Catherine Tischbirek
Financial Operations Senior Advisor at Evernorth Health Services- Claim this Profile
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Bio
Credentials
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IMA Accounting Honor Society
IMA | Institute of Management AccountantsJul, 2016- Nov, 2024
Experience
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Evernorth Health Services
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United States
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Hospitals and Health Care
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700 & Above Employee
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Financial Operations Senior Advisor
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Jan 2023 - Present
• Forecast guarantee performance • Build pricing managment strategy with Customer Groups • Consult with Provider Pricing team on all Retail PT pricing strategies • Implement Pricing Changes • Report margin impact related to pricing guarantees to finance team • Forecast guarantee performance • Build pricing managment strategy with Customer Groups • Consult with Provider Pricing team on all Retail PT pricing strategies • Implement Pricing Changes • Report margin impact related to pricing guarantees to finance team
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Hewing Hotel
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United States
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1 - 100 Employee
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Assistant Director of Finance
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Aug 2022 - Dec 2022
• Manage forecasts, multiyear planning, ad hoc analysis, and budget support for each revenue source with approximately a total of $15MM in revenue and around 200 employees. • Maintain accounting principles for the Company’s General Ledger and Financial Statements adhering to GAAP compliance. • Coordinate, prepare, and review monthly BS and IS, trend analysis, including monthly review with DoF and GM. • Responsible for the daily income audit and compiling reports that are reviewed by the CFO and CEO. • Responsible for completely remapping all the codes of each revenue source flowing in between accounting systems, and writing policies and SOP on several of the systems. • Supervised Staff Accountant and Shipping and Receiving Clerk Show less
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Wells Fargo
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United States
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Financial Services
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700 & Above Employee
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Portfolio Manager / Credit Analyst 3
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Jan 2019 - Jul 2022
• Evaluate credit strength for middle market commercial customers, generally from $20MM or more in sales.• Construct underwriting memorandums for senior credit management to evaluate and approve.• Evaluate borrower cash flow & apply findings to mitigate risk associated with lending decisions.• Evaluate customer compliance in regards to banking covenants for proper credit structure.
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Ag Collateral Monitoring- Credit Analyst 2
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Jul 2017 - Jan 2019
• Contributed leadership as a senior team member in a group of six analysts, monitoring commercial banking customers within the National Food & Ag portfolio of over 325 borrowers and $3B in commitments.• Supported 33 regional commercial banking offices by performing regular review and analysis of borrower’s inventory, A/R, and borrowing base certificates ensuring compliance with credit agreements and policy.• Onboarded new loan requests which includes analyzing complex credit structures, and collateral.• Managed projects and presentations assigned including providing training, and reviewing work quality for other analysts. Show less
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Rudnick International
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Bakersfield, California Area
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Senior Accountant
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Mar 2016 - Aug 2018
• Reviewed financial statements and analyzed sales revenues, costs, expenses, and tax rates. • Responsible for preparing multiple quarterly and annual payroll tax returns and sales tax returns along with 1099s and W2s. • Managed administrative support including cash disbursements and receipts, billing, intercompany transfers, accounts receivable, accounts payable, and bank reconciliations. • Designed and implemented training and support for junior staff, including developing training procedures manual. • Developed promotion and bonus structures. Show less
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Citizens Business Bank
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United States
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Banking
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700 & Above Employee
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Service Support
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Mar 2013 - Feb 2016
• Implemented controls and timely submission of monthly certification report and retention schedule. • Interpreted and applied bank policies to minimize losses, defalcations, and maintaining satisfactory audits. • Monitored BSA, AML, OFAC, USA Patriot Act and all regulatory requirements. • Filed CTRs, MILs, and SARs • Internally audited New Account’s compliance with KYC procedures • Implemented controls and timely submission of monthly certification report and retention schedule. • Interpreted and applied bank policies to minimize losses, defalcations, and maintaining satisfactory audits. • Monitored BSA, AML, OFAC, USA Patriot Act and all regulatory requirements. • Filed CTRs, MILs, and SARs • Internally audited New Account’s compliance with KYC procedures
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Thornton Enterprises
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Missoula, Montana
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Accounts and Budget Manager
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Dec 2009 - Jan 2013
• Identified staff vacancies and recruited, interviewed, and selected applicants. • Performance management – worked directly with individuals to develop improvement plans. • Oversaw analysis and comparison of positions and salaries in market. • Implemented effective HR policies to ensure all practices are in compliance with labor employment regulations. • Identified staff vacancies and recruited, interviewed, and selected applicants. • Performance management – worked directly with individuals to develop improvement plans. • Oversaw analysis and comparison of positions and salaries in market. • Implemented effective HR policies to ensure all practices are in compliance with labor employment regulations.
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Wells Fargo
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United States
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Financial Services
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700 & Above Employee
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Personal Banker
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Nov 2006 - Nov 2009
• Sold consumer and business products and services including checking and savings accounts, loans and lines of credit to customers and prospects while providing excellent customer service• Managed customer portfolios, serviced relationships and cross-sold all products and services • Developed and conducted sales and product knowledge training for tellers
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Service Manager
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Nov 2006 - Nov 2009
• Managed a team of eleven professionals including teller supervisors in a customer service environment.• Duties included hiring, objective setting, performance management, coaching/development and training.• Helped implement compliance requirements to ensure adherence with strict audit regulations.
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Education
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2016 - 2017
California State University-Bakersfield
Bachelor’s Degree, Finance -
2013 - 2015
Bakersfield College
Associate’s Degree, Business Administration
Community
