Mary Short Email and Phone Number

-Develop complex financial proformas for University of Iowa Health Care strategic initiatives and provide/present accurate and timely reporting to upper level management-Oversee CARTS effort reporting tool & lead CARTS committee to gain departmental feedback for system overhaul-Develop, support and oversee various physician analytics tools including provider P&Ls, faculty recruitment and national benchmark survey submissions-Analyzes financial data and defines relevant information;… Show more -Develop complex financial proformas for University of Iowa Health Care strategic initiatives and provide/present accurate and timely reporting to upper level management-Oversee CARTS effort reporting tool & lead CARTS committee to gain departmental feedback for system overhaul-Develop, support and oversee various physician analytics tools including provider P&Ls, faculty recruitment and national benchmark survey submissions-Analyzes financial data and defines relevant information; interprets data for the purpose of determining past financial performance and/or to project a financial result-Maintain effective working relationships with finance teams to continue collaborating on projects Show less

​Financial Analyst – Healthcare Finance/Accounting​ ​-Develops & presents financial proformas for an array of company initiatives​-Completes monthly close processing-Leads and coordinates the annual budget process-Accumulates and prepares data for monthly and Ad Hoc analytical reports-Resource for financial information for senior, middle management & physicians-Conduct training on budgeting software, Kaufman Hall with management/directors​-Audits clinics cash/credit… Show more ​Financial Analyst – Healthcare Finance/Accounting​ ​-Develops & presents financial proformas for an array of company initiatives​-Completes monthly close processing-Leads and coordinates the annual budget process-Accumulates and prepares data for monthly and Ad Hoc analytical reports-Resource for financial information for senior, middle management & physicians-Conduct training on budgeting software, Kaufman Hall with management/directors​-Audits clinics cash/credit card batch reports on a monthly basis​-Collaborates with finance team to help with various projects​ Show less

-Completed complex financial plans for clients and prospects-Gathered, computed, researched and analyzed data and reports-Integrated custom solutions to meet the needs of high net worth clients-Assisted Regional Bank President with special projects on as needed basis-Provided client service and operational support to Senior Portfolio Managers-Conducted training on financial planning software-Prepared client presentations for portfolio performance reviews-Compiled… Show more -Completed complex financial plans for clients and prospects-Gathered, computed, researched and analyzed data and reports-Integrated custom solutions to meet the needs of high net worth clients-Assisted Regional Bank President with special projects on as needed basis-Provided client service and operational support to Senior Portfolio Managers-Conducted training on financial planning software-Prepared client presentations for portfolio performance reviews-Compiled data for monthly, quarterly, annual reports for Foundations-Collaborated with the Compliance to ensure exceptions on accounts are resolved Show less

-Managed 200 to 300 cases at any given time-Demonstrated a strong ability to multitask and remain organized-Completed four cycles of training resulting in two promotions-Performed consistently at 95% or above for quality scores-Recognized by management as a top performer on accuracy and efficiency