Senior Director, PBM UnderwritingMagellan Rx Management was acquired by Prime Therapeutics in December 2022.

Director, PBM Underwriting

Senior Director, PBM UnderwritingMagellan Rx Management was acquired by Prime Therapeutics in December 2022.

Director, PBM Underwriting

• Finance VP responsible for internal finance and client finance, including PBM pricing, reporting, analytics. • Conducted RFPs, negotiated, and contracted with back-end vendors/partners for retail networks, mail-order pharmacy, specialty pharmacy, rebates.• Created reporting prototypes and templates for internal and client reports of key performance metrics.• Conduct various client analytics to respond to client reporting needs and/or internal reporting needs. • Manage all financial relationships with vendors in which we need to manage to pricing guarantees. • Analyze data of prospects, model various pricing terms, and underwrite competitive pricing proposals that win client business and achieve internal margin goals that are compliant with proformas.• Perform weekly MAC (Maximum Allowable Cost) management to ensure that generic pricing is as competitive as it can be for our clients, while maintaining compliance with retail contracts.• Developed ongoing relationships with brokers to win additional clients. • Present proposals and repricing summaries to prospects, brokers, and consultants.• Created client contract template, including all pricing sections, definitions, and guarantee reconciliation methodology.

Responsible for PBM Finance, Pricing, Reporting, & Analytics.www.PillowPH.com

• Perform complete financial evaluation of PBM proposals from procurements, renewals, market checks, and other ad-hoc projects for large employer, health plan, and union-coalition clients, amounting to over $3 Billion in annual spend. • Create and run SQL queries for client data, specific to the client benefit setup for trending and financial modeling with PBM proposals.• Determine financial value for any pricing tactics deployed in PBM proposals and accounting for them in financial evaluations. • Prepare financial comparisons using complex pricing models. • Communicate with incumbent PBM and PBM bidders to ensure that all aspects of current client setup and PBM proposals are accurately captured. • Communications with client, including status updates, weekly calls, and emails as necessary.• Create presentation of financial results of project and present to client and stakeholders, including discussions on next steps, and proposed negotiation strategies.• Perform extensive redlining of PBM draft contracts and negotiation with selected PBM to ensure all aspects of financial proposal are incorporated into the final contract.• Peer review models of other financial consultants within organization.• Collaborate internally for broader strategies and improvements to overall process for future projects.

Pharmacy Financial Consultant responsible for PBM procurements, qualitative and quantitative evaluation of RFPs, performing market checks, financial analysis and consulting, team management, budgeting hours and resources, and client account management.• Initiate, oversee, and actively participate in client project activities including, financial benchmarking of their current PBM contract, conduct market checks, renewals, procurements, and other ad-hoc projects to support clients’ benefits programs. Responsible for client, internal Willis Towers Watson, and vendor communications, creating the RFP questionnaire, evaluation of proposals. • Present detailed results of each stage of a project to clients, and agree on next steps and negotiation strategy. • Perform financial analyses for pharmacy pricing proposals.• Peer review models completed by analysts and senior analysts for accuracy and provide feedback to analysts to continuously improve their knowledge and skillset. • Led multiple initiatives for Willis Towers Watson’s Pharmacy Financial & Actuarial COE to enhance efficiencies, saving time for initial entry of PBM pricing proposals and peer reviews, reducing follow-ups with vendors, and reducing errors in modeling proposals. • Developed pricing models and studies using client data from WTW’s data warehouse to account for the impact of various PBM pricing strategies and adjust for the pricing tactics so that deals can be compared on an apples-to-apples basis. • Developed financial assumptions, including BoB and client-specific trends on a granular basis for next five years to apply to client data in WTW’s models.• Lead vendor negotiations, lead best and final requests, and attend finalist meetings with clients and vendors. • Perform in-depth contract review and negotiations of PBM contracts and amendments to ensure that all terms agreed to during the proposal process are incorporated into the contract/amendments.

My previous position was as a Finance Manager at Hertz at their headquarters responsible for key performance metrics for planning and analysis in their equipment rental division. I left due to the news that they were relocating headquarters to Florida. -Support the VP Fleet Operations and Sr. Director of Re-Marketing in financial metrics and analytics for annual dispositions of approximately $285MM of assets.-Manage and development of the Re-Marketing reporting package (P&L and KPIs).-Lead all analytics for the Re-Marketing product line.-Maintain Optimal Channel Mix (Retail, Export, Wholesale, MFS, Auction).-Lead the Pricing Analytics and strategy-Create competitive pricing analysis (leveraging external data and competitive intelligence).-Prepare Gain/Loss analysis.-Generate scenarios, analyses, and recommendations for the Re-Marketing product line.-Provide analysis to forecast holding cost and contribution at the model level, including: Forecasted Residual Values, Fleet Operating Costs, Operational Constraints, Capitalized Costs.-Develop and maintain reporting for execution of Re-Marketing product line.-Prepare EVA analysis for fleet decisions (product purchases, lease vs buy, reconditioning, etc)-Prepare ad hoc reports

Account Management, Client Facing, Senior Financial Analyst in Commercial Division • Manage all financial sales and analytics for numerous Fortune 500 clients, coalition clients, and government clients, representing total revenue in excess of $1.6 Billion and over 1.6 million lives.• Model and design client specific prescription drug benefit packages based upon company products, clients’ goals and philosophies, and industry trends to control prescription drug costs and improve health plan performance.• Responsible for marketing Express Scripts' Core Pharmacy products through consultative selling to grow Express Scripts' profitability.• Perform in-depth financial, sales, and marketing analyses to identify client specific trends, explain past prescription plan performance, and recommend improvement opportunities to control costs and improve patient adherence.• Travel to client headquarters to present financial results and recommendations to executive boards, trustees, or director of benefits, regarding the client’s prescription drug plan.• Present financial results at coalition meetings to over 70 people, representing over 25 clients. • Provide analytical, quantitative, and financial cost modeling in support of Account Management and client objectives.• Perform extensive forecasting of clients' drug spend to aid in their budgeting. • Assist in pricing and renewals/RFPs to retain clients and profitability. • Aid in training new hires and preparing them to present to clients. • Create new financial templates to simplify recurring reporting with higher efficiency. • Create new models to assist with internal and external objectives.

Account Management, Client Facing, Financial Analyst in Commercial Division

Acquired by Express Scripts. Account Management, Client Facing, Financial Analyst in Employer Accounts Group.

Acquired by Express Scripts. Account Management, Client Facing Financial Analyst in Employer Accounts Group

• Became proficient in using Sage MAS 500 to process vouchers, make journal entries, update cashbook, process check runs, and prepare for audits for various entities owned by U.S. Cable.

• Reported to Director of Sales USA, Canada, Acting VP East. Worked with members of the Enterprise Sales Team in the Eastern US & Canada tocoordinate marketing campaigns through direct mailers, email blasts, & cold calls. Coordinated marketing efforts with headquarters in Californiaand other regions of the US.• Researched compliance laws for data backup, archiving, and recovery for different verticals (mostly financial, legal, and healthcare)• Set up meetings for members of sales team through cold calls and various direct marketing activities which led to over $400,000 of potential new business.• Participated in presentations at meetings with potential clients.• Researched competitors to formulate comparisons between EVault’s offerings and competitors’ offerings and make recommendations• Instituted new financial tracking report system and updated forecast/outlook and order summary sheets daily to reflect new opportunities and completedsales. Created reports for Director of Sales USA, Canada, Acting VP East.• Reported to weekly team meetings and presented my work to the Director of Sales and Enterprise Sales Team.