- Automated Cash Application process for 300+/day transactions, cleans up data, matches, and creates importable JEs to accounting software; Advanced SQL logic used; eliminating 1 FTE.- Developed the first advanced on demand dashboarding via Azure and PowerBI for Senior Sales and Executive leadership; Liaising as necessary to make updates and subsequently lead training sessions.- Cleanup & optimize data warehouse to streamline reporting needs; worked closely with IT, consultants, and end users.- Generated and analyzed monthly KPI’s to the Private Equity and C-Suite; Researched with Operational Depts on explanations for off trend variances.- Worked closely with Accounting team; Assisting on Month End close data pulls, recons, and assorted assistance needed- Created reporting for yearly audit to streamline requests for data testing- Ad-hoc reporting, process improvement and optimization- Calculated, disseminated, and researched questions on Salesperson Commissions for 90+ individuals for 20+ territories, International Commissions, and 3rd Party Manufacturers.- Roll forward Monthly Financial Package, all financial statements for review with Finance/Accounting Leadership.

·Partnered with the CEO to build a Compensation Model that distributes $23MM+ annually. The transparency and streamlined automation of the model helped to build trust with the Physician Partners and reduced maintenance & updates by 50%·Advised Leadership on acquisition Pro-Forma financials, identifying potential issues to be addressed prior to the close·Developed enterprise Reporting & Analytics ecosystem that automated daily reporting, developed leadership KPI reports, and reduced report delivery & production time by 5 hours. Freeing up resources to complete ad hoc requests faster.·Served as primary Finance POC for Division Physician Leadership, and Operations, for both groups questions and needs·Prepared sections of the Divisional MOR for presentation to the Divisions. As well as any needed pieces for Board Decks·Developed a proactive claims analysis process for RCM. Reduced outgoing claim billing errors, improving those items’ DSO by 45-60 days. Identified incoming payor payments errors, getting corrections initiated 30-60 days sooner·Improved revenue capture by 15% and reduced Timely Filing write offs by 20% via productivity tracking tools·Part of the review process for month end revenue accrual and financials with Accounting and leadership·Conducted periodic rate and AR analyses to ensure payor remittals are trending with accrual rates, and to escalate any identified potential issues for immediate review and action

•Traditional FP&A skills, including but not limited to deep financial analysis and reporting•Deliver accurate monthly, quarterly, and fiscal year end reporting materials for C-Suite and Board of Directors•Communicating and presenting decks, analysis, and findings to the C-Suite and the Board of Directors•Develop, prepare, and present reports that include accurate, reliable, relevant, and actionable information to provide direction in decision making at all levels of the organization•Discussing issues with executives to dissect a business problem, design an analytical approach to solving the issue, and then implement the solution successfully•Partnering with the C-Suite to measure, manage, and analyze performance to maximize effectiveness and optimize ROI in each group across varied processes and endeavors.•Collaborate with management leaders and other cross functional representatives within the organization to keep abreast of financial and operational matters impacting operating results•Manage multiple high priority projects/tasks with tight deadlines while leading and managing a team of business analysts to achieve those goals•Identify and build operational key metrics, perform root cause analysis, and identify action plans to drive business performance•Execute a variety of financial analyses, ensuring clear communication of the findings and addressing major variances, trends, and extraordinary events•Lead budget creation and integration into financial systems•Develop a thorough understanding of our data environment and use business intelligence tools to extract, manipulate, and report on data from operational databases for ongoing automated reporting and analysis•Provide analytical support to the executive leadership team through predictive modeling, data mining, analytics, and research•Own the distribution and maintenance of an extensive report library utilizing IBM Cognos•Write advanced queries against a SQL database•Write VBA code for automation

•Conduct Ad-Hoc analyses using SQL to complete report requests.•Enhanced month end Revenue Reporting, adding flexibility for additional adjustments that didn’t previously exist, across multiple service types.•Streamlined and automated the month end Revenue Reporting process reducing completion time by 75%.•Work with the Director and VP during month end to analyze Revenue Reporting results, examine KPI’s such as Rate per Unit, YTD and MTD to budget variance analyses, then decide on any additional adjustment percentages.•Worked closely with the Controller and Accounting team to improve month end close processes utilizing VBA Macros, saving a day of work; Prevented recurring errors in data to the accounting system through manual error.•Developed new key KPI analytics reports.•Improved Finance End of Month process for creating the Reporting Book presented by the VP of Finance, reducing time needed by 50%, increasing accuracy, and reducing errors.•Redesign Access reports to be run in SQL as needed, in embedded queries, or in SSRS reports.•Automated End of Month Finance Packets that are sent to Divisions, working through logic required across 10 different reports that previously took 3 to 5 days to complete; Now completes in minutes.•Created reporting templates that allow simplified analysis of any issues once revenue entries are generated, allowing for focus on assessment of action to be taken.•Conduct analyses for Business Development VP’s via Case Logs, and Volume Rate Reports.•Use SQL to learn more about our data and how that translates to and from business needs and practices; QA reports through SQL data pulls for validation; Identify & fix errors in Stored Procs or SSRS reports; Creating reporting for Ad-Hoc and Subscription use.•Within 3 months, was a value adding member of the team, taking responsibility for several key reports/analyses.•Provide deep dive analysis summary to the VP on the Divisions with the largest monthly revenue variances.

