Experience

VFP Consulting

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Consultant

  • Oct 2020 - Present



Appirio

• United States
• Information Technology & Services
• 200 - 300 Employee

• Consultant

  • Jun 2019 - Oct 2020

  Implemented a large-scale project management tool for an enterprise client with highly complex requirementsProvided best practice business process consulting, system configuration, technical assistance and training during the course of the projectOwned entire workstreams from start to finish by conducting demos and holding weekly presentationsRecommended change-management and process improvement strategies focusing on user adoptionContributed to the group practice by creating assets, presenting on team calls and blog writing



AArete

• United States
• Business Consulting and Services
• 300 - 400 Employee

• Consultant

  • Feb 2018 - Jun 2019

  Assisted in driving over $200M in savings through utilization and cost reduction initiatives for a large Managed Care Organization (MCO) by providing data analytics and project management support to various stakeholdersProvided insight and direction through data analytics to help drive pharmacy formulary savings for a large Managed Care Organization by recommending alternative/generic optionsReviewed provider contractual IT configuration to assess accuracy of claims configuration and identify logic gaps for a large-scale Managed Care Organization over ten markets throughout the USIdentified gaps in logic configuration opportunities involving incorrect provider specialty to provider payclass mappings resulting in recoupable opportunities for a payor



FinancialForce

• United States
• Software Development
• 300 - 400 Employee

• Consultant

  • Sep 2016 - Feb 2018

  Go-To-Market StrategyInvolved in the creation of a small business implementation methodology that was applied to projects with the goal to get clients up and running in a short amount of time and deliver full value for the PSA (Professional Services Automation) tool purchasedInvolved in presenting, answering questions and giving guidance to internal consultants world-wide in order to apply the newly created small business methodology in all global regions of businessHelped developed best practice processes for client guidance and adoptionCreated a full package of PSA documentation given to clients prior to project kick-off that explained what comes with the tool, the configuration performed and the best practice processes that will be showcased and taughtCreated a standard project plan to help guide and streamline the entire project process from start to finishHelped create a packaged fixed-price version of the implementation methodology along with additional add-ons offered such as: data migration, expense report integration and a more granular way to track time entry for resourcesPSA Implementation and ConfigurationSelf-managed all projects as well as performed the lead consultant role during implementations working with business executives to ensure clients and their end-users were prepared for future successGuided clients through their entire PSA implementation project from start to finishImplemented, configured and taught clients each best practice approach in order to ensure fast end-user adoption rate and obtain full value for the tool purchasedParticipated in pre-sales scoping process by answering prospective client questions regarding the newly created small business methodology and project approachProvided business process recommendations, SME, group training and configuration assistance to clients throughout the entire project lifecycleExperienced with implementing and being assigned to T&M as well as fixed price projects



ii5

• Hong Kong
• Real Estate
• 1 - 100 Employee

• Analyst

  • Sep 2015 - Nov 2015

  Involved in the final seed stage funding from start to finish that resulted in $4M total investment from a single venture capital firmHelped create and edit investor documents which included draft term sheets, convertible notes, transfer pricing and subscription agreements, memorandum and articles of association, employee stock ownership plans, non-disclosure statements, comfort letters, and a pro-forma balance sheet reportingIn charge of starting, creating, managing, and distributing the operational reporting process for all stakeholdersCreated operational reporting models to aid with faster and efficient reporting



Presence Health

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

• Financial Analyst

  • Jul 2014 - Sep 2015

  Designed a system-wide, eleven facility, metric flash report that linked, calculated, manipulated, and compared actual data on a per day and total monthly basis to budget and prior year numbers that shows facility executives their impact on current daily operations with respect to a six-month running averageAudited all data fed into the metric project on a daily basis to ensure accurate results were and are being sent to facility executivesForecasted metric data on an ad hoc basis



Metro Tech Service Corp.

• Financial Analyst

  • Sep 2012 - Jul 2014

  Constructed and analyzed weekly, monthly, and ad hoc reports used by management to help guide strategic decisions that generated increased total revenue for the company from $22M in 2012, to $23.5M in 2013, to a projected $25M in 2014Worked closely with company executives on on-going reports that increased company net profit from 8% in 2012, to 8.1% in 2013, to a projected 10% in 2014 with respect to total revenuePresented analysis of financial reports to executives monthly. Collaborated with management to prepare, proofread, and edit monthly presentations which used the reported results as their basisPrepared quarterly reports for management to present to company executives. The Analysis consisted of total revenue, cost, and profitability by region, state, city, and at the employee levelCreated company financial statements which included Profit and Loss (P&L), Selling, General, and Administrative (SG&A), and Indirect Expenses. Analyzed company financial statements with the company's CFO monthly to establish patterns, strengths, and areas to improveAnalyzed company's chart of accounts during the month-end close process to identify trends and track monthly balances in order to perform general ledger reconciliations