LUCAS A. HAMM
ATLANTA
Summary
Finance professional with strong analytical and communication skills as demonstrated by track record of success and increasing responsibilities. Promoted five times at Optum and selected for UnitedHealth Group executive development program.
Overview
1
1
Certification
20
20
years of professional experience
Work History
Finance Senior Director (Financial Planning)
OPTUM
Eden Prairie, Minnesota
11.2022 - Current
- Lead a team of analysts that provides deep drug profitability analysis including volume, revenue, COGS, margin and rate-based drivers.
- Develop robust financial models to understand trends in profitability using detailed claim adjudication data.
- Oversee preparation and analysis of retail channel budgets, forecasts, business and operational plans including presenting financial narratives, metrics, and recommendations to business leaders.
- Lead client strategy discussions to seek opportunities for increased performance.
Owner & Operator
Right at Home
Eagan, Minnesota
11.2024 - 09.2026
- Led all matters of operating and managing a non-medical senior home care agency, including: community networking, client sales and intakes, staff recruitment & management, regulatory compliance and administrative tasks.
- Achieved above-average industry net promoter scores for clients and team staff.
- Obtained 100+ clients with 25 five-star Google reviews in two years.
- Supported clients with long-term care insurance policy reviews and obtained Long Term Care Claims Professional certification.
Finance Director (Business Development & Financial Planning)
OPTUM
Fairview, Minneapolis, Minnesota
09.2021 - 11.2022
- Lead team that supports finances for enterprise initiatives in growth, value-based care, strategic transactions and certain clinical and business shared services (e.g., pharmacy, coding).
- Led all financial aspects in exercise of put option of 25% equity stake in hospital ($70M).
- Led financial support in JV formation with external partner to build mental health hospital ($65M+).
- Led evaluation of risk-based post-acute care and primary care partnership opportunities.
Finance Director (Business Development & Financial Planning)
OPTUM
Eden Prairie, Minnesota
03.2020 - 09.2021
- Develop financial models and leadership discussion materials in support of M&A, investment and partnership opportunities.
- Create business cases to assess new business line opportunities, including: TAMs, expected consumer capture rates, competitor analyses, supporting P&Ls and valuation metrics.
- Provide analytical decision support for key external vendor contractual negotiations.
- Lead all financial aspects for newly created ecommerce business unit including financial reporting, month end close, plan, forecast and long-range plan.
- Develop and maintain business KPIs and analytics with supporting commentary, including: CAC, LTV, conversion rates, retention, average order values, etc.
Finance Director (Financial Planning & Analysis)
OPTUM
06.2016 - 03.2020
- Managed quarterly forecasts, annual financial plans and long-range plans for externally reported segment with $40bn in annual revenue.
- Developed financial models to evaluate special projects and new business opportunities.
- Developed & maintained KPI reporting highlighting key business trends and financial implications.
- Presented & developed senior management discussion materials for forecasts and financial models highlighting key business trends and risks & opportunities.
- Implemented month-end and forecast process improvements that better told the “business story”, including market developments, key investment updates, levers to close plan gaps, etc.
- Led and developed staff to perform finance duties and enhance skill-sets.
Finance Manager (M&A Support & Special Projects)
09.2013 - 06.2016
- Developed financial models in support of acquisitions, divestitures, cost-cutting initiatives and reorganizations with accompanying supporting valuation analyses, including ROIC, NPV and IRR.
- Performed business analyses in support of purchase agreement negotiations.
- Coordinated cross-functionally to lead and conduct due diligence on potential acquisition targets.
- Partnered with business leadership to outline pros and cons of acquisition / divestiture strategies.
- Prepared executive briefing materials and management presentations in support of acquisitions.
Financial Consultant (Financial Planning & Analysis)
09.2011 - 09.2013
- Managed forecast, budget and 5-year plan financial deliverables for $1bn+ revenue business unit by creating templates, communicating timelines, anticipating management requests and defining deliverables clearly for business unit finance directors.
- Prepared business unit budget, forecast and month-end reporting packages and presentation materials for executive-level leadership.
- Prepared business unit’s sales, marketing and G&A budgets & forecasts and allocations.
- Developed client revenue reporting package used in support of new sales compensation model.
Accounting Consultant / Senior Accountant
09.2009 - 09.2011
- Performed month-end close functions such as reporting, allocations and reconciliations.
- Performed and researched business combination accounting for numerous acquisitions.
- Developed and implemented an internal audit process for account reconciliations.
- Implemented and operationalized fully allocated P&Ls for business segment.
- Identified and resolved various revenue recognition adjustments.
Senior Accountant / Staff Accountant
MERRILL CORPORATION
St. Paul, Minnesota
06.2007 - 09.2009
- Served as liaison between corporate and international accounting staff for monthly close.
- Prepared schedules and analyses in support of quarterly reviews and annual audits.
- Provided monthly variance and trend analysis commentary for international entity results.
- Increased close efficiency and accuracy by leveraging Oracle.
External Financial Statement Auditor
VIRCHOW KRAUSE & COMPANY
Minneapolis, Minnesota
05.2006 - 06.2007
- Conducted external financial statement audit procedures for manufacturing and distribution clients.
Education
Masters of Business Administration -
University of St. Thomas
01-2015
CPA - undefined
Bachelor of Science - Accounting
University of Wisconsin – Eau Claire
05-2006
Skills
- Variance / Trend Analysis
- Planning / Forecasting
- Reporting
- Project Management
- Process Improvement
- Policy
- Advanced Excel
- Modeling
- Team Management
Certification
CPA (inactive)
Timeline
Owner & Operator
Right at Home
11.2024 - 09.2026
Finance Senior Director (Financial Planning)
OPTUM
11.2022 - Current
Finance Director (Business Development & Financial Planning)
OPTUM
09.2021 - 11.2022
Finance Director (Business Development & Financial Planning)
OPTUM
03.2020 - 09.2021
Finance Director (Financial Planning & Analysis)
OPTUM
06.2016 - 03.2020
Finance Manager (M&A Support & Special Projects)
09.2013 - 06.2016
Financial Consultant (Financial Planning & Analysis)
09.2011 - 09.2013
Accounting Consultant / Senior Accountant
09.2009 - 09.2011
Senior Accountant / Staff Accountant
MERRILL CORPORATION
06.2007 - 09.2009
External Financial Statement Auditor
VIRCHOW KRAUSE & COMPANY
05.2006 - 06.2007
Bachelor of Science - Accounting
University of Wisconsin – Eau Claire
CPA - undefined
Masters of Business Administration -
University of St. Thomas