Alan Horowitz Email & Phone Number

Baltimore, Md, Us

Baltimore, Maryland, Us

Manage monthly tracking, spending, and reconciliation of UMB School of Oncology institutional awards.Manage financial activities including monthly invoicing, financial statements, quarterly assessments, revenue remittance, corporate credit card administration. Approve various disbursements/reimbursements.Prepare and distribute accurate, concise, well-organized, and timely financial reports to upper management and board of directors,

Baltimore, Md, Us

Created and currently oversew reporting procedure for system-wide Personal Protection Equipment stocks used in treatment of Covid 19 cases; reports sent to state and federal authorities, used by UMMS executives for budgeting and purchases.Reported on and monitored supply chain department savings as identified in the Kermit Application. Reviewed and authorized payment of invoices from software company. Developed and maintained procedures and reports for supply chain savings as they relate to Kermit.Provided oversight of Physician Preference Products within the UMMS Supply Chain.

Baltimore, Md, Us

Understands, defines, and produces reporting requirements including prototypes/standard reports. Responsible for analyzing data and developing reporting solutions for an in-depth evaluation of business problems/systems using Microsoft Excel, Access and Tableau Desktop.Responsible for the development/creation of reports needed to conduct complex analyses and problem resolution. Lead projects and prepare presentations for senior management. Provides innovative, analytical and reporting support for: budgeting, return on investment, tactical analysis, operational efficiency/quality metrics and productivity analysis. Keep management up-to-date on best practices

Armonk, New York, Ny, Us

 Generate, maintain and publish daily reporting in merger of two insurance company databases using advanced level Microsoft Excel; pivot tables, vlookup, macros. Participate in daily and weekly interstate teleconference meetings to aid in oversight and planning of merger, creating flowcharts and graphs using Microsoft Visio, PowerPoint and Excel. Create ad hoc reports and troubleshoot Excel issues for various departments including Human Resources and Customer Claims.

Milwaukee, Wi, Us

Coordinate and oversee daily activities for team of financial planners including organization of seminars, daily appointments, client status, hiring and management of interns. Aid in evaluation of client needs and insurance risk using in-house calculation software. Answer queries, communicate regularly with company head office on all matters of client and agent activity. Maintain statistical information for agents regarding clients and all department activities.

New York, New York, Us

Reviewed and reconciled investor cash activity for Investor Services department. Verified capital statements distributed to hedge and private equity fund investors.Compiled and verified fund profit and loss data for published annual report.Designed business progress module (flow and logistics) for accounts payable system - including scanning of documents to internal website and data input by contracted outsourcer in India. Enabling accessibility for I/S and A/P Departments and elimination of in-house storage of hard copy documents.

Managed daily accounting and reporting for hedge funds; equity and distressed debt portfolios.Maintained and controlled general ledger and sub-ledgers.Prepared financial statements, capital call, and distributions for limited partners.Communicated daily with clients.

Bs, Business Administration; Finance

Certificate, French Language And Culture