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Retired (Aug 2018) experienced Director of Financial Planning & Analysis with a demonstrated history of working in the health care and health insurance industry. Strong business development professional skilled in Analytical Skills, Mergers & Acquisitions, Financial Modeling, Financial Planning, and Forecasting.
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Director Strategic And Financial PlanningSecurity Health Plan Of Wisconsin Aug 2011 - Aug 2018Marshfield, WisconsinDirector 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.
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ConsultantPacioli Companies Jun 2009 - Jul 2011Directing the initiative to set-up & formalize Financial, Planning, & Analysis functions within this large energy cooperative, starting with expense variance analysis reporting. This includes policy, procedure, and report design working with divisional leadership.
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ConsultantSalo, Llc Sep 2007 - May 2009Financial planning & analysis dept for an international fertilizer company including designing and preparing reports for senior leadership (e.g. Corporate Scorecard, Competitor Analysis, Monthly Review). Also, merger & acquistion analysis, and forecasting & budgeting. -
ConsultantCertes Financial Nov 2006 - Aug 2007Strategic consulting, M&A due diligence, Cost/benefit analysis, financial modeling, financial planning & budgeting.
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Manager Of AnalysisUnited Healthcare 2005 - 2006Managed analysis for M&A activity in the disease management arena. -
Principal Business AnalystBluecross Blueshield Of Minnesota 1996 - 2005Managed M&A analysis in the disease management space; managed & negotiated vendor & subsidiary contracts and analysis; strategic & financial planning & budgeting; cost/benefit analysis & financial modeling.
Thomas Maki Skills
Thomas Maki Education Details
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Finance -
Finance
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Business Administration
Frequently Asked Questions about Thomas Maki
What is Thomas Maki's role at the current company?
Thomas Maki's current role is Director Strategic and Financial Planning at Security Health Plan of Wisconsin (retired Aug 2018).
What is Thomas Maki's email address?
Thomas Maki's email address is ma****@****lth.org
What is Thomas Maki's direct phone number?
Thomas Maki's direct phone number is +171538*****
What schools did Thomas Maki attend?
Thomas Maki attended University Of Arizona, University Of Arizona, University Of Minnesota Duluth.
What skills is Thomas Maki known for?
Thomas Maki has skills like Financial Modeling, Forecasting, Mergers And Acquisitions, Analysis, Financial Analysis, Strategic Financial Planning, Analytical Skills, Strategy, Financial Planning.
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