WALTER LIERMAN, Ph.D.
***** *** ***** ***** . **** Linn, Oregon 97068
503-***-**** . abigcd@r.postjobfree.com
EXPERIENCED ECONOMIST / DATA ANALYSIS
ECONOMETRICS AND SAS PROGRAMMING
TECHNICAL SKILLS
. Experienced SAS programmer.
- Extract, transform, and load coding of existing
data sources and formats to create
SAS datasets for use by fraud analysis teams
- reviewed and diagnosed large SAS programs
(several thousand lines of code),
including macros and SQL code to correct denied
medical claims for
reimbursement
- created ETG cost-of-illness study using SAS and
SQL code extracting data
from Oracle
- created multi-variate statistical models
- developed ARIMA time series models
- applied SAS Proc Nlin to estimate Bass
diffusion curves for energy efficiency
programs for California utilities
- prepared forecasts using econometric models
using SAS ETS procedures
> Other knowledge and experience using SAS and other
statistical software:
- SAS Enterprise Miner training
- Excel-based data mining tool (XLMiner)
- Eviews for multi-variate regression model
development
> Proactively pursue continuous self-improvement in SAS
programming, Excel-based
reporting and dashboard techniques, JMP statistical
analysis, and data-mining
. Experienced managing forecasting process and consulting with
stakeholders:
- proposed decision analysis
model approach to forecasting process to
to embody stakeholders' risk and
uncertainty with forecasts
- provided research and gathered expert opinions
- developed assumptions to drive forecasts
- facilitated buy-in and receptivity to forecasts
by including relevant
stakeholders' inputs, knowledge, and assumptions
- presented forecast results to senior managers and
directors including
European and domestic management
- demonstrated experience in developing forecasts
using SAS.
- developed market growth forecasts for Kaiser
Permanente for operating
budgets and long-term capital budgeting plans
- provided monthly reconciliation
of actual results to forecast estimates
for senior management
- gained early buy-in
understanding, and agreement of forecast scenarios by
stakeholders; as result,
decreased forecast process at least two weeks by
securing early buy-in by
stakeholders
. Experienced in linear optimization models development, scenario
analysis, spreadsheet
modeling
EDUCATION
University of Arizona, Tucson, Arizona - Ph.D., Economics, 1983
University of Arizona, Tucson, Arizona - Master of Science, Ag. Economics
Concordia College, Seward, Nebraska - Bachelor of Science, Education
PROFESSIONAL EXPERIENCE
The Economics Group, LLC, West Linn, Oregon . 1996 - Present
Principal / Consulting Economist
Primary emphasis of this independent consulting enterprise is to
provide analytical economic and business services in the following
areas: SAS programming, statistical modeling and forecasting,
analysis of results for decision-making, and presentation to senior
management and forensic economic litigation support.
Consulting Work Experience:
. KAISER-PERMANENTE HEALTH PLAN - NORTHWEST REGION, Portland, OR.
SAS contract in Risk Planning and Program Analysis.
- Analyzed complex SAS programs (several thousand
lines) for errors.
- Successfully corrected programming and resubmitted
claims to Oregon Health Plan resulting
in multiple thousands of dollars in claims
reimbursement.
- Utilized SAS - base and macro programming - and SQL
in large, complex programs that met both Kaiser
Health Plan specifications but also satisfied HIPAA reporting
specifications, i.e.,
forms 837I and 837P.
Length: 6-month contract
. UNITED HEALTH GROUP-INGENIX, Eden Prairie, MN.
SAS contract in SAS ETL programming.
- Provided SAS data ETL coding from existing data
sources and formats-claim, member,
and provider datasets-into SAS datasets for use by
forensic fraud and abuse analysis
teams in identifying questionable billing and
reimbursement patterns.
- Questionable billing and service patterns were analyzed with SPSS
data mining software.
Length: 6-month contract
. BRACCO DIAGNOSTICS, INC., Princeton, NJ.
Econometric modeling and analysis.
- Directed project developing predictive models of
demand drivers for low osmolar
contrast medium (LOCM).
- Analyzed the relevant statistical measures to
determine best fit models, and presented
results to directors of European and U.S.
operations for operational forecasting. Involved
stakeholders early on to achieve buy-in and to
facilitate process.
Length: 6-month contract
. MANAGED EDGE CONSULTING - New York, New York.
Health economics; pharmacoeconomic consulting.
- Developed and presented proposals to pharmaceutical
clients: 1) strategies to position
new drug products for the managed care market
penetration; 2) strategies to reposition
drugs in competitive therapeutic markets.
- Developed and presented proposals stressing the
cost-effectiveness of pharmaceuticals in
the treatment of illness and disease.
- Prepared project proposals for pharmaceutical clients: Aventis
and Pfizer.
Length: 15-month contract
. REGENCE BLUECROSS BLUESHIELD - Portland, OR.
Health services research; cost of illness research, analysis,
and report; predictive modeling of
cost drivers.
- analyzed of top 25 episode treatment groups (ETGs)
and associated costs for commercial
line of business analyzing historical claims data and
produced cost of illness report for medical
director and senior staff
Length: 11-month contract
. OREGON HEALTH SCIENCES UNIVERSITY - Portland, OR.
Director; survey research project on mental health and
substance abuse benefits in business.
- Directed survey project of private and public
employers' human resource manager's
opinions on value of mental health and substance
abuse benefits offered to employees
relative to other benefits.
- Publications from study:
. McFarland BH, Lierman WK, Penner NR, McCamant LE, Zani B. "Benefits
Managers' Opinions Regarding Behavioral Healthcare Benefits". Journal
of Addictive Diseases. 2003; 22(2): 15-29.
