Optimization Solutions Consulting was formed to help organizations achieve improved results by identifying those things that are out of alignment with their strategic plan and therefore working against the success of the organization. We provide individuals and organizations with tools and processes that contribute to the development of their road map for success. Our finance and operations leadership experience includes accountability for leading process improvement initiatives… Show more Optimization Solutions Consulting was formed to help organizations achieve improved results by identifying those things that are out of alignment with their strategic plan and therefore working against the success of the organization. We provide individuals and organizations with tools and processes that contribute to the development of their road map for success. Our finance and operations leadership experience includes accountability for leading process improvement initiatives, facilitating change initiatives with cross-functional teams, implementing new technologies, and managing to performance score cards. These experiences include building alliances with key decision makers, developing strategic plans, and ensuring alignment of organization goals.We believe that improved performance is achieved through the development of attitudes, skills, and knowledge that are reinforced by goals and a positive behavior change. Our MissionTo provide our customers with a strategic partner that is focused on providing value- added Consulting Services in the areas of Strategic Planning, Goal Setting, Professional Development, Process Reengineering, and Performance Management Coaching for businesses and individuals through a system of proven tools that produce measurable results. We partner with our clients to help them determine where they want to go (what results they want to achieve) and how they’re going to get there (the action plan to make that happen). Optimization Solutions Consulting assists clients with the development and management of strategic, cultural, and structural changes within their organizations. By working together, we can provide personalized processes and support materials that help turn goals into reality. We help organizations align their plan, structure, systems and people in order to gain a competitive edge. Show less

Course Description - Strategic ManagmentThis course is a study of strategic management that focuses on integrating management, marketing, finance/accounting, production/operations, services, research and development, and information systems functions to achieve organizational success. The aim is to apply integrative analysis, practical application, and critical thinking to the conceptual foundation gained through previous study and personal experience. Emphasis is on developing an… Show more Course Description - Strategic ManagmentThis course is a study of strategic management that focuses on integrating management, marketing, finance/accounting, production/operations, services, research and development, and information systems functions to achieve organizational success. The aim is to apply integrative analysis, practical application, and critical thinking to the conceptual foundation gained through previous study and personal experience. Emphasis is on developing an organizational vision and mission, developing and implementing strategic plans, and evaluating outcomes. Course Description - Small Business ManagementThis course provides a comprehensive review of the management principles underlying emerging enterprise organizational development, growth, and business life cycle segments. On completion of this course, students will be able to demonstrate an understanding of small business management in a global context, differentiate between micro- and macro-organizational structures, and identify the critical elements of business sustainability. Topics include entrepreneurship, financing/capitalization, innovation, and human resource and strategic planning. Show less

I effectively satisfied the requirements of an engagement that enabled me to utilize my extensive knowledge of financial management operations and financial statement reporting requirements to perform a critical analysis of the finance function of a multibillion company. The primary objective of the engagement was to reengineer how the organization utilizes its Network File Folder system to store, share, and retrieve financial data. Through a process that allowed me to interview senior… Show more I effectively satisfied the requirements of an engagement that enabled me to utilize my extensive knowledge of financial management operations and financial statement reporting requirements to perform a critical analysis of the finance function of a multibillion company. The primary objective of the engagement was to reengineer how the organization utilizes its Network File Folder system to store, share, and retrieve financial data. Through a process that allowed me to interview senior leadership, managers and department staff to obtain an understanding of how the current system must be enhanced to further support the department’s needs, I was able to propose and implement a solution that addressed the departments primary business requirement which was to make the folder system more intuitive and easier to locate files. I presented the findings of my analysis and a proposed solution to senior leadership of the organization for approval. The solution that was implemented organized data that was fragmented across multiple companies into a revised hierarchy that emphasized organizing data by business function, company and year. Organizing the financial data in this manner enabled users to more efficiently access specific data without the need to navigate through multiple layers of folders. Other engagement deliverables included archiving old data, introducing best practices for naming files and folders, identifying opportunities to more effectively utilize existing systems to manage data, and to establish a governance process that will ensure the ongoing integrity and consistency of how the folder system will be maintained in the future. I presented the final solution to the entire finance department and conducted a training session. Desk level procedures were produced as a point of reference for current and future users of the folder system. Show less