•Successfully built out the analytics initiative started by the CFO, while operating with minimal interaction, guidance, and knowledge on the company and industry; Maintained and provided detailed task progress reports.•Earned a reputation for exceptional work by understanding the business needs, effectively gathering requirements, and completing tasks promptly with deliverables that exceed expectations.•Deployed and maintained daily/weekly/monthly/ad hoc reports (KPIs, Exceptions, Data Validation, Expected Cash Inflows, Partner Reporting, etc.) that are tested in SQL Server, created in Visual Studio, and deployed to SSRS.•Manage/improve the queries, functions, stored procedures, subscriptions/schedules being retrieved for the reports.•Support FP&A reporting by working with the CFO on needs/efforts for financial reporting, Accounting month/year end closing activities, and assorted ad hoc requests; Preparing detailed supporting data files, explanations in tandem with accounting personnel, to external auditors, under the appropriate guidance of the CFO. •Conduct Executive level ad-hoc reporting for the CFO and other Executives regarding strategic initiatives, etc.•Led the initiative to understand, identify, and disseminate, the key data points discovered within a new Loan Management System, enabling critical contractual reporting obligations with financial partners to not lapse.•Transitioned over connections, queries, and reports from one server to another more stable reporting environment, working collaboratively with the IT department, ensuring accuracy and consistency of the data and reports.•Improved Accounting related reporting to external financial partners, reducing time to complete process by over 50%, and reducing errors by over 90%.

•Create and maintain reports within Access and SQL Server for Executives regarding daily operations, financial performance metrics, error handling audits, and marketing, subsequently automating them through VBA.•Conduct ad-hoc reporting on Executives’ strategic initiatives, then present analysis and recommendations.•Transitioned over connections, queries, and reports from Access to SQL Server while making necessary improvements.•Improved Accounting processes through automation that saved 20% of time and significantly lowered task complexity.•Assist with market research and viability for new company concepts subsequently creating databases for reporting and other necessary functions for the front and back office, design processes & procedures, training manuals, conduct training, and any other necessary functions to bring these concepts to market and sustain them as they grow.•Implemented a Salesforce CRM system (Data migration, QA testing, process workflows, user training) with FP&A team.•Resolved CRM system issues and significantly reduced number of errors by 50% via implementing error checking logic and audit reports, updating training manuals, revising processes & workflows, and updated system training.•Created and presented foundational analysis on Claims Loss Data to stratify pain points that need to be mitigated.•Assessing the needs of new projects to identify and attain bids on the areas unable to be completed in house; personally conduct the in house work or collaborate as needed with the FP&A team.

•Understand and operate the company’s key financial transaction functions, and how they relate to each other. AR, AP, Payroll, Progata ERP, and time/expense coordination.•Work with accounting/finance and operations team members in order to optimize processes and to re-design functions within the team.•Perform analysis of new potential projects.•Evaluate, audit, and take action to improve business processes.•Perform business intelligence analysis including: profitability analysis, forecasting, sensitivity analysis, and internal auditing.

•Managed the accounts receivable (i.e. invoicing, payment reconciliation, issue identification/resolution, upward reporting and internal/external communication) for several clients valuing approximately $44 Million, 20%, of annual revenue. •Implemented a proactive audit for one of the top 5 clients that reduces average time to issue detection and identification by approximately 33%, allowing for prompt issue resolution that minimizes DSO.•Used Macros in varying capacities: to reduce payment reconciliation process time on another one of the top 5 clients by approximately 10%; to create a generalized data upload format using a variable data set extracted from the client system, for several clients, each requiring a different approach.•Used SQL in varying capacities: to gather and present data for regular/ad hoc internal reports on accounts; to create audits to be run on schedule/on demand; to be used within a Macro to gather necessary data for a further step; to gather and present data for ad hoc external reports to a client.•During a company wide system changeover, was part of the team that provided detailed QA testing to identify and fix potential issues. Later provided training and explanation to team members on the various data and process flows across the old and new system, becoming a reliable source during the transition.•Provided initial training to new hires/interns regarding the team’s core responsibilities and duties, while also providing tasks/projects to be completed.

•Instrumental in formulating the Audit Work Plan that defined the Audit Objectives to be achieved, specified the pertinent information to be gathered for analysis, and the specific aspects of the audit topic to be researched.•Produced concise Work Papers that drew conclusions from the data that was gathered, compiled, and analyzed while adhering to Government Auditing Standards.•Used data validation techniques on large data sets to make note of discrepancies, remove unreliable records and fields, and make corrections where possible all to ensure the reliability and accuracy of any future analyses. •Cultivated and maintained professional relationships with contacts in various Cities for the purpose of requesting and sharing necessary information.•Approached research and analysis analytically, getting results that make effective use of time and resources.

•Proctored nationally accredited exams (USMLE, MCAT, CPA, FINRA, GRE, GMAT, etc.) following stringent procedures.•Received a perfect score regarding security, operational procedures and customer interaction from a Secret Shopper.•Trained and guided new personnel on check-in procedures, customer interaction, technical issues, and maintaining test integrity.•Performed office and clerical duties as assigned or required (filing, photocopying, faxing, answering phones, data entry, registrations, scheduling, handling sensitive information and customer payments).•Displayed composure and thoughtful negotiation when dealing with tense and challenging situations regarding customers.

•Worked directly with managers to plan orders for upcoming events and daily use.•Conducted daily checks and reconciliations of inventory, sales, and orders and consolidated the data to determine discrepancies. •Identified discrepancies and trends with managers and owners on a regular basis, providing accurate reports to track changes.•Played a key role in reducing losses made due to inventory mismanagement, employee neglect, and employee theft.