SUMMARY:

Dedicated, adaptable, results oriented Business Operations/Financial Management professional with ability to manage multiple projects and resolve complex issues cost effectively. Self - directed and comfortable functioning alone or in a team environment. Proven ability to develop positive relationships and strategic alliances. Highly developed communications, organizational, and analytical skills.

ADDITIONAL SKILLS INCLUDE:

• Financial & Statistical Reporting
• Month end close and Budgeting
• Financial & Operations Analysis
• Best Processes/Procedures/Audits
• Systems Applications & Installation Accounts Payable/Receivable
• Customer Service & Support
• Administrative & Operations Management Cash control & cash vault operations

PROFESSIONAL EXPERIENCE:

Confidential, Frisco, TX

Administrative Support

Responsibilities:

• Determined and delivered daily cash replenishments for all registers.
• Prepared all daily deposits, counted and managed cash drawer & vault cash, and researched and noted all vault and register shortages.
• Updated daily management schedules.
• Coordinated meetings, interviews, and completed all new hire training and onboarding.
• Answered phone and handled incoming mail.
• Provided customer service and performed HR duties/employment administration using PeopleSoft.

Confidential, McKinney, TX

Sr Financial Analyst

Responsibilities:

• Provided accurate and timely month end close duties during 7 day process reviewing income statement and balance sheet sections.
• Completed monthly accruals/JEs, money (billing/AR) and stats download & posting to Meditech, GL/AP/AR/Inventory reconciliations, and financial reports completed. Oversaw AP entries and doing accruals/reclasses as necessary.
• Sent and completed daily revenue reports to managers, reconcile daily cash/bank entries. utilized and created custom data reports in Meditech to analyze data for business improvements/decisions.
• Quarterly and annual completion of hospital surveys/audits/Medicare cost reports
• Developed/updated annual operating budget templates including planning, forecasting, and submission of final budgets. Monthly submissions of departmental budgets to department managers/administrators.

Confidential, Frisco, TX

Manager, Analytics & Administration Healthcare

Responsibilities:

• Worked collaboratively to provide analytic, process optimization, and administrative services to the audit in support of the audit’s mission and goals.
• Specific duties included managing AR and collections; paid claim database updates, diagnosed areas of improvement and created solutions by working with IT to realize system improvements in support of operations; created financial reporting to upper management; provided performance metrics and identified new business initiatives; assisted with strategic planning and communicating across levels of organization.

Confidential, Plano, TX

Revenue Financial Analyst

Responsibilities:

• Preformed month end close accounting and finance function related procedures to booking revenue for all the regional dialysis centers.
• Prepared monthly/quarterly financial reports and ad hoc analyses for executive management team and other department managers.
• Prepared detailed analysis used to book month end journal entries related to revenue from various Medicare/government and commercial payor insurance groups using Great Plains/Integration Manager/Practice Analytics software for GL system.
• These analyses were for contractual and OON (Out of Network) patients include determining expected revenue from insurance groups, tracking payments/balances/collections, booking and releasing reserves/accruals, determining out of period and contractual allowance adjustments, credits, bad debt, Medicare cost recovery. Updated Access database used for reporting from billing system and reconciled/cleaned up data to match.
• Performed various financial reports to show for example normalized revenue, out of period revenue, tracking our commercial patients trends, drug utilization trends, revenue analyses by patient and by facility, collections and cash lag analysis, bad debt and management fee analysis, and reporting to Medicare cost recovery for reimbursement.
• Assisted and performed analyses for semi-annual Confidential audit preparations and other ad hoc analyses for executive team.

Confidential, Frisco, TX

Sr. Financial Analyst

Responsibilities:

• Performed various financial analyses for the business unit, as well as assisted with monthly business segment forecasting and annual budget preparation.
• Updated daily/monthly sales and gross profit components for each business segment and noting significant variances.
• With use of Hyperion planning/Essbase system and various excel reports, updated and projected the estimate (monthly forecasts) for sales, net revenue, GP, margin, and operating expenses based on prior months data by KBD (Key Business Drivers).
• Assisted in month end close by providing variance analyses and explanations for revenue, gross profit, and operating income comparing last estimate to actuals, BOY changes, vs. budget and prior year. Generated ad hoc reports as necessary using Excel or Business Objects.

Confidential, Plano, TX

Decision Support Financial Analyst

Responsibilities:

• Provided accurate and timely processing, maintenance, and audits of data, cost standards, and contract labor storage.
• Part of Resource Management Committee to access current utilization of clinical services/programs and areas of improvement to then develop plans and timelines for recommendations and changes to improve resource efficiency, reduce costs, and increase revenue. Major Areas of Responsibility:

Decision Support

Confidential

Responsibilities:

• Provided array of ad hoc financial and data analyses for administration, department managers/directors, and councils from various financial and operating systems with data pulls from TSI into crystal reports/excel, now converted to web-based EPSI system. Results were useful for strategic decision making, to provide analytical interpretation of business performance, to analyze and report on trends, opportunities for expansion and projection of future company growth, and to assist in cost reduction efforts.
• Assisted with development of annual operating budget process including planning, forecasting, and submission of final budgets. Met with each department leader to discuss budget targets and provided excellent communications in forming their budgets under the target goals. Provided support and administrator duties of GL/Payroll/P&L software.
• Provided monthly budget reports to department heads; provided monthly statistical reports, volume trend analyses, and daily income reports - noted any variances. Also created monthly financial operations packages for senior leadership and corporate executives.
• Provided state and health association survey data about hospital statistics, finances, and volume.
• Created and maintained department SharePoint site.
• Cross trained in A/P and Payroll functions to assist during colleague absence. Supported special projects from CFO as requested

Confidential, Dallas, TX

Healthcare Financial Analyst

Responsibilities:

• Provided financial analyses for a hospital client and internal team in identifying, tracking, and measuring pro-forma and actual quarterly savings and progress in contract implementation at our strategic customers’ sites. Responsible for timely and accurate analyses, trending key metrics and outcomes and providing support to customer account teams in addressing objectives of our customers.
• Performed timely and accurate quarterly audits of bulk buy purchasing and other contracted items to track real savings.
• Used crystal reports and Microsoft Access to pull data for each analysis. Performed monthly downloading of secondary database using Business Objects and Microsoft Access. Provided clean compliance data for monthly dashboard reports.
• Assisted in developing and implementing standardized, routine analytic, and reporting tools and dashboard summary reports
• Analyzed variances related to documented savings and collaborate with account team members to determine reasons for variance
• Supported measurement of client results and performance of associated quality assurance and performance improvement activities
• Developed working knowledge of Confidential Contract Management System for conducting revenue, payment and contract analyses
• Collaborate with Finance, Technology Services and other Strategic Account analysts to determine best sources of information, availability of information and develop standardized analyses and reports
• Assisted in development of Quarterly Business Review presentations using a standardized template