Summary: Experienced professional with a background based in project implementation, financial and data analysis, statistical process control, process reengineering, SDLC, ETL, and business transformation. I'm a leader proficient in managing costs and revenue optimization with an aptitude for developing profitable tools, and applying new theories. Project implementation includes experience with Oracle Hyperion HFM/FDM financial reporting software. Experience

Confidential

Business Systems Analyst

• Business Analyst charged with developing published documentation for members/subscribers.
• Developed and produced multiple documents using SQL, Visual Basic, and project specific applications.
• Successfully designed, coded, and tested multiple documents for multiple states and lines of business.
• Coordinated multiple projects with Documents Team and key stakeholders.
• Bridged process gap during new product introduction and software conversion.
• Positively contributed t the success of the department AGILE team over multiple sprints.

Accomplishments:

Member of Pro-Speed Wagon Award team. Central member of the AGILE team charged with designing, testing, and publishing internal and external lines of business documentation over multiple sprints. Key contributor in the implementation of software conversion and new product introduction projects. Provided strategic input in the design, planning, documentation, and creation of project documents and end product.

Confidential

Business Systems Analyst

• Reports and forms analyst.
• Software consultant.
• Established project scope and goals with key stakeholders.
• Coordinated data connection parameters and server access/storage with I.T. department.
• Conducted extensive review of existing library of forms.
• Launched process t archive obsolete documents.
• Developed a system for easy user access t document library.
• Designed and created new forms for global implementation.

Accomplishments:

Consulted with Confidential executive committees established t revise a library of Crystal Reports forms and documents. Reengineered and redesigned reports and forms based on parameters established by executive committee. Reviewed the functionality of reports and forms supplied t various global divisions. Established and modified data links from Crystal Report forms t fields established in the company database. Coordinated data link recommendations, form storage, and server access with I.T. director. Completed the project on time and under budget.

Confidential

Business/Financial Analyst

• Provided detailed analysis supporting annual budget preparation.
• Reviewed and reengineered multiple budget development tools.
• Analyzed month end reporting process.
• Reengineered multiple financial reporting tools.
• Automated existing and new reporting tools with MS Excel macros and MS Access applications.
• Documented new and existing procedures and processes.
• Mined data from Essbase, Vantage, Reports Store, and OBIEE applications.
• Developed, produced, and audited periodic financial reports.
• Facilitated the closure of the Portland based finance department.

Accomplishments:

Consulting analyst assigned t finance department t support annual budget preparation and month end close. Implemented time saving budget applications and month end reports built using MS Access database applications and MS Excel spreadsheet macros. Prepared revenue, expense, and cost analysis for CFO, Director of Finance, and Finance Manager. Modified, maintained, and generated month end reports established in Essbase, Vantage, Reports Store, and OBIEE data sources. Provided detailed documentation of month end procedures and budget applications. Managed the transfer of critical department functions, processes, and documentation t the corporate office. Coordinated ad hoc projects with key stakeholders during the Revenue division transfer.

Confidential

Implementation/Business Analyst

• Regional Project Supervisor/Manager for Oracle Hyperion Financial software implementation project.
• Supervised the simultaneous transition of 4 entities from manual reporting t Hyperion software.
• Oracle Hyperion FDM, HFM, Reports, and Smart View conversion administrator.
• Analyzed and restructured the month end reporting process for multiple entities.
• Outlined and managed operational analysis, design, testing, and implementation phases.
• Created subsidiary data load, validation, and report templates in FDM and HFM applications.
• FDM data upload template design and execution
• FDM data import mapping template creation
• FDM dimension mapping table creation and implementation for multiple dimensions.
• HFM entity specific financial reports.
• HFM data grid reports.
• HFM custom reports using Smart View.
• Constructed Visual Basic Scripts t facilitate data import process.
• Metadata management and support team member.
• Developed multiple subsidiary specific account templates.
• Supervised and audited project validation and test results.
• Trained end users on the use of FDM, HFM, and Smart View products.
• Consulted subsidiaries regarding existing reporting system adjustments.
• Contributing member t master account/dimension maintenance.
• Identified potential roadblocks and initiated changes t improve IT network logistics.

Accomplishments:

Successfully converted multiple entities t Oracle Financial FDM, HFM, and Smart View . Time saved 6 days eliminated from the month end financial close process. Coordinated the conversion process with key stakeholders at corporate and entity levels. Analyzed various accounting systems and recommended appropriate adjustments t facilitate the project. Designed and built data upload templates Consulted with the individual IT departments regarding network connectivity issues and concerns. Planned, loaded, and tested the FDM data upload templates and mapping tables set up for multiple dimensions. Tested and audited the FDM data import, validation, and export process for multiple entities. Produced various import scripts t account for data load and FDM /HFM procedural adjustments. Validated data transfer t HFM with Data Grids, Smart View, and custom reports. Reported periodic project progress t key stakeholders at the corporate and entity level. Trained the end users of FDM, HFM, and Smart View applications. Member of global team tasked with maintaining the master Metadata account assignments. Initiated suggested changes t the project's master conversion table. Implemented process changes at a regional and subsidiary level. The position required frequent travel t monitor progress.

Confidential

Senior Financial Analyst

• Analyzed and redesigned existing demand, purchase, and storage reporting system.
• Converted existing reporting tools from Excel workbooks t server based Access applications.

Wrote and incorporated Visual Basic and SQL programming scripts and elements while designing and building multiple macros and database applications.

Implemented statistical process analysis of purchase and system demand controls.

Transformed business inventory tracking procedure t save time, money, and labor.

