• Create and maintain short and long-term planning and forecasting financial models • Conduct bi-monthly sales and revenue review meetings to ensure alignment of forecast and opportunity pipeline• Support ongoing P&L, commissions and monthly closes processes

• Vendor and PPO Integration: Exchange data requirements for incoming and outgoing various files such as eligibility, claims, provider network information. QA development programming with data extracts via SQL, Excel and other tools before approving production implementation.• Compliance Reporting: Provide data and analysis for various government compliances and fee submissions, such as PCORI, Transitional Reinsurance Program (TRP) and Employer Provided Healthcare Reporting (IRS). Developed Excel solution for TRP to calculate all counting methods and leverage the lowest fee for each group.• Business Requirements: Conduct requirements gathering interviews and document system provisions. In addition to requirements, documentation can include data modeling, screen mockups and sample reporting. Manage development, change management and testing for projects.

• Revenue Forecasting & Reporting: Work closely with Sales to forecast customer revenues and product trends for annual budget model that links to the cost side of the business and obtains profit margins and EBITDA. Create financial presentations and reports for financial institutions, Board of Directors and potential investors. Manage monthly quotas for Sales department• Project Management: Oversee company initiatives and major projects, from conception to implementation. Management includes resources, time and budgetary components• Billing & Distribution: Direct our customer billing and agent network compensation departments. Handle escalations as necessary• Quality & Metrics: Manage our cross-company metrics program that tracks KPIs set by our executive team, conduct monthly and quarterly reviews and ensure ISO compliance• Facilitate Executive Roundtables: Administer our inter-department executive meetings to review projects, initiatives, budgets, development, staffing and operational goals• Implemented various savings programs: Remote scanning ($700K annual savings), renegotiated expedited shipping contracts and office supplies (30% annual savings each), redesign of network utilized forms ($200K annual savings)

• Managed team of administrators to create all contracts, addendums, pricing increases and special notifications to our customers and agent network• Developed and implemented database to track all contract activity and outstanding requests• Continued to manage IT development and migration from legacy mainframe system

• Hired to spearhead the separation of HomeDirect from the previous owner's legacy systems• Coordinated the collection of system and program requirements, documentation and approvals with steering committees and functional owners • Managed a group of application developers and project managers to obtain end-to-end design, testing and implementation of new web based engine for customer rating and order management• Migrated company's information systems to a scalable and leading technology solution ($1.1MM annual savings)

• Job scope included all areas of technology responsibility, including purchasing, implementing and maintaining company's servers, software and network architecture, voice and telecom systems and disaster recovery• Research and reporting of technology investment options for client portfolios

• Maintained client information systems, including servers, office and mobile products and networks • Provided various services, including troubleshooting, planning, upgrading and implementing new hardware, networking architecture and software• Focused primarily on Windows platforms. Contractual support of Mid-Continent Capital, in addition to other small and midsize firms

• Coordinated the iDEN Q-Gate process to effectively define product milestone requirements and technology features road map• Managed multiple Motorola and third party teams to ensure completion of software/hardware deliverables to customer, Nextel• Facilitated timely completion of product development activities from feature conception to beta acceptance

• Supplied system analysis and project management of new product and feature implementations• Managed development and quality assurance testing for Commission Tracking, Inventory Management, and Pre-Pay Customer Management systems• Defined commission plans for Direct and Indirect Sales and the development of an online Commissions Tracking System• Hired a Commissions Team and worked with internal and external parties for training and integration into the local and national markets

• Managed finance team responsible for calculating sales commissions, FCC licensing compliance and customer contractsARDIS: Senior Network Systems Analyst, 1991 to 1994, Lexington, KY:• Provided escalated level support for national network of 1400+ wireless base stations• Performed statistical analysis for Marketing & Sales of customer RF coverage• Designated SAS (statistical software) Technical Coordinator