Responsible for the management of OneAmerica’s IT and Enterprise Operating budgets, directly supporting the CIO, the COO, and their leadership teams. Drive unit cost analysis and metrics-based approach to effectively manage expense levels within IT and Enterprise Operations to ensure expenses are calibrated appropriately with business growth and/or key drivers. Perform industry benchmarking analysis. Responsible for financial analysis of IT and Enterprise Operations projects and portfolios;… Show more Responsible for the management of OneAmerica’s IT and Enterprise Operating budgets, directly supporting the CIO, the COO, and their leadership teams. Drive unit cost analysis and metrics-based approach to effectively manage expense levels within IT and Enterprise Operations to ensure expenses are calibrated appropriately with business growth and/or key drivers. Perform industry benchmarking analysis. Responsible for financial analysis of IT and Enterprise Operations projects and portfolios; business case development and analysis, project portfolio reporting and prioritization support, benefit realization, etc. Show less

Responsible for the management of IU Health’s central IT budget, directly supporting the CIO and his leadership team. I'm also responsible for the financial management of IU Health’s newly created $400M Innovation Fund. I work with the IT leadership team to create mitigation plans to help achieve overall IU Health’s financial goals. Successfully achieved 2021 Plan goals, and are on track for 2022 Plan goals. I manage the IT Finance team which is currently responsible for budgeting and… Show more Responsible for the management of IU Health’s central IT budget, directly supporting the CIO and his leadership team. I'm also responsible for the financial management of IU Health’s newly created $400M Innovation Fund. I work with the IT leadership team to create mitigation plans to help achieve overall IU Health’s financial goals. Successfully achieved 2021 Plan goals, and are on track for 2022 Plan goals. I manage the IT Finance team which is currently responsible for budgeting and analyzing $280M in operating expense, $25M in capital, and 900 HC. I set the IT finance team direction for; monthly review meetings, monthly review packages, the annual plan process, monthly rolling forecasting. I'm also responsible for performing IT related benchmarking activities, cost/benefit, and other adhoc analysis as needed. Show less

Interim manager of the IT Finance team. Currently responsible for managing $225M in operating expense, $25M in capital, and 900 HC.Perform cost-benefit and NPV analysis for IT contract renewals for software licensing, maintenance, and capital purchases. Develop cash flow analysis for capital versus subscription options so the IT management team can understand how the options will affect their financial results.Perform cash flow analysis and manage the budget for major IT projects such… Show more Interim manager of the IT Finance team. Currently responsible for managing $225M in operating expense, $25M in capital, and 900 HC.Perform cost-benefit and NPV analysis for IT contract renewals for software licensing, maintenance, and capital purchases. Develop cash flow analysis for capital versus subscription options so the IT management team can understand how the options will affect their financial results.Perform cash flow analysis and manage the budget for major IT projects such as the data center move and large implementation projects for new applications and device strategies.Worked as part of a team to create process improvements for close, planning and forecast to improve monthly accrual accuracy, create a rolling forecast for IT, and Participated in system testing for Plan and Forecast modules for our transition to Oracle. Volunteered to be a point of contact to help finance staff with Oracle issues and have conducted training sessions with the admin finance team. Lead the creation of the annual Infrastructure & Architecture budget. Lead monthly variance analysis and forecasting activities. Manage all Infrastructure contracts and obligations, including timely renewals. Guide capacity management planning and utilization tracking. Assist in business cases and what if analysis for both project opportunities or funding cuts. Show less

Supported One Anthem Transformation efforts across the non-IT CAO teams, as well as supported the non-claims areas under Enterprise Execution. Responsible for Planning/Forecasting, monthly variance analysis, allocation maintenance, monthly close activities, as well as helping business partners of the areas that I support understand their financials and how their decisions impact the business. Responsible for managing the funding for three of Anthem's most visible Transformation Initiatives.… Show more Supported One Anthem Transformation efforts across the non-IT CAO teams, as well as supported the non-claims areas under Enterprise Execution. Responsible for Planning/Forecasting, monthly variance analysis, allocation maintenance, monthly close activities, as well as helping business partners of the areas that I support understand their financials and how their decisions impact the business. Responsible for managing the funding for three of Anthem's most visible Transformation Initiatives. Also the Lead Power User, and participated in testing activities for Position Management. Show less

Financial support for Enterprise Execution. This area is responsible for claims adjudication, benefit administration, and planning and execution of enterprise mandates and migrations. Responsible for budgeting/forecasting for these areas, monthly variance analysis including project costing, and ad-hoc analysis as needed. Conduct training sessions for the admin finance team on converting to new Smart View hyperion add-in. Created training documents and lead training sessions. Worked with… Show more Financial support for Enterprise Execution. This area is responsible for claims adjudication, benefit administration, and planning and execution of enterprise mandates and migrations. Responsible for budgeting/forecasting for these areas, monthly variance analysis including project costing, and ad-hoc analysis as needed. Conduct training sessions for the admin finance team on converting to new Smart View hyperion add-in. Created training documents and lead training sessions. Worked with Financial Database System Management to create system enhancements for loading Plan and Forecast. Show less

