Director Strategic And Financial Planning
Director Strategic and Financial Planning at Security Health Plan of Wisconsin• Constructed forecast and budgeting models and procedures utilized in the quarterly forecasting and year-end budgeting process. Forecast model includes Enrollment, Premiums, Claims, Administrative Expense, Investment Income, Risk Based Capital, and Balance Sheet items. • Directed and prepared Buy vs. Build vs. Partner/Vendor analysis including constructing the net present value model which led to the valuation and purchase of a Third Party Administrator.• Currently directing these projects: Administrative expense and operational metric benchmarking, corporate and executive dashboard construction, insource vs. outsource company-wide analysis, competitor profiles and analysis, member of several strategic planning teams, and vendor contract analysis and monitoring.
