Scott Bowes Email & Phone Number

San Diego, Ca

● Manage over 200 client and pharmacy network setups, based on contractual terms, to maximize company profitability or mitigate liability. Report directly to the VP of Finance to advise on current drug spend figures totaling in the tens of billions of dollars across all clients. Create ad hoc finance reports to assist with new client acquisitions, contract negotiations, and future performance modeling.● Partner with Accounting to generate accurate network revenue forecasting totaling over $150 million annually. Aid in the department's financial forecast, which directly ties to the company's EBITA projections. Provide Accounting with monthly reports for revenue generating clients and network liability.● Created a platform for reporting and visualizing past and current client and pharmacy network performance using Oracle, Aginity, and SAS Visual Analytics (VA). With VA's trend analyses, it is possible to create predictive models and proactively tune network performance before issues become too serious.● Eliminated a manual process for quarterly client network reporting for approximately 75% of the book of business by creating a SAS script and Excel Visual Basic workbook. Allows the user to generate reports with minimal inputs and removed the risks of inaccurate reporting due to manual entries. The process TAT went from approximately one hour per client to a few minutes.

San Diego, Ca

Manage a book of business consisting of 338 royalty paying clients. In charge of analyzing financial reports to collect current and future royalty payments of over $2 million per quarter.Accomplishments:● Wrote the Functional Specifications for a business requirement to automate data importation to an Access Database. Designed and coded the solution using Excel and Access VBA, which resulted in task time reductions of 20 minutes per update. An update log to aid QA was implemented to track data changes.● Built a customizable blast email tool using VBA to replace a manual process of querying a database UI. The tool allows staff to send ad hoc emails to large amounts of clients in seconds rather than hours. Bulk client communication is no longer limited to once per quarter. ● Eliminated the manual physical check reconciliation process by utilizing Excel and Access to query the royalty database and generate a general ledger ready input file. The new process allows the accounting team to stay current on receivables, which was several months behind in the past. The company can now accurately forecast cash flows and make real time decisions on investments and expenses.

Project evaluation, research, submission, testing and managing. Develop departmental process efficiences using VBA, Excel, and Access. Review IRS regulations and requirements for Cost Basis and Tax Reporting to ensure company compliance. Work with high wealth financial advisors to maintain accurate account reporting. Recently passed the Series 7 license exam.Accomplishments:• Built a successful tool to automate the gathering of tax data and utilized an existing resource to mass generate an IRS form which would have cost LPL $300,000 in 2015 and $600,000 in 2016 if outsourced to Deloitte.• Developed and maintain databases and spreadsheets that track and analyze staff utilization and process metrics to aid upper management with personnel needs.• Create VBA macros that automate tasks that were previously handled manually to save hundreds of staff hours monthly.• Interact directly with clients to assist with account questions and research.• Lead multiple database projects to enhance the tracking of LPL’s IRS reporting obligations to ensure accuracy and compliance with ongoing regulation updates.• Acted as project manager to oversee the release of a system enhancement that reduced a manual process by over 1,200 hours.

Poway, Ca

• Worked closely with the Claims Department Managers and Director to compile and parse data to identify key business metric trends, which aided in adjusting business practices or processes to meet year end business plan goals.• Exceeded company productivity goals such as total calls taken, call handling time, and case closure ratio.• Audited and balanced medical payment and settlement ledgers in excess of $100,000 to protect customer policy limits.

San Diego, Ca

• In charge of fuel purchase planning that required predicting future orders, monitoring fuel levels, and reporting daily, weekly, and monthly fuel use estimates. • Coordinated airport on-lot fleet movements and generated Hertz’s Daily Planning and Distribution Aid by utilizing Microsoft Access to properly determine hourly car rentals and returns. • Implemented and handled support for the Electronic Car Class Tracking system to assist sales associates.

Bachelor Of Science (Bs), Marketing

Education record