Amy Parrott Email & Phone Number

Portland, Oregon

Develop and maintain comprehensive SQL queries and Tableau dashboards to assist executive leadership with performance management and decision making. Develop HRIS data warehouse by integrating with additional business applications and ensuring consistency with recognized data and application standards. Partner with internal departments to establish standard data definitions for use across departments to ensure data consistency and integrity. Collaborate with Operations to implement workflow and system improvements necessary to meet business information needs and user requirements. Develop and maintain system documentation including business specifications, process flows, desk procedures, and training. Conduct user acceptance testing to ensure applications meet business requirements and support efficient workflow.

Beaverton, Or

Designed and implemented new data reporting and reconciliations for tracking cash and financing facilities to improve operational efficiencies and provide reporting to internal management, investors, and business partners. Performed complex SQL queries and manipulated large data sets to monitor data quality and regularly deliver crucial information used for analysis, reporting, and decision making. Documented procedures and implemented automation of standard processes and reporting for Finance and Accounting to apply best practices, improve efficiencies, and eliminate potential single points of failure. Regularly interacted with leaders inside and outside of the organization, including all levels of management, outside vendors, partners and/or consultants.

Portland, Oregon Area

Led the transformation of reporting for 160+ clinic medical group and 40 FTE Patient Outreach department through reengineering static monthly PDF reports into dynamic daily Tableau dashboards, providing self-service performance evaluation tools for all levels of the organization. Provided advanced clinical business analytics and data validation for the Population Health program, including troubleshooting and resolving time-sensitive patient–facing issues that directly impact patient care. Designed, developed, and maintained efficient SQL code while adhering to query and reporting standards to ensure a high degree of consistency regarding accuracy, layout, and usability of reports. Synthesized and presented complex analyses to non-technical audiences, including senior leadership, physicians, and clinical staff to improve clinical and financial performance and drive results.

Portland, Oregon Area

Performed financial analyses to support business development and operational and strategic planning initiatives, through efficient data retrieval and accurate reporting, ensuring key metrics are defined, tracked and evaluated. Partnered with all levels of the organization and acted as an internal consultant, super user, and trusted business partner to help business leaders identify issues, root causes, process improvements, understand current workflows, and develop future workflows that will result in operational improvements. Developed population, demographic, and utilization forecasting dashboards, historical trend analyses, financial feasibility studies, and quantitative analyses that lead to improved performance of healthcare delivery. Defined problems, collected data, established facts, drew conclusions, judged accuracy, appropriateness and plausibility of reports and financial proposals, and led investigation of complex issues to determine best solutions.

Portland, Oregon Area

Provided meaningful reporting and analytic solutions by gathering business needs, documenting requirements, identifying appropriate data sources, developing and updating reporting objects and analyses, and delivering business intelligence solutions that align with organizational strategies. Assisted stakeholders in interpreting data in the reports and analyses developed to help customers identify issues and trends and make strategic decisions. Selected to lead high priority, high visibility project to define and standardize Hospital Billing metrics, SQL coding, tools, data sources, and report catalog for Chief Data Officer.

Portland, Oregon Area

Provided financial analysis and reporting for Triple Aim projects for the Oregon region, with the purpose of improving patient care, improving population health, and reducing per capita cost of healthcare. Navigated multiple complex database systems, developed T-SQL queries to extract complex and often obscure patient data, and provided management with in-depth analysis necessary for informed decision-making. Organized and managed complex data for all levels of management through interactive, web-based Tableau dashboards, enabling management to make complex business decisions quickly and efficiently.

Founded and managed a full-service pet care services business, which won “Top Dog” awards from Spot Magazine in 2009 and 2010, earned 5-star ratings on Yelp, and earned grade “A” on Angie’s List. Managed all financial aspects of the business, including cash forecasting, bookkeeping, tax preparation, invoicing, and collections, and oversaw operations of all segments of the business, including dog walking, in-home pet sitting, daycare, boarding, and training, with a team of 11 Pet Care Specialists.

Analyzed profitability and operating expense trends and developed business plans and budgets for various projects. Prepared adhoc financial reports and analyses. Directly supported operating department management through annual budget preparation and by providing accurate and timely reports and analysis for influencing business decisions and the achievement of strategic goals.

Created new fund models, including determining optimal project mix, borrowing needs, 15-year cash flow forecasting, and investor capital call schedules in order to maximize IRR and profitability for existing projects. Monitored cash position for all existing funds on a daily basis, including performing bridge loan draws, investor capital calls, short-term investments, and establishing loan repayment schedules. Assisted CFO with annual budget, including 3-year revenue and departmental expense forecasting.

As sole medical membership forecaster for the Northwest Region, developed and maintained forecasting methodologies to support product pricing, capital plans, and operational budgeting for the Region. Built medical membership forecasts for budget process, coordinated with Actuarial and Finance, and participated in interregional forecasting best practice efforts to produce an integrated forecast for the Region.

As sole Treasury and Business Analyst for a $245 million natural gas pipeline system, performed significant short- and intermediate-term cash management activities, including daily cash flow analysis and forecasting. Developed and maintained cash forecast models, implemented borrowing and investment decisions, executed fund movement transactions, and managed bank balances to ensure appropriate daily cash flow levels. Scheduled and initiated wires, printed issued checks, and deposited funds, utilizing SAP in cash management analysis. Analyzed customer credit through financial statement analysis and an internally developed credit model, and set appropriate credit limits.

Created and filled new position to satisfy the need for an independent liaison between business users and the Information Technology (IT) department, and documented all technical procedures for new position. Served business users and IT by analyzing and translating business requirements into IT specifications for various projects, trained business users on all global IT rollouts, and used SQL to research and maintain database.

Upheld proper staff relations through interviewing, hiring, and coaching, as well as writing and conducting performance reviews in addition to managing salary changes, promotions, and progressive disciplinary action. US Business Lead for the Global Market Data Project, which reduced duplicated resources and related expenses in global offices, standardized global data cleansing model, and globalized data vendor contracts.

In addition to MDA responsibilities, cross-trained team members and created documentation for all procedures performed within the department to ensure reliable coverage. Reviewed and authorized global asset set-ups and intrinsic prices, and approved price discrepancies for department. Streamlined trade date procedures to ensure efficient authorization of security prices, enabling transition from monthly to daily trade dates.

Researched and analyzed global pricing, corporate action, and exchange rate data from external data vendors, ensured proper set-up in all databases, and verified accuracy prior to disbursing data to global users on a deadline-driven basis. Reengineered procedures and revised documentation to improve efficiency and accuracy of global processes. Organized and conducted trade date meetings with related departments and advised proper action for each illiquid asset. Developed business communication skills through relationships with coworkers and external data vendors such as Bloomberg, Reuters, Interactive Data, and Telekurs.

Master Of Business Administration (Mba), Business Administration, Management And Operations

Bachelor Of Science (Bs), Finance