Sales Management Finance Mgmt

JASON S. KETNER

**** * ****** *** - *******, AZ *5295

617-***-**** (mobile)

E-mail address: ac1l12@r.postjobfree.com

SUMMARY

An accomplished senior finance professional with over eight years experience in Healthcare & Finance seeking a permanent full-time position handling strategy and management responsibilities. Superior analytical, excellent communication and multitasking skills with expertise and attention to detail in all aspects of:

Revenue/Expense Forecast

Underwriting HealthPlans

Forecast Modeling

Relationship Management

ELT Management Support

Data Systems Management

EXPERIENCE

CVS Caremark – Scottsdale, AZ Mar 2016 – Present

Sr Underwriting Consultant HealthPlans (West) – CFAP

Underwriter for 22 HealthPlan retail, mail, and specialty pharmacy benefits plans through RFP process

Owned through partnering with account team, proposals, underwriting analytics, rebate trade, clinical operation, and networks to underwrite brand/generic/mail pricing guarantees, dispensing fees, clinical programs, specialty defaults and rebate guarantees.

Lead and audited FAF Access tool for clinical expense contracted and implemented yet not billed. Result was a decrease to lost revenue $400k annually

Developed implementation tracking tool for $6B client utilized by all teams associated with implementation including client

Discovered and reported variances while also suggesting fixes to Enterprise wide underwriting model tool which forecasted revenue and CTF by 7 to 10 percent variance to actuals.

Anthem BCBSNH – (National) Manchester, NH Feb 2014 – Mar 2016

Sr Finance Consultant – FP&A

Forecast and Report to Executive Leadership Team (ELT) monthly and annual Individual and Group membership sales, lapses, and In Group/business change in the Affordable Care Act Exchange platform and Anthem Legacy business

Model Forecast and annual planned OpGain, premium, membership and benefit expense/claims trend within variance of 1%

Manage general ledger and reporting variance to East Regional Vice President and ELT concentrating on bad debt, prior period adjustments, contingent vendor, premium rate variances, and high dollar claims

Create process in MS Access and Teradata for workflow management forecasting termed group/member premium loss or gain impact on PMPM basis saving company $600k annually

Develop and analyze Risk Adjustment multi-year financial impact, Risk Corridors and Reinsurance (3 Rs) for 14 states in portfolio under the ACA regulatory guidelines

Plexus Management Group – Westwood, MA Jun 2013 – Feb 2014

Sr Finance Consultant (Contract to Hire) – FP&A

Developed projected income statement, balance sheet and cash flow for acquisitions of $6.8M (in revenue) anesthesia business

Lead FRx migration to Microsoft Dynamics MR with emphasis on data integrity for 250 reports

Produced monthly board of director package including case data, expense forecasting, and analysis of revenue and headcount

Created model for analyzing productivity of physicians through billable hours, case and time in operating rooms

Reconciled statement to Quickbooks GL and managed revenue under management for all AAM clients

Managed reporting of several facilities packages including developing a payor mix for identifying government/non-government exposure/risk

Video Voice Media – Houston, TX Mar 2011 – Mar 2013

Partner/Sr Business Development Director

Financial Officer and Partner for start up promotional Video Book organization

Sold $430k worth of product within first six months of venture

Developed working relationships with customers and leads in the promotional and print industry

Coordinated and led participation in the multiple North American trade shows

Led weekly sales and pipeline dynamic call for organization

PAGE 2 – KETNER, JASON S.

BMC Software – Houston, TX Apr 2011- Dec 2011

Senior Finance Analyst (Contract) – ESM Sales Finance

Financial liaison to Vice President and team of over 200 Sales and Operations support

Forecasted and reported quarterly Bookings and Expenses for world-wide overlay team

Developed headcount and cost model for SaaS spin off organization affecting over 300 incremental hires to FY16

Saved organization 10% in travel expenses month over month due to charges outside of corporate policy scope

Led weekly headcount dynamic call for three organizations and monthly presented to management

Applications used Hyperion/Essbase, SAP Business Objects, Smartview Planning, MS Excel and Powerpoint

TPI Consulting – The Woodlands, TX Jan 2009- Apr 2011

Senior Finance Analyst – Financial Planning and Analysis

Produced weekly Revenue variances of Actual to Monthly and Annual Forecast.

Managed Functional P&L reporting and delivery to Senior Management.

Established new reporting and methodology for unbillable hours entered by advisors to forecast built by mgmt and FP&A team.

Responsible for Direct and Indirect Regional Cost moves for APAC and EMEA.

Reconciled weekly General Ledger to Peoplesoft reporting of revenue.

Created Access repository database for Daily Win Loss projection to forecast Sales.

Created and maintained the SOX control of communication to CFO of weekly revenue forecast.

CA, Inc – Islandia, NY May 2006-Sept 2008

Analyst – Finance Rotation Program

Finance Management Training Program rotating to significant areas of Corporate Finance – completed and have been certified in over 200 hours of Finance, Regulatory, Budget, SOP 97-2, and Management training within first 9 months of the Program.

Modeled and Forecasted two quarters including fiscal year end in FP&A department in the areas of Operational Expenses and Sales Accounting Receivables Forecasting.

Analyst/Tester for Internal Controls Function under Sarbanes Oxley (SOX) compliance for corporate processes having a financial impact on the Company.

Co-authored Internal Audit department Policies and Procedures manual.

Rewrote CA’s Sales Accounting Credit Analysis worksheet using quantitative and qualitative methodology.

EDUCATION

BS - Business Management. College of Business and Management, Stony Brook University - Stony Brook, NY

December 2004 - GPA 3.36 (Dean’s List 4 out of 5 semesters attended)

AA – Political Science. College of Liberal Arts, University of New Hampshire - Durham, NH

December 1997 - GPA 2.9

PRE-PROFESSIONAL EXPERIENCE

Checkfree Investment Services/Security APL - San Diego, CA Apr 1998-Jun 2001

Traditional Account Manager/Systems Analyst

Relationship manager to seven small to medium sized traditional money managers using Security APL with a client annual billing of $430,000

Researched, reconciled, and produced performance reports on account discrepancies

BILLVUE (Billing) point person for corporate-wide employees and clients

Responsible for the training and security level of over 50 users of Portfolio Management system

Corporate liaison for satellite office of 25 individuals – Offer letters, compensation packages, benefits enrollment severance

United States Coast Guard – East Moriches, NY Sept 1991-Jul 1995

Seaman (StoreKeeper)

Member, Trainer, and Leading Seaman of the Search and Rescue/Law Enforcement team for greater south bay in Long Island, NY

Responsible for the purchasing and distribution of materials and services for 18 man team

Earned Meritorious Good Conduct, Unit Commendations, Expert Arms and various other Medals and Awards

while on Active Duty status with an Honorable Discharge separation

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