Patrick Whaley Email & Phone Number

Boston, MA, US

Providence, Rhode Island, US

Workday implementation

Newton, MA, US

• Act as lead senior analyst for all budgeting, forecasting, and analysis of outpatient and surgical revenue (exceeding $1.2B gross revenue) across 70+ service lines. Track and present monthly financial results and key.
• Oversee assessment and tacking of annual capital requests for equipment and infrastructure improvements, totaling over $40M annually.
• Conduct ROI analysis to provide data-driven insights, recommendations, and presentations for business proposals involving investments exceeding $10 million in new capital equipment and service line enhancements.
• Play active role in multiple process improvement committees, including those related to Hyperion training and capital tracking standardization.

• Performed analysis supporting negotiations with insurance companies such as Blue Cross and Tufts Health Plan
• Implemented new Alteryx software streamlining data preparation and facilitating dynamic analysis of physician fee schedules
• Responsible for analyzing and reporting standard statistics from State regulatory agencies
• Primary point of contact for hospital personnel to field ad hoc data and analysis requests and clarifications of contractual reimbursement terms

Oakland, California, US

• Lead for maintaining 3-year forecasting models that accounted for all income statement items, staffing projections and inputs regarding expectations for the rapidly evolving healthcare market
• Collaborated with other departments such as marketing and accounting to gather timely, relevant data for ad hoc investigation of cost and patient trends to inform the executive planning process
• Worked closely with senior leadership to provide financial and operational analyses that assess regional performance metrics from 22 individual medical centers serving over 3.8 million members in Northern California
• Managed process reviews to improve and document workflow and internal processes as well as to automate production procedures for creating regional, departmental, and functional budgets and rolling forecasts

Washington, DC, US

Skilled at utilizing historical baseline data, pro forma financial statements, and input from management to project expected performance under alternative scenarios and quantify the impacts of specific economic eventsExperienced in creating dynamic, client-specific valuation models primarily under the income (DCF) and market-based approaches to perform.

Washington, DC, US

Master Of Business Administration (Mba), Accounting And Finance

Bachelor Of Business Administration - Bba