Experience

Highmark Health Options

• United States
• Insurance
• 1 - 100 Employee

• CFO/VP of Finance

  • Nov 2019 - Present

  ● Oversee all financial obligations of Highmark Health Options, a Medicaid subsidiary of Highmark Health, Inc. ● Responsible for financial performance, including budgeting and forecasting, $1.4B in revenue, $1.35B in medical expense, $150M G&A. ● Negotiate high profile provider contracts and settlements. ● Executive sponsorship of $75M financial systems transformation with integration into clinical and operations platforms ● Manage a matrixed organization of 30+ financial professionals including, but not limited to, FP&A, Tax, GAAP Accounting, STAT Accounting, Cash Management and Actuary. Show less



Aetna, a CVS Health Company

• United States
• Wellness and Fitness Services
• 700 & Above Employee

• CFO, Clinical Services

  • Feb 2018 - Jul 2019

  Managed a team of 7 professional level associates.Developed the annual budget and quarterly forecasts of $850M in expenses and 7,000 employees.Analyzed the monthly, quarterly and annual results of the clinical services division.Led the financial component of a nation-wide care management program with an estimated 5 year ROI of $300M.Advised and performed ad hoc analysis for executive leadership as it pertains to all clinical programs and functions and their impact on claim cost savings and trend mitigation. Show less

• Senior Director Finance

  • Feb 2016 - Feb 2018

  Led enterprise wide initiative to implement intercompany service pricing agreements.Drove awareness and support for transformational initiatives as a leader in the transformation department.Strategized with Aetna executive leadership on the creation of the health care services segment.Managed a team of 15 professional level associates including a team of 10 external consultants.Served as lead project manager for cross-functional team of 75 professionals in finance, actuarial, and business to align service pricing agreements with new segment reporting and creation of a PBM. Show less

• Director of Finance

  • Apr 2014 - Feb 2016

  • Supported the Vice President of Medicare Part D as the finance lead for Aetna Medicare Part D managing $1.7B in annual revenues, $1.5B in annual medical costs, and 1.6M members.• Completed 10 month initiative to remediate $45M in claim costs that were incorrectly paid over a 4 year period including developing audit documentation and CMS liability payment reports.• Coordinated and managed the quarterly forecasts, annual budget, and 5 year planning process for Medicare Part D.• Managed a team of 3 professional level associates, including 1 manager.• Developed, in conjunction with partners in Actuary, to develop annual bid submissions, forecasts, and budgets.• Co-led the strategic development and execution of a $600M rebate initiative with network pharmacies.• Served as implementation lead for the Medicare Part D project team to transform the monthly close process. Show less



CarePoint Health

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Director of Finance

  • Apr 2013 - Dec 2013

  • Directed and executed the monthly, quarterly and annual close process including all financial reporting for 4 CarePoint companies which included products in the Medicare, Medicaid and Commercial markets. • Created and maintained the general ledger for 4 separate CarePoint companies, establishing the ledger to conform to GAAP standards and translating to STAT accounting standards. • Led negotiations and managed project to execute a $30M contract with a BPO vendor for CarePoint’s Medicaid line of business. • Co-led efforts to enter into the Healthcare Exchange including development of products, pricing, forecasting, CMS submission process and coordination of operational responsibilities with Magnacare as the BPO. • Developed, submitted and reported out on monthly, quarterly and annual financial results including State of New Jersey Dept. of Banking and Insurance and NAIC reporting requirements, converting GAAP accounting practices to STAT accounting practices. • Performed complex data analysis and created complex models for the purposes of budgeting and forecasting. Show less



TK Ventures

• Milford, CT

• CFO/Strategic Business Development Director

  • Oct 2012 - Feb 2013

  • Managed all financial aspects of the $20M organization including a team of 5 finance associates. • Established first budget and forecast cycle in organization’s history. • Reconciled company financial statements, balance sheets, loans and lease arrangements. • Created comprehensive employee benefits package centered on health insurance policies that balanced employee satisfaction with cost effectiveness. • Led effort to create a centralized corporate entity managing 16 individual LLCs with 250 employees. Show less



Anthem Blue Cross Blue Shield Northeast

• Chief of Staff (Promotion)

  • Sep 2010 - Sep 2012

  • Reported directly to the President of CT handling the needs of the President and the CT Business Unit including special projects, market strategies, alignment with the corporate office, etc.• Assembled and led a cross-functional task force of financial, sales, marketing, underwriting and benefits management executives to streamline on-boarding/renewal of clients achieving a reduction in process time of 50% and savings of 60% through error reductions. • Consolidated, prepared and presented monthly, quarterly and ad-hoc financial and executive summary reports.• Identified, analyzed, designed and implemented solutions to address complex business needs.• Led efforts to create and implement requirements to adhere to healthcare reform both at a state and federal level. Show less

• NE Finance Director (Promotion)

  • Apr 2008 - Sep 2010

  • Supported the Anthem BCBS presidents of CT, ME and NH acting as the Northeast Business Unit CFO ($3B in revenues, $500M in profits).• Managed the daily responsibilities of the Northeast Financial Reporting & Analysis team of 12 professional level associates.• Managed the quarterly and annual forecasting & budgeting process within the Northeast Market Segment supporting revenue, claims expense, administrative expense and membership projections. • Played key role in successful initiative to reduce claims and utilization costs contributing to over $10M in savings.• Evaluated and provided financial guidance and strategies for the Northeast Market Segment that align with quarterly, annual and 3 year plan goals. Show less

• Financial Account Executive (Promotion)

  • Apr 2006 - Apr 2008

  • Supported the Anthem BCBS of CT President as the CT Business Unit CFO ($2.3B in revenues, $300M in profits).• Managed the daily responsibilities of the CT Financial Reporting & Analysis team of 4 professional level associates.• Managed the quarterly and annual forecasting process within the CT Market Segment supporting revenue, claims expense, administrative expense and membership projections.• Revamped financial reporting systems resulting in $20M in annual savings.• Cured accounting and system error related to client receivable spanning 3 years and over 200,000 members, recovering $10M. Presented findings to senior, executive leadership at Anthem and client.• Corrected systems deficiencies through a 360 degree system analysis, ensuring near 100% accounting/billing accuracy. Improved revenue forecasting accuracy by over $20M. Show less



Anthem Blue Cross Blue Shield Northeast

• Prior Anthem Positions

  • Jul 2000 - Apr 2004

  • Lead Financial Analyst, 4/2004 – 4/2006 (promotion) • Senior Financial Analyst, 4/2002 – 4/2004 (promotion) • Financial Analyst, 10/2001 – 4/2002 • Business Analyst, 4/2001 – 10/2001 • Customer Service Representative, 7/2000 – 4/2001 • Lead Financial Analyst, 4/2004 – 4/2006 (promotion) • Senior Financial Analyst, 4/2002 – 4/2004 (promotion) • Financial Analyst, 10/2001 – 4/2002 • Business Analyst, 4/2001 – 10/2001 • Customer Service Representative, 7/2000 – 4/2001