Strategic and analytical finance professional with 28 years of success in financial reporting, analysis, forecasting, and
project management.
Highlights
Variance analysis
Complex problem solving
Accurate forecasting
Financial reporting expertise
Effective style of working with others and imparting enthusiasm and knowledge
General understanding of accounting principles
​Excellent verbal and written communication skills
Excellent analytical and critical thinking skills
  ​
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Advanced knowledge of databases and backend systems (CURS, FADT, FD402,
PFAB, EAS, Customer Effective Group Library, CES/PIRS/FIPS
Excellent computer and programming skills
Microsoft Excel, Access, Word, PowerPoint, Easytrieve, DB2/SQL, StarSQL
Education
Clemson UniversityClemson, SCExpected in 1988 – –Bachelor of Science:Mathematical Science - GPA:
Cum Laude
Received the Clemson University Freshman Mathematics Award
Kappa Delta Sorority
Accomplishments
Responsible for directing the BCBSSC Accounting in a clean-up effort for self funded business which was losing money. Continues to manage the financial aspects of this business which now provides 53% of the BCBSSC profit.Â
Brought clarity to
corporate financials through the development of a profitability report used by senior BCBSSC management
Involved in the development, implementation and current administration and financial reporting for
National Alliance business (administering self funded business for other Blue plans)
Provides actuarial support for reinsurance accounts administered by PAI, a BCBSSC subsidiary. Involved in
financial reporting, reconciliation and analysis of accounts and regularly collaborates with the CFO, the Vice President of Marketing, and the Risk Manager of PAI as well as the Actuarial Department of BCS Insurance company.
Completed commissions analysis for BCBSSC Major Group, Group and
Individual, Small Group and Blue Choice for the purpose of restructuring
company commissions
Developed forecast models for all BCBSSC self funded business, stop loss business,Â
National Alliance, Bluecard, and PAI reinsurance
Wrote an extensive
program for stoploss reinsurance for Accounting to calculate payments
to reinsurers, providing a necessary NAIC audit trail
Provides technical support to Accounting and Finance on an ongoing basis
Experience
Assurant - Actuarial Manager Emeryville, CA, 2015 - Current
Manages three actuarial staff members (an assistant actuary III, an actuarial assistant, and a para actuary)
Oversees reconciliation of the general ledger accounts for BCBSSC large accounts (self funded and fully insured)
Oversees audit of Cost and Budget monthly report
Oversees financial reporting for BCBSSC large accounts
Reviews internal costs monthly
Produces
forecasts for National Self Funded accounts, Local Self Funded
accounts, National Bluecard accounts, National Alliance accounts, all
stop loss business and PAI products
Actuarial support for reinsurance products administered by PAI, a BCBSSC subsidiary
Conducts quarterly reinsurance committee meetings
Oversees all stop loss reporting and profit sharing calculations
Works with Finance and Billing to implement new arrangements
Assists Finance with accounting issues
Calculates quarterly IBNR for stop loss business and self funded accounts upon request
Meet with MRM and ISU to maintain MGU relationships
Oversee the development of tools used for ACA compliance
Involved in various ongoing corporate projects (PCMH Steering, CBF modernization, Payment Innovation Data exchange
Blue Cross And Blue Shield Of South Carolina - Senior Para Actuary/Finanial Analyst City, STATE, 03/1997 - 2015
Reconciled general ledger accounts for BCBSSC large accounts (self funded and fully insured)
Audits Cost and Budget monthly report
Produces financial reports for BCBSSC large accounts
Reviews internal costs monthly
Produces forecasts for National Self Funded accounts, Local Self Funded accounts, National Bluecard accounts, National Alliance accounts, all stop loss business and PAI products
Actuarial support for PAI
Involved in testing and implementation of teh CES/PIRS/FIPS infrastructure project
Attends quarterly reinsurance committee meetings
Involved in various ongoing corporate projects (PCMH Steering, CBF modernization, Payment Innovation Data exchange
Assists Finance with accounting issues
Blue Cross And Blue Shield Of SC - Actuarial Assistant Individual Products , STATE, 05/1990 - 03/1997
Investigated data integrity and forecast variances
Produced experience studies and did rate filings for Individual Products
Produced claim liability estimates monthly for all BCBSSC insurance products used in the Corporate Financial Statement
Attended monthly financial meetings with the CFO to report monthly experience
Assisted in the forecast of Individual classes of business
Assisted in the development of new Individual products
Prepared annual statement exhibits
Prepared NAIC Loss Ratio exhibits
Passed nine actuarial exams
Blue Cross And Blue Shield Of South Carolina - Student Actuary , STATE, 05/1988 - 05/1990
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