Jeremy Schoettle

The Chief Financial Officer is a strategic partner reporting to the Chief Executive Officer. The CFO is responsible for strategically and operationally managing and safeguarding the assets of the Company. The CFO leads and enhances the organization's finance operations, including people, processes, and systems in support of its mission and performance. In addition, the CFO leads all financial administration, including but not limited to accounting, finance, forecasting, budgeting, and reporting. The CFO serves as the strategic finance leader and business partner, working closely with the CEO, Executive Team, and Board.

Specialty Benefits CFO is a senior leader that supports the business’s national leadership team including Dental, Vision, Financial Protection, new acquisitions and potential expansion. The CFO serves as the financial advisor and strategic partner to the business strategies of the larger Specialty Benefits organization and matrixed partners, but also in the more detailed product (i.e. Dental, Vision, etc.) strategies. The CFO collaborates with Local Market leadership on distribution and performance and leads a highly functioning finance team. The business CFO has complete oversight for all aspects surrounding the financial planning, reporting, analysis and financial stewardship of capital deployment. The CFO also provides input and support to the operations of the products, including helping drive innovation and the development and execution of the business strategies.

• VP & CFO of 9 Statutory Insurance Companies and a Multicarrier Agency with $4 Billion of premiums and three million members that sells Major Medical Products, Medicare Products, Dental, Vision, Critical Illness, Accident, and other Ancillary Products. • Plays a key role in the overall corporate strategy with the CEO and executive management team, participating in pivotal decisions as they relate to strategic vision, initiatives, and financial models that align with company’s plan for growth and expansion including potential acquisitions. • Serve as a visible and active leader in all aspects of the organization including sales, broker compensation, medical management and benefit costs, and admin costs using analytics to drive decisions in all areas of the organization. • Perform financial impact analysis of marketing agreements, broker contracts, and due diligence of acquisitions. • Plays key role in integration strategy of acquisitions and drives synergies. • Direct all aspects of the Finance & Accounting functions of the company including financial analysis, financial planning, and reporting (Statutory and GAAP). • Oversee development of annual operating budgets, regular forecasts and cash flow projections for the companies including overall responsibility for actuarial predictive modeling. • Prepare and present monthly financial reports analyzing current month results and future projections. • Review and ensure application of appropriate internal controls, financial procedures, and compliance with applicable federal, state, and local regulatory laws and rules for financial reporting and internal and external audits. • Manage team of 75 with that have overall responsibilities for GAAP and Statutory Actuals, Statutory Reporting, Premium Tax, and Financial Planning and Analysis by providing leadership, mentoring, and guidance on day-to-day operations and their short-term and long-term career plans.

• Director of Finance for Anthem Shared Services with Combined budgets of approximately $1.1 billion. • Responsible for financial oversight of enterprise-wide administrative expense management ~ $8 billion. • Coordinates with senior management and finance leads to complete Quarterly, Annual, and 3 Year Plans. • Provides financial leadership on multi-billion dollar outsourcing arrangements. • Performs strategic planning, measurement, metric and benchmarking analysis, and management reporting and trend analysis. • Oversees month-end close procedures such as establishing accruals and prepaids. • Focuses on business improvement initiatives and leads special projects. • Synergy determination and analysis subsequent to acquisitions and mergers. • Provides financial guidance to operations managers, VPs, SVPs, and ELT. • Works closely with VP of Administrative Expense Performance Management, to drive enterprise-wide analysis of total administrative cost trends; which will include, but not limited to fixed vs. variable trends by business unit; key staffing ratios, benchmarks, discretionary investment tracking, etc. • Responsible for driving consistency and standard application of staffing models, variable cost models, budgeting and forecasting tools, processes, and timelines for administrative expenses; which includes meeting varying timelines for corresponding P&L reviews, etc. • Responsible for driving and implementing common administrative expense budgeting processes across the enterprise (i.e. Zero Based Budgeting, etc.) ensuring a consistent approach for cost allocations and cost drivers. • Provides visible sponsorship and guidance for major change initiatives. • Manage staff that support cost center managers by providing leadership, mentoring, and guidance on day to day operations and their short-term and long-term career plans.

• Director of Finance for IT Infrastructure, Corp Apps and App Dev Shared Services, and Enterprise Architecture. Combined budgets of approximately $600 million. • Coordinates with senior management and other financial leads to complete Quarterly, Annual, and 3 Year Plans. • Provides financial leadership on multi-billion dollar outsourcing arrangements. • Completes CBA, NPV, IRR, and ROI analysis on multi-million dollar special IT projects. • Performs strategic planning, measurement, metric and benchmarking analysis, and management reporting and trend analysis. • Synergy determination and analysis subsequent to acquisitions and mergers. • Oversees month-end close procedures such as establishing accruals and prepaids. • Focuses on business improvement initiatives and leads special projects. • Provides financial guidance to operations managers and vice presidents. • Manage staff by providing leadership, mentoring, and guidance on day to day operations and their short-term and long-term career plans. • Conducts cost allocation reviews and cost trend presentations to Anthem Strategic Leadership Team. • Determine transparency and implement methodology for cost center allocations. • Oversees the cost trends of administrative costs (both internal and third party vendor fees) and the associated impact to operating units.

• Coordinates with management and completes Enterprise Operations – Print & Mail Budgeting / Forecasting for Quarterly, Annual , and 3 Year Plans (Approximate Annual Budget $100 Million). • Works with Management to provide decision support financial analysis. • Synergy determination and analysis subsequent to acquisitions and mergers. • Determine transparency and implement methodology for allocation and direct chargeback for enterprise-wide print and mail operations. • Perform month-end close procedures such as establishing accruals and prepaids • Focuses on business improvement initiatives and leads and directs projects. • Provides financial guidance to operations managers. • Lease versus Purchase Analysis (i.e. NPV analysis).

• Coordinates the daily work efforts of a staff of 4-5 people. • Coordinates and completes various quarterly, semi-annual and annual reports required by the Securities and Exchange Commission, the Federal Energy Regulatory Commission, and various state utility commissions. • Researches reporting and disclosure requirements and makes recommendations on issues as needed.

• Planned, coordinated, and supervised multi-facet service delivery including public and private financial statement audits and reviews, debt covenant compliance, and controls review and testing. • Reviewed 10-K, 10-Q, 8-K, and S-4 SEC filings for public clients. In addition, reviewed 11-K filings for public clients’ employee benefit plans. • Supported and assisted a large insurance client with an S-1 filing for an initial public offering, which included the completion of a comfort letter for the underwriters involved in the offering. • Developed budget for each client engagement, assisted in determining appropriate pricing based on target profitability goals, and evaluated actual to budgeted performance. • Provided clients with value added business improvement opportunities • Developed professional staff and provided guidance for their career development.