● Prepare and deliver monthly key trend reporting based on key metrics for 25 Senior Nursing (SNF’s) and Home Health facilities.● Responsible for month-end close, ensuring timely and accurate reporting, and providing meaningful variance analysis and commentary.● Extract data from various financial and clinical systems to analyze trends, identify outliers and proof to monthly financials identifying errors.● Work closely with departments leads in establishing meaningful KPIs for annual budget projections to achieve consistency and reasonability.● Prepare and calculate monthly sales commission for Home Health account executives ensuring compensation and bonus structure accuracy.● Identify any deficiencies within the monthly reporting process, strategize/design improvements with management and implement changes.

● Analyzed and resolved associated pricing discrepancy requests with operations and sales team associated with the managed loan pipeline.● Implemented new pricing methodologies with management to help optimize gain-on-sale and identify revenue inconsistencies.● Managed compliance requests from federal/state level governing agencies such as the CFPB and state exams throughout 40 licensed states.● Oversaw warehouse bank line relationships and coordinate funding availability reserves prior to delivery of loans to the investor.● Created, managed, and delivered reporting needs utilizing Microsoft Access for operational requests and completing daily task deliverables.● Closely monitored debt market fluctuations on MBS LIVE to help determine optimum sell pricing and execution of funded loans.● Managed TBA hedge positions and identifying when to purchase additional short positions to help mitigate market risk exposure.

● Researched and resolved impatient and outpatient billing payment discrepancies with insurance carriers in a deadline driven environment.● Uploaded healthcare contracts into the nThrive ERP system, auditing contract data uploads.● Facilitated corrections and updates on outstanding issues with our partner revenue cycle management team internal departments.● Supported management and healthcare plan negotiators by building and managing financial models to help illustrate and ensure the rate quotes received from the healthcare providers are market competitive before negotiations are completed.● Updated fee schedules based on insurance carriers revised contract terms and promptly delivered financial packages to insurance providers within the agreed upon timeframe.

● Collaborated with financial operations to test data against the Oracle database, identified discrepancies, and adjusted accordingly.● Evaluated dashboards and financial metrics, pinpointing inconsistencies and aligning with management on best practices.● Segmented the P&L statements, created Excel templates, and integrated modifications into Oracle Essbase.● Partnered with the Oracle admin team to refine backend scripts, ensuring accurate and reliable outputs during implementation.

● Provided financial accounting support for the Investment Global Portfolio Accounting Division. ● Teamed up with colleagues for the month-end close, ensuring all outstanding items were addressed within set deadlines. ● Assessed daily cash projections, pinpointed account variances, and guaranteed timely resolution.● Addressed discrepancies in security pricing and advised account holders on corrective measures.● Reconciled daily security assets with bank statements, adjusting for market variations, fees, accrued income, and client feedback.● Vetted foreign currency transactions, ensuring accurate projected cash balances and exchange rates before trade execution.

● Delivered financial support to uphold data accuracy for a publicly traded REIT.● Reviewed healthcare operator financial statements, standardizing formats and adjusting Excel templates.● Leveraged extensive data sets in Salesforce to craft insightful presentations for executive decision-making.● Compared client financial statements with HCP forecasts using Oracle’s Hyperion/Essbase to pinpoint and rectify discrepancies.● Managed month-end closing, ensuring a thorough review of journal entries and documentation within deadlines.

● Provided financial and accounting support for the UnitedHealth Group pharmacy division - OptumRx. ● Created pivot tables in SQL and Microsoft Access, reporting commissions and membership sales to senior leadership.● Managed monthly accruals, balanced GL accounts, and coordinated with departments to identify month-end adjustments.● Reviewed income statement balances, inputting adjustments and correctly allocating log expenses across cost centers.