Open To Work
THOMAS J LOPATOFSKY
Director
Pittsburgh,Pa
Summary
Finance leader with extensive experience in strategic planning and operational excellence. Expertise in budget planning and forecasting, complemented by strong communication skills. Recognized for high productivity and efficient task completion. Specializes in operational strategy, team leadership, and financial oversight, ensuring successful project outcomes.
Overview
13
13
years of professional experience
Work History
Lead Director Strategic Planning FP&A OCR
Aetna Inc.
01.2023 - Current
- Lead matrixed responsibilities in finance and business operations including initiatives, strategy, and enhanced monetary distribution channels in both sales and operations. Work to optimize investments, expense, and allocation of resources within the units to improve the profitability, growth, and competitiveness of our health care business segment offerings.
- Responsible for collecting and disbursing carrier overrides, commissions, and market development funding to multiple downline agencies and independent agents.
- Accountable for development of strategic cost analytics across all proprietary channels and operating expense lines to yield detailed & actionable insights on trends and uncover opportunities for optimization.
- Oversee FP&A activities for all the proprietary business needs as well as influence and partner with Executives as well as shared services, including digital, IT, and enterprise investments.
- Lead critical projects across Proprietary Channels related to Finance and Business needs.
- Develop strategic cost/revenue analytics (visuals, sensitivities, summary reports for senior leaders)
- Build and lead insightful processes to improve transparency, accountability, and cost profile.
- Develop and oversee KPIs and metrics of investments and initiatives, e.g., return on investment of capital, resource alternatives.
- Manage Operations/Finance teams, Commissions, Forecasting, Analytics, and Budget and Expense management.
- Responsible for overall sales revenue, staff Development, project Inception, and implementation of projects within the diversified business units.
- Manage and maintain all Diversified Business Procurement requests and funding of POs to each distribution channel within the Diversified group.
- Responsible forecasting and working with businesses to set yearly budgets and proposed spend.
Director Business Project Management
Aetna Inc.
10.2018 - 01.2023
- Responsible for three operations teams, Commissions, Project Management, and budget planning and expense management.
- Responsible for overall sales revenue, staff Development, project Inception, and implementation of projects within the diversified business units.
- Reporting on Monthly Close and Financials, all billing functions for commission payouts, carrier audits, and finance reporting for monthly and yearly P&Ls.
- Development and Implement processes and designs to collect more revenue and build greater reporting and tracking capability for the operations.
- Manage and maintain all Diversified Business Procurement requests and funding of POs to each distribution channels needs with the Diversified group.
Compliance Lead
Aetna Inc.
11.2017 - 10.2018
- Maintains the principles of an effective Compliance program, including, but not limited to, risk assessment, auditing, and monitoring, maintaining effective compliance policies and procedures, and effective communication and training.
- Provides oversight of or prepares complex regulatory reports, filings, and follow-ups, and manages complex regulatory review and audit activities.
- Manages multiple complex regulatory interactions including drafting regulatory correspondence, responding to regulatory inquiries, and negotiating resolution of regulatory matters requiring a sophisticated understanding of business processes and regulatory requirements.
- Leads complex compliance business process reviews, corrective actions and other projects involving internal and external constituents.
- Independently develops processes, forms, and related materials to meet complex regulatory and legal requirements.
- Independently collects facts and utilizes strong analytical capabilities to recommend appropriate actions on complex matters and effectively communicates status and results in a concise and timely manner.
Director of Service Operations-Billing
Aetna Inc.
04.2013 - 11.2017
- Responsible for Five main teams, Cash Control and Refunds, Cash Posting (lockbox setup, processing, and allocation), EFT and Group Insurance Reconciliation, Escalated Call group and Collection/Invoice functions, and Analyst and Database group.
- Main responsibilities include Directing Three Managers and 5 Supervisory Staff and 4 Business Consultants.
- Current Span of Control is a department staff of eighty full-time employees of which 40% are telecommuters.
- Responsible for overall Receivable Targets, Staff Development, Project Inception, and implementation of projects within my teams.
- Reporting on Monthly Close and Financials, all billing functions for premiums and collections, including DSO, aging trends and Cash Control and Posting Reconciliations.
- Development and Implementation of processes and designs to collect open receivables and reduce Bad Debt targets monthly/yearly. Responsible for employee reviews, development, and disciplinary actions, as well as ensuring department integrity and compliance. Coordinate Government Audits and requested information for directed areas.
Education
University -
University of Pittsburgh
Pittsburgh, PA01.2002
College -
Saint Vincent College
Latrobe, PA01.1996
High School -
Mountain View High School
Kingsley, PA01.1994
Skills
- Sales commissions and overrides
- Hyperion expertise
- Operational management
- Excel proficiency
- PowerPoint presentations
- Access database skills
- Six Sigma methodology
- Training program development
- Agent contracting processes
- Medicare plans expertise
- Government relations knowledge
- Compliance expertise
- Staff training and development
- Verbal communication skills
- Models and forecasting techniques
Work Preference
Job Search Status
Open to workWork Type
Full TimeLocation Preference
HybridRemoteOn-SiteSalary Range
$140000/yr - $200000/yrTimeline
Lead Director Strategic Planning FP&A OCR
Aetna Inc.
01.2023 - Current
Director Business Project Management
Aetna Inc.
10.2018 - 01.2023
Compliance Lead
Aetna Inc.
11.2017 - 10.2018
Director of Service Operations-Billing
Aetna Inc.
04.2013 - 11.2017
University -
University of Pittsburgh
College -
Saint Vincent College
High School -
Mountain View High School