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Andrew Cohen 15066 NW Central Drive #1405 Portland, OR 97229 (717) 877-0372 [email protected]
EDUCATION Penn State University B.S. in Finance Aug 2009 - May 2014
EXPERIENCE Health Republic Insurance, Lake Oswego, OR Membership Accountant --- Dec 2014 - December 2015 Responsible for both on- and off-exchange individual membership billing and enrollment at a fast growing, non-profit, health insurance company. Reporting directly to the Director of Financial Ops. and CFO. Responsibilities include: *Individual account reconciliation *Billing *Member Enrollment *A/R and A/P *GL entries *Expertise in Softheon Database System *Project Management
Major accomplishments: *Developed a thorough understanding of Softheon Database System and SalesForce CRM. Quickly took on responsibility for managing data accuracy on both systems, as well as training new hires and executive management how to use them. *Create complex user functions in Excel to quickly identify errors and inconsistencies in data within the database management system to ensure HIPPA compliance. *Became acquainted with Sage ERP software and FRx reporting software, doing journal entries, account reconciliations, month end closings, A/R, A/P, and assisting in the state audit process. *Developed subject matter expertise in applicable federal and state statutes pertaining to health care coverage. *Quickly moved into leadership role directing a team on individual membership enrollment projects.
BVFR & Associates Investment Banking, Harrisburg, PA Intern --- Sep 2013 - Dec 2013 Working alongside the CEO, I’d assisted in developing business plans for
local entrepreneurs vying to secure financing for working capital
infusions or business expansions.
Responsibilities included: *Analysis of financial statements *Tax filings
*Development of overviews of strengths and weaknesses of applicants’
business plans *Understanding and application of underwriting
requirements for FHLB and USDA Loan guarantee programs.
SKILLS Advanced in Excel Sage ERP & FRx Reporting SalesForce & CRM A/R A/P Account Reconciliation Financial Analysis Experience with: *SPSS *Adobe Suite *KiCad
Certifications CPR American Heart Association AED & Emergency First Aid American Heart Association. OFH Oregon Dept. of Health
OLCC
Oregon Liq. Controll Board
Major accomplishment: *Developed a business plan for $2.5mm
relocation for a charter school. Recognizing the school was zones in a
designated rural geography, I identified the opportunity to use an
under-utilized, federal program to secure financing for the school at
competitive market rates.
Olive Garden, Harrisburg, PA & Portland, OR Server/Bartender --- Dec 2008 - Dec 2014 Full-time server and bartender at a busy Italian restaurant franchise.
Responsibilities included: *Strong communication skills *Teamwork
*Superior customer service skills *Cash management *Product
Knowledge.
Major accomplishments: Distinguished myself as a loyal, trusted,
effective team member as evidence by multiple promotions during my
tenure; asked to train new hires on various areas of the restaurant
business.
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Professional References
Dawn Bonder - C.E.O - Health Republic Insurance Co. - (503)539-3632
Nicholas Fondreist - Regional Mgr - Sweet Frog LLC - (717)903-4372
Stefanie Smart - Human Resources - Epiq Systems - (503)858-4636