Jon Rathbun, Cpa (Inactive) / Mha Email & Phone Number

• Advise Chief Analytics and Chief Data Officers regarding the building of a brand new Healthcare Analytics and Medical Economics team and broad suite of analytical capabilities• Building key data flow diagrams and creating standard production schedules for important monthly reports and ad hoc analysis• Designing, developing and rolling out new analytical and research capabilities beyond what the standard reporting team is delivering• Interviewing candidates and advising CAO and CDO on hiring for a HAME Team Manager• Mentoring Analysts and Microsoft Power BI Developers on dashboard build outs and analytical insights for senior executives with the State of Arizona Medicaid program• Partnering with Data Governance team to expand key documentation around data dictionaries and business rules for ETL routines from Data Warehouse to Data Marts and into the primary Power BI data model

Recruited based on performance at Bind to design and build finance infrastructure for an innovative start-up company. Harbor Health is radically changing the way health care is delivered, consumed, and paid for. It's a multi-specialty care delivery organization using a care team approach to proactively engage patients, unique consumer tools, efficient care pathways, and data-driven referrals to provide its members with the right care, at the right place, at the right time. • Directed the installation and configuration of NetSuite general ledger system• Built assumptions-driven forecasting model for Series B fundraising and internal cost management• Created payroll and general ledger data marts for easy drill-down analysis• Led the procurement process to engage a nationally recognized external auditor

Greater Minneapolis-St. Paul Area

Recruited back to Bind by the founder and CEO to co-lead the Finance department of an innovative insurance start-up. In close partnership with sales and account executives, drove growth and retention through direct influence with clients, designed and built significant financial infrastructure, and guided the company through key operational and financial audits.ACCOUNTING | AUDITING• Led month-end close process, reviewed and approved financial reporting• Built and led SOC 1 – Type 2 annual audit process, from building readiness to 2 unqualified opinions • Led annual financial statement audit process to three unqualified opinionsPROCESS AND FINANCIAL CONTROLS• Built a transaction reconciliation platform that Integrated billing, banking, claim, and pharmacy data• Platform functioned as not only a strong fiduciary control but a robust claim research tool as well LEADERSHIP• Hired/trained a team of 7 in finance, accounting, financial operations, and client service• Guided planning for integrating Bind's platforms onto UnitedHealth Group's architectureCLIENT RELATIONSHIPS• Recovered and restored challenged client relationships through active listening and follow-through• Educated new clients on Bind’s banking and finance processes to ensure successful implementation

Minneapolis, Mn

The AIM Network is a clinically integrated network of over 3,000 physicians in over 40 independent practices in partnership with 14 Allina-owned hospitals and 10 regional health systems. AIMN's vision is that patients have multiple access points to a coordinated integrated delivery system that achieves the best outcomes and patient experience at the most affordable cost through Value-Based Care (VBC) programs.FINANCE | ACCOUNTING:• Advised Allina's accounting department on AIMN accounting matters• Reviewed and approved monthly close and financial statements • Partnered with Allina's tax department to ensure proper accounting for tax returns • Reviewed and adjusted intercompany data with Allina to properly fund VBC award balancesLEADERSHIP | EXECUTIVE/BOARD COMMUNICATIONS:• Communicated financial results to AIMN/Allina executive leadership and the AIMN Board of Directors• Directed a team of 5 in Finance, Accounting, IT, Analytics, Operations, and Clinical Improvement• Implemented field visits with member practices to increase partnership value for AIMN and our members• Partnered with Allina’s Payor Relations organization to advance VBC partnerships PERFORMANCE-BASED COMPENSATION:• Designed/administered the first-ever distribution of VBC contract awards to AIMN member practices

Greater Minneapolis-St. Paul Area

PROCESS DESIGN • Built out banking infrastructure and process for self-funded plan sponsors to fund their medical and pharmacy claim obligations and pay providers for their services

Maple Grove, Mn

Engineered a total administrative turnaround to allow a young company to scale and grow.• Worked with CEO and external counsel to complete a $2.5M Series B capital raise• Increased cash flow 20% by redesigning the IT supply chain to reduce inventory by 85%• Uncovered accounting errors; rebuilt 2 years of revenue, wrote off 35% of accounts receivable • Turned over the accounting staff and rebuilt the department with top performers• Changed independent auditors and received an unqualified opinion• Streamlined Human Resources by outsourcing to a full-service, nationally recognized PEO

