In my current role, I perform complex portfolio planning, analysis, resource forecasting (capacity and demand), and budget planning, offering high-level recommendations to executives. I direct data analysis efforts to optimize project staffing forecasts and requirements during restructuring initiative. I oversee large-scale portfolio data management ensuring timely and transparent reporting of KPIs, enterprise metrics, and targets.• Created SQL queries to support both ad-hoc and regular reporting needs, including executive dashboards for efficient data extraction and sourcing.• Built Power BI dashboards to facilitate autonomous analytical reporting for internal clients, junior analysts, and management.• Developed trend and variance dashboards allowing hierarchical data exploration from program to resource level.• Developed management and executive-level trend reports spanning multiple years for $150M project portfolio.• Managed project metrics, such as sizing, duration, staffing, resource hours vs. plan, turnover, and capacity.• Designed and managed relational database in Snowflake to consolidate multiple data sources.• Constructed Data Cube enabling self-service reporting for diverse end-user data requirements.• Led as resource data consultant for migration from Planview to Workday.

In my past role, I generated regular reports for stakeholders, including senior management, highlighting portfolio performance metrics, key risks, and strategic insights. I conducted in-depth analysis of investment portfolios to assess performance, risk, and compliance with regulatory requirements. I collaborated with portfolio managers to develop and implement asset allocation strategies based on investment objectives, risk tolerance, and market conditions.• Monitored and adjusted asset allocations to optimize portfolio performance and align with organizational goals.

I conducted detailed multi-year program analysis in conjunction with actuarial, finance, and legal teams to ensure seamless coordination of staffing, capital, vendor, and project requirements from inception to execution. I coordinated sourcing and reporting of business case components across all departmental cases to contribute to cohesive healthcare strategy.• Collaborated with various departments, including pharmacy, provider contracting, and behavioral health to integrate programs and projects into enterprise strategy, aligning with BCBSNC's growth objectives.• Developed comprehensive $50M behavioral health business case spanning multiple programs and projects.

I led RFP process for selecting external data and analytics vendors. I consulted with IT Analytic Agile team to enhance analytic and reporting capabilities. Moreover, I collaborated with finance department to forecast claims trends and integrate Medicare data into their models. I also coordinated with information management team to develop data and reporting capabilities.• Provided leadership as analytic consultant, developing tools and frameworks to understand provider and insurer roles in risk-sharing.

I served as primary analyst for healthcare risk assessment, benefit planning, premium setting, and analysis. I acted as principal data liaison with finance divisions of third-party health plan vendors, including Actuarial Consultants, PBMs, and four health insurers. I led analysis and performed data collection on healthcare and benefits data to support strategic initiatives requested by senior management. Furthermore, I collaborated with benefit managers to develop expense forecasts tailored to respective areas. I utilized Truven Database software to extract, compile, and organize information from multiple sources into standardized formats.· Monitored budget expenditures and prepared detailed reports and analyses for management, highlighting adverse trends and offering recommendations and conclusions.· Managed planning and oversight of consolidated $300M University/Health System fringe benefit budget across multiple benefit lines.· Generated database reports using Truven Online Database to fulfill specific requests related to healthcare industry.· Designed forecasting and modeling tools to aid division leadership in predicting financial risks and opportunities.· Directed compensation benchmarking initiatives for Rewards and Recognition Department.· Oversaw annual non-discrimination benefits testing.

•Financial Forecasting and Planningo Develop income statement pro forma for all lines of business (Individual, ASO, Government, >65) and consolidate plan financials o Provide analytical support (consultation, design, analysis) to business units to understand and monitor trend as it relates to group expense, member health, and plan program performanceo Provide analytical reporting and guidance to senior management concerning all medical expense initiatives•Database Managemento Maintain database of financial and healthcare information•Ad-Hoc Queryingo Construct, design, write and document complex programs using Business Intelligence Tools (e.g. Business Objects||SAS||SQL||Crystal Reports) for use in gathering statistical data•Strategic Planning & Initiative Analysiso Work collaboratively with customers to complete effective needs analyses to successfully provide analytic support and problem solving assistance to business areas