Gurveer Mann Email & Phone Number

Portland, OR, US

• Developed, maintained, and enhanced monthly revenue accrual models for internal deliverables to finance department to project expected revenue payments using CMS risk adjustment models.
• Assisted in the development of Medicare Part C and Part D risk score models for annual bid submissions in compliance with CMS methodology guidelines.
• Performed Actual vs. Expected experience analysis for annual Medicare bid submissions.
• Analyzed, reconciled, and summarized data for internal deliverables using Excel, Access, SAS and SQL.
• Created a Revenue by Source Model using diagnosis submissions data from CMS to provide a breakdown of revenue by provider to operational departments/actuarial teams.
• Reviewed technical work of analysts, actuaries, and senior actuaries to ensure the validity of spreadsheets and code.

New York, NY, US

• Ensured securities lending and secured funding trades booked by the trading desk are processed quickly and accurately.
• Resolved trade exception issues by liaising with the trading desk and appropriate support teams.
• Reviewed failing trades by working directly with the trading desk and clients.
• Troubleshooted problems arising on an ad-hoc basis and reacted to both the trading desk and client driven demands.

Rockville, MD, US

• Prepared annual review reports for client meetings using Morningstar and Investigo databases.
• Audited and researched client account history to determine sources and uses of cash flow, tax information and asset allocations.
• Collaborated with insurance companies to gather data and identify cross-sell opportunities.
• Reviewed portfolios using portfolio analysis software to prepare reports for client meetings.
• Contacted asset management firms for updated information and analysis.

Los Angeles, California, US

• Developed strategic study plans based on each student’s learning needs and capabilities.
• Conducted periodic progress reports to track student performance and discussed evaluations with parents/guardians.
• Managed student information through online database.

Boulder, Colorado, US

• Promoted company products to hundreds of potential clients a day.
• Scheduled demonstration appointments for clients.
• Consulted with teams to ensure effective and efficient demonstrations.
• Maintained positive customer relationships for future sales.