Grant Chen Email & Phone Number

California, United States

• Oversaw analytics and performance reporting for Medicare marketing by constructing data architecture, conducting analysis, and communicating insights and results to executives.• Optimized omni-channel, direct-to-consumer marketing strategies using data analytics platforms including SalesForce, call center data, MicroStrategy, Tableau, Google Analytics, and Verint.• Developed cross-team processes with internal and external stakeholders to assure data integrity and reliability.

Oakland, California

The Shield Emerging Leader program is a 2-year rotational leadership development program.Corporate Financial Planning and Analysis• Coordinated administrative expense allocations methodology changes for $2.9 billion in expenses, which improved reported profitability accuracy for all lines of business demonstrating financial acumen.• Project managed eight teams across the finance department to create processes and templates to assure accuracy in internal administrative expense reporting and forecasting.• Designed a financial long-range planning model to improve efficiency and agility in strategic planning for 4 million members and over $20 billion in annual revenue demonstrating technical analytics skills.Medicare Marketing Acquisition• Created weekly Medicare marketing reporting dashboard to track lead and sales performance for senior leadership.• Managed $12 million annual marketing budget assuring expenditures met targets and supported marketing lead goals.• Improved data integrity by working with internal and external stakeholders, which improved data-based decision making for directing marketing investments demonstrating excellent communication skills.Pharmacy Services• Achieved 360 hours in annual time savings by improving the reporting process for pharmacy benefit and claims metrics.• Created educational onboarding materials for the pharmacy services department demonstrating excellent written communication skills.

San Francisco Bay Area

• Developed pricing analysis for a line of business with over 300,000 members and over $2.4 billion in annual revenue to meet company-wide operating income and membership goals demonstrating financial and business acumen.• Collaborated with underwriting and finance teams to develop pricing analysis and recommendations for key business decisions for the employer group customers demonstrating strong project management skills.

San Francisco, California

Analyzed rating methodology for large group health plans.

New York City

• Communicated complex mathematical concepts to students with challenging needs.• Led the math department in creating a new assessment system administered to over 100 students per year.

Greater New York City Area

Developed an economic capital management system using R for a P&C insurance company. Recommended capital reserve allocations and pricing adjustments for the lines of business.

New York City

Awarded a competitive five year fellowship to teach mathematics in New York City.

Governors Island Nyc

Taught mathematics to a diverse population of students focused on maritime themed vocational work.

350 Grand Street, New York, Ny 10002

Developed project-based learning curriculum and assessed student learning through performance.

Designed and delivered project-based waste reduction curriculum to fifth grade classrooms in Alameda County. Curriculum was specifically created to address fifth grade state standards for science and math, as well as engage and empower youth to be environmental stewards in their communities. The program was delivered to over 2,300 students in 82 classrooms across Alameda County.

Delivered waste-reduction, experiential educational programs to 4th and 5th grade students from Alameda County public schools.

Volunteered preparing taxes through a free tax service for low-income and elderly persons in Oakland. Certified in Advanced Tax Preparation through the IRS VITA Program.

Delivered outdoor, experiential education for children ages 6-10.

Designed and taught and environmental education class to fifth and sixth graders at Breakthrough San Francisco. The course focused on solid waste issues and global climate change through inquiry based science experiments.Breakthrough San Francisco is a non-profit serving high achieving students from under-served communities in the San Francisco region.

Tutored high school students in SAT I Math, SAT II & IIC Math, AP Calculus, and general math.

Master'S Degree, Actuarial Science, 3.83

Activities and Societies: 2017 CAIA Scholarship Winner Studied actuarial science with a focus on enterprise risk management. Relevant.

Master Of Arts (M.A.), Math Education, 4.0

Graduated with Honors

Ba And Bs, Environmental Economics & Policy And Applied Mathematics In Economics

Activities and Societies: Berkeley Student Cooperatives