St. Louis Park, Mn

PROCESS DESIGN AND IMPLEMENTATION• Redesigned budgeting process to better align with the general ledger for more actionable insights• Built out Sage/Intacct ERP platform to support accrual-basis accounting and improved financial reporting LEADERSHIP• Advised sales and client service teams on proper positioning of bid details• Guided the Reward Operations department in a new multi-vendor reward management process

Jacksonville, Florida

Executive in charge of Finance function for Mayo Jacksonville. Provide leadership and strategic/operational direction to the Florida finance operation, including accounting & reporting, financial planning and analysis, management accounting, and capital planning and oversight. METRICS AND REPORTING• Co-chair of multi-level key metrics reporting development initiative • Steering team executive for product development and pricing teamVALUE-BASED CARE• Provided insights, strategies, and constructs to explore value-based reimbursement strategies and joint ventures that could increase revenue by >10% EXECUTIVE COMMUNICATION• As a member of Mayo's finance leadership team, communicated Mayo Clinic Florida's monthly financial results to Mayo's enterprise-level CFO and other finance leaders from throughout the company

Recruited by OptumHealth CFO based on success in my pricing leadership role to green-field a new Healthcare Economics (HCE) department focused on working with our risk-taking business units to analyze, predict, and manage health care costs while increasing quality of care and affordability for our members.VISION | LEADERSHIP • Created and built the 'OptumHealth MedEx and Affordability Dashboard', a three-tiered analysis framework for a better understanding of complex medical expense trends and Affordability data• Chartered 'Quarterly MedEx Business Reviews' using the Dashboard for better insights, and involving all levels of the organization, from senior executives to front-line employees with direct member contact• Delivered a novel system integrating medical and behavioral claims and case notes that significantly improved clinical outreach and compelled the Chief Medical Officer to build grand rounds around itTEAM BUILDING | CROSS-FUNCTIONAL TEAMWORK:• Built and led a team of 5, each working with business unit finance, actuarial, accounting, healthcare economics, clinical, and Affordability teams• Influenced 30+ business unit professionals in partnership with the chief actuary and clinical leadership through relationships of trust and influence

Recruited by CFO to conceive and build a pricing, profitability, and performance guarantees (PGs) controllership.LEADERSHIP | DEPARTMENT BUILDING• Hired, trained, and supervised a staff of 16 Professionals: 5 Directors, 5 Managers, 3 Analysts and 3 Consultants PROCESS/INFRASTRUCTURE DEVELOPMENT, RISK MITIGATION• Developed a pricing platform to configure (vs. customize) pricing for over 20 different products • Priced > $200M of new and renewal opportunities with enhanced controls to protect the business• Designed the Performance Guarantees Administration process and technology to control payout risk • Priced in risk premiums and advised CFO on proper accruals to account for potential payouts• Chartered and led Activity Based Costing initiative; improved client analytics and renewal pricing• Identified and recovered over $4 Million in overlooked revenue by designing and implementing transaction integrity controls in our billing functions.

Edina, Mn

METRICS AND SCORECARD DEVELOPMENT• Developed key performance indicators for benefit operations executives and health plan market CEOsLEADERSHIP | DEPARTMENT BUILDING• Guided a team of five professionals, creating measurement tools that aligned the financial performance of the Company with growth, operational, and business process indicators• Trained Six Sigma Black Belts to capture financial benefits created through process reengineering• Led development of a SQL and VB.NET web application to capture savings from Six Sigma initiatives

Inaugural member of HIR, an internal consultancy built within Allina Health to carry forward and expand on the improvement work being done by Deloitte. • Returned $85 Million to Allina's operating units through a corporate services cost reduction initiative • Coached a mission-driven but unprofitable community clinic in performance improvement while converting them to a Federally Qualified Health Center (FQHC) to significantly improve financial results.

Manager, Audit & Business Advisory and NCQA Certified HEDIS Auditor. • Conducted audits of GAAP and STAT basis financial statements for hospitals, clinics, and health plans • Executed SAS 70 audit of key claim operations centers (now referred to as the SOC1, Type 2 audit) • Conducted audits of NCQA HEDIS reporting by health plans. Primary Clients:UnitedHealth GroupUCARE MinnesotaHealthEast (now part of M Health Fairview)Park NicolletMarshfield Clinic Benedictine Health System (Now Essentia)Affiliated Community Medical Centers (now part of CentraCare)

Master'S In Healthcare Administration

Bachelor Of Science (B.S.), Accounting

Activities and Societies: Alpha Kappa Psi, Alpha Eta chapter