Rob Strauss Email & Phone Number

South Windsor, Connecticut, United States

• Lead finance department responsible for financial reporting and forecasting of $15-20m in annual revenue.• Develop new process to forecast $350m worth of annual premium leveraging historical and current data to derive assumptions for new business sold and case persistency presented in scenario-based planning.• Responsible for presenting monthly financial results to President of Medical Risk Managers and CFO of BCS Financial (parent company) to ensure transparent and informative communication of company’s financial performance.• Oversee internal and external audit processes, including successful completion of SOC-1 audit.

South Windsor, Connecticut, United States

• Manage team of premium and claims specialists responsible for collecting and processing $350m of annual premium and $200m in claim reimbursements.• Lead redesign of claim reimbursement that allows the team to track and manage daily claim payments and claim fund balances, to ensure consistent turn-around-time on payments and reduce re-work. • Implement new finance premium accounting system through collaboration with IT to enhance reporting capabilities for our clients and improve efficiency of month close process.

Hartford, Connecticut Area

• Manage $500M in total operating expense between the Software Engineering and Ad Platforms technology groups within the Disney Media and Entertainment Distribution (DMED) business segment. • Collaborate with technology executives to analyze department spend and track current projects to develop an accurate and detailed forecast. • Improve consolidation of forecast information across DTCI technology groups that allows for more standardized and consistent reporting to the Chief Technology Officer. • Facilitate communication between technology, finance, and portfolio management teams to ensure forecasted budget items are assigned to the appropriate technology group / accounting coding.

Hartford, Connecticut Area

• Responsible for month-end financial and membership reporting / analysis for the $700M Student Health business unit.• Oversee the billing and collections process for 40 colleges to ensure invoicing process is timely and accurate.• Develop and maintain relationships with Student Health’s account team and the college’s finance management teams to identify and resolve billings issues as it pertains to enrollment and premium totals.• Assist the Director of Finance and CFO in all stages of the forecasting process including data collection and analyzing impact of new / termed business.

Hartford, Connecticut Area

3rd Rotation: Finance Associate, Consumer Marketplace Finance• Responsible for month-end financial reporting and analysis supporting the Affordable Care Act 3R (Risk Adjustment, Reinsurance, and Risk Corridor) programs.• Assisted in monthly Risk Adjustment accrual calculation process, including quarterly accrual methodology determination performed at the segment and state level. • Streamline monthly communication of 3R accrual results to all 50 state markets CFOs, by designing report templates that allowed for timely updating and clarified changes to the accrual methodology.

Hartford, Connecticut Area

2nd Rotation: Financial Analyst, Student Health Finance• Support the month-end financial reporting and analysis process for the Student Health business unit.• Assist the billing team with enrollment reconciliations, premium invoicing, and report discrepancy analysis in order to improve the accuracy of the earned premium calculation. • Increase overall effectiveness of forecast model by consolidating data and enhancing formatting to drive improved analytics and forecast accuracy.• Supervise collection of monthly balance sheet review materials and improved the process in order to ensure more consistent information, including presentation/format across all 12 specialty businesses.

Blue Bell, Pa

1st Rotation: Audit Consultant, Internal Audit – Health Care Services• Perform all stages of the internal audit process including planning, walkthroughs, testing, and reporting for $60 B managed health care company.• Identified potential risks for a diverse range of internal business processes and ensured that management action plans were developed to address the risks. • Lead the redesign of internal audit’s resource scheduler and project plan in order to more accurately identify current audit phases and staff utilization within the 70+ person department.• Assist in the introduction of the AetnaConnect Finance website as the Company’s primary Finance Department communication platform through my work on the FLDP/EFLP Communications Committee.

Warren, Nj

• Ensured quality of client-facing benchmark reporting for investment consulting firm. • Updated the Company’s master RFP database to easily facilitate proposal development for new client needs. • Investigated participating retirement plan vendors and collated business intelligence in master RFP database. • Presented well-received wrap-up report to entire Financial Services team on observations and recommendations to retirement plan department team.

Greater Philadelphia Area

• Conducted financial analysis and supported corporate accounting functions for $50 M distributor of safety equipment and supplies. • Analyzed shipment and billing errors using P21-ERP, identifying root cause of numerous discrepancy issues, and providing evidence to support/design corrective actions.• Audited certificates for over 300 clients to ensure compliance with sales tax exemption qualification in support of accounting automation project.

London, United Kingdom

I interned at the London Marriott County Hall.• Performed back of the house Finance + Accounting functions for 186-room luxury hotel in downtown London.• Collected and allocated invoices for departmental budgets in Accounts Payable.• Counted and deposited cash accounts of up to 3,000 British pounds daily in General Cashier operations.• Organized and filed assorted receipts and vouchers for records verification for Revenue Control function. • Analyzed monthly budget to actual variances on contract and full time labor for staffing management.

Chester, Pa

• Performed financial closing activities for each event for event budgets of up to $100 K. • Created and improved several spreadsheets supporting scheduling and event planning.• Assisted with daily operations for 18,500 capacity Major League Soccer (MLS) stadium.• Supervised six part time Guest Services employees on event days to ensure guest satisfaction + issue resolution. • Developed spreadsheets to align roles and responsibilities for part time staff on event days.

Concordville, Pa

• In charge of bag room (200+ member private club)• Assist with organization and set-up of club tournaments and events

Mount Laurel, Nj

• Assist camera department with all game-day activities• Responsible for pre-game, in-game, and post-game cameraman assignments• Assist in unloading and loading camera gear and changeover of film/media• Work with audio personnel and assist with sync-sound activities

West Chester, Pa

• Assisted with outside golf operations• Responsible for overseeing club driving range• Assisted members with golf and club related requests

Bachelor Of Business Administration (B.B.A.), Finance And Sport Management (Double Major)

Activities and Societies: Finance Society, Association of Diversity in Sport, Minuteman Golfer's Association

Multidisciplinary Honors, University Of Massachusetts Honors College

Honors Capstone Thesis- The Orphan Pound: Black Wednesday and the Decision to Leave the ERM