William Davis Email and Phone Number

• Developed Excel and Tableau version of Exam Rooms per Clinical FTE/ Average Visits per Exam Room per Day Dashboard to integrate Space utilization with Efficiency; Coordinated update of Exam Room Count with Operations. Integrated SF Bay Area and Sacramento Valley foundation data. Publish to Tableau Server for mass distribution in a self-service environment. • Developed in Tableau a Summary MTD/YTD Gross Charge and RVU Volume Report to automate manual report South Bay produced for Palo Alto Medical Foundation CFO.• Continued to Support Month-End Close: Validation Report, Publishing SBMF Metric by Division Report, Service Line P&L, Monthly Service Line PDF Packages via tabcmd command prompt coding.• Enhanced Service Line P&L Report: Reformatted based on Key Indicators Report changes, Scatter Plot Charges, Contribution Margin, and EBITDA by tRVU; Dynamic Level Of Detail filtering (Market, Foundation, Service Line, Specialty, Cost Center; Department Level Comparison of Revenue, Contribution Margin, EBITDA, tRVU's and each on a Per tRVU basis.• Enhancement to Volume and Price Variances Tableau Report: Incorporated SH Definition Visits, Detailed Reconciliation of Variance down to Department Level.• Created and presented Financial Performance PowerPoint presentations by Department specialty. Self-sourced data by creating SQL queries to pull data from Clarity and EPSi. Also leverage existing Tableau dashboards I created.

• Designed, implemented, and distributed complex Tableau dashboards for the Bay Area Operating Unit. These dashboards consisted of Bi-Weekly Labor Productivity, Daily Revenue & Utilization, 2018 & 2019 Palo Alto Medical Foundation Operating Budget, Asset Utilization dashboard measuring Visits/RVUs/Charges per Exam room per day by physical location and various other ad-hoc dashboards. The dashboards are utilized by the Bay Area Executive team and Director level staff.• Maintained the Bay Area Decision Support Tableau Server Site. Tasked with setting user based permissions, user access, and organizing the Tableau project folders.• Subject matter expert in Tableau for the Bay Area. Assisted in cross-department projects and trained department staff in Tableau as needed.• Proficient in querying EPIC/Clarity using SQL. Also proficient in navigating/extracting data from EPSi.• Assisted in preparing the Mid-Month Revenue & Utilization forecast and other ad-hoc financial analyses.

• Ensures accurate productivity data is maintained and current, including but not limited to units of measure identification, accurate rates, weights, effective dates, FTE’s and hours.• Supports and assists Productivity Engineers with preparation of departmental productivity budgets. Responsible for uploading and maintaining the departmental budgets in Visionware for the Adventist Health Northern Californian Region of Hospitals. • Maintains Visionware productivity tables and assists Corporate Database Administrator with all local tasks associated with the maintenance and operation of the application.• Prepares timely and accurate weekly, monthly and quarterly reports. Review with Productivity Engineers, to insure that provided reports are understandable and actionable. • Develops and implements complex Tableau dashboards using multiple data sources that are published to the Northern Californian Region’s Tableau Server and utilized by all levels of management to make informed business decisions.