SUMMARY:

• Personable, Analytical, and Cost - Conscious Business Lead offering a broad-based experience providing excellence in project leadership.
• Considerable expertise creating innovative solutions in both IT and product development.
• Superior project management, implementation, follow-up, negotiation, and consensus-building skills.
• Able to keep a diverse group of strong sales leaders on track.
• Extremely focused on delivering products that deliver an above-average ROI.

Core Competencies

• Developing Value Propositions
• Implementing Clinical System Upgrades
• Creating Project Charters
• Providing Advice/Counsel to Senior Management & Staff
• Spearheading Key Projects, Initiatives & Rollouts
• Leading IT and Business through Requirement Gathering

EXPERIENCE:

Confidential

Senior Business Analyst

Responsibilities:

• Document “as is” processes using Microsoft Visio
• Perform gap analysis between current process and new business needs
• Identify data needs, system impacts, and dependencies of new process or system
• Work with stakeholder to develop high level requirements and create HLD document
• Document future process from end to end
• Create detailed requirements from the high-level requirements.
• Facilitate requirement review sessions.
• Work with QA to help develop the QA plan
• Train users to on new changes to help perform UAT

Confidential

Technical Product Manager

Responsibilities:

• Work directly with product owners to understand impacts to their capabilities and business processes, which included capitation, administering claims for organizations in risk contracts, incentive saving, and clinical coordination processes.
• Develop product strategy spanning a wide variety of business groups and functions.
• Work with other organizational leaders to develop and communicate roadmaps in support of strategic business initiatives.
• Provide resource estimates based on proposed impacted systems and capabilities.
• Create system and process decompositions to communicate proposed changes to software product.
• Work closely with cross - organizational stakeholders, including limited interaction with executive leadership, on strategic priorities. Translate strategic priorities into actionable project plans.
• Define product features based on external and internal needs, maintain backlog of user stories.
• Work with integrated design and development teams to deliver functionality.
• Report product performance and stay abreast of competing products.

Confidential

Product Manager

Responsibilities:

• Built process for Population Health Management Intervention (PHMI) monthly and quarterly business review for this included working with multiple channels such as Medicare, Medicaid, Commercial, Payer, and Provider.
• Built scorecard and developed metrics to drive adherence to targets for key enterprise processes and align key performance metrics across Population Health Management Intervention. The scorecard tracks financials, sales, customer satisfaction, operational metrics, human capital, and quality.
• Managed sales coordination and pipeline for PHMI. This included tracking and monitoring the status of all pipeline opportunities to help product managers understand which products are being sold to the providers and ensure action plans are in place for any escalated issues.
• Analyzed and implemented process improvements for CRM tool Salesforce to improve the accuracy of the sales data input.
• Lead Northeast, Southeast, and Texas ACOs for Commercial and Medicare populations.
• Work with United Health Group Clinical Consultants and Medical Directors to help improve quality at the ACOs and Patient Centered Medical Homes.
• Built strong relationships with ACOs through developing solutions to meet their needs.
• Present the benefits of Optum clinical products to external Senior leaders and staff to encourage referrals into Optum products.
• Drove the acquisition of providers to agree to join the field based case management service for high risk patients to reduce readmission.
• Escalated and provided action plans for open issues regarding hospital acquisition and nurse onboarding at the hospitals.
• Monitored and tracked weekly performance of hospital acquisitions.
• Work with stakeholders to negotiate project scope and priorities.
• Documented key issues, risks, action items and decisions for project.
• Manage Propel process to get Readmission Program(RAP) and Complex Case Patient Management to market (CCPM).

Confidential

Lead Business Analyst

Responsibilities:

• Managed and led 2 direct reports in ensuring the services across the retail network program ready for the conversion to the new platform.
• Ensured all business processes and software changes were delivered within 20-million-dollar budget and on time.
• Led the planning of the integrated end-to-end test strategy which involved coordinating with multiple business segments and business processes.
• Facilitate JAD sessions to capture business requirements.
• Performed BA resource and workload assessments to understand staffing needs.

Confidential, Minneapolis, MN

Consultant

Responsibilities:

• Led business analysis for web projects.
• Worked directly with advertising, marketing, and UX to create user stories.
• Utilized Agile methodology to deploy projects using two-week sprint cycles.
• Participated in daily stand ups estimating sessions, and negotiating features for entering sprints.

