Developed and teaching Healthcare Finance course for School of Professional Studies

Orchestrated creation of $200M budget for the Cancer CenterCreated advanced analytics to better understand drug margin by payor type, improve collection rate, and optimize schedule/resources leading to increased profitabilityMined large databases and automated complex processes using SQL and VBA programming languagesBuilt models and presented data for long term, strategic, capital investments to justify expense and determine payback period under multiple scenariosReported financial metrics and explained variances to VPs and CFOCoordinated tasks and collaborated with diverse teams to complete projects and drive improved performanceReviewed income statements (P&L) for accuracy

Developed reports to provide the Compliance and Clearing departments with data necessary for the daily functioning of the Broker-Dealer using SQL & VBACreated process to perform detailed analysis of client holdings to ensure compliance with rules and substantially reduce levied fineConducted calculations of capital allocation under various scenarios to provide insights into opportunities to minimize monetary outlaysWorked with external and internal auditors to ensure process accuracy and consistency with regulationsTrained and mentored co-workers within the departmentPerformed supervisory reviews of reports and ensured processes were completed by deadlines to ensure adherence to regulatory requirements

Forecasted and budgeted revenue, expense, and EBITDA for online business unit under various scenarios based on historical trends and new insightsValued subscribers by digital marketing channel segment and created improved statistical methods of projecting their retention using regressionDeveloped ad hoc and Month End Close reports measuring Key Performance Indicators (KPIs) andrevenue/margin variances versus projectionsModeled profitability of products and valued potential acquisition opportunities under various scenariosCollaborated with the Sales, Marketing, and Product teams to gauge the potential impact of new initiatives to more accurately forecast resultsCalculated Return on Investment (ROI) and Internal Rate of Return (IRR) of projectsSupervised and assigned work to internAssisted in implementation and testing of Hyperion Essbase reporting application

Analyzed pharmaceutical sales and financial data to identify and explain trends and deviationsUtilized historical data and internal insights to estimate future sales trends for budgeting, forecasting, and monthly/adhoc financial reportsAnalyzed customer retention effects of marketing campaignsPerformed competitive research/analysis using for use in contract negotiation and presented findings to upper managementMined large datasets using Access and Business Objects

Calculated lost profits due to patent infringement and breach of contract for use in litigationModeled and analyzed past sales data to forecast future revenueCreated financial presentations for use in lawsuitsAnalyzed SEC filings and research reports to determine trends and events that may affect company profits

Maintained and reconciled the integrity of accounting system to accurately value client portfolios and comply with auditorsResearched and converted foreign securities to domestic currency to properly value customers’ holdingsUtilized existing data resources to substantially cut department information expenses