Lori Keller Email and Phone Number

Develop and maintain dashboards and reporting around key revenue cycle metrics and operational work flows, including AR Days/DSO, AR > 90, Production/charge trending, collections and follow-up, clean claim rate, rejections, denials, and write offs. Create custom prioritized work queues and job aids as well as exception reporting to identify target accounts and gaps/issues with workflow. Assist clients in BI tool selection process by maintaining working knowledge of BI tools such as Power BI, Tableau, Domo, etc. and defining current client needs and prospective long term goals and needsResponsible for business requirements gathering and translating operational needs into technical requirements for BI teamPerform data validation procedures by querying SSMS and Snowflake data warehousesDevelop data models using complex SQL queriesDevelop and maintain dashboards in Tableau and Power BI to meet client needs and provide actionable insightsPerform Tableau admin and Power BI responsibilities such as site and project creation (Tableau) and Workspace and app creation (Power BI), user and group management, permissions, and refresh schedulingComplete ad-hoc reporting via complex SQL queries to provide answers to key business questionsProvide training and technical assistance to BI team in areas of SQL, Tableau, Power BI, excel, healthcare operations, and softskills such as communicationFacilitate collaboration with cross-functional teams to ensure consistent communication on outstanding items and forward progress on existing projects. Teams include operational stakeholders, ETL team, BI team, QA team, and executive leadership.Provider status updates to key stakeholders and leadership and escalate issues as required

Led and managed team of 7 BI developers, including global contractorsServed in Scrum Master, Product Owner, and Business Analyst for back-end revenue cycle services analyticsUtilized Azure DevOps to manage scrum processDeveloped reporting packages in Power BIPerformed Power BI Admin duties such as scheduling refreshes, managing content and permissions, and troubleshootingProficient in SQL query and stored procedure development utilizing complex modeling logic to include temp tables, CTEs, while loops, aggregation, data parsing, and more.Utilized database functions to create and maintain custom mapping tables, data snapshot tables, etc.Provided training to BI team and non-technical staff in the areas of SQL, SSRS, Power BI, and ExcelProvided training to BI team on healthcare operations in areas such as Billing, Denials, AR ManagementHeld HFMA CRCR CertificationCollaborated with Operations teams and internal clients on process and systems improvements needed to provide reporting

Identified business improvement opportunities and developed streamlined processes so reporting can be completed more efficiently and effectivelyAnalyzed client data to develop projection models for sales assessments and collaborated with sales team on sales presentationsCollaborated with finance department in development/improvement of pricing modelsDeveloped automated tools for tracking and monitoring employee QA and productivityDeveloped and maintained reports and subscriptions in SSRS Report ServerDeveloped packages in SSIS for ETLDeveloped and maintained VBA-automated reporting processes in excel and SQLEstablished and maintained Tableau Server dashboards for KPI reporting, internal operations reporting, etcKnowledgeable of back end revenue cycle operations such as Billing, Denials, and AR ManagementSix Sigma White Belt Certified

Developed numerous departmental KPI dashboards utilizing complex functions/macros to create an automated executive summary for tracking and trending metrics. Streamlined routine reporting across all departments.Coached and mentored client staff on use of MedAssets products and data collection processesDeveloped and maintained internal and client Action Items Logs. Provided effective means to track and follow up on urgent or outstanding issues.Coordinated and led internal managerial meetings with MedAssets Vice Presidents and DirectorsModeled baseline data and determined financial improvement for client engagements for invoicingData AnalysisImplemented process improvement strategies to streamline existing data collection and analysis effortsOwnership of internal metric documents and analysis to be communicated to team and executive-level managementCreated and monitored excel trackers to trend KPIs and identify issues causing spikes in dataPerformed data mining using queries in SQL database systemInvestigated & validated discrepancies in data using Excel, Receivables Manager, XClaim, Meditech, and BIPAS software systemsProject ManagementDeveloped and maintained SharePoint sites used for centralized file management, document control, and application services. Provided for more efficient coordination of standard organizational assets used on current and future projects and enabled entire team to collaborate and maintain project deliverables and key documentation.Maintained “War Room” environment where visual management techniques are employed to communicate Project Schedules, Milestones, KPIs, Project Calendars, Issues and Risks, etc.Conducted education sessions on topics including: business writing, document standardization, Microsoft Project and ExcelResponsible for development of all executive-level presentations, supporting documents, Status Reports and other deliverables

Worked as a contractor providing data analysis using Microsoft Access, Excel, and customized VBA macros for international grocery retailer.