Jacob Erickson

Jacob Erickson Email and Phone Number

Chief Financial Officer - Texas, Oklahoma, Missouri & Southern Illinois @ UnitedHealth Group
Keyatala Rd, CIT Scheme 47, Hindustan Park, Gariahat, Kolkata, West Bengal 700019, India
Jacob Erickson's Location
Nixa, Missouri, United States, United States
Jacob Erickson's Contact Details
About Jacob Erickson

I am a hardworking, life-long student who seeks both personal and professional growth for myself and those around me. In all I do, I am determined to make our business more successful and beneficial to our consumers. While I have over a decade long background in core finance, I have grown to love the strategy behind our business. I am always figuring out how we can collaborate better to sustainably grow our business’ long-term profitability and market share. My genuine humility and care for others allows me to build trust quickly and enhances collaboration. Driven by my natural curiosity, I ask the necessary questions to help make the most informed business decisions.

Jacob Erickson's Current Company Details
UnitedHealth Group

Unitedhealth Group

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Chief Financial Officer - Texas, Oklahoma, Missouri & Southern Illinois
Keyatala Rd, CIT Scheme 47, Hindustan Park, Gariahat, Kolkata, West Bengal 700019, India
Jacob Erickson Work Experience Details
  • Unitedhealth Group
    Market Chief Financial Officer
    Unitedhealth Group Jul 2024 - Present
    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
  • Unitedhealth Group
    Market Chief Financial Officer
    Unitedhealth Group Mar 2022 - Jul 2024
    Us
    • 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
  • Unitedhealth Group
    Market Chief Financial Officer
    Unitedhealth Group May 2020 - Mar 2022
    Us
    • 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
  • Unitedhealth Group
    Associate Finance Director
    Unitedhealth Group Oct 2017 - May 2020
    Us
    • 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
  • Unitedhealth Group
    Senior Financial Consultant
    Unitedhealth Group Feb 2016 - Oct 2017
    Us
    • 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
  • Unitedhealth Group
    Financial Consultant
    Unitedhealth Group Feb 2014 - Feb 2016
    Us
    • 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
  • Unitedhealth Group
    Senior Financial Analyst
    Unitedhealth Group Feb 2012 - Feb 2014
    Us
    • 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
  • Unitedhealth Group
    Financial Analyst
    Unitedhealth Group Jan 2011 - Feb 2012
    Us
    • Provided month-end variance analysis and reporting• Supported the forecasting and budgeting processes• Coordinated and delivered Earning Release and Investor Conference materials
  • Unitedhealth Group
    Financial Analyst Intern
    Unitedhealth Group Jun 2010 - Dec 2010
    Us
    • 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
  • Augeo Affinity Marketing
    Intern
    Augeo Affinity Marketing Oct 2009 - Aug 2010
    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
    Chief Financial Officer
    Karbon, Llc Sep 2009 - Jun 2010
    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.
  • Patients With Passports
    Research Intern
    Patients With Passports Dec 2008 - May 2009
    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.
  • Community University Health Care Center
    Finance Intern
    Community University Health Care Center Jul 2008 - Dec 2008
    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.
  • Coldwell Banker Burnet
    Receptionist/Assistant
    Coldwell Banker Burnet Aug 2006 - Aug 2008
    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.

Jacob Erickson Skills

Forecasting Financial Analysis Entrepreneurship

Jacob Erickson Education Details

  • University Of Minnesota - Carlson School Of Management
    University Of Minnesota - Carlson School Of Management
    Entrepreneurship
  • Centennial High School
    Centennial High School

Frequently Asked Questions about Jacob Erickson

What company does Jacob Erickson work for?

Jacob Erickson works for Unitedhealth Group

What is Jacob Erickson's role at the current company?

Jacob Erickson's current role is Chief Financial Officer - Texas, Oklahoma, Missouri & Southern Illinois.

What is Jacob Erickson's email address?

Jacob Erickson's email address is ja****@****oup.com

What is Jacob Erickson's direct phone number?

Jacob Erickson's direct phone number is (202)-347*****

What schools did Jacob Erickson attend?

Jacob Erickson attended University Of Minnesota - Carlson School Of Management, Centennial High School.

What are some of Jacob Erickson's interests?

Jacob Erickson has interest in Entrepreneurship, Finance, Minnesota Twins, Sports, Hunting, Fishing.

What skills is Jacob Erickson known for?

Jacob Erickson has skills like Forecasting, Financial Analysis, Entrepreneurship.

Who are Jacob Erickson's colleagues?

Jacob Erickson's colleagues are Tri Ho, Daysi Calix, Matt Murnane, Deeann Hartsuiker, Zachary Zondlo, Karen Mcnerney, Kc Lee.

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