Jacob Erickson Email & Phone Number

Us

• 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 (Underwriting, Actuarial, Sales, Finance) to maximize financial outcomes for my marketso Build key relationships with our top customers and brokers so we can retain their business and earn new business• 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 $3B in revenue and $275M in IOI o Work strategically with leadership across a matrixed organization to drive both membership growth and profitability o Contribute to Central Region leadership team

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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 and $50M in IOI o Ensure market is reaching peak profitability by balancing growth vs margin o Influence market performance by maximizing synergy between sales, affordability, product, network and other UHG assets o Contribute to the West Region leadership team

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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 commentary o Lead the membership forecast projection and oversee the rest of the P&L each forecast

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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 reporting

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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. adjusted community rated for small business o Trained underwriters and actuaries on utilizing the new models

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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