Experience

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  Creative Financial Staffing (CFS)

  • Oak Brook, IL

  • Temporary Accounting Positions

    • Nov 2019 - Present
    • Oak Brook, IL

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  Personal

  • Lombard, IL

  • Consulting Work

    • Mar 2019 - Present
    • Lombard, IL

    Healthcare financial and other financial assignments

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  Evolent Health

  • Chicago, IL

  • Director of Client Finance

    • Oct 2014 - Feb 2019
    • Chicago, IL

    Provided oversight and accounting knowledge in growing financial service group, including development of policy & procedures, directed accounting solutions for a variety of customer needs, work with Vice President to build and develop financial staff.

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  Chicago Health System

  • Westmont, IL

  • Chief Financial Officer

    • May 2002 - Apr 2014
    • Westmont, IL

    Provided oversight for accounting close process, including variance analysis, forecasting, and quarterly reporting, for claims operations totaling $55M. Managed annual budgeting and led 24-person staff of financial, systems, claims, and auditing professionals. Identified and capitalized on areas of process and efficiency improvement. Coordinated with high-level leaders, including C-suite executives at the corporate, regional, and hospital level; facilitated budget reviews and monthly operating reviews. Key Highlights: » Held role in consistently producing results surpassing EBITDA target 5%-200%+ on annual basis. » Proved vital to turning around Independent Physician Association (IPA) operation:• Instrumental in reversing ~$1M in losses within 12 months, averting bankruptcy threat and building collaborative approach with initially resistant physicians.• Realigned stalled system implementations, completing efforts in rapid, three-month timeframe. • Resolved data integrity issues and created new plan that boosted health plan funding to $3M. » Drove critical replacement of high-cost, inefficient claims system with more flexible solution that provided better usability while reducing system’s annual operating costs ~80%.» Created financial and analytical reports to improve management of IPA operations for 5 HMO product lines and 60,000+ members, including third-party administrator business. » Led negotiations for health plan contracts and consistently outperformed budget expectations. » Contributed to establishing integrated physician network and one of Chicago’s first Accountable Care Organizations (ACOs).

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  FlexBen Corporation

  • Lombard, IL

  • Consultant, Finance Manager

    • Jan 2000 - Apr 2001
    • Lombard, IL

    Held key role in establishing company’s Chicago and suburban area presence for benefits/systems consulting. Created client solutions for financial reporting, benefits administration and benefits planning, design, and system/process improvements. Handled LAN administration, set up network software, and provided system troubleshooting and issue resolution. Key Highlights: » Established accounting and auditing procedures for newly launched consulting office; rolled out banking system/procedures, including lockbox accounts and ACH software/reconciliation. » Instrumental in launch of high-growth COBRA administration business, including pilot installation and procedure implementation for Travis software. » Advised Waste Management, Inc. in headquarters transfer from Illinois to Texas, providing financial support for health/retirement benefits transfer, including pension plan dissolution and payout.

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  Waste Management

  • Oak Brook, IL

  • Benefits Finance Manager

    • May 1981 - Dec 1999
    • Oak Brook, IL

    Reviewed and analyzed financials for three corporate departments with budgets of $25M+, statistical demographics for $150M annual health/welfare plan, and retirement budgets of $50M. Oversaw three-person team in processing 350-400 monthly HMO invoices. Compiled data and assessed actuarial assumptions for FAS 87, 106, and 112 valuations in order to provide expense/funding recommendations.Key Highlights: » Proved vital in capturing $80M+ in cost savings on health/welfare benefits, working with team to devise strategic plans and reduce liability; instrumental in initiative to transition from self-funded national indemnity plan offering to partially self-funded localized managed care offerings. » Managed non-qualified pension plan for ~125 key executives, taking over administration from outside consultants; enabled $100K+ in savings by developing program to provide annual statements and retirement calculations on ongoing basis. » Defined annual national billing and employee contribution rates, including budget, plan design, demographics, and financial impact.» Drove consolidation of all HMO payments nationwide. » Designed tools to track/report employee turnover statistics; supported technical team in development.