Cost/Benefit analysis of purchasing contracts and various projects.

Coordinated biennial budget development for multiple departments.

Project Manager, Water Purchase/Demand Forecasting Application project.

Developed project definition, scope, and timeline.

Assembled team of key stakeholders t establish project requirements.

Defined project scope and set project milestone and completion timeline.

Built MS Access databases t track system purchases and utilization.

Established system demand reporting processes.

Created daily report process with MS Outlook integration.

Automated the Access database t MS Excel dashboard report process.

Developed ad hoc system demand reports.

Financial risk modeling for intergovernmental agreements.

Analyzed cost of lending/leasing services on individual contract basis.

Assessed the cost of asset use on a project basis.

Annual water rate calculation.

Conducted trend analysis of service and product charges of area water providers.

Calculated annual cost of inventory/product.

Recommended annual rate structure t Board of Directors.

Net present value evaluation for fleet purchases and valuation.

Ad hoc projects.

Accomplishments:

Saved 500,000.00 annually and reduced cost of goods sold variance t 0.01 for 2 consecutive years. Developed a user friendly database that managed, reported, and trended water purchases from multiple sources daily, weekly, monthly, and annually. Decreased contractual peak season cost multipliers used t determined supplier purchase price for 2 consecutive years. Calculated annual rates for goods and services supplied t other districts and government agencies. Budget Analyst consulting the Engineering, Customer Service, Field Operations, and Management departments. Resolved variance and guided biennial budget preparation. Upgraded fleet valuation process and rates t accurately represent current cost center charges.

Confidential

Senior Data Analyst with Quality Management and Utilization Review

Applied statistical analysis and process control methodologies t multiple projects.

Regression analysis

Strength of fit analysis

Trend, outlier, and error identification and correction

Results presented in at a glance graphical format for easy interpretation

Transformed efficiency of multiple reporting and operational tools through redesign and automation.

Developed, tested, and incorporated Visual Basic and SQL programming elements in design and build phase of multiple automation, macro, and database projects.

Built project specific applications, dashboards, and tools using MS Access, Cardiff Teleform, Mini-Tab, Crystal Reports, MS Excel and MS VBA.

Analyzed and reengineered multiple reporting and data tracking processes.

Designed and maintained Access databases and user interfaces for multiple projects and departments.

Team lead and member of multiple process improvement projects

Surgical site verification improvement

Patient safety process review.

Post procedure guidelines.

Mined and analyzed patient and physician data from regional utilization database.

Department Super-user for system's Eclypsis database.

Developed and maintained periodic reports and dashboards for multiple projects.

Project Manager responsible for standardization of regional data reporting standards and narratives.

Project Manager responsible for implementation of regional customer satisfaction survey.

Regional and facility analyst for external customer and physician satisfaction survey.

Member of the regional patient satisfaction team lead by the district CEO.

Budgeted for facility specific survey projects.

Budget consultant for system survey expenses.

Analyzed survey results and prepared reports and dashboards.

Facilitated survey changes as needed.

Department representative for facility and regional projects.

Project lead for internal and external audits, surveys and studies.

Ad hoc projects.

Accomplishments:

Applied Six Sigma and LEAN concepts t analyze data and presented results t regional and facility administration, department directors, and staff. Process improvement team member for the Quality Management, Nursing, Surgery, and Pharmaceutical departments. Designed and maintained databases, user interfaces, reports, and dashboards for various departments and administration. Regulatory compliance team member responsible for preparing the facility for accreditation inspections. Passing/exemplary scores were recorded for 5 consecutive inspections. Member of the Regional customer satisfaction team that increased scores from an 85th percentile t the 95th percentile in targeted areas. Coordinated patient and physician satisfaction surveys and budgets for 3 Portland facilities, resulting in reduced costs, standardized survey forms, and minimal interpretation errors. Investigated OHSU Medical School admissions and demonstrated nonresident students received priority over resident students.

Confidential

Financial Analyst with Finance-Risk Reimbursement

Monitored performance of physicians and hospitals in multiple service areas.

Collected and analyzed utilization and fiscal data.

Built contract specific MS Access databases.

Developed periodic reports in MS Excel.

Analyzed market entry and exit strategies.

Examined and redesigned existing financial and statistical reporting processes.

Researched and calculated cost of provider services.

Prepared and presented performance reports for internal and external distribution.

Prepared, reviewed, and issued monthly capitation payments.

Prepared and published periodic customer volume reports.

Implemented, coded, and incorporated Visual Basic and SQL programming scripts when creating macr and database applications.

Ad hoc projects

Accomplishments:

Conducted Monthly and annual contract reconciliations and variance analysis for multiple service areas. Saved over 500,000.00 annually through elimination of unprofitable regions. Calculated cost per service and presented results t Administration, Provider Relations, and Contracting departments as a basis for annual contract negotiations. Streamlined the monthly customer volume report process, resulting in labor and resource savings. Finance department representative on company wide software conversion project. Employee Action Committee member conducted, analyzed, and consulted administration regarding annual employee satisfaction survey. Programs established included a company wide mentoring program, annual employee review of managers, and an Action Committee website.

Software Experience:

Oracle Hyperion FDM, HFM, Smart View for Office , MS Office Excel, Access, Word, PowerPoint, Outlook , Minitab, Crystal Reports, Cardiff Teleform, Lawson/Eclypsis DSS, MS VB.Net, MS Visio, SQL, Essbase, OBIEE, Monarch, Report Store, Vantage, Mind Manager, Calligo, and project specific applications.