Bart Caldwell, Mba Email & Phone Number

Salem, Or, Us

Salem, Oregon, United States

Rochester, Minnesota

I served as a member of the division's leadership team and I am responsible for managing clinical operations for the Vascular Center, which includes integrated Vascular Medicine, Vascular Surgery, and Vascular Interventional Radiology specialties and subspecialty clinics. My responsibilities include:• Managing clinical operations for practice of 31 MD, 12 NP/PA, and 20+ nursing staff with over 50,000 annual patient appointments• Managing productivity, patient access, and appointment request queues to meet division targets• Completing annual operational and financial planning, expense management and approvals, staffing and access management• Interviewing/hiring work unit supervisors• Preparing decision-support analytics, modeling the potential impact of changes, and assessing ROI• Leading multi-disciplinary committees and projects to optimize provider efficiency and patient access• Aid in developing, managing, and executing strategic priorities for the Gonda Vascular Center • Providing operational ownership and implementation support for Mayo enterprise initiatives• Developing and executing operating plans for new clinics and subspecialty service lines

Rochester, Minnesota Area

In this role I served as a professional analyst and internal consultant planning and implementing complex and sometimes sensitive practice redesign projects. I worked on projects with individual divisions and departments like Urology, Dermatology, General Internal Medicine, and Medical Oncology as well as leading project teams through site-wide implementations related to Mayo strategic priorities. Responsibilities:• Led clinic-wide and department projects to optimize efficiency and execute strategic initiatives• Created business plans, workgroups, and reports for projects in and across multiple specialties• Formed trust-based relationships with key physician and administrative leaders across the clinic• Used data analytics to solve complex problems and created models for decision support• Trained analysts on best practices, data sources, and analytics and consulting techniques

Vancouver, Washington

I served as a management consultant and provided financial planning and analysis (FP&A) and operational planning and strategy support to a portfolio of 35 to 40 private dental practices, primarily located in the Pacific Northwest and California. I worked on a team of professional consultants assigned to a client portfolio providing HR, operations, finance, professional development, and marketing support for the dental practice owners and their teams. Responsibilities:• Co-managed a portfolio of 35 to 40 private dental practices and provided financial planning and analysis (FP&A) and operational planning and strategy support• Helped owners develop strategic plans to reach owner/practice goals related to expansion, quality, service offerings, and personal income.• Developed reports and dashboards to support decision making and help optimize staff resources• Delivered regular financial health reports, operations reports, and custom analyses to clients• Developed SOPs, led meetings, and trained incoming consultants as Lead Finance Manager• Designed and implemented detailed quarterly financial review (QFR) process and supporting dashboards to help clients understand financial health, cash flow, and how to attain their business goals• Created practice and provider-level comparison tools to illustrate differences between highly profitable vs. struggling businesses and high vs. low productivity dentists and hygienists to guide strategy decisions• Researched new strategic vendor relationships for productivity and management tools • Operated successfully in a high-paced startup environment with constant challenges and change management

Chicago, Illinois

I worked as the manager of the accounting department for 6+ years with responsibility for the invoicing and accounts payable team and functions at the company's largest US branch. Aside from managing the department, I had primary responsibility for management accounting data and the accuracy of reported financial results. I performed investigative auditing and custom analyses for branch and corporate leadership teams.Responsibilities:• Managed 4 to 6 direct report accounting staff covering accounts payable and accounts receivable• Conducted regular internal audits of operations files to ensure accuracy, profitability, and regulatory compliance of $85M in annual revenue• Prepared regular financial and operational reports for CEO, COO, and department management teams• Performed month and year-end closing procedures, journal entries, and depreciation/amortization• Conducted full life-cycle management duties including recruitment, hiring, performance appraisals, performance improvement, and disciplinary action• Accountable for accounts payable and accounts receivable accuracy and bank reconciliations and daily deposits• Helped facilitate enterprise transition to new accounting software and trained employees

Chicago, Illinois

• Managed 4 to 6 direct report accounting staff covering accounts payable and accounts receivable• Conducted regular internal audits of operations files to ensure accuracy, profitability, and regulatory compliance of $85M in annual revenue• Prepared regular financial and operational reports for CEO, COO, and department management teams• Performed month and year-end closing procedures, journal entries, and depreciation/amortization• Conducted full life-cycle management duties including recruitment, hiring, performance appraisals, performance improvement, and disciplinary action• Accountable for accounts payable and accounts receivable accuracy and bank reconciliations and daily deposits

Chicago, Illinois

• Completed daily and monthly accounting responsibilities, including file auditing, daily deposits, and assisting with the month end close processes• Accounts payable processing and reconciliation• Prepared month-end financial reports for management team

Chicago, Illinois

• Developed customer service skills while working with customers and branch offices around the world.• Coordinated international export shipments to various countries globally.• Created new reports and documentation to aid in the efficiency of the export department.

Eagan, Minnesota

• Acquired extensive workplace experience using Microsoft Excel, Access, Microsoft FRX, and freight logistics and accounting software• Reported to CFO and completed projects and performed duties as assigned• Aided in the development of a corporate budget and financial forecast for 2006 and 2007• Generated and audited corporate financial statements for internal and external use• Prepared daily deposit slips and audited the daily check registers

Master Of Business Administration - Mba, Data Analytics

Bachelor'S Degree, Economics & Business