• Lead a team of 16 in the day to day operations of supporting Finance and Sales and Account Management• Responsible for creating financial and activity based reporting (renewals, new sales, market checks, new solutions, organic growth/attrition, etc) for use in budget, forecast, strategic planning, and management decisions. Responsible for ensuring the development and refinement of reporting is focused on providing information that can cause action to occur within the organization.• Responsible for analyzing opportunities (renewals, new sales, market checks, new solutions, organic growth/attrition) which drive key recurring reports that identify trends in the market. Some of these reports include Product Penetration, New Solution Opportunity Mapping, Pipeline Opportunities, Realistic and Theoretical Max Reporting, Weekly Activity Report, Divisional Dashboards, Senior Staff Decks, Board Memos and Presentations, Scorecards, etc.• Responsible for generating financial reporting which provides current status and projected consumption of targets compared to Scorecards and Strategic Planning. Identify top client variances in Lives, Rx Volume, Margin and EBIT and drive the organization to develop action plans to eliminate or minimize the risk.• Assist in the development and track the incentive compensation programs for New Sales and Account Management. Monitor current performance to plan and payouts.• Responsible for managing a team of analysts who monitor, calculate, and process payments for Broker and New Sales commissions on a monthly and quarterly basis, respectively.• Work closely with Sales and Account Management and Pricing Leadership to identify opportunities for improvement and develop functional strategies to lead change.• Work cross functionally with Sales, Supply Chain, Underwriting, Account Management, Finance and Corporate Strategy to maintain and set standards around reporting and analytics.

• Lead a team of 9 (Business Managers and Senior Analyst) in the day to day operations• Responsible for all budget, forecasting, upsell, and product management activities for the Commercial and Health Plan divisions• Strategic lead for Divisional President and Regional Vice Presidents to assist in the development and optimization of product upsell opportunities, product management, budgeting, forecasting, 3 year strategic planning and reporting by region• Key responsibilities involve detailed review of client product upsell opportunity and optimization, coordinating budget activities with corporate finance, leading the development of client specific EBIT and rate relief activities• Develop specific divisional and regional upsell strategies to drive Rx growth and EBIT• Develop and manage over 300+ individual Scorecards providing leadership accurate and timely measures of success and insight into lagging performance

•Lead the development and direct the execution of client Collaborative Planning Sessions to drive upsells. (CPS’s establish the strategic direction account teams’ utilize in annual planning sessions with clients)•Develop and produce Executive/Senior Staff presentations, Board presentations and memos and Investor Relations/Media supporting materials•Sales & Marketing lead for due diligence efforts in mergers and acquisitions – Medco acquisition of $29B•Responsible for maintaining Competitive Intelligence in the Sales and Marketing organization•Lead the development, implementation and utilization of performance metrics in Sales & Marketing to drive employee behavior to achieve corporate goalso Develop and manage Business Reviews, Integration Dashboard, and Senior Staff Corporate Dashboard.o Develop and track performance through Sales & Marketing leadership team Scorecards.o Manage Portfolio Management Incentive Compensation Program .•Responsible for tracking and analysis of SG&A budget.•Develop and execute client surveys to determine client satisfaction, assess account team performance, measure performance guarantees and recommend improvement plans.o Lead analysis of client feedback; identify issues and areas of focus.o Partner with Business Unit leadership to develop strategies and action plans to improve client satisfaction.•Drive key insights through standard and ad hoc analytics and provide recommendations which allow Sr Management to make informed business decisions.o Direct production of Pipeline/New sales/Renewal analysis and management reports for Senior Leadership.o Model retention scenarios to determine level of risk and recommend strategies.•Participate in strategic business planning and provide insights and recommendations on growth opportunities and cost efficiencies.•2012 Express Way Leadership Award for outstanding achievement in leadership and innovation

Provide executive level reporting and analysis to Senior ManagementSupport the Sales and Marketing Organization through analytics and interpretation, report development and distribution of new sales, pipeline, renewals, retention, client, lives, EBITDA, Rx and other financial data.Implemented, managed, and presented improved client loyalty survey to Sales Leadership and Sr. Staff.Own and Manage Incentive Compensation Plans, Divisional and Executive Scorecards, Sales & Marketing Update for the Board Memo, Board Presentation, Shoulder 2 Shoulder Executive Presentation, and assisted in Quarterly Sales Management Strategic sessions.Lead, Manage, and Coach the day to day responsibilities of up to 6 direct reports.

Provided analysis and support to management within Sales & Account Management.Automated and streamlined several reporting processes to improve efficiencyDeveloped and managed the Divisional Scorecard providing management with new and insightful ways of measuring success and profitability.Integrated reporting between ESI and CuraScript (acquired specialty drug business) to assist management in their understanding of company performance.Served as the Product Manager for the creation and implementation of a centralized database for the Product Support Sales Team allowing them to have more visibility into the current client set-up and structure to identify potential Specialty opportunities.

Analyzed competing companies within the food industry.Developed reports and models to determine company's past, present, and future performance. Prepared financial models and analysis for possible company mergers and acquisitions.Active member in the Budgeting and Strategic Planning processes.Created and Implemented the Value Added Strategy for Tyson Foods, Inc. Selected to Tyson Food's Emerging Leaders Program, 2004, 2005.Finance Internship (2003)Created and developed credit reports and updated financial history of food stock companies and forecasted future performances of beef, pork, and chicken industries.Researched competing companies and possible acquisitions.