Director of Finance

• Aug 2022 - Present

Sr. Manager, Financial Analysis

• Jun 2022 - Aug 2022

Manager, Financial Analysis

• Jan 2020 - Jun 2022

• Manage FP&A activities including IBNR reserve estimates, budgeting, RBC calculations, Part D reconciliation, MLR reporting, competition analyses, State regulatory reporting, cost/variance/trend analytics, cost parity and contract pricing, risk contracts financial reconciliations for both MA and Commercial health plans• Coordinate with actuaries on annual bid pricing calculations• Prepare and present comprehensive analyses of financial results and make strategic recommendations to senior management• Create market expansion financial models and support due diligence requests from investors• Oversee Medicare risk adjustment encounter submissions, HCC gap identification and quantification, risk score projections, HEDIS STAR rating analytics, and regular provider group data exchanges • Create and maintain Finance SQL and SAS databases, as well as various Power BI dashboards and score decks• Identify and direct projects to improve business processes Show less

Senior Accounting Analyst

• Jul 2017 - Dec 2019

Summary - Manages daily financial activities and accounting functions . Prepares financial reports for internal and external parties. • Responsible for processing data files through SAS for various health plan reporting and reconciliations• Responsible for fully utilizing SAS and available data to build new reports and optimize current reports• Responsible for review, reconciliation and analysis of monthly Medicare Advantage reporting received from CMS• Drives the preparation of the monthly IBNR calculation for all lines of business. Works with Accounting to post related entries to the general ledger.• Responsible for preparation of monthly Medicare Advantage Part D reporting and reconciliation, including calculation of Low Income Cost Sharing, CMS Reinsurance, coverage gap discount, and Rx risk corridor.• Produces periodic management reports on health plan performance• Produces ad hoc management reports upon request• Works to improve processes for all the health plan related tasks• Assists in calculating pharmacy rebates and related entries in the general ledger• Reviews sub-capitation invoices and submission to accounts payable• Manages the monthly shared saving analysis for all PCP groups. Works with operations for MLR information and accounting for necessary accruals. • Prepares monthly shared savings analysis and records necessary payment accruals• Assists with health plan related audit requests during the annual financial statement audit• Acts as a backup and resource for all health plan related duties and assignments.• Other duties as assigned Show less

Business Analyst

• Jun 2014 - Jul 2017

• Top 3+ Award for outstanding and exemplary performance on 4th quarter 2014; • Worked with clients and collaborated with development teams on a daily basis to resolve technical issues, collect/analyze requirements, provide technical solutions/consultation to address clients’ needs • Performed software systems implementation, upgrade, debugging, testing, and maintenance • Performed software deployments and other project assignments as needed • Updated and maintained PCI Hosted Systems under the direction of the Hosted Systems Administrator • Maintained internal support servers and application installation/upgrade • Prepared weekly and monthly reports for higher management meetings Show less

Equity Research Analyst - Student Investment Fund

• Jan 2014 - May 2014

• Collaborated with a team of selected students presenting investment recommendations to the fund• Conducted security valuations based on price multiples, precedent transactions, discounted cash flows, EPV, and other value investing approaches to assess the intrinsic value of potential stock selections.• Present thorough financial analysis to peer members, as well as the business college dean, professors, alumnus, and other business professionals.• The portfolio grew 4.54% (11.24% p.a.) to $718,000 USD during the time under our management Show less

Graduate Research Assistant

• Jan 2013 - May 2014

• Graduate Research Assistant at both Finance Division, and MIS Division, Price College of Business.• Assisted on System Analysis/Design Theory, Project Management, Management Information System courses.• Researching hedging, production, and reserve data of public O&G companies.

Financial Analyst Intern

• Sep 2013 - Jan 2014

• Performed financial planning & analysis, assisted with monthly business report and A/R invoicing scheduling • Analyzed revenue stream allocations and created weekly financial summaries and profitability reports • Routinely updated financial statements, client information; created an Excel-based employee cost calculator • Built spreadsheets to conduct service resources projection and employee retention stats analytics • Performed financial planning & analysis, assisted with monthly business report and A/R invoicing scheduling • Analyzed revenue stream allocations and created weekly financial summaries and profitability reports • Routinely updated financial statements, client information; created an Excel-based employee cost calculator • Built spreadsheets to conduct service resources projection and employee retention stats analytics

Investment Analyst Intern

• May 2013 - Aug 2013

• Specialized in Merger Arbitrage; Assisted with calculating implied return and profit from M&A deals • Analyzed optimum deals’ capital structure by using DCF valuation, LBO, and M&A financial models • Performed qualitative research to identify and categorize risk factors with regulatory agencies • Conducted a timing study of regulatory compliance and filing for past M&A activities • Specialized in Merger Arbitrage; Assisted with calculating implied return and profit from M&A deals • Analyzed optimum deals’ capital structure by using DCF valuation, LBO, and M&A financial models • Performed qualitative research to identify and categorize risk factors with regulatory agencies • Conducted a timing study of regulatory compliance and filing for past M&A activities

Regional Sales Manager

• Sep 2009 - Jul 2012

• Co-managed start-up of the company and established organizational infrastructure and policies • Developed and executed business plans to establish and manage the distribution network; led the cross-functional team to generate over $100,000 net monthly profit since September 2011 • Organized project events such as product launches, annual dealer conferences, and training seminars • Oversaw over $1 million annual marketing budget allocations; implemented marketing strategies and plans Show less

Market Representative

• Mar 2009 - Sep 2009

• Built and maintained customer relationships • Assisted regional sales manager with product distribution and order management • Participated in organizing the product display in “Canton Fair 2009” International Exhibition • Built and maintained customer relationships • Assisted regional sales manager with product distribution and order management • Participated in organizing the product display in “Canton Fair 2009” International Exhibition