With strong expertise in healthcare insurance accounting, regulatory reporting and financial analysis, this consultant brings deep knowledge of NAIC filings, GAAP and STAT financial statement preparation, and complex healthcare insurance financial operations. She has led comprehensive financial reporting and analysis for regulatory agencies including NAIC, DMHC and IRS, managing quarterly and annual filings, variance analysis and regulatory compliance. Known for her meticulous approach to complex accounting work, strong financial modeling capabilities and ability to work independently on multiple concurrent projects, she consistently delivers accurate, timely results that support regulatory compliance and executive decision-making.
Her experience includes leading NAIC and DMHC filings with preparation of statements, schedules, footnotes and supporting analysis in both STAT and GAAP formats. She has performed journal entries, account reconciliations and financial close processes, refined accounting models based on business changes and regulatory updates and conducted variance analysis and trend research to respond to regulatory and leadership inquiries. Her work has included managing investment section accounting, tracking mutual funds and bonds calculations, preparing cash flow statements, membership fee filings and subsidiary financial reporting. She has also managed multiple concurrent deliverables on tight timelines while maintaining accuracy and audit readiness.
Holding an MBA in Finance with a minor in accounting, with CFA Level I and II exam passed and CPA in progress, she brings strong quantitative and analytical foundation to her work. Her technical proficiency includes Excel, Oracle, Essbase, SQL and various accounting and financial modeling tools. Her ability to navigate complex healthcare insurance regulatory environments, manage detailed reconciliations and support multi-faceted accounting and reporting responsibilities makes her a valuable resource for health plans seeking experienced accounting and financial reporting support.
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