Jeremy Baumann Email and Phone Number

Responsible for driving annual and monthly forecasts for several different areasEnsuring financial accuracy by conducting deep dives into financial data and doing trend analysis and reallocating expenses when neededImproved monthly forecasting by providing insight into expenses that have been overlooked Managed Capital Expense reports for the engineering group which resulted in 2017 being the first year that there was no carryover spend into 2018 allowing more projects to be funded.Developed methods to reduce year over year carryover spend

Project lead• Partnered with IT to improve invoicing process that resulted in a reduction of defects by 40%• Decreased lead time by 75% by implementing automation for enrollment reporting process• Coordinated a cross-departmental project to reduce non-reconciled accounts from 100,000 to 5,000. • Prioritized refund workflow through 2 focus factories, which saved 350 man hours• Collaborated with the inquiry team to improve workflow that resulted in a 20% reduction of lead time on payment inquiries• Demonstrated the deficiencies of the retail billing software to leadership which resulted in re-evaluation and the implementation of a new retail billing system• Developed metrics for retail billing refund reporting• Managed a team of 5 professional to develop new account cross departmental reports• Developed corrective action plans for accounts that were audited by the federal government• Identified issue with duplicate refund check disbursements and championed work with internal IT team to debug and resolve the issue saving otherwise wasted revenue• Identified through end to end testing of the new automated refund process and discovered critical defects that resulted in a redesign of the automated refund process• Performed quality checks on ad hoc reports to ensure accuracy resulting in no rework on future reporting requests• Lead time study project to develop Service Level Standards in Retail Billing

• Developed new billing system to align with government regulations for healthcare services• Established an economical interim solution for determining refunds for clients, while a more permanent solution could be created• improved lead time by 150 man hours a year, through the development of enhanced refund system requirements • Prevented crucial defects from being replicated in new core financial system by managing the end to end testing for refunds, invoicing, and cash applications• Educated personnel on the identification and solutions to resolve issues which decreased production fallout by an average of 2% a month

• Managed billing account management for the second largest account• Decreased cycle time from 10 to 3 days, through improvements to billing process, which resulted in annual savings of $8,000• Formalized processes by training and mentoring colleagues in the billing system operations• Primary auditor for financial transactions on member accounts, during which, lead times on sending out invoices to customers were reduced by 20%• Lead a process improvement initiatives including the development of operational standards and training materials