Emily Valentin

Experience

• 

  DIRECTV

  May 2007 - Aug 2007

  Benefits Administrative Assistant

  Summer internship assisting with creation and maintenance of employee benefit databases

• 

  Wells Fargo

  Jan 2008 - Jul 2009

  Lead Teller

  Performed routine financial and administrative procedures, including successfully preparing the branch for audit. Exceeded sales goals all quarters and was awarded top lead teller in the Phoenix Central Market. Participated in Wells Fargo's district leadership training program.

• 

  Mercer

  Jul 2009 - Jan 2012

  Senior Actuarial Analyst

  Provided clients with actuarial projections including the calculation of self-funded accruals and contributions. • Translated numbers into actionable items and helped guide strategic initiatives to improve health and welfare programs. • Ensured HIPAA, ERISA, and ACA compliance through contract review and research• Completed government reports including 5500’s and FAS 106 valuations• Successfully managed client processes for the Early Retiree Reimbursement Program, resulting in reimbursements of over $2.5 million• Evaluated client responsibilities and financial impact of the ACA and successfully prepared application for waiver of mini-med plan Show less

• 

  IMA

  Jan 2012 - Apr 2013

  Benefits Analyst

  Benefits consulting for a wide range of client industries, sizes, and locations• Touched all aspects of the consulting process, from strategy meetings to open enrollment• Completed and presented Health Care Reform "Play or Pay" taxation analyses, advised on compliance issues, and marketed and negotiated insurance contracts and renewals• Participated in internal discussions surrounding process improvements and trained new hires in a variety of topics

• 

  Americap Insurance Group, LLC

  Apr 2013 - Aug 2016

  Vice President of Benefits

  Cooperatively developed the employee benefits department from the ground up. • Continuously assessed client needs in a constantly-changing market• Monitored legislative updates to the Affordable Care Act and advised clients in a wide range of compliance requirements including 6055 and 6056 Filing, ERISA, and COBRA• Designed custom bilingual materials including employee handbooks and presentations geared toward prospective clients, executive decision-makers, and employees • Assisted in establishing new Broker of Record agreements, resulting in over $600,000 new business revenue• Interviewed, hired, and trained Account Managers, and directed them in setting and tracking career goals• Negotiated contracts and rates with insurance underwriters• Translated financial and health data into actionable items to help guide strategic initiatives for improvement of benefits programs Show less

• 

  High Profile Promotions Inc

  Mar 2016 - Mar 2020

  Brand Ambassador

  • Researched brand specs and culture, met with brand reps, and completed event set-up for customer-facing sampling and sales at bars, liquor stores, and special events• Tracked sales and inventory and submitted detailed event recap reports

• 

  Dallas Independent School District

  Aug 2016 - Jul 2019

  Algebra 1 teacher

  • Teacher of record for Algebra 1 classes of 16-30 students, including Special Education and English Language Learners• Strategically and cooperatively increased school mathematics score on the State of Texas Assessment of Academic Readiness (STAAR) scores from 13% passing in 2015 to 84% passing in 2019• Student survey reviews were 15% higher than school and district averages• Developed engaging standards-based unit and lesson plans, including hands-on activities and projects involving the development of mathematical models to represent real-world data.• Consistently used data from formative and summative assessments to assess student strengths and weaknesses, differentiate instruction, and maximize teachable opportunities Show less

• 

  Uplift Education

  Nov 2019 - Jul 2020

  Engineering Math Teacher

  • Developed differentiated unit and lesson plans from scratch, including scaffolding, games, projects, and formative assessments• Monitored individual and group student data and modifies instruction accordingly• Successfully moved classes to a virtual environment with little advance notice

• 

  CVS Health

  Jun 2020 - now

  - Co-managed a team of 10 remote analysts- Organized and led monthly team meetings to minimize errors, discuss process improvement opportunities, and maintain morale- Initiated procedural enhancements such as the establishment of automated due dates, output-based incentive goals, and cross-team assumption alignment- Assisted in development of a future state of financial forecasting within a new technological ecosystem - Led the team through organizational changes and instituted a new process for preparation of executive approval calls- Cooperatively developed a plan for financial evaluation of client custom Bio similar strategy changes, working cross-functionally to understand wider implications - Participated in mentorship program to develop enterprise knowledge Show less

  • Senior Manager, Financial Change Order

    Oct 2024 - now

  • Senior Manager, Rebate Forecast

    Jul 2022 - Oct 2024

  • Financial Forecasting Advisor

    Jun 2020 - Jul 2022