Team Lead / Lead Analyst for a 5-person team supporting all the financial analysis needs of Baylor St. Luke’s Medical Center, the tertiary, academic hospital in the world-renowned Texas Medical Center. Shepherd annual budget for Baylor St. Luke’s Medical Center from department entry to Vice President reviews to Board approval. Provide decision support to Vice Presidents, Directors, and Managers.* Lead the $900+ million annual budget effort for the hospital working closely with the Hospital CFO, resulting in net income and EBIDA which has satisfied very challenging goals over the last several years* Contribute to productivity improvement efforts by serving on the biweekly Productivity Council, reviewing all new positions and promotions as well as poor performing departments, doing deep dives on repeat offenders to identify opportunities for improvement* Liaison with Baylor College of Medicine on new physician recruits and other initiatives for Baylor St. Luke’s including previously serving on the BCM Concept Approval committee* Serve as the Finance/Admin Section Chief for the emergency response team (ICS)* Completed Lean Boot Camp training

Prepared annual budgets for Baylor St. Luke’s Medical Center and St. Luke’s Hospital – The Woodlands. Provided financial analysis for the Cardiology, Cardiovascular Surgery, and Transplant service lines as well as associated Cardiology and Transplant operating departments.* Assisted in consulting engagement to review Finance functions to identify opportunities for process improvement and create a plan for action* Completed complicated financial analysis for acquisition of several physician practices

Prepared annual budgets for Corporate Services. Provided financial analysis for the Cardiology, Cardiovascular Surgery, and Transplant service lines as well as associated Cardiology and Transplant operating departments. Performed pro forma analysis and buy vs lease assessments. Developed package prices and charges for new business offerings. Updated financial projections.* Performed financial analysis for significant new equipment purchases and new or expanded services while serving as the financial analyst for the Digestive service line* Operationalized joint venture accounting insuring conformance with GAAP to properly account for the ownership interests and taxes

Implemented and maintained PeopleSoft General Ledger system. Performed consolidation of all entities at various levels both for monthly financial reporting and quarterly bond reporting.* Implemented PeopleSoft corporate financial system, ending unnecessary processes and improving processes where possible, allowing the company to continue with current staffing levels even while growing into a Health System, reduced financial close process to just 5 days for the Hospital and 7 days for the System* Researched GAAP for the new captive insurance company and setup accounting for it

Performed consolidation of all entities at various levels both for monthly financial reporting and quarterly bond reporting.* Prepared financial statements for successful $100+ million 2001 bond offering

Worked with team to prepare and distribute internal and external financial reports including narrative explanations of significant trends. Provided information and schedules for annual audit.* Tracked and analyzed outside personnel activity in order to insure compliance with corporate policy and minimize utilization

Identified unusual transactions and booked journal entries to account for them. Prepared reports for internal and external users.* Served as the budget representative for approximately 20 Hospital departments

Prepared and entered journal entries for monthly revenue and biweekly payroll transactions.* Designed and administered employee payment practices which allowed for a reduction in staff required to handle payroll functions* Handled all accounting functions for outside physician practices including recording revenue and expenses and posting insurance payments