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Sr. Financial Analyst

Saint Paul, MN, 55102
May 13, 2024

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Atlee Wong, CPA inactive (He/Him)

Maple Grove, MN, 763-***-****

Professional Summary:

Major Roles & Responsibilities:

Financial Consultant ExperienceIT

**** – 2024 March

Develop financial models, assemble and summarize data to structure sophisticated reports on financial status and risk. Provide creative alternatives and recommendations to support strategic decision making.

•Completed a new complex model for major local medical insurance company looking to consolidate 7 claims platforms.

•Restructured the model to improve ease of use and to consolidate the financial metrics to a more useable form.

•Provide key thought leadership regarding forecasting of the financial performance of the claims process.

Associate Director, Healthcare Economics Portfolio Manager United Healthcare 2021 – 2022

Developed and implemented a new intake process for healthcare economics (HCE) requests. Implemented processes to prioritize HCE requests based on specific business case merits.

• Monitored and optimized portfolio of over 45 HCE requests responding to business needs and analyst workload.

• Insured HCE request output contain statistically sound modeling including CMS risk adjustments to provide management with unbiased advice and opinions regarding clinical program strategy for the Medicare and Retirement line of business.

• Developed metrics and KPIs for leading indicator dashboards to evaluate population health program effectiveness, including the initial set of reports for UHC Kidney programs.

• Mentored and developed team of 3 analysts helping them create unique solutions to complex problems.

Product Manager & Sr. Financial Analyst Optum

2014 – 2021

Administrator of our internally developed Six Sigma project management and benefit reporting platform used by over 400 users within Optum including users around the world. Accountable for and supervised the collection and reporting of monthly financial benefits

•Extensive experience in building

and evaluating business cases and

their financial models.

•Experience evaluating and

categorizing service & software

revenue streams in healthcare and

financial services.

•Intellectual curiosity and desire to

learn along with ability to synthesis

learning from various industries.

• Passionate about increasing efficiency

and effectiveness through process

mapping, end to end optimization and

effective change management.

• Experienced with Agile techniques and

Scrum development and management


• Broad toolbox of skills with Lean Six

Sigma Black Belt, Series 7 & CPA


Areas of Expertise

• Financial & Business Case

Analysis and Development

• IT Product & Project


• Process re-engineering

• Change management

Industry Lines

• Healthcare (9 yrs)

• Financial Services (4 yrs)

Computer Applications

• Microsoft 365: Excel, Visio,

PowerPoint & Access

• Tableau

• Power BI

• Jira

• Rally


• Lean Six Sigma Black Belt

• FINRA Series 7

• Certified Public Accountant

• MBA in Strategy &


• BSB in Accounting

• Contributed to Optum’s Operations quality team resulting in $133 million of incremental benefits, including productivity savings, reduced operating expenses, and reduced medical costs.

• As administrator, resolved daily issues and prioritized service requests with the support of an India based team of two developers, including the management of a product roadmap including new functionality and fixing technical issues using processing mapping and other Six Sigma techniques. Increased Net Promotor Score by 50%.

• Implemented Scrum processes and Agile project management within our development team.

• Developed quarterly forecasts of expected project benefits by type and by business, including variance analysis and progress towards annual goals by Black Belt team.

• Reviewed and consulted on business cases to validate type and recognition of financial benefits including operational and healthcare affordability.

• Led revenue audits identifying over $25 million in un-billed services. Optimized provider workflow process maps resulting in 15% reduction in cycle time. Sr. Business Analyst Ameriprise Financial

2012 – 2014

Created, developed and evaluated pricing structures for new and existing brokerage products, including managed & wrap investment products.

• Created, optimized and maintained incentive compensation programs for internal sales consultants

• Assessed the impact of various pricing options and sensitivities to various pricing levers to improve margins and improve product line and overall company profitability.

• Performed cost-benefit analytics on projects over $30 million in the last 12 months. Product Manager Ameriprise Financial

2010 – 2012

Responsible for overall client and financial advisor experience and regulatory compliance for Fixed Income and Equity Options Capital Markets products.

• Recommended various pricing proposals to correct regulatory concerns and distribution channel conflicts.

• Identified compliance issues and implemented process improvements and advisor education to close gaps to improve overall client experience.

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