Davis Ryman Email & Phone Number

Charlotte, North Carolina, United States

o Provide financial reporting for TTX Executive Leadership Team, including company cash flow analyses, P&L analyses, month-end close Actuals vs. Forecast & Plan comparisons, and comprehensive Finance Books for the Board of Directors.o Oversee revenue forecasting on a monthly, quarterly, and annual frequency.o Conduct Oracle ERP to EPM data integrations on a monthly basis by extracting and validating large amounts of data from a Fixed Assets module within ERP and loading the data into an Enterprise Planning and Budgeting module. Effectively allowing different Oracle data modules to "talk to each other".o Own the revenue month-end close process and present on Actuals vs. Forecast & Plan to senior leadership.o Perform Cash Flow analyses to inform leadership on profitability of our railcar assets.o CapEx planning and analysis related to New Railcar Acquisitions, as well as Capital Modifications/Betterments to our railcars.o Track against key performance indicators (KPIs) as they relate to revenue, expense, and capital projections.o Assist with the preparation of Board Reports and Executive presentations.

o FP&A role responsible for providing analytic support and strategic pricing consultation.o Create dynamic financial models to perform contract valuation analysis, revenue forecasting, and to prepare scenarios for strategic planning.o Continuously enhance existing models and capabilities for the pricing team.o Develop pricing strategies, recommendations, and guardrails for a wide range of Infusion Therapy products.o Analyze financial impacts of payor reimbursement terms and provide strategic rate recommendations to maximize contract profitability.o Support Sr. Directors & Contract Negotiators in the contract negotiation process by providing ad hoc analytics and reviewing counter offers.

o Helped major health insurance companies (Humana, Cigna, etc.) administer and manage an insurance risk-adjustment program, helping these companies capture the most accurate and specific data on the members of their respective health plans.o Supported health insurance companies with capturing patient “risk scores”, which allowed the health plans to accurately predict the future cost of care for their members.o Managed a book of business consisting of 80+ primary care offices & several large hospital systems; gaining their trust and participation in the program.o Utilized Tableau to manipulate and analyze a vast amount of complex patient risk and quality data.o Created innovative reports to help primary care offices identify and prioritize their high-risk patients.o Conducted in-person meetings and built strong relationships with physicians, office managers, and health system leaders.o Partnered with primary care physicians to help them document & code to the highest level of specificity.

Charlotte, North Carolina Area

• Educated retirement plan participants through in-depth investment guidance meetings.• Generated millions of dollars of new business by earning commitment from new customers, and subsequently, initiating rollovers & transfers from competing firms.• Collaborated with cross-functional business partners to provide my clients access to a wide range of financial solutions including investing, banking, financial advice, and retirement services.• Exceeded individual scorecard metrics—FY 2019—achieved a top 15% rating out of 600+ consultants in the “Voice of the Customer” metric.

Charlotte, North Carolina Area

• Consulted with clients to help them manage their assets.• Executed mutual fund trades, initiated portfolio rebalances, and articulated different order types to clients.

Alpharetta, Ga

• Designed data visualizations using various databases & software programs.• Analyzed and consolidated complex data using Microsoft Excel/Access.• Implemented an automated report-building process utilizing Microsoft Access.