JEFFREY M. GATTERDAM
Louisville,KY
Summary
Analytical and process-focused professional with expertise in financial analysis, operational analytics, reporting, and process improvement. Developed reporting tools and scorecards, analyzed data to identify enhancements, and collaborated with management to boost productivity and cost efficiency. Supported large operational teams, created staffing models, managed financial analyses, and delivered data-driven insights to senior leadership.
Overview
28
28
years of professional experience
Work History
Business Intelligence Engineer
HUMANA INC.
Louisville, KY
06.2014 - 11.2025
- Co-led project to develop high-level scorecard reporting overview of multiple KPIs, aligning data with management goals and influencing key ratings for the company.
- Played an integral role in cross-department project to develop specific reporting process, leading to reverse engineering that streamlined data mining and analysis for metric reporting.
- Worked on multiple projects that in coordination with IT departments led to automation of processes eliminating significant hours of manual work.
- Received 3 Star Awards, including 2 within the first year and a half, for contributions to multi and single user tools for operations.
Analyst
HUMANA INC.
Louisville, KY
05.2008 - 06.2014
- Develop and manage productivity scorecards covering two operational units and more than 100 associates, providing management with associate-level productivity and quality measurements against established goals.
- Created a productivity scorecard for the Cash Posting department where no comparable reporting tool previously existed, enabling management to establish consistent performance measurements and provide targeted feedback and guidance to associates.
- Partnered with management to troubleshoot operational issues and develop process changes that enhanced productivity, quality, and customer service.
- Develop and maintain staffing models for Billing and KMG operations, providing management with data used to evaluate staffing requirements, productivity opportunities, and potential cost savings.
- Maintained Bank Report Card for Treasury and Cash Posting teams to evaluate and provide feedback to banking partners supporting customer transactions.
- Received Star Award in March 2009 for productivity scorecard initiative, contributing to operational performance management.
Operations Support
HUMANA INC.
Louisville, KY
08.2006 - 05.2008
- Identified and implemented process improvements, including a tracking solution for credit-card chargebacks that reduced the risk of duplicate credits and improved process consistency and training.
- Maintained more than 99.7% overall quality while exceeding established productivity goals across assigned functions.
- Executed cash posting functions, allocating unidentified cash payments and processing customer fund returns via checks, electronic payments, credit cards, and returned checks.
- Designed and updated business logs for various operational areas, including a returned-check tracking log that continued to be utilized after changes to the operating model.
- Created a quality metrics reporting tool for management in the commercial billing unit to enhance oversight and analysis.
- Received a Star Award in January 2008 for technical and process enhancements that reduced paper and printing costs and shortened payment-processing and reconciliation cycle times.
Senior Data/Financial Analyst
HUMANA INC.
Louisville, KY
07.2001 - 08.2006
- Analyzed and reported monthly operational statistics for senior management in the Billing and Enrollment metrics reporting package, facilitating informed decision-making.
- Developed management reporting and visualizations used to communicate operational performance and trends to senior leadership.
- Oversaw preparation and analysis of monthly accrual entries for outside-service vendors, accounting for over 85% of non-salaried expenses, ensuring accurate financial reporting.
- Analyzed monthly budget-to-actual expense variances and highlighted significant or potentially significant variances for management review.
- Assisted with analysis supporting development of an approximately $45 million annual budget.
- Coordinated and delivered ad hoc analytical requests and special projects for senior management, enhancing data-driven insights.
Financial Analyst
HUMANA INC.
Louisville, KY
11.1997 - 07.2001
- Prepared and entered General Ledger journal entries totaling hundreds of thousands of dollars; reconciled entries with source documentation.
- Coordinated reconciliation and General Ledger upload for over 3 million members, ensuring data accuracy.
- Reconciled accounts receivable balances to General Ledger; investigated discrepancies, and ensured financial accuracy.
- Gathered, analyzed, and reported premium and membership data across multiple lines of business.
Education
Bachelor of Business Administration -
Eastern Kentucky University
Richmond, KY01-1997
Skills
- Performance metrics reporting
- Data reporting
- Management Reporting
- Financial analysis
- Budget analysis
- Business analysis
- SQL
- Microsoft Excel / Power BI
- Process improvement
- Productivity measurement
- Capacity modeling
- Process Documentation
- Cross-Functional Collaboration
- Ad hoc projects
Timeline
Business Intelligence Engineer
HUMANA INC.
06.2014 - 11.2025
Analyst
HUMANA INC.
05.2008 - 06.2014
Operations Support
HUMANA INC.
08.2006 - 05.2008
Senior Data/Financial Analyst
HUMANA INC.
07.2001 - 08.2006
Financial Analyst
HUMANA INC.
11.1997 - 07.2001
Bachelor of Business Administration -
Eastern Kentucky University