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Kevin Jackson

Financial Planning and Analysis Manager

Aetna

Technologies

My Portfolio Highlights

My New Project

Analyzing Students' Mental Health

My New Course

Introduction to SQL

My New Project

Analyzing Students' Mental Health

Insights evangelist, spreading the gospel of data-driven decision-making.

My Work

Take a look at my latest work.

project

Analyzing Students' Mental Health

course

Introduction to SQL

course

Intermediate SQL

project

Analyzing Students' Mental Health

DataCamp Course Completion

Take a look at all the courses I’ve completed on DataCamp.

Courses

Introduction to Python
Introduction to SQL
Introduction to Power BI
Understanding Data Science

My Work Experience

Where I've interned and worked during my career.

Aetna, a CVS Health Company | Aug 2023 - Present

Financial Planning and Analysis Manager (IC)

Prepared variance reporting and commentary for upper management monthly Presented financial statements to external partners and enhanced the reporting to deliver more insights into underlying detail Reviewed reporting and reconciliations done by team members, coaching through any items that need to be addressed before finalizing the work Led quarterly and annual reporting and forecasting for revenue averaging $120M per month and costs averaging $110M
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Aetna, a CVS Health Company | Mar 2022 - Aug 2023

Sr. Analyst - FP&A

Prepared and reconciled monthly revenue averaging over $114M per month Managed reporting on membership enrollment averaging over 147K monthly members across 7 lines of business Created several new membership reports and dashboards in Excel, SQL and Power Query in response to management requests and from proactively identifying gaps in reporting

Cardinal Health | Nov 2015 - Aug 2018

Advisor - Financial Planning and Analysis

·Oversaw over 100 individual supplier contracts to accrue service fee receivables, monitor monthly and quarterly fee variances, and update fee calculations based on contract changes ·Reconciled fees received and expected based on accruals, worked with suppliers to receive payments, and presented reconciliation status reports to sourcing teams and management ·Executed end-to-end testing on 37 test scripts for FP&A requirements ahead of migration to SAP ·Implemented new SAP system with FP&A team, assisted in finding and resolving shortcomings after SAP launch, and helped in establishing best practices with FP&A teams

Battelle | Nov 2012 - Nov 2015

Pricing Analyst

•Act as liaison across teams to forecast budgets and required level of effort to complete contract work for clients •Communicated a breakdown of costs and revenue by operating unit, activity within contract work, and indirect costs to groups with limited finance expertise on over 300 projects •Assisted with testing and training of proprietary PeopleSoft system update used by Pricing Team •Improved process of generating profit margin report for a contract vehicle by reducing the number of manual inputs by 66% and creating a standard format to decrease report set-up time by 40% •Prepared over $2.2B in projected contract-work budgets for internal review and external submission

Citi | Feb 2010 - Nov 2012

Performance Analyst

•Produced and validated mutual fund and separately-managed account returns against other internal systems and account-associated benchmarks •Helped to migrate mutual fund data onto new cloud system •Monitored transactions for appropriate treatment in performance calculations •Discussed and developed reporting capabilities with client •Assisted in maintaining and developing information systems to improve processes

Citi | Sep 2009 - Feb 2010

Securities Processing Representative

Receive and enter transactions per instructions sent by clients, coordinate across teams to ensure details of transactions are accurate, and validate that transactions booked by teammates are accurate.

Citi | Oct 2007 - Sep 2009

Mutual Fund Accountant

Records mutual funds' transactions, reconciles funds' cash positions with custodian, implements and verifies asset values.

My Education

Take a look at my formal education

Certificate of Accounting Concentration, AccountingColumbus State Community College | 2015
Master, Finance EconomicsOhio University | 2009
Bachelor of Science, Bachelor of Arts, Economics, Political ScienceThe Ohio State University | 2007

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