James M. Email & Phone Number

Boston, Massachusetts, US

Boston, MA, US

• Massachusetts General Hospital (MGH) Partners Health Care, Boston, MA
• Provided visit volume reports for overall visits, individual practices, and individual providers
• Managed patient satisfaction reporting process, collaborating with Press Ganey, creating standardized and ad hoc reports
• Managed monthly ACD journal transfer process; communicating between MGH budget office, central accountants and 10+ department based on data analysis
• Developed process improvements, including one for Care Redesign, to track patient interface

Basel, Baselstadt, CH

• Vaccines and Diagnostics ("V&D") Procurement.
• Generated 14+ distinct financial reports in MS Access, SAP and Excel for “Spend, Savings, and Purchase” exception reports
• Provided monthly Executive Dashboard reporting, including forecasted) for Global e-auctions in Emptoris, Spend, Savings
• Created SAP BI Data Warehouse reports for reconcilement by Procurement Managers in UK, Italy, Germany, US, and China
• Reconciled monthly Direct and Indirect Operating and Capital Spend (~$100M USD) and Savings (~$7 M USD) at Novartis Commodity Code Level, Loaded Spend (~$100 M USD) and Savings (~$7 M USD) to Corporate Group Data.

Westwood, Massachusetts, US

• NSTAR – Energy Efficiency Program, Westwood, MAMarketing Database Administrator
• Developed Energy Efficiency Customer Marketing Database for commercial, industrial and residential accounts for Electric and Gas usage and for Energy Efficiency Savings Measures for marketing segmentation
• Wrote complex SQL Navigator queries to extract data from Energy Efficiency Tracking System (eTRAC)
• Developed ad hoc database to scrub and manipulate data from Customer Information System (CIS) and SAS data files
• Collaborated with Experian to generate reports analyzing demographics of 200,000 NSTAR Residential customers to market for Electric and Gas Energy Efficiency Program participation

London, London, GB

• Smart Grid Program, Waltham, MA
• Worked with Project Mangers and Procurement staff on a number of critical Research and Development prototype electrical energy systems
• Wrote Project Investment Proposals and Total Cost of Ownership Investment models for Project funding
• Participated in all aspects of Project Management including negotiating with third party vendors to establish pricing and service delivery
• Provided business requirements documentation following National Grid Solution Delivery Process

New York, NY, US

• Health & Benefits Client Services Analyst, Norwood, MA
• Analysis of American International Group (AIG) and Springleaf (American General Finance) Client Carrier file data and reconciliation of error reports using MS Excel and Access
• Management of client data using proprietary Health Benefits Workstation
• Correspondence with vendors to improve the delivery of client data (United Health Care, Aetna Medical & Dental, Hartford Insurance, Careington, National Vision Association etc.
• Preparation and delivery of Client Carrier file data on weekly basis through FTP protocol
• Query data warehouse using SAP/Sybase Infomaker query tool

Boston, MA, US

• Santander Investment Products, Private Banking and Lending, Boston, MA
• Designed/developed databases for reconciliation of LPL Financial customer account data for all 770 Sovereign locations
• Fidelity Investments, Mass Financial Services, Oppenheimer funds, Harford Insurance, Met Life, New York Life, Pacific Life, Sun Life and Jackson Financial

Boston, MA, US

• Liberty Mutual Group Agency Markets, Boston, MA
• Provided analysis of Agency and Agent license data for reconciliation with the Office of Corporate Compliance
• Extracted and analyzed large data sets from Liberty Mutual data repository for license validation with outside vendors
• Developed functions using Excel and MS Access to parse and validate license data

Charlotte, NC, US

• Bank of America, Finance & Performance Measurement Technology, Boston, MA
• Performed monthly regression testing/defect resolution of key Basel II data elements; reported/tracked anomalies and defects
• Wrote SQL test scripts to extract and reconcile financial data from Data Warehouse; provided SOR analysis of bank databases
• Reviewed/verified critical Basel II data elements to GL to ensure accuracy of credit risk information for Regulatory Reporting

Boston, MA, US

• Fidelity Investments, Risk Oversight, Boston, MA
• Provided database and reporting for Vice President of Risk Oversight
• Developed MS Access database with MS Excel interface for project management tracking and reporting
• Provided ad hoc querying and reporting for more than 100 projects in all lifecycle stages

Boston, MA, US

• Executive Office of Health and Human Services - MassHealth, Boston, MA
• Developed annual Medicaid reimbursement rates for contract between MA Medicaid and ±68 Massachusetts
• Participated in negotiations with key stake holders: Governor of MA, Legislature, Medicaid Director and Legal team, Office of Purchasing Strategy and MA Hospital Association
• Developed reporting for analysis of Acute Care Hospital program; contributed to development of MassHealth Data Warehouse
• Developed reports for analysis/reconciliation of outpatient patient paid claims for 6-year period with $500+ M in dispute; analysis included queries of 10+ Gigabytes data sets involving custom programs to summarize 40+.
• Provided MassHealth Executive staff and MA Attorney General’s Office with data analysis to defend MassHealth lawsuit

Boston, MA, US

• Executive Office of Administration and Finance (A&F) - Fiscal Affairs Division, Boston, MA
• Developed database front end for Managing for Results Initiative project (ODBC linked tables managed by MA ITD)
• Created custom SQL Views for state agency budget personnel to access A&F, Fiscal Affairs budget data
• Wrote queries using Structured Query Language (SQL) to extract data from Information Technology Division (ITD) data warehouse which included MMARS and HRCMS data
• Developed programs for data manipulation with custom procedure/functions to analyze Spending and Revenue data
• Developed/maintained menu-driven report selection for A&F Budget Analysts for all cycles of budget lifecycle: Governors proposed budget; House Floor and Final; Senate Floor and Final; Conference Budget, Governor’s Veto.

Boston, MA, US

• Executive Office of Health and Human Services - Department of Transitional Assistance, Boston, MA
• Developed statewide Homeless Tracking System for people temporarily housed by Commonwealth in hotels and shelters
• Developed weekly/monthly executive management reports for evaluation of hotel and shelter populations (hotel caseload of ±1,000 families; family shelter caseload of ±500 families and individual shelter caseload of ±800)

Bachelor Of Arts, Political Science And Government

Graduate And Undergraduate Course Studies

Education record