David C. Email & Phone Number

Rancho Cordova, California, United States

Roseville, California

Folsom, California

El Dorado Hills

Lead team to manage integrated relationship with HealthEquity with 200+ employers across the US. Enterprise Data Management of CDH Financial Accounts associated with Medical Plans. Present how CDH products work with their medical plans to external customers. Work directly with Sales, Brokers, Customer Service, Installation and Billing, External Vendors/Employers, Marketing, IT, Human Resources and Finance. Creating complex reports from multiple sources for executive level of management. Researching and finding valid solutions for member, system and vendor issues. Large/Small Group medical plan cycle with filings, product builds. Migration of systems (Legacy to Facets)

West Sacramento, Ca

Reporting Analyst as a subcontractor for Xerox on the California Medical Contract. Create complex reports on a daily basis for State, Federal and EDS customers using Business Object, Access, Excel and SQL. Actively work within the team to collaborate and understand the requests and needs of the customer for them to make fact based decisions on the validity of billing being sent in for payment. Programs used: Business Objects, Microsoft Excel, Microsoft Office Suite, 2007, 2010, SQL Reporting, WebEx Online Conference Center, Microsoft Access, Text Pad

Reports Analyst for Sutter Physician Services in the PAMF Department. Creation and automation of Access Database for Auditing Department to have better tools to help the agents with their claims processes. Prepared detailed custom reports to effectively communicate financial, clinical quality about PAMF membership and claims. Prepare performance reports on a weekly/monthly basis, investigate and explain trends and abnormalities along with suggest corrective actions when available. Developed, analyzed and monitored metrics and reporting related to status and progress of key strategic initiatives. Organized and coordinated various projects and analysis for cross functional business units. Assisted with business process and redesign of strategic planning as our business model changed. Programs used: Business Objects (Web Intelligence), Microsoft Excel, Microsoft Office Suite (2003. 2007, and 2010), Microsoft SQL Server, ODBC, SQL, WebEx Online Conference Center, IDX.

Reports Analyst for Sutter Physician Services in the PAMF Department. Creation and automation of Access Database for Auditing Department to have better tools to help the agents with their claims processes. Prepared detailed custom reports to effectively communicate financial, clinical quality about PAMF membership and claims. Prepare performance reports on a weekly/monthly basis, investigate and explain trends and abnormalities along with suggest corrective actions when available. Developed, analyzed and monitored metrics and reporting related to status and progress of key strategic initiatives. Organized and coordinated various projects and analysis for cross functional business units. Assisted with business process and redesign of strategic planning as our business model changed. Programs used: Business Objects (Web Intelligence), Microsoft Excel, Microsoft Office Suite (2003. 2007, and 2010), Microsoft SQL Server, ODBC, SQL, WebEx Online Conference Center, IDX.

Rancho Cordova, California

Creation and automation Call Metrics, Customer Satisfaction Surveys, and Remedy Action Request System reports using Crystal Reports, Business Objects, Microsoft Excel, and Cognos. Prepared 60+ custom reports that was used from Executive Management thru Supervisor Level on a weekly basis to manage call center metrics and staffing using Crystal Reports Business Objects (Web Intelligence) Seagate, Microsoft Excel, and Cognos. Developed, analyzed and monitored phone and staffing metrics and reporting related to status and progress of key strategic initiatives. Assist with developing, maintaining, and implementing Standard Operating Procedures for key business units and processes. Organized and coordinated various projects and analysis for cross functional business units. Assisted with business process and redesign of strategic planning as our business model changed. Quality Assurance monitoring of the phone agents to ensure compliance of policy and procedures of phone calls. Programs used: Crystal Reports 9-11, Business Objects (Web Intelligence), Seagate, Microsoft Excel, Microsoft Office Suite (2003. 2007, and 2010) Cognos, ODBC, SQL, Cisco IPCC phone and Web Tools, WebEx Connect and Online Conference Center.

Generate reports and provide analysis to identify problem areas that would preclude our achieving the mandated Government service levels goals using Crystal Reports and Microsoft Access 2000, 2003 and Microsoft Excel. Instrumental in deriving complex formulas for querying databases that identify for subtle anomalies in performance in Seagate. Create and Modify Crystal Reports to have custom functional reports. Responsible for support of planning, tracking, and reporting projects in CIT. Manage and track status of work plans and deliverables. Present recommendations to and escalate issues to managers and directors support issue/resolution activities. Maintain project database and other project/program related functions such as file structures, budgets, and presentations. Develop agendas, record minutes and track action items using Microsoft Project. Direct project communications and ensure that all project stakeholders and customers are fully informed of project status. Ensure effective project team performance. Align resources across functional areas to achieve goals.Programs Used: Crystal Reports 9, Business Objects, ODBC, SQL, Microsoft Access, Microsoft Excel, Microsoft Project, Microsoft Word, and Seagate

Developed manual for call center employees for utilization in training and emergency situations. Delegated task responsibilities within department during research and design of training protocols. Provided meaningful inservices to team based upon previously attended seminars. Supported management in team-building exercises. Coached new employees within division. Addressed customer concerns in timely and positive manner. Demonstrated strong problem solving and research skills in a versatile production environment. Utilized Title IV and FFEL Program and the associated regulations to provide early withdrawal counseling to students leaving school prior to graduation.

Provided various reports for billing, finance, marketing and customer service using Microsoft Access and Excel. Integrated data from Microsoft Access with Excel to provide various departments with necessary reports to conduct daily operations. Implemented, programmed and maintained Norstar telephone, ACD, and voice mail systems. Designed training manual for customer support agents in a call center. Addressed customer concerns in a positive and timely manner. Marketed company to worldwide customers via updated web design.

Tracked worldwide customer support via phone, fax, and email contact. Implemented, programmed and maintained Norstar telephone, ACD, and voice mail systems. Implemented training of new customer service representatives. Developed customer service manual for purpose of training all new and existing employees. Responsible for selection of new employees in department. Provided observation and feedback in constructive manner for all team members.

Invoiced all orders placed with assigned sales people in a timely manner. Obtained freight charges for any orders to ensure that product was fully shipped. Researched and resolved any invoicing issues such as double billings, back orders, short payments, etc. Compared vendor invoices to purchase orders to ensure correct and decreased discrepancies between vendors and customers. Verified status of shipments and charged extra freight as applicable.

All American Semiconductor Prepared presentations and made utilizing Power Point. Utilized Microsoft Office in a variety of different applications including spreadsheets and database management. Assisted Marketing Department in various special projects.

Bachelors Of Science, Finance

Associate'S Degree, Business

Accounting