Progressive record of positions with increasing responsibility, culminating as Director of Membership Administration, leading the strategic and operational maintenance of more than 3K employer groups health insurance contracts and eligibility records of 470K members. Directed a $5M budget and 70 staff members and fully responsible for billing and collection efforts for more than $1B in insurance premiums. Consistently evaluated and redefined staff roles, cultivated Labor and Management… Show more Progressive record of positions with increasing responsibility, culminating as Director of Membership Administration, leading the strategic and operational maintenance of more than 3K employer groups health insurance contracts and eligibility records of 470K members. Directed a $5M budget and 70 staff members and fully responsible for billing and collection efforts for more than $1B in insurance premiums. Consistently evaluated and redefined staff roles, cultivated Labor and Management partnership team, recommended technology improvement strategies to senior leaders and collaborated with Member Services and Account Management to enhance customer facing interaction. Developed and controlled $5M Finance departmental budget and administered and managed full scope of accounting activities, including cash flow, reporting, internal controls and change initiatives. Facilitated major technology projects and approved business requirements for solutions targeted to business objectives and system enhancement requests. Ensured performance accuracy of changes, managed system integrity tied to user access and terminations as Business Application owner of major insurance system. Managed business and technical project life cycles from inception through delivery while meeting all time and budget constraints. Attained maximum Return on Investment (ROI) based on business case criteria by effectively partnering with project teams. Show less

Earned fast-track promotions through a series of increasingly responsible positions, from Team Lead to Manager of Accounting to Manager of Membership Administration, based on strong performance in process optimization, productivity improvement and quality management. Reorganized staff accountability based on line of business to augment responsiveness and efficiency levels. Key AchievementsInnovated departmental process to streamline cross-unit effectiveness and spearheaded… Show more Earned fast-track promotions through a series of increasingly responsible positions, from Team Lead to Manager of Accounting to Manager of Membership Administration, based on strong performance in process optimization, productivity improvement and quality management. Reorganized staff accountability based on line of business to augment responsiveness and efficiency levels. Key AchievementsInnovated departmental process to streamline cross-unit effectiveness and spearheaded awareness program improving end to end processes resulting from evaluation of overall all unit effects of individual unit functions. Improved reconciliation time from 90 days to 30 days by successfully implementing automated premium tool. Show less

NIS Project - Specific duties and responsibilities consist of leading a team that is responsible for assuring that the business requirements of KPMAS are incorporated into the implementation of a completely integrated system that will replace the Claims, Benefits, Authorizations, Referrals, Providers, and Capitation systems while interfacing membership information between two systems. Specific duties consisted of establishing the Membership business requirements for the implementation… Show more NIS Project - Specific duties and responsibilities consist of leading a team that is responsible for assuring that the business requirements of KPMAS are incorporated into the implementation of a completely integrated system that will replace the Claims, Benefits, Authorizations, Referrals, Providers, and Capitation systems while interfacing membership information between two systems. Specific duties consisted of establishing the Membership business requirements for the implementation, evaluating the functionality of the new technology, and developing business processes to support the implementation. Accomplishments* Successfully achieved cross functional integration in project deliverables* Assured that business requirements were incorporated into the solution* Contributed to the development of an interface error resolution solution Show less

Responsible for the management of the General Accounting, Payroll, Accounts Payable, and Cash Receipts functions for the Dialysis Services Division with revenues in excess of $185 million, 96 facilities, and over 1,900 employees.

Preparation of consolidated financial statements, and the satisfaction of quarterly and year-end SEC 10Q and 10K filing requirements. Prepared company budget. Management of the General Accounting, Accounts receivable, Credit/collections, Payroll, and Accounts Payable functions.