During my time on this team, I was responsible for the budget transfer process, and I completed many process improvements for the team. Both of the directors that I supported stated that regardless of how busy I was with my responsibilities, I was always happy to help them with what ever was pressing. I taught myself macros so I could automate some of the files used by the team. I am not proficient, but am able to automate simple routine tasks and update the macros as necessary. One file I… Show more During my time on this team, I was responsible for the budget transfer process, and I completed many process improvements for the team. Both of the directors that I supported stated that regardless of how busy I was with my responsibilities, I was always happy to help them with what ever was pressing. I taught myself macros so I could automate some of the files used by the team. I am not proficient, but am able to automate simple routine tasks and update the macros as necessary. One file I automated took us an hour to complete each month, and now it’s a five minute task. I was a large help with audits. I gathered necessary data, completed analysis and met with external auditors when needed. I also helped prepare forecast and plan presentations for the ELT and Board of Directors, as well as special projects such as presentations for Operational Effectiveness meetings. Show less

During my time as a Financial Consultant, Sr., I have been responsible for standardizing the processes of the CEE-IT Finance team. I was also responsible for onboarding all new associates to our team and training promoted associates to help them understand their increased responsibilities. I always received high customer satisfaction survey results, and I often received one of the highest, if not the highest rating for the team and I always had the highest response rate. Customers wrote… Show more During my time as a Financial Consultant, Sr., I have been responsible for standardizing the processes of the CEE-IT Finance team. I was also responsible for onboarding all new associates to our team and training promoted associates to help them understand their increased responsibilities. I always received high customer satisfaction survey results, and I often received one of the highest, if not the highest rating for the team and I always had the highest response rate. Customers wrote comments that they enjoy working with me and trust me to deliver what they need. In 2012, I was given Legal and Compliance at year-end, and I continued to support the area into the next year through the 4+8 process. I supported the area essentially by myself during the Amerigroup merger from the cost center manager all the way to the CLO. I helped them complete the synergy deliverables that were required, as well as completed a process improvement project with their external labor vendor to help accruals be more accurate. They were so pleased with my support that John Cannon gave me a Value-In -Action award while he was serving as interim CEO. I have completed many leadership and management development classes including Transition to Management, High Performing Teams, and Leader as Motivator. I was back-up for the manager while she was on PTO, and lead the team in making sure daily deliverables were met. I held training sessions and created reference documents for the team to help them understand our processes better. Show less

During my time as Financial Analyst Ld. I was nominated for a Living the Values award for my commitment to customer service. One of my business partners was so pleased with my support in helping him understand the Plan process that he nominated me for this award. I also led an initiative to train all IT cost center managers on BIS. I worked with FDSM to develop training materials and hold training sessions. There was an initial push to get all cost center managers trained, and then an ongoing… Show more During my time as Financial Analyst Ld. I was nominated for a Living the Values award for my commitment to customer service. One of my business partners was so pleased with my support in helping him understand the Plan process that he nominated me for this award. I also led an initiative to train all IT cost center managers on BIS. I worked with FDSM to develop training materials and hold training sessions. There was an initial push to get all cost center managers trained, and then an ongoing quarterly training session was established. In all, over 2,000 cost center managers were trained during the initial push, and there was sufficient interest to continue the training. This continued until BIS was retired. I received above average customer service scores for the department as well as highest response rate. I automated many of the reporting, forecast and budgeting process activities in excel. I held monthly meetings with cost center managers to review monthly performance and inform them of any upcoming issues such as allocations or forecasts. I also coached management regarding what the financial concepts represent and how their actions impact the financial outcomes. Show less

During my time as a Financial Analyst Sr. I prepared financial and business related analyses and research in such areas as financial and expense performance, rate of return, depreciation, business improvement, and business investment opportunities. I prepared budgets, forecasts, and trend analyses. I was responsible for compiling and preparing standard and adhoc financial reports as needed. Standardized and automated many of the reports. Most of the reporting was for the executive leader.

Started as an accounting intern. After graduating from college, became financial analyst for operations. During my time at Renal Care Group, I led many continuous quality improvement teams including creating a capital acquisition,tracking and disposal process, the EPO overfill team, and Heparin utilization team. I performed NPV, IRR, and payback analysisto determine opening of new facilities, benefit of new diagnostic equipment, water treatment system options etc. I was responsible for… Show more Started as an accounting intern. After graduating from college, became financial analyst for operations. During my time at Renal Care Group, I led many continuous quality improvement teams including creating a capital acquisition,tracking and disposal process, the EPO overfill team, and Heparin utilization team. I performed NPV, IRR, and payback analysisto determine opening of new facilities, benefit of new diagnostic equipment, water treatment system options etc. I was responsible for budgeted capital, patient growth, and operating expenses for the clinics. I worked with facility managers to reduce CPT 15%in the first 6th months of employment. When I first started in the role, average CPT for the clinics was $22. When I left, it was$15. I served as a liaison between clinical staff and the business office in matters of operations and finance. I assisted FacilityManagers with their understanding of operations and accounting issues. Held discussions regarding opportunities of improvement with operating personnel, evaluated potential causes and recommended action plans for improvement. Made recommendationsto Regional Managers for the correction of unsatisfactory conditions, improvements in operations and/or reductions in costs. Show less