Manager Financial Planning and Analysis

• Aug 2022 - Present

Senior Financial Analyst

• Feb 2018 - Aug 2022

•Perform financial forecasting, reporting, and operational metrics tracking•Analyze financial data – and create financial models for decision support•Reporting on financial performance and preparation for regular leadership reviews•Analyze past results, perform variance analysis; identify trends, and make recommendations for improvements•Work closely with the accounting team to ensure accurate financial reporting and decision support•Evaluate financial performance by comparing and analyzing actual results with plans and forecasts•Guide cost analysis process by establishing and enforcing policies and procedures•Provide analysis of trends and forecasts and recommending actions for optimization•Recommend actions by analyzing and interpreting data and making comparative analyses; study proposed changes in methods and materials•Identifying and driving process improvements, including creation of standard and ad-hoc reports, tools and Excel dashboards•Increase productivity by developing automated reporting/forecasting tools•Market research, data mining, business intelligence, and valuation comps•Strong financial analysis skills creating forecasts and models Show less

Accounts Payable Manager

• Nov 2015 - Feb 2018

• Designed, tested, implemented, documented, and current administrator for the Perceptive workflow and invoice management system.• Created the data tables and user interface used to automate processing of over 400 monthly physician timesheets reducing manual processing to 1%• Developed and reported monthly analytics for AP Department reporting on KPIs used for tactical decision making.• Managed 13 AP Specialists, 1 Payments Specialist, 1 Contract Specialist, and 1 Clerk by providing guidance on procedures, problem resolution, and adherence to departmental goals set forth from the AP Director. Show less

Billing Manager - Outpatient Services

• Apr 2014 - Nov 2015

• Wrote MS Access databases used to process more than 60k medical claims in service for 4 years• Evaluated Hospice level of care status of patients from all 75 Corporate offices • Created training program for administrative directors reducing operational errors by 15%• Managed contractual database used for reimbursement with vendors.• Accountable for 4 Billing Clerks, and 1 Contract Specialist.

Corporate Case Manager

• Nov 2012 - Apr 2014

• Designed and implemented invoice tracking processes to manage over 2500 medical invoices per month• Verified medical charges to mitigate liabilities coordinating with clinical staff• Managed contractual agreements with private physicians • Created training documents for the medical payables department to increase learning efficiency• Designed 2 databases to more efficiently manage nursing home and medical payable invoices• Developed process flows to validate invoices from over 1500 vendors • Solved unique problems regarding patient billing by developing solutions satisfying all stakeholders• Managed the adjudication of Medical Claims processed by 3 Claims Specialists resulting in over 88% discounts from charged amounts billed by medical providers. Show less

First Officer

• Jul 2006 - Nov 2012

• Analyzed future flight conditions on the ground and created strategies to accomplish a successful flight. • Evaluated current flight conditions and executed tactical decisions to address developing events to overcome obstacles to a successful flight such as thunderstorms, air traffic control delays, and mechanical issues onboard. • Responsible for the safety of passengers and crew as Second in Command. • Inspected aircraft prior to each flight, obtained ATC clearances, prepared weight and balance calculations and load manifests, and manipulated the controls of the aircraft during flight. Show less

Flight Instructor

• Apr 2006 - Jul 2006

• Promoted self to increase student-base without the support of a formal flight school. • Managed student training curriculum using personally written and published lesson plans. • Trained students in subjects such as aircraft systems, operating procedures, handling emergencies, problem analysis, aircraft navigation, radio operation, and aerodynamics to pass their FAA pilot tests. • Coordinated all aspects of training by arranging for aircraft rental, fueling, maintenance, student progress, financial budgeting, documentation, and examiner scheduling. Show less

