Director, Financial Planning and AnalysisResponsible for the following:• Coordinate and oversee the compilation of the annual administration budget• Supervise and monitor the budget to actual financial activity throughout the year and reforecast both current and future year results accordingly• Provide financial analysis and guidance on a myriad of things affecting the company from a financial perspective• Supervise the preparation and analysis of all corporate funding requests Key Contributions: 1) Oversaw the creation of a Position Control Process that that allows the company to better track and report on budgeted and actual positions, allowing for greater understanding and management of staffing costs. 2) Oversaw the creation of a cost model that allows the company to allocate costs to each of its products and better evaluate profitability by segment.

Associate Vice President, University Budget and Financial AnalysisResponsible for the following:• Coordinated the university’s annual budgeting process for all campuses• Supervised and monitored the budget to actual financial activity throughout the year and reforecast both current and future year results accordingly • Provided financial analysis and guidance on a myriad of things affecting the university from a financial perspective• Served as the University representative to various Ohio Department of Higher Education working groups as requested and served on the university’s Lean committeeKey Contributions: 1) Created a means by which all university financial activity, both budgeted and unbudgeted, could be translated into the year-end, audited financial statements for purposes of both current year and multi-year analysis. In addition to forecasting the audited income statement and balance sheet, our team included in this analysis all key financial ratios that determine the composite score (A key metric of financial performance in higher education). 2) Oversaw the development of a “Program Cost Review”, that allowed for each dean to determine the financial performance of every academic department in the university.

Director, Financial Planning, Eligibility & Billing, and Accounts ReceivableResponsible for the following:• Oversaw the company’s Financial Planning, Payroll, Accounts Receivable, and Eligibility functions for the company which included premium billing and collections• Supervised the preparation of the annual budget, actual to budget reporting, and board presentations• Supervised the creation of various financial modeling tools used for strategic initiatives, financial planning, and variance analyses• Prepared monthly and quarterly projectionsKey Contributions: 1) Created and Led an effort to renegotiate all material contracts throughout the company, saving the company $1.2M in the subsequent year. 2) Restructured areas of responsibility to allow for a dedicated IT programmer (In a budget neutral fashion) to automate a myriad of outdated processes in lieu of addressing the problems with additional staffing.

Manager, Financial Planning and Accounts ReceivableResponsible for the following: • Oversaw the company’s Financial Planning, Payroll and Accounts Receivable functions• Managed the preparation of the annual budget, actual to budget reporting, and board presentations• Developed a wide array of financial modeling tools used for strategic initiatives, financial planning, and variance analysisKey Contributions: 1) Identified processes in the accounts receivable area that were causing billing errors and created and implemented signoff procedures that eliminated these errors completely. 2) Created an automated allocation methodology that allowed for the ability to separate costs by entity.

Manager, Financial PlanningResponsible for the following: • Managed the preparation of the annual budget, actual to budget reporting, and board presentations• Developed a wide array of financial modeling tools used for strategic initiatives, financial planning, and variance analysis• Oversaw the payment of Broker CommissionsKey Contributions: 1) Led a team responsible for the thorough review and implementation of all processes and procedures required to accommodate the vast array of changes outlined in the ACAhealthcare law.

SR Financial AnalystResponsible for the following: • Worked with senior management and other system executives to prepare all aspects of the annual budget• Prepared annual budget reports and board presentations• Collected, analyzed, and interpreted numerical and statistical data, organized and formatted data, and prepared conclusions and forecasts to assist with decision makingKey Contributions: Worked with the COO and CFO to develop a pro-growth broker commissions program with incentives for new sales and retention. Once finalized, created a database and mapped out automated processes to administer the new program.

Financial Analyst Responsible for the following: • Assisted with the preparation of the revenue and expense portions of the annual budget• Reviewed and prepared explanations of all monthly revenues and expenses against budgeted and projected data for purposes of analysis and reporting• Prepared actual to budget analysis for review with department heads and senior managementKey Contributions: 1) Developed a database that calculated the company’s accounts receivable aging and streamlined the reconciliation process. This innovation was very successful and was utilized for the month end close process as well as quarterly and year-end audits. 2) Chosen by the CFO to be certified as a Lean Facilitator and have facilitated and participated in various Lean events.

Staff AccountantResponsible for the following: • Prepared financial statements • Calculated monthly broker commissions • Prepared monthly broker reportKey Contributions: 1) Enhanced a broker commissions operation that historically took five to seven business days to complete; and streamlined the process to complete in roughly two hours.