Jeff Mcneil Email and Phone Number
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Focused individual with extensive knowledge of data analysis, system integrations, advanced reporting, and communication. Begun a career as an accountant and promoted to operations manager, subsequently positions were focused on senior analyst in a variety of industries like insurance, medical and consumer technology. Expert at Excel, Salesforce and a host of other ERP & CRMs. Financial and operational analysis are the corner stone of the expertise I bring to the table.I enjoy working with operations teams in creating efficent workflows to solve root cause problems found in the analysis. After the implimentation of these changes, post-go-live reviewing of the changes shows that most porject s have double digit increases in productivity or decreases in expenses. While supervising teams of data entry peronsell or customer service reps, I was able to raise their engagement levels and increase positivity in the company culture by listening to team members and finding unique solutions to difficulties within the department.In my off hours I enjoy family time with my wife and 2 children doing Scouting, creative art and travel. We also enjoy day trips to local theme parks like Disneyland, Legoland and San Diego Zoo. I am involved with the school Parent Teacher Organziation as their President, and feel strongly about the opportunity that education is the best way to grow and become a productive member of the community.
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Senior Accounting Systems AnalystPacific Summit Energy Llc Nov 2024 - PresentIrvine, Ca, Us -
Senior Data AnalystMonoprice May 2023 - Aug 2024Brea, California, Us• Budget Projections for $50 Million sales B2B group based on pipeline sales• Increased in-stock days by 17% based on analysis of sales trends and prioritization of purchase orders• Demand planning and forecasting for 12 months of inventory & sales• Inventory management for run-rate, turn times, and warehouse volume for 4,000+ SKUs• Analysis of supply chain delays and data configuration errors• Hubspot service module implementation with a team of 6 staff members• CRM Hubspot Administrator including data loading and mass edits of 200,000 contacts• Hubspot sales workflow creation & automation increased lead contact rates by 26%• Report writing for middle and upper management on quarterly and annual basis• Tableau Report Creation & Maintenance -
Senior Sales AnalystNvision Eye Centers Nov 2021 - May 2023Aliso Viejo, Ca., Us• Auditing of compensation statements for 900 co-managing medical providers.• Knowledge of the NextGen medical system for proper attribution and tracking of co-management fees for optometry services. • ERM Data integrity cleanup with 20% of records with errors that were corrected. • Savings of $192,000 from weekly audits of compensation statements for third party vendors• Salesforce case management workflow creation, automations and process building for streamlined and efficient task handling• Reorganization and rebalancing of territory assignments covering all California zip codes for 15+ field representatives based on count and revenue volumes.• PowerBI report liaison between operations and IT to ensure proper accounting for all leads, surgeries and follow-ups.• Reduced transaction payment errors for payments by 85% over 6 months with root cause analysis and department re-trainings• Certified Salesforce Administrator and analyst reporting to the Chief Development Officer• Project manager for Salesforce integration of Marketo marketing software -
Senior Managed Care AnalystEverest Insurance® Sep 2019 - Jul 2021Warren, New Jersey, Uso Worker’s compensation medical management dept business analyst using Power BI & Riskonnect.o Pharmacy PBM audit of $15 Million found over $250,000 in contract pricing errors, refund issued.o Medical Bill Review contract audit found $325,000 in over-bills fees not specified in the contract, refund were issued back to Everest.o Claims projections, forecasts, and analysis lead to client focused engagement improving medical outcomes.o Team lead for marketing analysis leading to winning contracts for over $200 Million in premiumo Claims Analyst for book of business on claims exceeding $500 Million in 2020.o Medical Provider Network coordinator and oversight of network doctors. Responsible for provider terminations and regional coverage compliance with the State of California. -
Managed Care SpecialistEverest Insurance® Oct 2017 - Sep 2019Warren, New Jersey, Us• Team lead for AI software integration of SWIFT technology on workers compensation claims.• Management of the Medical Provider Network (MPN) and choice of providers within it. • Quarterly Executive Reporting for VP and Senior VP of the division for monthly, quarterly & annual basis. • Outcome analysis and variance auditing of claims for workers compensation.• Third-party Administrator (TPA) analysis completed for physical therapy, transportation & pain management subgroups to find optimal outcomes for patients.• Analyst for independent premium reviews for claims severity and frequency• Advanced Excel pivot table and formula use to find patterns of behavior in workers compensation claims. -
Operations ManagerHome Shield Insurance Solutions Aug 2015 - May 2017Santa Ana, Ca, Us• Created the business plan, advanced 5 year variable pro-forma budget in Excel, market research reporting to the CEO.• CRM and Policy Management systems Installation, Project Manager for AMS360 and PL Rater.• Monthly General Ledger posting, Accounts Payable, Accounts Receivable, Trial balance and P&L creation.• Business analyst for partnerships over 100 banks/mortgage companies.• Financial Modeling of a tiered sales agent compensation plan.• Regulatory licensing documents filing, including my personal California P&C Insurance Broker License.• Responsible for daily operations, hiring and terminations, and vendor management..• CFPB, QMR, RESPA, TRID, FCRA, FACT, CA FIPA SB-1 Compliance for solicitation of leads.• Insurance compliance for Dodd-Frank Act and Gramm-Leach-Bliley Acts pertaining to Mortgage Industry• Document creation privacy policies, affiliated business disclosures, CA SB-1 Opt-In documents -
