Experience

UC San Diego School of Medicine

• United States
• Higher Education
• 200 - 300 Employee

• Financial Analyst III

  • Mar 2023 - Present

  Responsible for managing the planning, implementation, and tracking of service agreements; oversight of the contract development process, invoicing structures, fiscal management expenditure approvals, cost transfers, reporting, and analysis for all divisional PI and industry-initiated agreement portfolios—participation in contract negotiations, developing written agreements/contracts, and monitoring implementation. Provide in-depth analysis of funds, comparisons, projections, and… Show more Responsible for managing the planning, implementation, and tracking of service agreements; oversight of the contract development process, invoicing structures, fiscal management expenditure approvals, cost transfers, reporting, and analysis for all divisional PI and industry-initiated agreement portfolios—participation in contract negotiations, developing written agreements/contracts, and monitoring implementation. Provide in-depth analysis of funds, comparisons, projections, and reconciliations for construction, monitoring, and maintaining the annual operating budget. Assist lead analyst in the development of financial projections for the annual budget, quarterly forecast, and annual 5-year strategic plan. Responsible for developing and exploring the viability of, proposing new and alternate funding sources, and forecasting existing volatile fund sources. Responsible and oversight of short and long-term projections and analysis of available and projected financial resources for use in forecasting and planning programs, activities, and personnel. Contribute to the development of office policies, procedures, and standards to ensure smooth and efficient day-to-day operations. Perform budget projections preparation, cost analysis, and forecasts to ensure funding availability and assist/advise management in long-range planning. Make recommendations in addressing potential problems. Show less Responsible for managing the planning, implementation, and tracking of service agreements; oversight of the contract development process, invoicing structures, fiscal management expenditure approvals, cost transfers, reporting, and analysis for all divisional PI and industry-initiated agreement portfolios—participation in contract negotiations, developing written agreements/contracts, and monitoring implementation. Provide in-depth analysis of funds, comparisons, projections, and… Show more Responsible for managing the planning, implementation, and tracking of service agreements; oversight of the contract development process, invoicing structures, fiscal management expenditure approvals, cost transfers, reporting, and analysis for all divisional PI and industry-initiated agreement portfolios—participation in contract negotiations, developing written agreements/contracts, and monitoring implementation. Provide in-depth analysis of funds, comparisons, projections, and reconciliations for construction, monitoring, and maintaining the annual operating budget. Assist lead analyst in the development of financial projections for the annual budget, quarterly forecast, and annual 5-year strategic plan. Responsible for developing and exploring the viability of, proposing new and alternate funding sources, and forecasting existing volatile fund sources. Responsible and oversight of short and long-term projections and analysis of available and projected financial resources for use in forecasting and planning programs, activities, and personnel. Contribute to the development of office policies, procedures, and standards to ensure smooth and efficient day-to-day operations. Perform budget projections preparation, cost analysis, and forecasts to ensure funding availability and assist/advise management in long-range planning. Make recommendations in addressing potential problems. Show less



UC San Diego

• United States
• Higher Education
• 700 & Above Employee

• Project Analyst

  • Nov 2016 - Feb 2023

  Manage billing, collections, contract performance, and accounting reconciliation for $10+ million contract. Oversee the Department database of patients that have been referred to Radiation Oncology which is in excess of 1200 patients per year and involves maintaining critical information, including but not limited to insurance type, medical number, referral number, diagnosis, where referred, treatment type, date of consult, and date of first and last treatment. Review and compile… Show more Manage billing, collections, contract performance, and accounting reconciliation for $10+ million contract. Oversee the Department database of patients that have been referred to Radiation Oncology which is in excess of 1200 patients per year and involves maintaining critical information, including but not limited to insurance type, medical number, referral number, diagnosis, where referred, treatment type, date of consult, and date of first and last treatment. Review and compile data set on a quarterly basis for reconciliation and monthly basis between satellites and affiliated sites for appropriate payment posting based on place of treatment. Troubleshoot, resolve problems relating to quarterly/monthly case rate counts, make recommendations, and report results to DBO. Maintain expertise on contract and on different insurance products in order to appropriately classify and determine the proper method for reconciliation. Coordinate case rate and patient responsibility billing among the different clinical locations and the third party billing company. Manage monthly transfer of funds within Radiation Medicine and Medical Group/Hospital. Monitor and reconcile ledgers to insure transfers are appropriately recorded. Track accounts receivable and resolve billing discrepancies between third party billing company and different claims offices, patients and satellites. Show less Manage billing, collections, contract performance, and accounting reconciliation for $10+ million contract. Oversee the Department database of patients that have been referred to Radiation Oncology which is in excess of 1200 patients per year and involves maintaining critical information, including but not limited to insurance type, medical number, referral number, diagnosis, where referred, treatment type, date of consult, and date of first and last treatment. Review and compile… Show more Manage billing, collections, contract performance, and accounting reconciliation for $10+ million contract. Oversee the Department database of patients that have been referred to Radiation Oncology which is in excess of 1200 patients per year and involves maintaining critical information, including but not limited to insurance type, medical number, referral number, diagnosis, where referred, treatment type, date of consult, and date of first and last treatment. Review and compile data set on a quarterly basis for reconciliation and monthly basis between satellites and affiliated sites for appropriate payment posting based on place of treatment. Troubleshoot, resolve problems relating to quarterly/monthly case rate counts, make recommendations, and report results to DBO. Maintain expertise on contract and on different insurance products in order to appropriately classify and determine the proper method for reconciliation. Coordinate case rate and patient responsibility billing among the different clinical locations and the third party billing company. Manage monthly transfer of funds within Radiation Medicine and Medical Group/Hospital. Monitor and reconcile ledgers to insure transfers are appropriately recorded. Track accounts receivable and resolve billing discrepancies between third party billing company and different claims offices, patients and satellites. Show less



