Dylan B Ford
Analyst
Jamestown,IN
Summary
Highly motivated Benefits Analyst with proven history of deriving value from raw data to paint a picture of an overarching issue or goal. Proficient in Excel, Salesforce, and multiple reporting portals with the ability to quickly learn and apply new systems. Well-coordinated in organizing data and presenting findings to a team. Additional interests include volunteer leadership through my fraternity, spending time with my family, golfing, fishing, and being outdoors. Looking for an opportunity to use my passion for analytics to help drive positive solutions and outcomes.
Overview
1
1
Certification
4
4
years of post-secondary education
3
3
years of professional experience
Work History
Analyst
FirstPerson Advisors
04.2019 - Current
- Oversee the year-long medical and ancillary benefit lifecycle for 30-35 self-funded and fully insured companies in our mid-market size segment
- Deliver timely monthly reports to 15 self-funded clients for them to accurately track how their plans are performing financially against their budget year-to-date
- Maintain current and develop new excel templates that are converted to PDF and used by our advisors to efficiently and accurately explain the financial impacts of benefit design changes
- Gather historical claims and stop loss data for self-funded clients from a multitude of carrier reporting portals and use to project and suggest premium equivalents for the following year
- Perform analyses that allow fully insured clients to see the financial impacts of moving their plan self-funded and make budgetary suggestions to ensure they appropriately fund their plans
- Provide organized and concise benchmarking data to our marketing team for infographic production by creating, exporting and manipulating custom Salesforce reports in excel.
- Extensive data analytics in conducting benchmarking studies, providing value added analyses and summaries and preparing year-end financial reporting packages.
- Create calculators that help executives develop employee versus employer medical, dental, and vision contribution strategies
- Conduct procurement management through analyzing and comparing carrier products, services, commission, and benefit plan designs.
- Design, issue, and evaluate responses to Requests for Proposals (RFPs).
- Work collaboratively with clients and external carriers to provide transparency to healthcare costs, which help company executives make data-driven decisions around the financial impact of the benefit package they choose to offer their employees.
Client Solutions Consultant
PNC Financial Services Group
01.2018 - 04.2019
- Provided sales, service, and execution support for a portfolio of 200+ new and existing commercial clients, whose annual revenues ranged from $5MM-$50MM.
- Compiled interest rate data consistent with the Federal Reserve and made recommendations to high level executives about expected returns on investments.
- Responsible for analyzing and understanding individual commercial clients’ banking goals and expectations in order to develop, propose, and implement actionable plans to exceed their expectations.
- Acted as a consultant to other Client Solution Specialist as they planned and implemented complex projects for clientele.
- Led new customer implementation plans including preparation and verification of documents for accuracy and compliance with standard regulations and bank processes.
- Single point of contact for client implementation and service issue escalation.
Education
Bachelor of Science - Finance And International Business
Indiana University, Kelley School Of Business
08.2013 - 12.2017
No Degree - International Business And Supply Chain
EM Strasbourg Business School
Strasbourg, France 06.2016 - 07.2016
Skills
Salesforce CRM
undefinedCertification
Indiana Life and Health License
Quote
Judge a man by his questions rather than his answers.
Voltaire
Timeline
Indiana Life and Health License
05-2019
Analyst
FirstPerson Advisors
04.2019 - Current
Client Solutions Consultant
PNC Financial Services Group
01.2018 - 04.2019
No Degree - International Business And Supply Chain
EM Strasbourg Business School
06.2016 - 07.2016
Bachelor of Science - Finance And International Business
Indiana University, Kelley School Of Business
08.2013 - 12.2017
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