SUMMARY:

• Budget, Planning & Analysis: responsible for financial operations of OBGYN department. Prepared annual operating and capital budget for a $90 million program. Led finance team for long range planning, forecasting, data analysis and reporting. This lead to $2 million improvement in the department’s bottom line. Reviewed department’s monthly and quarterly revenue & expense reports. Developed complex allocated revenue & expenses based P&L in Excel. Trend & variance analysis. Developed driver based revenue model & staffing model
• IT & Capital Finance: worked on a $2 million project to upgrade robotics. Analyzed financial cost and revenue impact. Developed 5 year financials for the project. Developed Excel file to track & manage desktop, laptop, printer and other handheld devices. Worked with consultants and programmers to implement networking in new office building. Oversee capital expenses, such as, ultrasound machines, and software purchase. Planed for capital expenses and process the capital request in Strata system
• Accounting: oversee account reconciliation. Approved journal entries. Reviewed financial statistical report & variance with administrators and with MMG. Reviewed ratio analysis. Prepared invoices for consulting works and reconcile account balances
• Payroll: supervised payroll staff. Reviewed MD session pay & overtime pay. Reviewed bi - weekly payroll reports. Reconciled payroll
• Professional Billing & Revenue: analyzed revenue cycle reports by looking into EPIC dashboard, billing & AR cube. Measure physician’s productivity with work RVU and clinical FTE. Developed physician’s incentive plan and revenue model based on productivity. Identified billing issues by CPT Codes and Payer Mix. Reviewed revenue to expense ratio
• Research Grants: provided guidance on post award government and clinical research grants. Reviewed monthly fund balances, invoices, interchange, timely renewal and submission of expense voucher of the grants
• AP & Procurement: Reviewed and approved purchase orders and check requests for the department. Made sure vendor payments are accurate and on time. Approved employee expense reimbursements. Reviewed contracts and lease expenses

TECHNICAL SKILLS:

• Oracle PeopleSoft
• Hyperion
• Essbase
• Smart View
• nVision
• SAP - HCM
• Epic - Financial cube and dashboard
• StrataJazz
• MS Access
• Word
• advanced Excel (V-lookups
• pivot tables & macros)
• PowerPoint
• SAS
• Visio
• Peach Tree
• Quick Books
• QuarkXPress
• Photoshop
• Illustrator
• Page Maker
• Front Page
• SQL
• JavaScript
• and HTML.

PROFESSIONAL EXPERIENCE:

Associate Director

Confidential, NY

Responsibilities:

• Responsible for budget and planning process of $1 billion in revenue
• Lead IT team of programmers to implement Hyperion Budget System for ACP. Responsible for keeping expenses within the budget and completing the budget module on time
• Coordinated with medical groups, corporate departments, and Emblem Health.
• Prepared and reviewed monthly & quarterly forecast & financial reports
• Monitored and reviewed budget variance. Shared the findings & recommendations with CFO and cost center owners. Worked with Emblem health on capitated revenue
• Worked with accounting department on accruals, cost allocation and journal entries
• Developed, organized and maintained accurate records of budget and verify data integrity
• Verified the completeness and accuracy of budgetary information and reviewed actual expenses
• Established and maintained effective working relationships with upper & middle level managers across the organization and outside of the organization
• Communicate with Emblem Health on finance & technical (Accounting, Budget, PeopleSoft & Hyperion) related issues

Senior Financial/Budget Analyst

Confidential, New York, NY

Responsibilities:

• Assisted in the preparation of the annual budget of over $2 billion. Reviewed and finalized financial plans and forecasts. Evaluated, analyzed and approved budget
• Developed complex staffing model and fringe model in Excel for about 18,000 employees
• Kept track of all IT request. Reach out to other departments on their requirements for computer software and hardware. Compiled and submitted the IT request in the budget
• Provided training to department managers on budget process and using budget system (PeopleSoft & Hyperion). Hyperion super user
• Served as liaison to financial issues for annual budget process. Created monthly financial statements and other ad hoc analysis
• Coordinated with leaders across different business units and programs to prepare financial forecasts. Reviewed cost matrix - productivity, vacancy, and inflation. Created templates to upload budget/forecast into Hyperion system using SmartView
• Prepared monthly reports and analysis of major variances between budget plan and actual results for multiple indicators such as staffing ratio, program volume, OTPS, performance indicators, and productivity
• Coordinated with multiple departments for revenue and expenses analysis
• Performed revenue and cost trend analysis, RIO and benchmark analysis
• Worked with executives in multiple business units to identify cost reductions, expenditure verification, and performance improvements
• Developed Excel templates and financial models for wage, fringe, OTPS, & IT capital expense to improve budget process. Recommend improvement opportunities
• Partnered with outside auditors by coordinating and providing all required information

Finance Manager

Confidential, NY

Responsibilities:

• Reported to CFO and supervised accounts payable, payroll, and other staffs
• Prepared annual budget. Worked with senior managers and clinical managers on admissions, staffing model, OTPS & ancillary expenses
• Reviewed payroll focusing on overtime & sick pay. Analyzed staffing ratio and compared with external benchmark
• Cash flow analysis. Reviewed daily cash flow and approved payments
• Examined and monitored actual versus budget variance
• Reviewed bank accounts on daily basis. Transferred funds between accounts and approved wire transfers
• Reviewed and monitored employee health benefits expenses
• Reviewed various reports, such as, daily Flash report, FTE report, admission, discharge, and billing reports
• Supervise and evaluate the performance or employee

Controller

Confidential, NY

Responsibilities:

• Reported to CEO and supervised 10 staff
• Worked with customers and vendors on A/P & A/R related issues
• Developed efficient billing and reporting system utilizing MS Access & Excel. Downloaded data from Unix server. Used Access query to generate invoices and show repots for senior managers
• Worked with staffs in other countries, Europe, Asia & South America, to produce traffic report, income & expense report
• Organized and prepared postings of entries in GL (Peachtree)
• Reviewed monthly financial statements. Shared P&L with CEO
• Worked with outside auditors. Provided them financial statements, invoices and other documents
• Kept inventory record of computer/IT equipment
• Researched and negotiated price for computer equipment & leased T1 lines
• Worked with consultants to develop company eCommerce site that sold company products
• Monitored daily credit card transactions

Programmer

Confidential, NY

Responsibilities:

• Worked in IT department of a manufacturing company
• Conducted training classes for MCL employees on Excel, PowerPoint, and other software
• Helped MCL employees on printing problem, network problem (Novell) and other software and hardware problems
• Developed database on Alpha 5 & Delphi
• Published company catalog on web.
• Updated web as new materials became available from the engineering department