Experience

Lee Carlson Center for Mental Health & Well-Being

• United States
• Mental Health Care
• 1 - 100 Employee

• Finance Director

  • May 2023 - Present



University of Minnesota Physicians

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

• Finance Director (Interim)

  • Dec 2022 - May 2023

• Senior Finance Manager

  • Oct 2022 - Dec 2022

• Finance Manager - Data Analytics & Ambulatory Care

  • Feb 2022 - Oct 2022

  • Manage both the Ambulatory Finance team and Financial Data Analytics function; both outlined below• Lead annual budgeting for M Health Clinics and Surgery Center• Improve existing processes through leveraging new IT systems to minimize time wasted building and adjusting reports• Hire, mentor, and train analysts in order to allow them to function independently in their roles

• Finance Manager - Data Analytics

  • Mar 2021 - Mar 2022

  • Manage chargemasters for the M Health Clinics and Surgery Center and M Physicians clinics, balancing adequate reimbursement with patient access• Work with Business Intelligence team closely in reviewing financial data and automating reports• Support the M Physicians Cardiology team in producing customized productivity reports, calculating compensation and bonuses, and budgeting• Work with MN Department of Human Services to calculate M Physicians' Upper Payment Limit Supplemental Payment• Continued partnership with payer contracting by optimizing processes and automating customized analyses per payer Show less

• Principal Financial Analyst - Ambulatory Care

  • Oct 2016 - Mar 2021

  • Manage financials for entire M Health Clinics and Surgery Center, in addition to several off-site clinics; support comprised of budgeting, monthly finance reviews, business development pro formas, cost accounting implementations, FTE allocations, service-level contract review, and ad hoc reporting for 125+ cost centers• Analyze provider performance and compensation plans by comparing wRVU generation to benchmarks via monthly and annual reporting; specialization in APPs (Advanced Practice Providers), Cardiologists, and Oncologists• Partner with payer contracting to model financial impact of annual payer negotiations to ensure favorable payment rates, as well as build reimbursement bundles for Recovery Advantage program at the Ambulatory Surgery Center (ASC)• Design and distribute user-friendly monthly practice management dashboards that go out to all medical directors and operations leaders; reports offer views of clinic-level KPIs (volumes, FTEs, provider and staff productivity, & procedure mix) and financial results on one page • Recruit, hire, train, supervise, and delegate work to financial analyst• Specialize in ASC financials and data reporting to analyze room utilization, accuracy of scheduling times, volume trends, costs and revenue per case, and profitability of specific services to empower leadership to optimize revenue and minimize waste Show less



Fairview Health Services

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

• Senior Financial Analyst II

  • Jun 2016 - Sep 2016

  • Provided financial analyses for 340B program, including program reporting, control monitoring, and inventory and savings valuation, by applying expertise in areas such as program qualification, dispense accumulator, purchasing, savings, and inventory valuation • Prepared analyses related to contracts, business lines, products, therapies, capture, payer, and program performance • Worked with departments to prepare capital requests and analyses such as pro formas, IRRs, growth opportunities, and value propositions Show less



Logic PD

• United States
• Appliances, Electrical, and Electronics Manufacturing
• 1 - 100 Employee

• Senior Financial Analyst

  • Feb 2016 - May 2016

  • Collaborated in analyzing, planning, and forecasting new business opportunities and projects • Worked closely with Proposals, Contracting, and Project Management to analyze and conclude upon appropriate revenue recognition for project agreements and other customer-related documentation, such as customer purchase orders, renewal documentation, and contract amendments • Managed Revenue Accountant/Financial Analyst with project accounting setup, contract review, revenue recognition, customer invoicing, and month-end analysis • Developed performance metrics reporting to assist business unit leaders in understanding current business trends • Prepared analysis and presentations for management review of operating results and board meetings Show less



Hennepin Healthcare

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

• Financial Analyst

  • Oct 2014 - Feb 2016

  • Partnered with operational directors & managers of 54 cost centers to forecast, budget, analyze, strategize, report, and present financial performance & drivers for annual budgets totaling over $135 million • Specialized in inpatient service lines—Critical Care, Neonatology, Obstetrics/Gynecology, & Pediatrics—and support departments—Analytics, Bioelectronics, Case Management, Compliance, EHR, ERP, Interpreter Services, IT, Respiratory Care, & Social Service • Created and automated standard financial & productivity reports in Webi (SAP Business Objects), saving hundreds of hours of analyst time per year Show less



Allina Health

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

• Data Analyst

  • Jun 2004 - Sep 2014

  • Responsible for all financial activity & reporting for a $30 million department; transaction review resulted in credits of more than $350,000 to Allina between April 2013 and September 2014 • Oversaw all vendor relations activities for service of Allina’s clinical equipment; these activities include contracts database management, large invoice approval, issuance of purchase orders, compliance with regulatory requirements to maintain accreditation, & dispute resolution • Forecasted service needs of capital equipment based on asset history and related variables; for example, a $2.5 million 5-year contract analysis resulted in a 15% price reduction for a system-wide service contract • Designed reports to analyze cost savings opportunities; one report immediately identified a $10,000 part that had been under warranty when it was replaced, leading to a full $10,000 credit for the replacement part Show less



Looking Glass Marketing

• Advertising Services

• Marketing Consultant (Telecommute)

  • Mar 2011 - Mar 2013

  • Advised clients on marketing best practices regarding social media marketing; blog writing; web content development, layout, & maintenance; and monthly newsletter production • Duties drew from ERP & IT/IS experience involving SQL; website coding, design, and management; SEO (Search Engine Optimization); web applications such as Microsoft Dynamics CRM, SalesForce, WordPress, Blogger, Small Machine Forums, SurveyMonkey, Constant Contact; and software such as the Microsoft Suite, Dreamweaver, Photoshop, and Camtasia Studio Show less



PowerObjects

• Minneapolis, MN

• Marketing Intern

  • Mar 2008 - Nov 2008

  • Designed & executed a CRM marketing campaign targeting the financial services industry; the goal of attaining one new client was achieved while keeping expenses under budget • Wrote case studies, whitepapers, & customer testimonials to demonstrate the value of the product • Created newsletters & landing pages, updated the company website, edited press releases, and designed literature • Designed & executed a CRM marketing campaign targeting the financial services industry; the goal of attaining one new client was achieved while keeping expenses under budget • Wrote case studies, whitepapers, & customer testimonials to demonstrate the value of the product • Created newsletters & landing pages, updated the company website, edited press releases, and designed literature