David Koler Email & Phone Number

Seattle, Washington, United States

Seattle, Washington, United States

Currently working as a member of the fiscal team for the HIV Vaccine Trials Network (HVTN) and COVID-19 Prevention Network (CoVPN)

Greater Seattle Area

• Contributed to UW Medicine’s annual fiscal cycle by uploading clinical department budgets to their funding database, creating monthly billing schedules to send to organizations that UW Medicine partners with, and.
• Created ad-hoc analysis including summarizing the clinical efforts of UW Medicine providers, analyzing the productivity and compensation of providers against clinical benchmarks, and modeling potential changes in.
• Managed the quarterly reporting process of clinical full-time equivalent (cFTE) amounts by departments, reviewing changes made and then submitting updates to UW Medicine’s data collaborative partner, the Clinical.

Greater Seattle Area

• Reviewed, managed and analyzed monthly network clinician roster and quarterly data submissions to ensure data accuracy and track progress of network performance
• Managed the compilation of information and the composition of internal and external reports, including quarterly sponsor reports, quarterly internal dashboards, and ad hoc sponsor informational requests
• Coordinated financial literature research in partnership with UW Medicine Finance department, drafted formula-based workbooks to calculate cost savings based on improvement in clinical outcomes and hospital utilization

Greater Seattle Area

• Managed seven client book-of-business, providing daily support to clients by fielding questions, reviewing plan documents, and tracking project completion of benefit renewal items
• Created client-facing deliverables regularly to summarize benefits structure, address considerations relevant to long-term strategic planning, and communicate compliance changes applicable to the healthcare market
• Administered benefit marketing requests on behalf of clients by creating, distributing and summarizing results of Requests for Proposal (RFP) of third party vendors.

Seattle, WA

• Performed tasks as core member of client’s financial team including reconciliation of schedule A 5500 forms, providing ad-hoc census reporting of client’s member population, and assisting in semi-annual report of.
• Managed 2015 renewal of client’s largest carrier contract through conducting benefit review of medical plans, confirming accuracy of ASO fees entered, and communicating client request changes directly to the carrier
• Monitored performance of all carriers for client by administering surveys to evaluate account teams, updating contracts based on changes agreed upon in negotiations, and enforcing reporting of performance results.

Greater Seattle Area

• Regularly processed insurance applications, created detailed policy illustrations, and coordinated with underwriters for life, disability, and long-term care insurance
• Created comprehensive financial presentations for investment and insurance clients by examining account statements, translating asset weightings into allocation charts, and analyzing financial goals to determine position
• Organized client data using Oracle software to schedule appointments, merge records, and run reports of clients based off of various criteria.

Spokane, Washington Area

• Audited, tracked, and imported information on student records into district’s main database regularly
• Scanned and organized purchase requisitions for department’s technology bond
• Created & maintained databases in Filemaker to account for tech equipment, profile audits, and faculty.

Spokane, Washington Area

• Performed advanced formatting and analysis of work orders in Excel 2010, and tracked orders within the company database using Oracle software.
• Assisted in invoice and sweep management through auditing third party Associate Service Providers.
• Formulated and maintained multiple customer service survey tracking worksheets to ensure satisfaction with third-party service calls that generate large amounts of revenue.

Greater Seattle Area

• Inventoried product store room and assessed past usage to keep product up to par daily.
• Coordinated consistently with head chefs and supervisors in making orders for vendors.
• Received and provided product through requisitions for the restaurant, mezzanine, and observation levels of the building.

Spokane, Washington Area

• Developed and imported surveys for feedback from students on career fairs.
• Compiled, organized, and entered Senior surveys into Banner Database.
• Created and edited spreadsheets and student help forms on Microsoft Excel and Word.