James (Yuzhe) Li

• Utilized statistical modelling to develop medical trends and various pricing factors, identified current risk-return inconsistency and presented findings directly to senior management.

• Developed sales and product strategies to expand membership based on member behavior, achieving Year-over-Year membership growth of 6.5% and gross profit growth of $2.6MM.

• Significantly simplified the internal reporting procedure by creating new reserve reports and performance analyzation tools using SQL and VBA, shortening reporting time by 2 days per month.

• Proposed premium factors for stop-loss (SL) products by testing multiple statistical regression models, conducted disruption and sensitivity analyses and reduced projected loss by $1.8MM.

• Connected with managers of various non-actuarial departments including underwriting and sales, presented study results and learned holistically about the healthcare industry and business structure.

• Reviewed over 10,000 pages of corporate financial documents in an IPO underwriting project, gaining approval of public listing and raising capital of 823MM for issuer.

• Completed issuer’s final prospectus using financial multiples, built Comparable Company Analyses and Discounted Cash Flow models to evaluate prospective stock price.