Confidential, Golden Valley, MN

Consultant

Responsibilities:

• Led the product work stream to implement a new enhancement to the telephonic case management program, in which nurses performed case management face to face instead of working with patients telephonically. This enhancement was to reduce readmissions and emergency room visits.

Confidential, Chanhassen, MN

Consultant

Responsibilities:

• Performed role of product owner for the sales function.
• Created business vision documents, maintaining product back logs, defining product road map and interviewing SMEs (Subject Matter Experts) for a new sales process and system, updating online forms using CQ5, creating and implementing quick wins, which included enhancements to the CRM tool Salesforce to support the sales and collection department.

Confidential, Eden Prairie, MN

Business Lead Population Management

Responsibilities:

• Responsible for establishing, driving and completing ICD-10 readiness projects for the clinical business function across the enterprise.
• Ensured clinical software and business process changes are delivered within budget for ICD10 remediation.
• Worked with and ensured the clinical function dependencies (e.g. analytics, claim, and provider network) were understood, aligned and coordinated.
• Led capacity planning and forecasting for population management for finance reviews.
• Coordinated and scheduled the deployment of business readiness tasks with 10 business segments.

Confidential, Bloomington, MN

Consultant

Responsibilities:

• Performed role of Senior Project Manager leading all web projects with a budget of over 15 million dollars.
• Led multiple business leaders through defining and agreeing on scope for projects.
• Managed the prioritization of the project pipeline.

Confidential, Bloomington, MN

Consultant

Responsibilities:

• Developed and implemented a new call routing system and performance reporting to ensure the client service levels were attained.
• Led working sessions with senior leadership to acquire requirements, created test cases, performed user acceptance testing, and led employee training.

Confidential

Sr. Business Analyst

Responsibilities:

• Provide reporting and analytic support to the Marketing and Sales Operation.
• Reengineered marketing campaign and direct marketing mail and email process. Improvement reduced FTE counts from 6 FTE's to 2 FTE's and eliminated manual work.
• Created an automated workflow database that managed, monitored and measured the workload of the Reporting and Analytic team.
• Work closely with various department leaders to negotiate new lean processes.
• Lead and consult business partners on how to use their data to help drive results and improve performance.
• Improved Profit Tracking Report request by eliminating redundant reporting and providing better report delivery vehicles.
• Led requirement gathering of online reporting portal. Activities included, performing voice of customer from external clients on satisfaction levels of current reporting format and report content, gathered requirements from internal departments on reporting processes, and selected software platform for new online reporting tool.
• Work with SME's to gather information needed to write business requirements for cross organizational projects.
• Created tracking reports for interactive marketing campaigns utilizing Omniture and Webtrends.
• Act as a liaison between technology and business partners to help deliver business requirements.
• Performed enterprise data modeling for direct marketing process. This exercise resulted in a common and consistent view of information that was scattered throughout the business under the control of different divisions or departments with different databases.
• Create and maintain data dictionary for enterprise data warehouse.
• Perform source to target mapping for new databases and existing databases undergoing enhancements.
• Create data flow models to present to business and technology to explain what systems and data are involved in process.

Confidential

Lead Business Analyst

Responsibilities:

• Developed and maintained project plans for Training and Implementation team.
• Identified dependencies across Marketing, Training, and Communication work streams.
• Developed tools to help team members stay aware of upcoming deadlines and training material reviews.
• Provided weekly status reporting of accomplished milestones for all work streams within the Training and Implementation team.
• Developed plans to track and easily facilitate legal and Elroy approval of Training and Marketing materials.
• Performed as Subject Matter expert for Legal Review process for Training and Implementation team.
• Quality checked vendor created computer based training to ensure all business requirements were met.

Confidential

Lead Business Analyst

Responsibilities:

• Manage workload of business analysis team.
• Work with SMEs to gather business requirements.
• Lead change control process, which included gathering details of the change request, assessing risks, obtaining estimates, and gaining leadership approval.
• Project planning of all business analyst tasks.
• Act as a liaison between technology and business partners to develop business requirements.
• Create use cases and design requirements for account opening software.
• Lead data conversion effort which included source to target data mapping, data mapping sessions with business, third party vendors, and technology.
• Recommend solutions to close process gaps identified in process analysis.
• Lead development of user acceptance testing for ClientSource platform.

