Optum 360: Oversight and full life cycle program management of Quest Revenue Cycle Management projects. Management of execution, roadmap, and cost/benefit analysis. Facilitate stakeholder discussions, steering committees, and executive level status reporting.Business Initiatives - OptumRx: Oversight and full life cycle program management of Specialty Rx Transformation projects. Strong focus on Digital experience and self-service. Management of $15M+ capital budget, roadmap, and cost/benefit analysis. Facilitate stakeholder discussions, steering committees, and executive level status reporting.

Business Initiatives - Optum Care: Oversight and full life cycle project management of enterprise digital and clinical operation programs. Management of over $10M capital budget, roadmap, and cost/benefit analysis. Facilitate stakeholder discussions, steering committees, and executive level status reporting.

Responsible for managing and monitoring the full project cycle of regulatory and audit issues for assigned business line and meeting the expected issue closure date. Involved in the development of the management response, identification of the remediation, and assignment of the closure date. Provided monthly status updates on all assigned issues and senior management status updates on high priority issues. •Facilitated stakeholder meetings. •Developed project plans, agendas, meeting minutes, and Gantt charts for assigned projects/issues.•Collaborated with Corporate Audit and Regulatory Services on high risk issues to ensure effective remediation is established and communicated. •Obtained necessary evidence to ensure closure documentation met audit/regulatory expectations. •Established Quality Assurance where needed. •Managed each assigned audit/regulatory issue from start to close. Major ProjectSystems: WebKYC, IBM Technologies, LMS, Microsoft Office, SharepointProject Lead for implementation of KYC (Know Your Customer) system. Assigned project in September with an implementation date of December. System design was completed and system testing in process at the time of assignment. Compliance to regulatory requirements needed to be confirmed/validated by stakeholders. •Established weekly stakeholder meetings and communications. Maintained status updates and created central location for 3,000 RM/bankers and leaders to access the historical meeting notes and production documentation. •Ensured all regulatory concerns were understood and addressed through the over-arching project plan and/or interim solution. •Facilitated the development of procedure documentation and training. •Tracked and escalated training completion for impacted business lines per compliance requirement.Result: Implementation deadline met, compliance training expectations met, regulatory requirements met, and future enhancements documented and added to the future project releases.

Responsible for oversight, daily operations, risk management and staff development of several reconciliation functions and a small phone unit. Managed teams of up to 65 non-exempt support staff and up to 5 exempt level managers. General understanding of GAAP and SOX.•Monitored and assisted with planning the annual budget for assigned business units. •Administered hiring, payroll time transmittal, terminations, performance reviews, and performance feedback sessions. •Monitored performance of quality controls to ensure effectiveness and efficiency.•Implemented process efficiencies to meet corporate cost objectives which led to an overall staff reduction of 10% from 2012-2014.•Increased efficiency by 75% within a small phone unit by stream-lining call volumes using online resources.•Business lead for several small to medium acquisitions. Participated in project meetings as operations expert and managed the conversion for business group.

Responsible for oversight, daily operations, risk management and staff development of several reconciliation functions and a small phone unit. Managed team of 4 exemptlevel managers, and 71 non-exempt supporting staff. General understanding of GAAP and SOX.•Co-managed team through large scaled recon automation project which yielded an improved efficiency of 30% •Supervised large re-engineering project improving the credit card settlement & accountingstructure •Championed process improvement ideas and executed implementation •Emphasized collaboration amongst team members strengthening internal cross-team relationships and external relationships with the Retail business line, ARP, and the Health Savings group.Major ProjectSystem: CheckFree Product - Recon PlusBusiness process owner for large scale system conversion. Involved in project planning discussions, requirements development, system testing, and implementation. Ensured business process documentation was updated, compliance expectations were met, and production training was created and executed prior to implementation. Process was being automated from an access database and lump sum reconciliation process to an automated system with detailed reconciliation and auto-match capability. •Converted over 6,000 accounts to automated system. •Detailed approach reduced research cycle time and added visibility to high dollar exceptions. Transaction volume increased from less than 10,000 daily to up to 100,000 daily with a 95% auto-match. Result: New system along with the new reconciliation approach yielded an overall 30% efficiency.

Responsible for oversight of daily operations, risk management, vendor relationships, and staff development of the Denver Cash Vault. Managed a team of 3 exempt level managers and 22 non-exempt supporting staff. •Monitored and planned $1.9 million budget •Managed cash flow averaging $18 million per month •Increased overall production efficiency by 6% through improved performance standards •Collaborated with Relationship Managers to improve deposit/cash relationships of cashvault clients.