Doug Finlinson

Doug Finlinson

Accounting Manager

Followers of Doug Finlinson390 followers
location of Doug FinlinsonSandy, Utah, United States

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  • Timeline

  • About me

    CFO University of Utah Health Insurance Plans and CFO Health Choice Of Utah. Also serving as Chief Administrative Officer at RealRx.

  • Education

    • Westminster University

      1993 - 1995
      MBA Health Care
    • University of Utah - David Eccles School of Business

      1986 - 1990
      BS Accounting
  • Experience

    • FHP

      Jan 1992 - Jan 1997
      Accounting Manager
    • PacifiCare

      Jan 1996 - Jan 1998
      Controller

      •Oversaw the preparation and analysis of the income statement, balance sheet, State of Utah Department of Insurance filings (NAIC forms), federal accounting statements, and other accounting reports for a $260M company. Ensured integrity of general ledger reporting and timely, accurate closing of books. •Developed various projects/programs/processes designed to improve effectiveness and efficiency of accounting operations. Responsible for SOX internal control review and external audit coordination and management. •Managed a staff of ten accountants that performed all aspects of general accounting, accounts payable/receivable, treasury management, tax and regulatory reporting.•Set up the treasury structure used by Altius. Maintained banking relationships and developed programs and processes designed to improve treasury operations. •Led the conversion to a new general ledger system, which was completed in two months from start to finish. •Created and presented fiscal year budgets to senior management. Show less

    • Altius Health Plans

      Feb 1996 - Sept 2003
      Controller

      •Oversaw the preparation and analysis of the income statement, balance sheet, State of Utah Department of Insurance filings (NAIC forms), federal accounting statements, and other accounting reports for a $260M company. Ensured integrity of general ledger reporting and timely, accurate closing of books. •Developed various projects/programs/processes designed to improve effectiveness and efficiency of accounting operations. Responsible for SOX internal control review and external audit coordination and management. •Managed a staff of ten accountants that performed all aspects of general accounting, accounts payable/receivable, treasury management, tax and regulatory reporting.•Set up the treasury structure used by Altius. Maintained banking relationships and developed programs and processes designed to improve treasury operations. •Led the conversion to a new general ledger system, which was completed in two months from start to finish. •Created and presented fiscal year budgets to senior management. Show less

    • Coventry Health Care

      Sept 2003 - Jul 2006
      Regional Controller

      Coventry Health Care acquired Altius Health Plans in September 2003

    • Accendo Insurance Company

      Jul 2006 - Mar 2011
      Treasurer

      Led the acquisition team to identify, negotiate, and purchase a 46 state licensed health and life insurance company.Successfully worked with regulators to expand health and life licensure in four additional states in less than one year. Maintain banking relationships and oversight of up to $300M in portfolio investments while ensuring compliance to statutory insurance investment guidelines.Management of all company federal and statutory financial (NAIC) filings. Work as the primary finance contact with regulatory bodies for audit inquiries and resolution of issues.Actively participate in the annual development of the Medicare Part D bid to ensure growth in earnings for this key business segment.Work directly with corporate secretary in creating articles of incorporation, bylaws, resolutions, and corporate administrative services agreements.Ensure that the company is meeting all regulatory capital and surplus requirements. Successfully secured an additional $35M in additional capital from corporate parent. Show less

    • RxAmerica

      Jul 2006 - Sept 2008
      Director of Finance

      RxAmerica was a wholely owned subsidiary of Longs Drug Stores at this time and was acquired by CVS Caremark in October 2008

    • Longs Drugs

      Jul 2006 - Sept 2008
      Director of Finance

      RxAmerica was a wholely owned subsidiary of Longs Drug Stores at this time and was acquired by CVS Caremark in October 2008

    • CVS Caremark Corporation

      Oct 2008 - Oct 2012

      •Report to the Chief Medicare Officer and assist in the direction of compliance programs serving 3.1M Medicare beneficiaries.•Created the oversight program of all First Tier, Downstream, and Related entities (FDRs) of CVS Caremark ••Direct compliance audits of Medicare business partners•Directed the integration of compliance operations of a 1.9M Medicare beneficiary plan.•Oversee the compliance training program for over 66,000 pharmacies nation-wide•Report in weekly compliance meetings with CVS Chief Compliance Officer. Show less Direct the preparation of the annual budget for a $3.7B company and present results of operations to executive corporate leadership for approval. Prepare, analyze, and report monthly forecasts of current year projected financial results to executive leadership while identifying opportunities to achieve annual forecast goals. Created quarterly board presentations for RxAmerica and Longs executive management. Develop ad hoc reports, models, and analysis for management including competitor analysis, profitability by region reports, IBNR models, and other analytical reports utilized by the company. Show less

      • Director of Medicare Compliance

        Jan 2011 - Oct 2012
      • Director of Finance

        Oct 2008 - Jan 2011
    • University of Utah Health Plans

      Oct 2012 - now
      Chief Financial Officer

      Direct the financial course for the University of Utah Health Plans by ensuring baseline financial statements and reports are accurate, and then projecting future financial opportunities and goals. Collaborate with peer directors on charting overall enterprise operational and strategic direction.

  • Licenses & Certifications

    • CPA