Robert Pan Email & Phone Number

San Dimas , Ca, Us

$500M company based in San Dimas, CA. American States Water Company is comprised of two utility segments: Golden State Water Company and American States Utility Services. Golden State Water provides water to over 1 million Californians with a Customer Service Center that is available 24-hours a day, 365-days per year. Whereas, American States Utility Services, Inc. is the leader in the privatization of water and wastewater on major military installations across the nation. Leading a staff of 10 and aligning their activities with the business strategy to support 50 domestic locations. Responsible for Debt and Equity issuance, administration of employee stock plan, Proxy preparation, S-3 Shelf filing, 5 year forecasts for the Board of Directors, 3 year forecasts for rating agencies, Treasury functions, adhoc M&A and disposition analysis and annual budgets. Major accomplishments include:• Saved $150K through self-initiated staffing reductions and hiring more capable employees for the remaining positions.• Executed 1M shares of equity issuance @ $31 per share. • Successfully executed a $100M syndicated credit facility with 3 years duration at 120 BPS spread. Amended and restated 3 years later with a 5 year duration at 65 BPS spread.• Executed a $40M private placement debt at 6.7% coupon rate in 2009 (10 year duration).• Issued $62M of debt and redeemed $30M between 2011 and 2012.• Successfully coordinated all internal and external parties required for a stock split (Q3 2013).• Worked closely with senior management on two (2) potential mergers. • Successfully assisted in the divestiture of a non-profitable business segment resulting in $39M.

Woodland Hills, California, Us

HEALTH NET, INC. (NYSE:HNT) $12B managed care organization that delivers managed health care services through health plans and government-sponsored managed care plans.Led a staff of 7 responsible for annual and quarterly statutory filings. Major accomplishments include:• Streamlined the process for financial disclosures on the annual and quarterly statutory filings.• Worked with the Data Management team to implement margin reports for both HMO and Life product segments which resulted in the elimination of a manual reconciliation process and improved reporting lead time.

$45B diversified health care company serving the markets for health benefits through UnitedHealthcare and the growing markets for health services through Optum. Led a staff of 6 responsible for a $1B PPO market’s month end gross margin close, and the quarterly / annual audit processes. Identified and quantified top employer group’s claims loss run to the Underwriting group for the future premium renewal process. Worked closely with M&A management team to track and provide analysis on the performance of acquired lines of business. Major accomplishments include:• Streamlined the month end process reducing the close from 9 to 4 days.• Partnered with the Information Technology group to implement a reinsurance lag triangle database allowing the timely and accurate estimation of the yearly experience fund pool. • Part of the integration team that successfully centralized accounting functions on two acquired health plans allowing the Company to achieve its projected post acquisition profit margin.

Woodland Hills, California, Us

Responsible for creating reports and explaining variances in monthly healthcare costs. Prepared quarterly and annual company financial statements for the subsidiary Board of Directors. Major accomplishments include:• Partnered with Information Technology to implement automation reports, streamlining the monthly healthcare cost closing cycle by 80%. • Spearheaded the effort and worked with Information Technology to develop an analytics capability via the web for senior management to gain visibility into claim trends and margins. • Member of team responsible for the successful transition of the subsidiary accounting function to Corporate.• Streamlined the process for financial disclosures on the annual and quarterly statutory filings.

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