JEFFREY B. BECK, MBA
***** ********* *****, ********** *****, MI. 48331 248-***-**** e-mail
************@*****.***
Financial Analysis, Decision Support and Data Reporting Development
Financial & Budget Analysis / Financial Performance Analysis/
Rating & Pricing Strategies/ Underwriting/ Monthly Corporate Reporting/Data
Warehouse Design
Financial and Reporting Analyst/Manager successful in identifying and
capturing corporate opportunities and alternatives to evaluate corporate
financial strategies. Successful in developing detailed special reporting
needs. Excellent communication, team oriented and time management
qualifications. Areas of expertise include:
( Financial Analysis ( Data Reporting
( Corporate & Department Budgeting ( Data Integrity &
Interpretation. ( Healthcare
Underwriting ( Data Reporting Design & Presentation
( Rating & Pricing Strategies ( Data Warehouse Design
MBA - Finance - Walsh College of Accountancy and Business Administration
FHFMA, CHFP - Healthcare Financial Management Association
Career Overview
Blue Cross Blue Shield - Blue Care Network
4/10 - present
Senior Underwriter - Large Group
. Provides level and detailed financial analysis of premium revenue
. Designs and analyzes financial data, group and member
characteristics to determine financial risk
. Provide financial analyses related to the preparation of key employer
group rate renewals
. Develops analyses of financial reporting, budget and forecasting, and
analysis of competitor rates
. In-depth knowledge of health insurance products, concepts and benefits
. Primary Accomplishment:
> Participated on various workgroups and committees to develop and
implement new polices and procedures for process improvements
> Presented rate renewals and analysis to marketing, key employer
groups agents and consultants to ensure exceptional customer
service
American Community Insurance Company
11/06 - 12/09
Manager, Data Reporting/Actuarial Data Analyst
. Oversees the Company's actuarial data and reporting function
. Coordinates and analyzes business and customer requirements for data
gathering and reporting
. Design and develops comprehensive data collection models to support
the reporting needs of the company
. Develops complex and detailed analyses of data, verifying results
prior to publication
. In-depth knowledge of health insurance products, concepts and benefits
. Primary Accomplishment:
> Successful in the development of company reporting needs and
data warehouse design, application and tools
> Implemented a data warehouse user group to help identify the
reporting needs of other departments and to help provide
available data to these departments
Jeffrey B. Beck
Page 2
Care Choices
10/95 - 11/06
Underwriting Manager/Lead Senior Analyst
. Develop rates and presentations for key strategic employer groups
. Develop rating/pricing strategies, community rating and plan/benefit
design consistent with corporate objectives
. Analyze and consult with Account Executives on completive data,
renewal strategies & suitable plan alternatives
. Provide analytical support on group specific requests for financial
analysis and special ad-hoc reports
. Maintain a working knowledge of applicable Federal, State and local
laws and regulations
. Primary Accomplishment:
> Created a model and supporting schedules to calculate and
collect data for the annual rate filling submission to the
Insurance Bureau
> Created a model to track and analyze current and potential book
of business
Grace Hospital
1/95 - 10/95
Budget Manager
. Coordinate annual operating budget
. Coordinate and explain budget guidelines and provide assistance to all
Hospital departments
. Analyze monthly budget to actual variances
. Oversee preparation of numerous monthly, quarterly or annual
statistical reports
. Develop and prepare financial analyses, and ad- hoc studies as
required
. Primary Accomplishment:
> Implementation of a new budget system to meet timing of
corporate guidelines
> Hired and training of new budget department staff
Integrated Health Services
4/94 - 12/94
Financial Director
. Develop and monitor corporate and regional operating budgets
. Oversee development of business plans for new ventures
. Development of cash flow, income statement, balance sheet and market
analysis related to new business ventures
. Coordinate monthly journal general entries for corporate office
. Oversee the daily operation of the corporate office
. Primary Accomplishment:
> Coordinated the implementation of the computer network for the
local corporate office
> Hired staff and organized the start up of local corporate office