Experience

HealthStrategy, LLC
• United States
• Business Consulting and Services
• 1 - 100 Employee
• VP of Audit

  • Jan 2015 - Present

US Script
• United States
• Pharmaceutical Manufacturing
• 1 - 100 Employee
• Manager, Audit

  • Jul 2013 - Jan 2015


Advanced Pharmacy Concepts

• Product and Process Developer

  • Nov 2012 - Jul 2013

  • Served as the primary analyst for one of the most recognized PBM consulting/audit firms in the industry• Organized all analytical processes into various products, such as: CMS Chapter 9 Compliance, Contractual Pricing Compliance, Fraud Waste and Abuse, Assessment of PBM’s Operation, Benefit Design Implementation• Assigned an overarching audit objective to every scope item offered and rewrote the methodology to align with each objective• Updated or rewrote all Microsoft SQL template code that is used to ensure that benefit designs (e.g. copay structures), formulary edits (e.g. quantity limit and step therapy edits), and pricing was implemented according to client intent• Used familiarity with PBM procedures along with internal audit background to develop the template write-up used for all PBM policy and procedural reviews. Wrote the checklist of what specific internal controls to search for in a PBM operational assessment• Redeveloped the rebate audit product by separating the product into four primary objectives (five for Medicare Part D, with the fifth objective being DIR reporting accuracy). Wrote the methodology to meet each objective Show less

• Supervisor

  • Jan 2011 - Nov 2012

  • Assisted clients find clauses in contracts that could be used to leverage PBMs into signing new service agreements when clients felt current contracts had become non-competitive• Analyzed, scored, and recommended improvements, many of which were adapted, to various PBM policies and procedures• Accounted for 50% of the audit department’s revenue with a team of myself and three direct reports

• Analyst/Sr. Analyst

  • Sep 2008 - Jan 2011

  • Recovered over $175,000,000 in PBM audit findings by auditing PBM’s implementation of pricing structures, benefit design, and formulary edits. • One of three individuals, along with Vice President of Marketing and CEO, included in the finalist presentation team. Tasked with the role of providing front-line insight when process specific questions/concerns arose



Ameriprise Financial Services, Inc.

• United States
• Investment Banking
• 1 - 100 Employee

• Financial Advisor

  • Jan 2008 - Aug 2008

  • Completed an intense 10 week sales and marketing seminar • Obtained Series 7 and Series 66 financial certifications • Completed an intense 10 week sales and marketing seminar • Obtained Series 7 and Series 66 financial certifications



McGladrey

• Audit Associate

  • Oct 2006 - Nov 2007

  • Led financial and internal audit engagements by: compiling full sets of financial statements (including cash flow analyses) from trial balance accounts, identifying and assessing relevant risks, adjusting workpapers to reconcile to trial balance accounts, making journal entries as necessary, recommending internal controls • Led financial and internal audit engagements by: compiling full sets of financial statements (including cash flow analyses) from trial balance accounts, identifying and assessing relevant risks, adjusting workpapers to reconcile to trial balance accounts, making journal entries as necessary, recommending internal controls


Massachusetts Port Authority
• United States
• Government Administration
• 400 - 500 Employee
• Internal audit Intern Intern

  • 2005 - 2006