UC San Diego Health

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Lead Patient Access Liaison

  • Dec 2011 - Nov 2016

  Coordinating the financial and medical records of incoming patient referrals Responsible for the verification and authorization of funding for service Providing efficient, personalized services to clients and coordinate access to all department clinical services. Community outreach liaison for events Responsible for the initial entry, verification, audit, and maintenance of client billing information, utilizing proprietary software Prepare inter-agency correspondence… Show more Coordinating the financial and medical records of incoming patient referrals Responsible for the verification and authorization of funding for service Providing efficient, personalized services to clients and coordinate access to all department clinical services. Community outreach liaison for events Responsible for the initial entry, verification, audit, and maintenance of client billing information, utilizing proprietary software Prepare inter-agency correspondence Maintain and update Kaiser Referrals Database Conduct weekly audits of patient scheduling and status Train new employees, provide continuous feedback and support Show less Coordinating the financial and medical records of incoming patient referrals Responsible for the verification and authorization of funding for service Providing efficient, personalized services to clients and coordinate access to all department clinical services. Community outreach liaison for events Responsible for the initial entry, verification, audit, and maintenance of client billing information, utilizing proprietary software Prepare inter-agency correspondence… Show more Coordinating the financial and medical records of incoming patient referrals Responsible for the verification and authorization of funding for service Providing efficient, personalized services to clients and coordinate access to all department clinical services. Community outreach liaison for events Responsible for the initial entry, verification, audit, and maintenance of client billing information, utilizing proprietary software Prepare inter-agency correspondence Maintain and update Kaiser Referrals Database Conduct weekly audits of patient scheduling and status Train new employees, provide continuous feedback and support Show less



Genesis Healthcare Partners

• Hospitals and Health Care
• 1 - 100 Employee

• Patient Care Coordinator

  • Mar 2009 - Dec 2011

  Liaison for client acceptance Coordinate with external agencies for client information Schedule preliminary and follow up tests Forecast payment requirements Coordinate client collections and payment scheduling Train new employees Utilize proprietary software for client record management Responsible for maintaining HIPAA, and PII compliance Administrative office management Verify insurance, obtain authorizations for treatment Acted in translator capacity… Show more Liaison for client acceptance Coordinate with external agencies for client information Schedule preliminary and follow up tests Forecast payment requirements Coordinate client collections and payment scheduling Train new employees Utilize proprietary software for client record management Responsible for maintaining HIPAA, and PII compliance Administrative office management Verify insurance, obtain authorizations for treatment Acted in translator capacity for written and spoken interactions Show less Liaison for client acceptance Coordinate with external agencies for client information Schedule preliminary and follow up tests Forecast payment requirements Coordinate client collections and payment scheduling Train new employees Utilize proprietary software for client record management Responsible for maintaining HIPAA, and PII compliance Administrative office management Verify insurance, obtain authorizations for treatment Acted in translator capacity… Show more Liaison for client acceptance Coordinate with external agencies for client information Schedule preliminary and follow up tests Forecast payment requirements Coordinate client collections and payment scheduling Train new employees Utilize proprietary software for client record management Responsible for maintaining HIPAA, and PII compliance Administrative office management Verify insurance, obtain authorizations for treatment Acted in translator capacity for written and spoken interactions Show less



Kaiser Permanente

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Medical Office Assistant

  • 2003 - 2008

  • Head and Neck Surgery two years, assisting in tube placements, excisions of head and neck areas, Mohs surgery, made models for maxillofacial surgeries, preceptor new employees • Pediatrics for six months doing kindergarten physicals, immunizations, assisted in circumcisions, and casting. • Family practice for two years, update patient chart, order labs and x rays, vital signs, EKGs, vision and hearing testing, routine in office labs, schedule appointments, handle patient… Show more • Head and Neck Surgery two years, assisting in tube placements, excisions of head and neck areas, Mohs surgery, made models for maxillofacial surgeries, preceptor new employees • Pediatrics for six months doing kindergarten physicals, immunizations, assisted in circumcisions, and casting. • Family practice for two years, update patient chart, order labs and x rays, vital signs, EKGs, vision and hearing testing, routine in office labs, schedule appointments, handle patient correspondence, preceptor new employees • Gastroenterology as a float, assisting in sigmoidoscopies and colonoscopies, EGDs, and Liver biopsies. preceptor new employees • Call center for 6 months schedule appointments, sending messages to nurse and primary care doctors, answering patient questions • Urgent care as a float. • Translate as needed Show less • Head and Neck Surgery two years, assisting in tube placements, excisions of head and neck areas, Mohs surgery, made models for maxillofacial surgeries, preceptor new employees • Pediatrics for six months doing kindergarten physicals, immunizations, assisted in circumcisions, and casting. • Family practice for two years, update patient chart, order labs and x rays, vital signs, EKGs, vision and hearing testing, routine in office labs, schedule appointments, handle patient… Show more • Head and Neck Surgery two years, assisting in tube placements, excisions of head and neck areas, Mohs surgery, made models for maxillofacial surgeries, preceptor new employees • Pediatrics for six months doing kindergarten physicals, immunizations, assisted in circumcisions, and casting. • Family practice for two years, update patient chart, order labs and x rays, vital signs, EKGs, vision and hearing testing, routine in office labs, schedule appointments, handle patient correspondence, preceptor new employees • Gastroenterology as a float, assisting in sigmoidoscopies and colonoscopies, EGDs, and Liver biopsies. preceptor new employees • Call center for 6 months schedule appointments, sending messages to nurse and primary care doctors, answering patient questions • Urgent care as a float. • Translate as needed Show less