Supervisor

• Jun 1997 - Jul 2006

• Consistently provided world-class guest service by valuing each guest’s experience. • Resolved guest concerns by identifying what the guest had lost in the incident, communicated my understanding of the issue, explained company policy, then explained available solutions the guest could choose. • Reduced human resource costs by maintaining daily staffing levels that matched projected forecasts based on park attendance. • Accountable for the safety of all guests and more than 10 employees on attraction while on duty. • Evaluated new employees following on-the-job training, approving or recommending further training. • Created physical model of station to communicate unusual procedures training. • Implemented the use of Computer Based Training to educate new employees on the use of control panels, procedures, and systems. • Reported operational issues to management and disseminated new operational guidelines to employees. Show less

Flight Instructor

• Jan 2006 - Apr 2006

• Trained pilots to successfully pass stringent FAA knowledge and practical tests • Increased student base from 5 students to over 13 concurrently within 3 months utilizing a combination of customer service and disciplined training methods. • Developed tailored solutions to each student's personal hurdles. • Evaluated student's progress regularly to ensure adherance to FAA practical test standards. • Trained pilots to successfully pass stringent FAA knowledge and practical tests • Increased student base from 5 students to over 13 concurrently within 3 months utilizing a combination of customer service and disciplined training methods. • Developed tailored solutions to each student's personal hurdles. • Evaluated student's progress regularly to ensure adherance to FAA practical test standards.

Flight Instructor

• Nov 2004 - Jan 2006

• Developed a training curriculum, instructed students in a classroom setting, conducted training and introductory flights. • Determined student proficiency, reported on student progress to the chief pilot, and developed new teaching methods. • Accepted a failing student from another instructor who failed 4 times previously, to successfully earn his Instrument Rating. • Created an aircraft tracking log in Excel to ensure that the training fleet complied with all FAA airworthiness directives. • Utilized computer based models to conceptualize the inner workings of aircraft systems and navigation radios for improved student understanding. Show less

Systems Manager

• Sep 2002 - Nov 2003

• Increased monthly claims billed from $640k to over $1.3M in less than one year.• Reduced Medicare billing lead-time from over 60 days to less than 30 days.• Accountable for 3 data-entry clerks entering patient information to ensure timeliness and accuracy.• Resolved database problems quickly with vendor to maintain productivity.• Audited all Medicare records for accuracy and documentation to ensure full Medicare disbursements.• Performed adjustments directly in the South West Medicare Database and our local database.• Reported to Home Health Agency director and worked closely with the Director of Information Services in the hospital.• Executed all electronic billing functions to Medicare.• Prepared month-end financial closing for Home Health Agency, reportingto the Hospital Controller. Show less

Medical Biller

• Apr 2001 - Sep 2002

• Audited 100% of Medicare and 10% all other medical records for frequency & duration, orders, correct health insurance claim number, MSA codes, ICD9 Codes, agency overlap, and financial responsibility. • Communicated to case managers and field nurses discprepencies in documentaion to be rectified immediately. • Reduced billing times from over 120 days to less than 60 days. • Reported directly to the Home Health Agency Administrator.• Resolved customer service issues with questions regarding patient claims.• Adhered to the Health Information Portability and Accountability Act (HIPAA) as well as maintained patient confidentiality. Show less

Billing Auditor

• Jan 2001 - Apr 2001

• Temporary auditing for Tenet Home Health at Garden Grove Hospital, Garden Grove, CA. • Reduced outstanding claims from 200 days to 120 days within 4 months. • Audited patient Medical records for frequency and duration, orders, MSA codes, and financial responsibility. • Reported directly to the Medical Biller. • Learned auditing procedures quickly, which were needed to accelerate the Home Health Agency's back-logged patient records. • Temporary auditing for Tenet Home Health at Garden Grove Hospital, Garden Grove, CA. • Reduced outstanding claims from 200 days to 120 days within 4 months. • Audited patient Medical records for frequency and duration, orders, MSA codes, and financial responsibility. • Reported directly to the Medical Biller. • Learned auditing procedures quickly, which were needed to accelerate the Home Health Agency's back-logged patient records.