Portico Benefit ServicesSr. Financial Analyst- Financial Risk Management & Systems Integration
May. 2016 - Jun. 2021Minneapolis, MinnesotaI work in the Products & Marketing department serving as the Senior Financial Analyst. I help our team with month end close financial reporting along with a lot of different Ad Hoc requests. I also assist our Lead Actuary with the pricing and valuations of our Products for our customers. Through this process, I also am heavily involved in conducting, compiling and providing information for our year end census that calculates Portico's "Benefit Obligation" for the next fiscal year and also help with our financial assumptions that back up our projections for the annual "Benefit Obligation". My routine tasks are: -Analyze the effectiveness of health plan programs using internal and external data
-Conduct monthly medical claims verification
-Perform medical claims and other benefit analyses
-Assist in the preparation of quarterly management reports
-Prepare inputs for pricing calculators
-Assist with plan experience studies and related reporting
-Actively pursue and implement analyses and processes to operate more efficiently
-Respond to customer and vendor requests for analysis
-Create, update and manage new and existing databases, spreadsheets and applications