Daniel Altizer Email & Phone Number

Bannockburn, Il

Studies forecasting models and consults various department stakeholders to develop a holistic picture of how the company is performing on a monthly and quarterly basis. Provides executive leadership with actionable information based on data trends and researched insights. Analyzes company’s revenue cycle and pin points areas causing revenue leakage. Creates financial benchmarks dashboard by querying data from databases and displaying it in Power BI.• Provides quarterly financial benchmarks to company: revenue, cost and margin by product, dispensing location, payer, patient, and delivery for the trailing 2 years, trended by quarter, half or calendar year. Queries data from different databases using SQL, ensures data consistency and accuracy by diligently cleaning up data, and displays the output in Power BI. Compiles insights found by studying benchmarks’ trends and presents to leadership the top drivers in revenue, cost and margin. Created supplemental PowerPoint deck explaining the calculations, how to effectively navigate the dashboard and a glossary of terms to ensure easy consumption.• Regularly studies revenue forecasting models and historical sales trends such as, what product and payer mixes are contributing to the overall sales rep’s performance, what referral sources are providing us with the most patients by quarter, and why territories are performing above or below expectations. Meets with department stakeholders to gain additional insights to explain trends the data does not display, such as drug formulary changes, purchasing patterns, and preferred provider agreements with new referral sources. Compiles insights into concise PowerPoint slides to be presented to Executive Leadership so they understand the inner-workings of the company’s performance at any given time.

Bannockburn, Il

Assisted Chief Commercial Officer in developing Incentive Compensation plans for all sales representatives in the company. Partnered with IT developers to create dashboards providing daily insights to sales performance. Calculated Sales Reps’ quarterly bonus payouts based on performance. Provided Senior Leadership with weekly and monthly operational reports. Responsible for Quarterly Business Reviews presented to top Payers contracted with. Lead analyst on Back-Office Modernization Project structured around improving inventory management, cost-efficient shipping of product, and improving process flows in the dispensing location warehouses. • Set targets for Sales Reps by using historical performance of their territories as well as the financial forecasting for the next year• Calculated quarterly bonus payouts for all 250+ Sales Reps totaling in over $2M in payouts per quarter• Lead analyst on Back-Office Modernization Project. Calculated cost savings by transitioning all dispensing locations’ primary method of shipping product from local couriers and in-house drivers to UPS. Additionally, analyzed the cost savings of switching to a uniform packaging of product reducing wastage - ultimately saving the company $370k a year. Created dashboards to monitor adherence to the project by providing leaderships with key shipping utilization metrics and delivery errors.• Lead analyst producing quarterly business reviews for top payers – reports provide various utilization metrics trended by quarter and ensure we have met certain performance guarantees set forth in our contract with them.• Partnered with IT developers to automate manual Excel reports into canned reports that can be accessed by SQL Server Reporting Services – wrote up detailed report specs and tested the outputs to ensure accuracy and easy consumption by the user

Deerfield, Il

Audited a sample of billing team’s submitted claims ensuring accuracy and coached billers when necessary. Assisted Manager in developing and managing new billers, reinforcing communication about policies and procedures. Served as training support for South Beloit office employees and ensured their development. Built up employee morale, motivation and loyalty while fostering a team-like environment.● Audited billed claims for validity and accuracy, ensuring maximum revenue for products and services provided. ● Provided organizational performance feedback to managers about billing and held claims, strategizing with them on how to improve efficiency in the billing cycle.● Created an Access Database to efficiently verify a physician’s credentials when submitting claims instead of looking them up on a website manually● Created a subset of billing hold codes to provide greater detail as to why certain invoices were not being billed.● Assisted Manager with month end billing procedures, ensuring timely and accurately filing of all possible claims for the month. ● Developed PowerPoint presentations shared with both billing and collections detailing the criteria each claim must have, as well as how to properly bill the insurance for the service, ensuring maximum reimbursement.

Deerfield, Il

Focus was directed at billing Medicare for products and services provided. Knowledgeable on what made up various documents required to bill a claim properly. Focused on improving billing efficiency and reducing human error thereby, improving overall revenue collection.● Gained an understanding of the Medicare billing revenue cycle from qualifying a patient for service, understanding all the components of documents needed to bill Medicare, calculating the anticipated revenue for each claim, billing the proper insurance in a timely manner, and followed up on billed claims to ensure they were being paid appropriately. ● Was assigned difficult branches striving to bring them up to compliance standards by meticulously auditing their work and working with them to improve their processes; therefore, improving their overall revenue and reducing potential bad debt.

Addison, Illinois

Multifunctional role for this commercial HVAC company, including part procurement, inventory control, vendor relations and supporting field technicians with acquisition and delivery of spare parts on job sites. Substantially improved internal inventory management processes and controls: reorganized inventory system reducing on hand inventory and shrink. Created new processes to standardized equipment, parts and tooling for each technician greatly increasing accuracy and equipment accountability.Research, source and acquire new parts and equipment; maintain records of all parts procured.

Evanston, Illinois

Filled alumni relations role contacting members to ensure accuracy of all personal data, as well as solicit donations. Supported organizational fundraising through networking with donors and alumni.

Chicago, Illinois

Organizational leadership role with accountability for managing and allocating organizational finances and budgets, including approving/denying expenditures. Collected and allocated member dues and processed accounts receivable and accounts payable. Developed and presented cash flow improvement strategies. Increased accuracy/efficiency for processing payments. Instrumental in creation of balance sheets and quarterly and annual reports for entity.Fundraising Committee (St. Baldrick’s & Misercordia): Instrumental in planning/managing fundraising, community relations and volunteer events. Developed communications and promotional materials.

Chicago, Illinois

Trained, developed and motivated new staff members; supervised staff for events as needed. Participated in planning, setting up and coordinating large to small corporate and private party events.