Experience

Caravan Health, a part of Signify Health

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Manager, Business Intelligence and Analytics

  • Mar 2022 - Present

  -Provide competitive intelligence and actionable insight to business operations and sales teams as well as C-level management by identifying drivers of customer success and creating tools to evaluate different business scenarios.-Manage the design, development, testing and deployment of the company's dashboards, KPIs, and other operational reporting and ensuring integrity (quantity, quality, timeliness) of tools/capabilities.-Manage the creation of professional customer-facing slide presentations focused around their data and performance.

• Manager of Special Projects

  • Sep 2020 - Mar 2022

  -Analyze proposed projects -- quantify business and financial impact as projected on business and prepare business case.-Responsible for developing, managing, prioritizing, and implementing projects: identifying project requirements, creating project scope and objectives, managing project tasks, adhering to deadlines, directing and supporting a team through project execution, and coordinating training and deployment of projects.-Identify ways to utilize internal systems fully, increase efficiencies, and create automation to improve business processes.-Serve as the key liaison for special and internal projects with other project managers and departmental leaders.

• Senior Financial Business Analyst

  • Jan 2019 - Sep 2020

  -Built library of financial and statistical models to produce consistent and streamlined business intelligence results.-Analyzed client key performance indicators and created a sophisticated model to simplify the review process for the executive team.-Assisted with month-end close processes, including analyzing actual vs forecast and actual vs budget.

• Financial Analyst

  • Feb 2017 - Jan 2019

  I was the leader of the Accountable Care Organization (ACO) expense Reimbursement process, which is responsible for collecting, verifying, and submitting tens of millions of dollars of expenses to Centers for Medicare and Medicaid (CMS) and the resulting quarterly audit & substantive testing.This process involves: -Working with and educating clients (ranging from Nurses to Accountants to C-Level Executives) what expenses are eligible, what supporting documentation is required, and how to properly submit the expenses for reimbursement.-Verifying the accuracy of the submissions and that all required documentation is available in a timely manner.-Preparation of quarterly financial board slides, which are presented to the board members of each ACO.-Meticulous record keeping & data integrity to ensure that the internal record keeping matches the data reported to CMS which also matches the data shared with the individual clients and quarterly financial board slides.-Work with CMS auditors to supply requested expense documentation, explain methodologies, and answer any questions.-Over the course of one year's time, I have evolved the process to be more simple for the clients, more efficient for Caravan Health, and have had as little as 0.0% of expenses reimbursed be disallowed by the CMS audit on a quarterly basis.Other duties include:-Financial Modeling: ROI Tools, Profitability Analysis, Staffing Matrixes, Client Performance Analysis, etc.-Preparation of monthly departmental forecasts & budget updates for meetings with individual managers.



Novation iQ

• United States
• Plastics Manufacturing
• 1 - 100 Employee

• Analyst & Strategic Account Leader

  • Dec 2010 - Feb 2017

  -Responsible for developing a 18-month and 5-year forecast with bi-weekly presentations to the Leadership Team.-Reconciliation of financial data between our enterprise relationship planning system (Microsoft Dynamics AX) and financial statements. -Conduct profitability analyses to predict the profitability of proposals and to optimize the profitability of current projects.-Responsible for developing and maintaining relationships with current and potential clients.-Manage all aspects of client service, including client questions, complaints, and billing inquiries.-Generate quotations and proposals.-Collaborate with engineers to create new products that meet/exceed our customer's specifications.-Supervise Strategic Account Coordinators and Strategic Account Specialists.-Led the implementation of a new customer relationship management system that will centralize customer information, facilitate communications, track sales opportunities, and analyze data.-Created and implemented a more efficient process for manufacturing wrestling mats resulting in a reduction of direct labor and overhead costs and documented the process in accordance with ISO regulations.-Interviewed, hired, and trained new employees to work in the manufacturing department.-Assisted the Director of Human Resources in researching numerous relocation possibilities by analyzing benefits, risks and associated costs.-Conducted full market research to assess the opportunity to enter the backpack industry and developed a preliminary marketing plan.



Boston Financial Data Services

• Financial Services
• 500 - 600 Employee

• Mutual Fund Representative

  • May 2012 - Jan 2013

  -Managed mutual fund transactions based upon client input within system of record.-Member of the quality control team to ensure accurate and timely transactions to meet customer satisfaction.-Selected to be a team member for a complete reconstruction of a customer data privacy process. -Managed mutual fund transactions based upon client input within system of record.-Member of the quality control team to ensure accurate and timely transactions to meet customer satisfaction.-Selected to be a team member for a complete reconstruction of a customer data privacy process.