James Pan Email & Phone Number

White Plains, New York, United States

Developed reserves and accruals to support several contracts including Medicare Advantage and MedicaidDeveloped forecasts to track performance of the aforementioned contracts

Louisville, Kentucky Area

• Lead a team of three to redesign and maintain the MA Individual Trend Forecasting model• Recreated trend forecasting model to facilitate monthly updates and allow selection of dynamic granularities across claim categories and types of products• Develop new models and reports to better cater to the needs of our partners in finance and pricing• Oversaw work to develop a new member mix model utilizing DataRobot• Lead and presented at meetings with partners around the company including our CFO and other senior leaders

Louisville, Kentucky Area

• Developed an all new trend projection model to support the Medicaid line of business using Excel, VBA, SQL, and SAS• Oversaw a direct report to improve and maintain the Medicaid trend projection model• Researched and developed a regression model in SAS for quantifying impacts of Member Mix trend changes• Using SAS and SQL to identify and value claim cost savings opportunities• Lead meetings to explain trend projection drivers and results to business partners such as Pricing, Corporate Finance, and Market Finance leadership

Louisville, Kentucky Area

• Completely redesigned our Projection Model from an adhoc manual process ran quarterly to a streamlined process using an Excel frontend and VBA/SQL backend that can be ran monthly• Redesigned Group Medicare Pricing Model to enable dynamic views to increase transparency around pricing methodology and flexibility around underwriting overrides/business decisions• Proposed and implemented methodology and functionality improvements to the Group Medicare Pricing Model relying on SQL, VBA and Excel knowledge• Lead an intern providing them with a combination of adhoc and model improvement projects