Experience

Cloudmed, an R1 company

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

• Director

  • Jan 2022 - Present

  (Previously called Triage Consulting Group) - Launched an Audit, Strategy, and Analytics (AST) team focused on technical development (SQL, VBA, Excel) to identify non-standard reimbursement opportunities for all Cloudmed hospital clients - in 2022, the team created over $50M in revenue - Director over the Global Rules and Medicaid pillars (20 FTEs) which focus on creating Stored Procedures and SQL pricers in SSMS to identify hospital accounts potentially underpaid by insurance companies… Show more (Previously called Triage Consulting Group) - Launched an Audit, Strategy, and Analytics (AST) team focused on technical development (SQL, VBA, Excel) to identify non-standard reimbursement opportunities for all Cloudmed hospital clients - in 2022, the team created over $50M in revenue - Director over the Global Rules and Medicaid pillars (20 FTEs) which focus on creating Stored Procedures and SQL pricers in SSMS to identify hospital accounts potentially underpaid by insurance companies, and then categorize, analyze, and track how these opportunities convert to Cloudmed revenue to identify areas for rule creation and rule refinement - Created an automated SQL-based rules engines from scratch to house the entirety of AST's Stored Procedures serving >200 clients across thousands of rules, which contributes >$500M in potentially underpaid inventory each month, categorized by validation complexity, rule confidence, and Rule Efficiency Score - an all-encompassing metric highlighting the revenue per account touch by rule opportunity (Pursuit Rate * Average Underpayment * Collectability * Contingency Rate) - Responsibilities include SQL development of automation engines, project management and strategy, revenue projection and analysis, training and evaluation of Managers, Rule Architects, Senior Associates, and Associates, data analytics, setting and managing project goals to ensure profitability, and generating client deliverables

• Manager

  • Nov 2020 - Dec 2021

  - Managed 4 project teams simultaneously ranging from 3-7 FTEs working with hospital clients to ensure proper reimbursement from insurance companies, prevent future cash loss, and communicate contractual recommendations - Reported to 8 different hospital clients' CFOs, Business Office Directors, and VPs of Patient Financial Services, Managed Care departments, and Directors of Billing and Coding - Regularly generated client-facing reports that both qualitatively and quantitatively… Show more - Managed 4 project teams simultaneously ranging from 3-7 FTEs working with hospital clients to ensure proper reimbursement from insurance companies, prevent future cash loss, and communicate contractual recommendations - Reported to 8 different hospital clients' CFOs, Business Office Directors, and VPs of Patient Financial Services, Managed Care departments, and Directors of Billing and Coding - Regularly generated client-facing reports that both qualitatively and quantitatively summarize findings with the goal of improving the hospitals' revenue cycle, including in-person trainings with key stakeholders in departments ranging from patient registration to clinical coding to contracting - Responsibilities included project management, training, career development, evaluation of project associates, data analytics, setting and managing project goals to ensure profitability, generating client deliverables, and traveling to consult, train, and educate clients - Regularly utilized SQL to create stored procedures that identify reimbursement opportunities throughout the revenue cycle



Triage Consulting Group

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Manager

  • Jul 2019 - Oct 2020

  (Triage Consulting Group changed its name and is now Cloudmed) See Description under Cloudmed above

• Senior Consultant

  • Jun 2016 - Jul 2019

  - Managed a team as the day-to-day lead ranging in size from 3 to 9 FTEs that served hospital clients by identifying, collecting, reporting, and consulting underpayments by insurance companies - Reported back to hospital CFOs and Business Office Directors, along with Patient Financial Services and Managed Care Directors - reports included contract analysis providing recommendations for future negotiations, all-encompassing revenue cycle trainings on site with key hospital stakeholders… Show more - Managed a team as the day-to-day lead ranging in size from 3 to 9 FTEs that served hospital clients by identifying, collecting, reporting, and consulting underpayments by insurance companies - Reported back to hospital CFOs and Business Office Directors, along with Patient Financial Services and Managed Care Directors - reports included contract analysis providing recommendations for future negotiations, all-encompassing revenue cycle trainings on site with key hospital stakeholders ranging from Patient Access to Cash Recovery, and regular trainings on ways to identify and collect previously unidentified missed revenue - Set and managed monthly goals, typically $2M in Client Value per month translating to $600K in revenue - regularly exceeded goals by >20% on average - Trained and managed associates daily, which included guiding 15 to eventual promotion into the Senior Associate role