. McFarland BH, Lierman WK, Penner NR, McCamant LE, Zani B. "Benefits
Managers' Views on MH/SA Raise Cause for Concern". Behavioral
Healthcare Tomorrow. 2002; 11(4): 22-31.
Length: 15-month contract
. UNIVERSITY OF WASHINGTON, Seattle, WA.
Health services research.
- Researched and wrote cost effectiveness analysis
material for SAMSHA funded research
proposal.
- Wrote detailed section on cost effectiveness analysis to measure the
cost and outcomes
of alternative therapeutic approaches for treatment and counseling
services to
individuals with AIDS/HIV.
- The Center was approved for funding and was the only
site in the multi-site study to have used
CEA.
Length: 3-month contract
. HEWLETT-PACKARD, INC. - Vancouver, WA.
- Provided analysis in commercial printer operations.
- Analyzed resource use - paper, ink and toner - by type
and model of computer globally.
Length: 6-month contract
. OTHER ANALYTICAL PROJECTS - Portland, OR.
1996-2000, Research and Financial Analysis.
- Consulted on the potential impact of formulary
adoption by the Oregon Healthplan.
- Financial analyses: financial condition of
participating healthplans participating in the
Oregon Healthplan 1994 - 1998; quarterly financial
analyses of HMO and PPO medical
serving the Portland metropolitan area; and, financial
multi-state comparison of HMO
plans, 2000.
Length: periodic; from 2-months for quarterly financials to 6-
month Oregon Health Plan analysis
Career Note: Conducts on-going work in forensic economics and
litigation services.
Often involves complex financial analysis of
stock options, fringe benefits,
and other financial losses. Also provides
expert testimony as to economic and
business losses.
Length: 1996 - present
Employment - FT, non-consulting:
Economist and Forecaster, Kaiser Permanente Health Plan,
Portland, OR. 1991 - 1995
- Forecast annual growth in membership and presented
forecast findings to senior management.
- Incorporated decision analysis methods into forecasting
process resulting in more rapid
management buy-in to forecast.
- Provided regular and ad hoc reports to sales and
marketing and medical economics
departments.
OTHER EXPERIENCE - ENVIRONMENT AND ENERGY
Environment
. Legacy Health Systems and Portland State University Systems
Engineering Department
collaboration, Portland, OR.
- Initiated collaborative effort with one of the most
successful medical recycling
programs in the nation, Legacy Health Systems ($4
million in savings)
- Drew attention to impact of petroleum costs on
healthcare sector both directly and
indirectly through supplies and materials.
- Focused on recycling and sustainability issues in the
healthcare industry.
Length: 12-month consulting project
. Quantec, LLC, Portland, OR, consulting position
- Participant on RFP teams for:
- Lead abatement proposals (2).
- Municipality water demand modeling
proposal.
- Carbon offset measurement
from investment in CFL lighting.
Length: 18-month consulting position
Energy
. Titus Energy Management Services, Milwaukee, WI.
- Assisted in developing rate structure for
Wisconsin township converting
existing high pressure sodium (HPS)
street lights to LED fixtures.
Length: May 2010
. Quantec, Portland, OR, contract position
- Estimated Bass diffusion curves measuring rate of
adoption of energy efficient
appliances and technology among California
utilities using SAS Proc NLin.
- Calculation of CDD and HDD in service territory of
large electric utility.
- Assisted in preparing content for discussion of
natural gas unbundling issues for
presentation by attorneys for PEPCO.
Length: 18-month consulting position
Earlier in career
. Arizona Public Service, Co., Phoenix, AZ.
- Developed load forecasts, by customer type, by
month, for both
electric and natural gas operations.
- Tested alternative rate design impacts on revenue
by customer class.
- Prepared written responses, as needed, for company
witnesses during rate
case hearings.
TEACHING SKILLS AND EXPERIENCE AND PRESENTATIONS
Teaching
. Teach graduate and under-graduate forecasting,
econometrics, microeconomics,
sustainability, resource economics, and corporate finance, 1988-
present.
- Currently adjunct faculty in on-line MBA in
Sustainable "Green" Business program at
Marylhurst University and teach courses in
the program.
- Served as member of quantitative curriculum
course development team developing
courses in quantitative analysis for on-
line Sustainable MBA program.
Current courses developed by the quant team:
. Research and Quantitative Methods
Emphasis on quantitative methods, descriptive
statistics, computer applications.
. Modeling and Decision-Making
Emphasis on managerial decision theory and
advanced modeling techniques
focusing upon managing under uncertainty and
risk.
. Natural Resource Economics and Sustainability
Focus on the interdependence between human societies,
their economies, and
the natural ecosystems supporting them. Includes
environmental and ecological
economics.
Other colleges and universities that I currently serve or have served as
adjunct instructor:
Arizona State Univ., Washington State Univ. - Vancouver, Univ. of
Portland,
Concordia University, George Fox University, Willamette University,
Portland
State University, Marylhurst University
Presentations
. Presenter, Topic: Benefits and Costs of Climate Change
Mitigation, presented April 10,
2008 as part of Converging Environmental Crises: A Teach-in on
Energy, Climate Change,
Water, Agriculture, and Population, Presented by College of
Public Health, The Ohio State
University, webinar.
Presentation focused upon the implications of the following in an
accounting of
benefits and costs:
- externalities
- production trade-offs
- technological innovation
. Developed and presented pharmacoeconomic workshops for
Pfizer clinical education
coordinators' managed care clients.
Topics covered
- Basic modeling methods such as cost-utility, cost-benefit, cost-
effectiveness
analysis
- Basic measures of healthcare services and their perspectives such as
effectiveness (outcomes research), efficacy (clinical research),
efficiency (pharmacoeconomics) and allocative (healthcare economics)