Experience

Fortis Management Group, LLC

• Hospitals and Health Care
• 1 - 100 Employee

• Sr Analyst & IT Specialist

  • Jul 2015 - Present

  • Member of Oracle Fusion Cloud core implementation team; in charge of the financial system component including the general ledger, financial reports and queries, hierarchies, cross validation and security rules; oversaw transition from Oracle EBS to Fusion (Cloud) • Testing processes, developing test cases for Daz development team; submit and track Oracle SR’s, and work through BugTracker items as a part of Oracle Fusion upgrades and patchwork • Create and maintain custom financial reports using Financial Reporting Studio, Smart View, BI Publisher, and Access; document and distribute training guides on reports • Built multiyear forecast model for 70+ cost centers to accurately identify future cost savings and revenue growth; create scenarios using potential strategies as advised by top management • Provide quarterly executive summary of operations detailing ADC, EBITDA bridges, revenue and expense trends along with other performance benchmarks • Administrator of Access databases maintaining company-wide chart of accounts and facility master tables; develop ad-hoc queries as needed • Develop new, more efficient methods of extracting and utilizing data to better streamline processes within Accounting Services and between other departments • Use triangle analysis based on insurance claim detail to calculate monthly health expense adjustment Show less



Extendicare Health Services, Inc.

• Medical Practices

• Senior Analyst & Systems Administrator

  • Jun 2013 - Jun 2015

  • Worked with members of the process improvement team to get Hyperion software “live” by testing data, running financial reports and books, and developing the necessary ad-hoc reports; maintain the member hierarchies, run parallel with Access, and monitor the GL Extract import from Oracle• Produced and distributed monthly financial reports including EOPs, Pretax, Rate Mix Volume, ADC Trending, Pretax Highlights, and the EHSI Financial Summary• Took health and dental claims and calculate a monthly adjustment for each; work with data given by Benefits Department to create an annual budget using participant cost and expected premium increases• Used prior month results and trends, forecasted the remaining quarters of the current year and the next 3 years of future operations• Updated Oracle account and facility structures along with cross validation rules and built standard financial reports.• Trained employees on end-user Hyperion processes such as creating monthly financial reports, maintaining the hierarchies and running the general ledger import Show less

• Senior Analyst

  • Jan 2011 - Jun 2013

  • As part of our consolidated billing team, $7.8 million in cost savings was generated in 2012 by implementing and enforcing CMS billing rules within our A/P system• Recouped $180 thousand in provider tax payments for Idaho nursing homes by analyzing the general ledger and A/R reconciliation• Forecasted and budgeted using projection analysis on expected rates and revenue; responsible for inter-department coordination for monthly rates, revenue, and forecast-budget season• Worked with Oracle process improvement team to create a custom general ledger fixed asset system and presented demonstration to department Show less

• Financial Analyst II

  • May 2006 - Jan 2011