• Consultant

  • Sep 2014 - Jun 2016



Stanford University

• United States
• Higher Education
• 700 & Above Employee

• Financial Manager

  • Sep 2012 - Jun 2014

  Set quarterly budgets for this 50-student university house and track them weekly, reporting to Residential Education. Communicate financial status regularly to house chef and staff in order to meet kitchen and social budget projections. Reconcile checkbooks and issue vendor payments weekly. Manage the quarterly 350-guest Pizzeria restaurant event, establishing online reservation and payment systems, coordinating event production, and overseeing volunteers. Work as a member of the leadership… Show more Set quarterly budgets for this 50-student university house and track them weekly, reporting to Residential Education. Communicate financial status regularly to house chef and staff in order to meet kitchen and social budget projections. Reconcile checkbooks and issue vendor payments weekly. Manage the quarterly 350-guest Pizzeria restaurant event, establishing online reservation and payment systems, coordinating event production, and overseeing volunteers. Work as a member of the leadership team to create a cohesive, stimulating, theme-based and supportive house environment for all residents. Average 15 hours per week. Show less Set quarterly budgets for this 50-student university house and track them weekly, reporting to Residential Education. Communicate financial status regularly to house chef and staff in order to meet kitchen and social budget projections. Reconcile checkbooks and issue vendor payments weekly. Manage the quarterly 350-guest Pizzeria restaurant event, establishing online reservation and payment systems, coordinating event production, and overseeing volunteers. Work as a member of the leadership… Show more Set quarterly budgets for this 50-student university house and track them weekly, reporting to Residential Education. Communicate financial status regularly to house chef and staff in order to meet kitchen and social budget projections. Reconcile checkbooks and issue vendor payments weekly. Manage the quarterly 350-guest Pizzeria restaurant event, establishing online reservation and payment systems, coordinating event production, and overseeing volunteers. Work as a member of the leadership team to create a cohesive, stimulating, theme-based and supportive house environment for all residents. Average 15 hours per week. Show less



Prophet

• United States
• Business Consulting and Services
• 500 - 600 Employee

• Summer Associate

  • Jun 2013 - Sep 2013

  Worked in brand strategy, marketing and design consulting, with clients in telecommunications and packaged food • Generated alternative marketing strategies, helped conduct surveys on consumer pain points/desires, and prepared slides for clients meetings for a $20 billion wireless telecom company • Helped devise repositioning options and synthesized over eight years and 100 decks of previous research for an existing product line of a $5 billion candy company • Assembled data for deep… Show more Worked in brand strategy, marketing and design consulting, with clients in telecommunications and packaged food • Generated alternative marketing strategies, helped conduct surveys on consumer pain points/desires, and prepared slides for clients meetings for a $20 billion wireless telecom company • Helped devise repositioning options and synthesized over eight years and 100 decks of previous research for an existing product line of a $5 billion candy company • Assembled data for deep dive analysis in areas of key concern, brainstormed on rebranding, and performed retail field research Show less Worked in brand strategy, marketing and design consulting, with clients in telecommunications and packaged food • Generated alternative marketing strategies, helped conduct surveys on consumer pain points/desires, and prepared slides for clients meetings for a $20 billion wireless telecom company • Helped devise repositioning options and synthesized over eight years and 100 decks of previous research for an existing product line of a $5 billion candy company • Assembled data for deep… Show more Worked in brand strategy, marketing and design consulting, with clients in telecommunications and packaged food • Generated alternative marketing strategies, helped conduct surveys on consumer pain points/desires, and prepared slides for clients meetings for a $20 billion wireless telecom company • Helped devise repositioning options and synthesized over eight years and 100 decks of previous research for an existing product line of a $5 billion candy company • Assembled data for deep dive analysis in areas of key concern, brainstormed on rebranding, and performed retail field research Show less



Stanford Psychology Department

• Stanford, CA

• Research Assistant

  • Mar 2012 - Mar 2013

  Recruit candidates and administer surveys regarding interpersonal influence, locate videos to be broken down for non-verbal analysis and code them for non-verbal gestures, build surveys online after editing, help administer in-person psychology experiments. Recruit candidates and administer surveys regarding interpersonal influence, locate videos to be broken down for non-verbal analysis and code them for non-verbal gestures, build surveys online after editing, help administer in-person psychology experiments.



Heffernan Financial Services

• Financial Services
• 1 - 100 Employee

• Intern

  • Jul 2012 - Aug 2012

  Contacted retirement providers and revised 408b Fee Analysis Sponsor Disclosure forms, updated client information, performed administrative tasks, attended retirement division’s prospect closing meeting and annual fund performance review with clients. Contacted retirement providers and revised 408b Fee Analysis Sponsor Disclosure forms, updated client information, performed administrative tasks, attended retirement division’s prospect closing meeting and annual fund performance review with clients.



Heffernan Insurance Brokers

• United States
• Insurance
• 400 - 500 Employee

• Intern

  • Jun 2012 - Jul 2012

  Organized and researched prospect information for producers using SalesForce and Hoover’s in Excel, created breakdowns of workers’ compensation rates, assembled insurance packets for prospect meetings, and performed administrative duties, including updating account managers, sending out personalized letters to clients, and compiling RFPs for Heffernan prospects. Organized and researched prospect information for producers using SalesForce and Hoover’s in Excel, created breakdowns of workers’ compensation rates, assembled insurance packets for prospect meetings, and performed administrative duties, including updating account managers, sending out personalized letters to clients, and compiling RFPs for Heffernan prospects.



Crosspoint Realty Services

• Novato, CA

• Property Assistant

  • Jul 2011 - Aug 2011

  Performed tenant coordinator duties, coded invoices, reviewed insurance certificates and followed up with insurance brokers, contacted tenants with delinquent accounts, performed site inspections and met with vendors to address repair and maintenance issues, updated Excel spreadsheets relating to various property functions, and performed administrative duties as a paid intern for a real estate management company. Performed tenant coordinator duties, coded invoices, reviewed insurance certificates and followed up with insurance brokers, contacted tenants with delinquent accounts, performed site inspections and met with vendors to address repair and maintenance issues, updated Excel spreadsheets relating to various property functions, and performed administrative duties as a paid intern for a real estate management company.