Jordan Ly Email & Phone Number

Arizona, United States

Collaborate on monthly financial variance reporting/close packages, identifying key variances to forecast, budget, prior years, as well as risks & opportunities.Understand detailed financials, analyzing trends, researching issues, and responding to financial inquiries.Interface with business development, IT, finance, and accounting partners to ensure accurate data & information gathering.Lead operational expense reviews with key stakeholders & executive team.Responsible for… Show more Collaborate on monthly financial variance reporting/close packages, identifying key variances to forecast, budget, prior years, as well as risks & opportunities.Understand detailed financials, analyzing trends, researching issues, and responding to financial inquiries.Interface with business development, IT, finance, and accounting partners to ensure accurate data & information gathering.Lead operational expense reviews with key stakeholders & executive team.Responsible for various weekly, monthly, quarterly, and annual financial reports and distribution to stakeholders of all levels within the organization.Implement process & reporting improvements that align with business needs.Prepare forecast & budget assumptions, allowing for adjustments through collaboration with key stakeholders.Coordinates department wide forecast & budget data uploads into financial systems for presentation purposes. Show less

Irvine, California, United States

Support the sales, marketing and client service departments through management of internal resources, project tracking abilities and close adherence to deadlinesManage opportunities by strategically building or managing projects and new business proposals to support opportunity conversionCollaborate with Business Development and Client Development Directors to create and implement comprehensive strategies, systems, tactics, metrics, budgets and support sales revenue targetsAnalyze… Show more Support the sales, marketing and client service departments through management of internal resources, project tracking abilities and close adherence to deadlinesManage opportunities by strategically building or managing projects and new business proposals to support opportunity conversionCollaborate with Business Development and Client Development Directors to create and implement comprehensive strategies, systems, tactics, metrics, budgets and support sales revenue targetsAnalyze business processes and collaborate cross-functionally to streamline Show less

Analyze current and past trends in KPI’s including revenue, cost of sales and expensesMonitor performance indicators, highlighting trends and causes of unexpected variancesProvide Monthly, Quarterly and Ad-Hoc reporting with a focus on information clarityRecommend financial actions by assessing options in relation to organization goalsCreate and implement financial action plans for project managersGenerate and post invoices with review of contracts for accuracySupport… Show more Analyze current and past trends in KPI’s including revenue, cost of sales and expensesMonitor performance indicators, highlighting trends and causes of unexpected variancesProvide Monthly, Quarterly and Ad-Hoc reporting with a focus on information clarityRecommend financial actions by assessing options in relation to organization goalsCreate and implement financial action plans for project managersGenerate and post invoices with review of contracts for accuracySupport management team and Heads of Department with data-driven analysisOperate with confidentiality when handling both corporate and client information Show less

Irvine, Ca

Collaborate with multiple departments and internal resources as it pertained to salesProvide travel logistics during key sales events such as CESCreate powerpoint and word proposals for clients and prospectsFacilitate contracts such as NDAs, MSAs and SOWs/SAsCoordinate RFP response documents with multiple departments and decision makersPerformed lead generation activities through phone, email and online researchCross-functional work with Marketing and Finance department… Show more Collaborate with multiple departments and internal resources as it pertained to salesProvide travel logistics during key sales events such as CESCreate powerpoint and word proposals for clients and prospectsFacilitate contracts such as NDAs, MSAs and SOWs/SAsCoordinate RFP response documents with multiple departments and decision makersPerformed lead generation activities through phone, email and online researchCross-functional work with Marketing and Finance department on corporate initiatives Show less

Santa Ana, California

Advantmed is an industry leader in providing nationwide Medical Record Review featuring services such as: Record Retrieval, Healthcare Effectiveness Data and Information Set HEDIS Abstraction, ACO Abstraction, and HCC / HHS coding for Risk Adjustment projects such as Retrospective Chart Reviews, Commercial Exchange Coding and Independent Validation Audits. In addition, Advantmed provides RADV support, Member Outreach, and Record Centralization for our health plan and provider group clients.