Profile

M.B.A. graduate with record of success in finance, accounting, information technology and team management. Creative problem solver with the ability to analyze business, resolve conflict, improve morale and consistently exceed goals

• Calculates and Monitors contractual retentions, bad-debt allowances, and settlements to ensure the financial statements are fairly presented. Maintains and updates the “Contractual Formal” worksheet and related queries as circumstances/regulations dictate.
• Working with outside consultants, provides Fiscal oversight of the preparation of the annual cost reports and annual and quarterly OSHPD reports, assuring that reports comply with applicable regulations and guidelines and provide appropriate reimbursement for services provided.
• Acts as the organizational liaison to auditors, consultants and fiscal intermediaries related to third-party audits and issues and reviews proposed intermediary audit adjustments.
• Maintains knowledge of regulatory issues and coordinates hospital specific appeal issues and monitors group appeal opportunities.
• Coordinates with the Compliance Officer to research and evaluate regulations and guidelines affecting cost reporting issues.
• Provides fiscal oversight responsibilities of organizational charge-master, reviewing proposed charges for accuracy and transparency as well as impact to operating budget.
• Coordinates the organizational annual budget process, supports Senior Leadership to develop the annual budget calender and acts as liaison between Senior Leadership and Fiscal department staff.
• Provides information and assistance to Directors and Managers as Financial Friend, supporting departments\' efforts to meet department goals.
• Provides fiscal oversight responsibilities of Dial y reporting to Administration of revenue, cash, and statistics. Provides relief supervision of Fiscal Staff when Controller is not present.
• Member of the McKesson Paragon Financial and Materials Management Implementation team and Global Healthcare Exchange (GHX) Electronic Data Interchange (EDI) Implementation Team Lead.

• Responsible for producing the Woodland Memorial Hospital annual operating budget. This includes current year projections, implementing CHW budget guidance, base volume and statistical assumptions, implementing CHW/WHC labor standards, and analytic reviews and recommendations for adjustments to meet financial targets. Manages process beginning with labor standards and department meetings through discussions with leadership and preparing presentations for boards of directors. Works with Department Managers regarding budget revisions and or budget plans during the fiscal year.
• Responsible for the WHC capital budget. This includes: assisting department managers in preparing and submitting capital budget items through Strata Jazz/Cap; supporting or developing business plans and financial projections for selected items; monitoring available funds; and maintaining the capital budget tracking system for projects submitted to CHW for approval, informing all parties of the projects’ status.
• Performed monthly accounting processes and reviews to ensure accurate financial statements for the Hospital. In conjunction with CHW Finance, reviews monthly contractual adjustments and IBNR calculations. Analyzed departmental operating variances to budget on both a fixed and variable basis and identifies opportunities for improving financial position. Initiates appropriate follow-up activities with departments as needed.
• Assists department managers in the monitoring of their monthly budget performance and productivity related reports. Defines variances, collects corrective action plans. Makes all of this information available to Hospital Senior Management Team.
• Projected month-end financial statements for VP/CFO and President for weekly calls with CHW. Reviews trends and follows up on issues impacting financial performance.
• Completed other analysis of operational and financial data as required including budget variance analysis, benchmarking, supply utilization, cost accounting studies, reimbursement analysis, and strategic planning.
• Prepared strategic plans to assist with developing service lines and calculates return on investment.
• Prepared formal presentations and graphs to support leadership team.
• Assisted department managers in improving the effectiveness and efficiency of operations through providing related analytical support. Monitors progress of initiatives and report results to senior management team.

• Report to the Executive Director and the Financial Committee of the Board of Directors
• Oversaw the processing and accounting for revenue and expenditures by program; ensured accuracy, completeness, and compliance with agency, local, state and federal requirements, and standard accounting and audit procedures
• Interpreted and analyzed financial operations and transactions, forecasts trends, and developed special complex reports and analysis for management and funding agencies; made recommendations for asset utilization & expenditure control
• Designed complex accounting and database applications and balances and maintains ledgers for the automated financial management system
• Supervised finance, information technology and other administrative staff
• Prepared and assisted independent auditors with interim and year-end audits
• Oversaw the preparation of grant proposals, to include budget preparation and interpretation of funding agency regulations and requirements; reviews proposals for compliance with policies, regulations, procedures, and facilitated documentation requirements for compliance with policies, regulations, procedures, and facilitated documentation requirements
• Guided and facilitated the research of funding opportunities for the agency, maintains data on funding sources
• Direct supervision of Retail Manager, IT Manager and Financial Manager

• Business Analyst responsible for requirements gathering, change management, documentation on the system, system changes, and project work for a large health care organization financial and account payable suite for Lawson enterprise software
• Designed new IT Solutions that improve the business efficiency and productivity through process change and IT system changes
• Created and developed customized reports as per the customers’ needs and requirements in Lawson.
• Managed implementation cycle of new software, upgrade of environment and application of current software.
• Supported on-call production of financial, accounts payable and budget applications one week a month
• Supported Lawson 8.1 application and 8.03 environment, ImageNow and SRC (owned by Business Objects)

• Developed a liaison business relationship with directors and dept. managers in IT and Finance supporting Lawson Financial (8.03), Crystal Reports, and Business Objects
• Converted from Banner and implemented the Lawson activity module to track capital expenditures, research projects and grants
• Programmed, created and managed various standard and customized reports in Lawson, and Crystal Reports
• Participated in the creation of the following financial reports: Income statement for monthly financial board - Monthly general ledger journal voucher preparation - Monthly payroll bank account reconciliation
• Acquired extensive experience in Strategic Planning, Forecasting/ Trend Projection, Investment Strategies, ROI Maximization, Budget Administration, Capital Project Analysis, Cash Flow Analysis/ Management, and Business Plan Development

• Responsible for creation, preparation and accountability of various financial documents and reports on a monthly basis using Lawson Financial, Crystal Reports and Hyperion Essbase
• Prepared and managed financial package for board of directors
• Trained and mentored new analysts
• Installed and trained staff on new financial software

Financial Analyst

• Worked effectively with senior level management
• Monitored variance reporting statements for all lines of services and accounting units
• Managed monthly payroll bank account reconciliation for entire system
• Worked with the conversion to Lawson Financial Application suite

Masters of Business Administration

- Department and Company Management
- Presentation Skills
- Multi-tasking and Organization
- Training and Development
- Analytical
- Excellent verbal and written communication skills.

- Financial Accounting
- Problem Resolution
- Project Management
- Visio Flowchart Software
- Multiple Operating Systems
- Custom Report Development experience using a Scorecard, Crystal Reports, Hyperion, Data cube and Lawson

- Microsoft Products (Advanced in Word, Excel, Project, PowerPoint)
- Seven years of Lawson experience overall
- Two years of Lawson report development skills
- Database Management
- Excellent computer skills