Tarek Marei

Financial Consultant @UnitedHealthcare

Chicago, IL, US

Progressed from a functional CFO role in Medicare & Retirement (M&R) to a strategic finance leader supporting USHealth integration and growth. Across both roles, I’ve delivered financial insights, cost optimization, and cross-functional strategy aligned with sales, product, and operations teams ultimately driving IOI growth across the enterprise.M&R (Stars Quality,$1B business unit): • Acted as functional CFO, overseeing strategic planning, reporting, and forecasting for 45+ Stars initiatives. • Delivered $25M+ in cost savings across $125M in controllable costs. • Presented forecasts and risk/savings insights to EVP and senior leaders; highlighted $10M in risk and $16M in untapped savings. • Assessed impact of 12% membership growth, projecting a $15M vendor cost increase. • Automated reporting tools and streamlined monthly cycles by 20%, improving team efficiency. • Conducted in-depth financial bridge analyses and contributed to Medicare value-based care strategy.USHealth (UHC integration & growth support): • Played a key role in integrating USHealth’s FP & A processes into UHC corporate finance. • Partnered with sales, product, and operations to align forecasts with growth and go-to-market plans. • Led workforce and vendor efficiency initiatives, increasing total savings to $35M+ across the organization. • Spearheaded a commissions reporting overhaul, improving incentive accuracy and financial strategy. • Created financial models and templates to standardize SG & A reporting across 20+ business units. • Advised on 3–5 year strategic plans to align with long-term business objectives post-acquisition.

University of Minnesota-Twin Cities

Economics (B.S.), Economics, Statistics, Management

Lehigh University

None, Chemical Engineering