Jacob Erickson Email & Phone Number

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• Further strengthened internal relationships and expanded external relationships within the states of Texas, Oklahoma, Missouri and Southern Illinois.o Leveraged my deep relationships with our shared service partners.
• Full responsibility over the entire P&Lo Balance profits and membership growtho Helped negotiate rates with providers, customers and hospital systems

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• Support and lead the Missouri and Iowa-Kansas-Nebraska markets financially and strategically by coordinating with various business segments o Full responsibility over two market P&Ls which combined encompasses nearly.

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• Lead the Pacific Northwest (WA, OR, AK, MT, HI) financially and strategically by coordinating with various business segments o Full responsibility over the entire P&L of the PNW which encompasses nearly $1B in revenue.

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• Lead the field analytics team for West & Central regions o Managed 5-6 analysts who each support their own market CFOs o Hired and trained 2 new analysts and helped train several new market CFOs
• Supported the Central and West regional CFOs o Prepared and analyzed regional reporting for month end close and forecasts o Completed numerous ad hoc tasks each month as requested by CFOs
• Filled in as the Pacific Northwest analyst o Day to day analyst responsibilities including communication with sales, HCE and UW within the market o Completed month end close package with necessary analysis and.

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• Expanded previous Financial Consultant responsibilities to include: o Trained a new employee on the forecast process o Added high level revenue forecast analysis o Subject matter expert on Risk Adjustment forecast and.

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• Expanded previous Senior Financial Analyst responsibilities to include: o Began leading the Risk Adjustment forecast process, keeping up with the latest regulations o Launched the forecasting of transitional relief vs..

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• Lead the forecasting and budgeting process that consisted of nearly 400 models
• Coordinated and delivered Earning Release and Investor Conference materials quarterly
• Helped train a new Financial Analyst into former position

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• Provided month-end variance analysis and reporting
• Supported the forecasting and budgeting processes
• Coordinated and delivered Earning Release and Investor Conference materials

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• Supported our Director with ad-hoc projects, primarily relating to health care reform
• Created new reports that analyzed our business by legal entity
• Participated in many intern events throughout the summer

St. Paul, MN, US

In this position I did many marketing and finance tasks that the leadership team needed to be completed in order to analyze in which areas the company should grow.

Karbon, LLC was a new company that began in the Entrepreneurship in Action class at the University of Minnesota. It was run by 16 students who have a passion for running their own company. I was elected CFO of the company for the brief 10 months it was in existence.

I worked directly with Robin Elsham of Patients with Passports trying to define the uninsured market. This was a semester long internship in which I researched who was uninsured and how we could market to them. This was a very unique opportunity for me and one that I thoroughly enjoyed.

Receive and prioritize invoices while collecting signatures so they can get paid. Productively reimburse employees for work-related expenses. Successfully performed other general financial tasks.

Madison, NJ, US

At Coldwell Banker Burnet I am a part-time receptionist. This means that I am the assistant to the Real Estate agents in the office, while doing general office upkeep. We currently have 50-60 agents in our office.

Finance, Entrepreneurship

Education record