label digital music and media on demand services. • Developed 12 quarter rolling plan process for the music group incorporating industry trends and company strategy. Show less

Greater Minneapolis-St. Paul Area

Provided analysis and decision support for Services Partnership Acquisition Team. Support included: building and evaluating sensitivity scenarios and metrics used in contract creation and negotiation, monthly forecasting support, annual and quarterly budgeting support and participation with the group’s business performance management activities.• Valuation and business model development for Hosted and Managed Services new offer creations. Offers used to enhance and grow Geek Squad… Show more Provided analysis and decision support for Services Partnership Acquisition Team. Support included: building and evaluating sensitivity scenarios and metrics used in contract creation and negotiation, monthly forecasting support, annual and quarterly budgeting support and participation with the group’s business performance management activities.• Valuation and business model development for Hosted and Managed Services new offer creations. Offers used to enhance and grow Geek Squad portfolio. • Built growth scenarios for acquired home theater installation company. Scenarios were used for basis of budget planning. Provided ongoing decision support.• Created consolidated Mid Range Plan model for Services. Results used for leadership review and annual planning.• Provided functional expertise and analysis support for Service Strategy project. Responsibilities included partnering with consulting team to develop market sizing methodology, assessing internal capabilities geared toward services, financial valuation model creation and training for new service offerings. Show less

Greater Minneapolis-St. Paul Area

Created decision support forecasting and budgeting tools to support Innovation Development projects. Completed valuation for proof of concept stores. Provided ongoing decision support and management reporting for once stores opened.• Participated as an EVA basics class instructor. • Completed research requests and company analysis regarding potential equity investments. • Updated enterprise cost of capital calculation, enhanced by adding competitor information and sensitivities.

Minneapolis Minnesota

• Completed call option analysis and coordinated redemption of high coupon debt representing NPV interest savings of over $10M. Performed research, prepared lender presentations and coordinated due diligence and closing documentation for over $3.0 billion public debt and equity offerings.• Participated in credit facility renewal and negotiation process for Xcel holding company and subsidiaries. Interpreted credit agreements and calculated quarterly compliance… Show more • Completed call option analysis and coordinated redemption of high coupon debt representing NPV interest savings of over $10M. Performed research, prepared lender presentations and coordinated due diligence and closing documentation for over $3.0 billion public debt and equity offerings.• Participated in credit facility renewal and negotiation process for Xcel holding company and subsidiaries. Interpreted credit agreements and calculated quarterly compliance calculations.• Provided analyses and consulting services to business units for capital projects >$1 million. Presented capital project analysis results to Senior Management. Lease versus buy analysis completed for aviation fleet.• Collaborated with Corporate Accounting and Audit to map and assess Finance business processes required for Sarbanes-Oxley control and reporting standards. Show less

Master Of Business Administration (Mba), Finance

Bachelor Of Arts (Ba), Finance And Spanish