Health insurance services market size quantified in dynamic dashboard.

• Delivered Tableau dashboard to highlight addressable market size of managed care organizations in Medicare Advantage, Medicaid, Marketplace and Commercial

• Leveraged enrollment data, quality measure eligibility estimates and internal pricing targets

Key performance metrics organized and presented for SaaS-based company

• Refreshed key-performance indicators at client-level with 2020 results.

Financial incentives for quality quantified for all Medicare Advantage plans

• Prepared analysis outlining financial opportunity for each Medicare Advantage contract based on CMS quality incentive structures.

• Supporting sales team identification of potential customers.

Dynamic model included market sizing, LTV/CAC targets in 3-year forecast.

• Designed multi-site budgeting model to support financial forecasts for telehealth provider operations

• Assumptions and inputs dynamically adjusted for scenarios and produced financial statements.

• Synced budget to Google Data Studio to share Key Performance Indicators cross-functionally

• Prepared and led budget presentation for board of directors

Partnered with actuarial consultants to build client-facing ROI model for sale and marketing team to leverage.

Transition to scalable accounting solution for growing organization

• Selection of accounting software to scale with organizational needs

• Development of chart of accounts

• Initial documentation of revenue recognition policies - direct to consumer SaaS, enterprise arrangements, grants and insurance claims.