Accountable for leading the financial management of Aetna Texas Medicaid Plan including planning, forecasting, accounting, financial reporting, state deliverables, financial close.

⋆ Established cost containment strategy for Operations organization in identifying stranded costs, labor and non-labor, resulting in savings of $100K+.⋆ Developed productivity bench-marking and reporting with Operations labor force (10,000+) enabling executives to pinpoint areas of concern and improvement and to manage savings opportunities. ⋆ Created monthly management level reporting including KPI’s and dashboards giving executives visibility into parts of the organization and enabling them with the information to make strategic decisions.

⋆ Partnered with Executive Management, Sales, IT, and Operations to create outsourcing business models for proposals (e.g. revenue recognition, pricing/revenue projections, identifying technology and labor costs, and preserving margins).⋆ Cooperated with Legal to determine appropriate financial language limiting financial risk in client contracts. ⋆ Managed project to analyze post-acquisition financials of Physicians group; presented insights to C-Level executives and redesigned reporting to improve accuracy of business unit (BU) profitability analysis.⋆ Built an operational Physicians coding model to influence executive management team on strategic short and long-term staff resource requirements, standard pricing and profitable margins. KEY ACHIEVEMENTS:⋆ Achieved 20% fee reduction by spearheading cost comparison (outsourcing vs. internal costs) and steering strategic vendor management/negotiations to cut outsourcing fees.⋆ Drove 10%, apporximately $100k, profit increase by co-leading initiative to identify unprofitable clients and working with Client Management to negotiate new deals aligned with Conifer and client needs.

⋆ Owned $100M P&L covering international Orthopedics business unit; led team of domestic and international operations controllers executing forecasting, budgeting, and reporting.⋆ Enhanced forecasting and actuals reporting, highlighting opportunities and risks to current business. ⋆ Guided modeling, strategic direction, discounts, and terms for customer proposals and contracts across all BUs; aligned divisional objectives with big-picture strategies.⋆ Improved new business modeling and financial turns for customer proposals by revamping pricing model and eliminating unnecessary steps resulting in a reduction of time savings of one day ⋆ Engaged in business case development, making recommendations to sr. leadership to grow revenue/margin. ⋆ Mentored and trained pricing team on financial modeling of revenue, required investments, and margin.

⋆ Advised global sales teams as finance subject matter expert, using technical cost to develop pricing and a financial solution for IT outsourcing opportunities to assess $100M+ international pursuits.⋆ Drove Finance project management work stream in coordination with broader sales pursuits. ⋆ Applied revenue recognition and financial leasing expertise to define outsourced financial models and provide Sales with negotiation options to secure new business development opportunities.⋆ Collaborated with Legal and Contract Management teams to craft sound strategic financial language terms, protecting HP from legal exposure/risk.

⋆ Established enterprise and industry level KPI's enabling executive management to strategically respond to ever-changing conditions in the technology space. ⋆ Developed and maintained the sole source of operational and financial data for investor relations & earnings calls, as well as, Board of Directors presentations.

⋆ Managed and consolidated BU financial reporting into monthly executive management presentations.⋆ Established and managed long-term planning model focused on financial statements and strategic initiatives; strengthened vision into brand revenue, volume, and margin performance to influence growth decisions.⋆ Developed models to provide financial and brand performance data for executive leadership, earnings releases, and Board of Directors meetings.

⋆ Managed global decision support for IT, HR, Executive, Legal, Sales Operations, Finance, and Facilities departments; ran modeling, budgeting, forecasting, and analysis.⋆ Analyzed multiple acquisitions and incorporated data into ongoing operating financial models.⋆ Improved budgeting and forecasting detail in Excel to help executives make better financial and operating decisions regarding revenue, expenses, headcount, projects, risks, and opportunities.⋆ Managed team of four financial analysts; provided leadership and growth opportunities.⋆ Received All-Star Award for developing financial model to track project expenses and uncovering ways to reduce expenses of $150k.

⋆ Directly supported CIO and General Counsel; supervised a junior financial analyst.⋆ Produced budgeting, forecasting, and variance analysis for IT, Legal, and Sales Operations departments.⋆ Created, analyzed, and tracked project spending models and recommended financial solutions; identified treatment of capital and operating expenses (Capex, Opex).⋆ Contributed to period close actions, including accruals, journal entries, and variance explanations.

⋆ Executed budgeting, planning, and forecasting for Maintenance as well as variance explanations associated with month-end close; analyzed Opex/Capex to strategize spending/budgetary needs.⋆ Led financial team on vendor assessment project, achieving 20% cost reduction for Maintenance Department.