
robert pan
finance manager
About
LEADERSHIP OVERVIEW Driven leader, with broad-based business knowledge and financial management experience in the Healthcare, Airline, Dot.com, and Regulated Utilities spaces. Strategic partner and advisor to the C-level team and other senior leaders. Aligns Finance plans with strategic business objectives, including revenue growth, M&A integration, and profitability, through effective collaboration with key stakeholders for companies with revenues up to $12B. Always considered the “Go To” person, thriving in challenging and developmental environments. Areas of expertise include: * Business / Finance Alignment * M&A Integration * Leadership and Team Development * Leveraging Technology * Strategic Planning * Contract Negotiations * Treasury Management * Debt and Equity Issuance
united states
los angeles
utilities
financial analysis, financial reporting, finance, accounting, budgets, forecasting, management, variance analysis, financial modeling, sarbanes oxley act, process improvement, gaap, leadership, budgeting, analysis, auditing, general ledger, internal controls, us gaap, mergers and acquisitions, strategy, business process, jd edwards, business intelligence, strategic planning, business strategy, financial planning, business process improvement, managerial finance, start ups, financial accounting, cash flow, corporate finance, financial statements, business planning
Experience

controller
cyber merchants exchange

accounting manager
youbet.com

revenue auditor
evergreen group eva airways corp

finance manager
pacificare health systems
45B diversified health care company serving the markets for health benefits through UnitedHealthcare and the growing markets for health services through Optum. Led a staff of 6 responsible for a $1B PPO market’s month end gross margin close, and the quarterly / annual audit processes. Identified and quantified top employer group’s claims loss run to the Underwriting group for the future premium renewal process. Worked closely with M&A management team to track and provide analysis on the performance of acquired lines of business. Major accomplishments include: Streamlined the month end process reducing the close from 9 to 4 days. Partnered with the Information Technology group to implement a reinsurance lag triangle database allowing the timely and accurate estimation of the yearly experience fund pool. Part of the integration team that successfully centralized accounting functions on two acquired health plans allowing the Company to achieve its projected post acquisition profit margin.

senior financial analyst
health net
* Responsible for creating reports and explaining variances in monthly healthcare costs. Prepared quarterly and annual company financial statements for the subsidiary Board of Directors. Major accomplishments include: * Partnered with Information Technology to implement automation reports, streamlining the monthly healthcare cost closing cycle by 80%. * Spearheaded the effort and worked with Information Technology to develop an analytics capability via the web for senior management to gain visibility into claim trends and margins. * Member of team responsible for the successful transition of the subsidiary accounting function to Corporate. * Streamlined the process for financial disclosures on the annual and quarterly statutory filings.

finance manager
health net
HEALTH NET, INC. (NYSE:HNT) $12B managed care organization that delivers managed health care services through health plans and government-sponsored managed care plans. Led a staff of 7 responsible for annual and quarterly statutory filings. Major accomplishments include: Streamlined the process for financial disclosures on the annual and quarterly statutory filings. Worked with the Data Management team to implement margin reports for both HMO and Life product segments which resulted in the elimination of a manual reconciliation process and improved reporting lead time.

finance manager
golden state water company
Education
university of california, los angeles
economics
robert pan's Contact Information
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