Operations ManagerFirst American Property & Casualty Insurance Agency Jan 2013 - Jun 2015Santa Ana, Ca, Us• Managed 12 employees in admin, data entry and CSRs in two offices, CA & FL.• Accounting department liaison for month-end process including journal entries, accounts payable, accounts receivable, intercompany concur charges, revenue report analyst and income statement review and approval.• Created, and published analysis of financials, budget forecasting and cost center allocations.• Project Manager for new VOIP phone system which decreased wait queues by 13%, automated home insurance quoting via XML interface increasing efficiency by 26% by and Access database reports with SQL queries to expand leads by 7%. • Initiated customer touch-point e-mail surveys, letters and social media marketing campaigns which increased retention by 4.7%• Regional expansions of operations into new states & lines of business to increase sales conversions by 28% year-over-year.• Automated business analytics with VBA/Macro enabled report creation. -
Supervisor Of Agency & Technical AccountingFirst American Property & Casualty Insurance Agency Jun 2010 - Dec 2012Santa Ana, Ca, Us• Supervised two employees for month-end journal entries & formal financial statement creation under GAAP rules for a $40 Million insurance agency arm, First American Property & Casualty Insurance Agency.• Prepared & posted JEs, reviewed and closed month-end for the Insurance Agency profit centers.• P&L creation, review and submission to Controller for consolidation to corporate accounting system.• SOX compliant procedures & Tri-annual audit assistance along with internal auditors from PWC and Deloitte.• Performed variance analysis for month-end and provide explanations to Controller for talks with CEO & CFO.• Completed Analysis of Agency’s lead source to increase available prospect by 17%• Year-over-year analysis of sales activity within the Insurance Agency.• Annual Budget creation for both premium and expenses for Controller review for both carriers & agency.• Created, in concert with the Sales Director, new tier compensation model for insurance sales agent.• Promoted to Operations Manager of the First American Property & Casualty Insurance Agency. -
Accounting TechnicianFirst American Specialty Insurance Company Aug 2006 - Jun 2010• Generating & analyzing over 100,000 claims with both direct and ceded Paid Losses, ALAE, ULAE & IBNR including Schedule P for statutory annual reporting to state insurance departments.• Created LEBL (Loss & Expense triangles By Line of business by accident year) as basis for setting IBNR.• Quota share & excess-of-loss reinsurance contract premium calculations & billing.• Statutory Schedule D and 10-Q reporting for investments using CAMRA D and Hyperion Software systems.• Creation of annual budget premium forecast worksheets for Controller review.• AR reconciliation of all 60,000 home insurance policies. Including review of bad debts, write-offs.• Lead accountant for GL conversion to an enhanced profit center & department coding structure.• Unclaimed property manager for input, monitoring and filing with various state government agencies.• Enhanced accountant JE speed & accuracy by implementing macro based worksheet entry & cross check.• Promoted to Supervisor once confirmation of my bachelor’s degree from CSU Fullerton was completed.
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Accounting ClerkFirst American Specialty Insurance Company May 2003 - Aug 2006o Accounts payable vendor manager, input, corrections & TIN matching/verification.o Catastrophic wildfire loss claims reporting $65 Million in losses billed to reinsurance carriers GenRe/Benfield.o 1099- MISC creation, reconciliation, mailing & Filing with IRS. B-Notice review, filing & monitoring.o Claims report from AS400 data extracts, Direct Loss and ALAE detail & summary files for accountants to prepare JEs for posting
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Billing ManagerInfinology Corporation Jan 2002 - May 2003Infinology was a website hosting company. Promoted to AR Manager from Level 2 Technical Service Rep with one direct subordinate and six indirectly managed customer service representatives. Responsible for authorizing and processing charges for over 7,200 accounts. Implemented and processed charge back procedures and disputes winning 70% of them. Daily cash settlement increased 200% in 6 months with a 2% increase there after each month.
Jeff Mcneil Skills
Jeff Mcneil Education Details
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Cal State Fullerton, College Of Business And EconomicsBusiness Administration With A Concentration In Accounting -
Orange Coast CollegeAccounting
Frequently Asked Questions about Jeff Mcneil
What company does Jeff Mcneil work for?
Jeff Mcneil works for Pacific Summit Energy Llc
What is Jeff Mcneil's role at the current company?
Jeff Mcneil's current role is Senior Data Analyst skilled in Sales Reporting and Data Integration.
What is Jeff Mcneil's email address?
Jeff Mcneil's email address is je****@****tam.com
What schools did Jeff Mcneil attend?
Jeff Mcneil attended Cal State Fullerton, College Of Business And Economics, Orange Coast College.
What are some of Jeff Mcneil's interests?
Jeff Mcneil has interest in Science And Technology, Environment, Expanding Training In The Workplace, Streamlining Summary Processes.
What skills is Jeff Mcneil known for?
Jeff Mcneil has skills like Microsoft Excel, Customer Service, Insurance, Invoicing, Leadership, Accounting, Data Entry, Management, Property And Casualty Insurance, Microsoft Word, Customer Satisfaction, Excel.
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