Confidential

Process Engineer

Responsibilities:

• Analyze current business processes across the Confidential Enterprise to identify cost savings using Six Sigma.
• Present cost saving opportunities to senior management.
• Partner with technology to write business requirements.
• Develop business plans and action plans for short and long-term activities
• Identified opportunity to reduce call center cost across all of United Healthcare by moving incoming call system to more robust database. Once implemented, call center representatives will receive less misrouted calls. The potential saving will be $1,700,000/yr.

Confidential

Sr. Business Systems Analyst

Responsibilities:

• Develop strategies to support and maximize the deployment in the direct marketing department and lead management system.
• Manage inventory monitoring and replenishment to insure quality.
• Manage relationships across all areas of marketing.
• Consult mangers on new incentive processes.
• Motivate and manage staff, which includes day-to-day feedback; weekly 1x1's covering productivity, quality, attendance and core competency performance; and performance management.
• Develop metrics to measure quality of all lead management processes.
• Responsible for planning, budgeting, implementing, and maintaining costs for the incentive function.
• Lead process improvement projects that reduce cost of incentive processing.
• Mentor Green Belts on improvement projects.
• Manage vendor relationship of call center and print fulfillment
• Developed key performance indicators to measure vendor performance
• Automated incentive process to reduce errors and save marketing department $50,000/year.
• Redesigned fulfillment process to increase employee efficiency, reduce print cost, and reduce annual fulfillment cost by $800,000/yr.

Confidential

Sr. Business Systems Analyst

Responsibilities:

• Ensures service level agreements are met in a timely, quality, and cost-efficient manner and provides follow-up and resolution on all customer concerns and issues. Researches and analyzes input to documentation, detailed operational policy and procedure, and other communications. Ensures final written documents and communications are grammatically clear, concise, and correct.
• Participates in the process to design, produce, and distribute new documentation of process, operations, policy and procedures (including compliancy documentation), and various types of communications. Ensures all documentation is produced according to the standards set by the department, Company, and/or the users.
• Implements the review and revision strategies to ensure existing documentation is current and complete. Participates in prioritizing documentation as determined by business and operational needs. Participates in on-going documentation planning activities to ensure proactive planning of resources. Recommends changes in processes, policy, etc., if a need is determined during documentation and communication review
• Implements recommendations for the design, organization, and distribution of communication needs for internal operations.
• Played key role in implementing ITIL framework, this included identifying core processes, accessing maturity levels, process mapping of change management, availability, help desk, and service level management processes, and creating dashboards and score cards to measure process performance.
• Monitored process performance to create project pipeline to meet business transformation goals.
• Facilitate Green belt and Champion training for technology department
• Supports project assignments based on the goals and objectives of departmental management to ensure successful and timely completion. Supports technical and professional development of staff.
• Participates in continuous process improvement activities within the department. Ensures technical skills and knowledge are maintained and are current throughout unit. Performs related duties as requested or required.
• Scoped and led various Six Sigma projects which that increased accuracy of system availability reporting, reduced cost of lotus notes maintenance, and reduced cost of remote access ids.

Confidential

Business Analyst & Team Leader

Responsibilities:

• Provide project management and process support to Mutual Fund Operations. Projects include Asset Retention, Relationship Account, Architecture of Vantra, Post Settlement Corrections through Fundserv, Exchanges Online, Investing at Work, and Day Trader Detection.
• Partner with front office, technology, marketing, and products to implement new products and system enhancements.
• Lead development of acceptance test criteria and plans for Phase3 quarterly releases, and projects.
• Create and facilitate training of new products and procedures
• Improved service delivery by streamlining processes; closing gaps that contribute to rejected trades and open unexecuted trades; measure & report timeliness and accuracy.
• Motivate and manage staff, which includes day-to-day feedback; weekly 1x1's covering productivity, quality, attendance and core competency performance; and performance management.
• Manage Mutual Fund Trading team to effectively exceed client/advisor expectations and department goals.
• Extensive relationship management with large mutual fund companies, including Fidelity, Oppenheimer, Putnam, Aim, and Goldman Sachs.
• Implemented performance management project, in which employee's performance and productivity could be measured.