Quyen Phan
About Quyen Phan
Quyen Phan is a Financial Analyst at Cambia Health Solutions, where she prepares monthly enrollment dashboards and collaborates with IT to address data issues. She holds a BA in Accounting from Portland State University and has extensive experience in financial analysis and reporting.
Work at Cambia Health Solutions
Currently, Quyen Phan serves as a Financial Analyst at Cambia Health Solutions, a position held since 2016. In this role, she prepares monthly enrollment dashboards for presentation to the management board and posts snapshots on the company bulletin board. Quyen collaborates cross-functionally, particularly with IT, to design, test, and implement reports that address data issues. She manages the financial aspects of experience-rated groups and trusts, assisting the underwriting team with rate adjustments upon renewal. Additionally, she performs quarterly statutory enrollment filings to the State of Oregon.
Education and Expertise
Quyen Phan has a strong educational background in accounting and applied linguistics. She studied at Portland State University, where she earned a Bachelor of Arts in Accounting from 2010 to 2012. Additionally, she holds a Bachelor of Arts in Applied Linguistics, which she completed in Vietnam from 1989 to 1993. Her academic training equips her with the skills necessary for her financial analysis role, including proficiency in SQL and Excel for detailed analysis of enrollment, volume, premium, and claims.
Background
Before her current role as a Financial Analyst, Quyen Phan worked at Cambia Health Solutions in various capacities. She served as a Cost Accountant from 2013 to 2016 and as a Student Accountant from 2011 to 2012. Her experience also includes working as an HR Assistant at Castrol from 1994 to 1996. This diverse background has provided her with a comprehensive understanding of financial processes and human resources.
Achievements
In her role as a Financial Analyst, Quyen Phan has developed and maintained desk procedures, controls, and audit trails to support process excellence and audits. She acts as the LifeMap expert for enrollment data, managing intensive monthly updates and providing input for statutory enrollment reporting and ad hoc requests. Her contributions aid management in tracking financial drivers and product loss ratios.