Xiaomin (Katie) Shi

Senior Financial Planning Consultant at Kaiser Permanent

Rockville, Maryland, United States

About

Experience

  • Kaiser Permanente (11 yrs 9 mos)
    • Senior Financial Planning Consultant
      May 2022 - Present · 4 yrs 3 mos

      1. Improved Medicaid financials model with breakout by benefit category. Incorporated utilization data into medical expense variance analysis to provide insight analytics on cost drivers. 2. Developed revenue and expense forecast and budget for MAS by line of business and by jurisdiction. Investigated variance to identify risk/opportunity for strategic operational and financial decision. 3. Organized highly detailed information from multiple systems. Leverage Access, Excel, SQL and other financial tools to enhance reporting efficiency and quality. 4. Maintained budget system, validate budget information and manage overall revenue budget submission. Communicate effectively and timely in order to complete and meet deliverable timeline. 5. Redesigned premium and supplemental revenue forecast models to improve accuracy and ensure alignment with management priority.

    • Senior Financial Planning Analyst
      Jun 2016 - Apr 2022 · 5 yrs 11 mos

    • Financial Planning Analyst
      Nov 2014 - May 2016 · 1 yr 7 mos

  • Financial Analyst at Huntsman
    Jun 2009 - Nov 2014 · 5 yrs 6 mos

    •Drove monthly forecasting and annual budgeting processes. Monitored actual performance against budget and prior year. Identify trends and highlight significant operational performance issues to management team. •Delivered operational and financial reports in an accurately and timely manner. Provided business unites with analysis needed to advance their business goals. •Coordinated with seven regional finance teams to improve global workflow. Developed Hyperion models to improve reporting efficiency and quality.

  • Investment Analyst at ACCION International
    Jun 2008 - Jun 2009 · 1 yr 1 mo

    •Created an automated investment evaluation model for ACCION Global Investments. Provided financial analysis and portfolio management for various investment vehicles. •Built quantitative models to track the performance of each investment across various financial, social, and risk dimensions for portfolio monitoring and evaluation.

  • Summer Intern at HCD Research
    Jun 2006 - Sep 2006 · 4 mos

    •Developed a new evaluation model to reduce research cost. •Conducted data analysis and market research to evaluate efficiency of advertisement.