Management Home Health
Resume:
Benchmarking
Excel Template Design
(including VBA)
Business Ventures Evaluations/Projections
Cost Allocations
Negotiations
Annual Budget
Policies and Procedures
Supervision
Monthly Financials
Intermediate Microsoft
Access
SAGE fixed asset software
Training
Time Management
Financial Analyst
Proven ability to improve service levels and financial performance through
analysis of data and the development of computer tools.
"I thought I knew Excel until I met you." CFO Dearth Management
"We're still using the Excel templates you created for us (over six years
ago)" Partner, Plante & Moran, PLLC
"It took me five hours to convert that report to an Excel spreadsheet the
first time, then through repetition I got it down to two hours (now with
your macro it takes less than two minutes)" President, CFO-Sourcing
Professional Experience
Independent Nursing Home Consultant, Columbus, OH 2010
Continuing with Lutheran Village on an as needed basis to answer
questions related to the closed facility. Accepting other temporary
consulting jobs.
Lutheran Village of Columbus, A/R Reconciliation Analyst, Columbus, OH 2008-
2009
Responsibilities included billing all Medicare and Insurance, cash
receipts, ancillaries and assistance with month end. After sale of
facility, remained on staff to negotiate final Medicaid adjudications.
Selected Contributions:
o Wrote macro that converted a GL report to an Excel spreadsheet saving 2
hours per week.
o Brought third party billing in-house and cleaned up, collected accounts
receivable.
o Saved 200K through final negotiations with state on Medicaid
adjudications.
Dearth Management, Inc, Controller, Columbus, OH 2006-2008
Supervised of AP, AR and payroll. Completed of Cost Reports, managed cash,
closed monthly financials.
Selected Contributions:
o Initiated timely budgeting with facility input.
________________________________________________________________________
o Created management reports for administrators based on cost report data.
o Designed spreadsheet to allocate expenses by Level of Care for monthly
P&Ls.
o Automated selection of invoices for payment.
o Retained payroll clerk by providing an alternative work schedule.
o Led committee to improve AL profitability, to update procedures for new
regulations, Medicaid waiver, and to change rate structure.
Plante & Moran, PLLC, Continuing Care Reimbursement Consultant, Columbus,
OH
1995-2004; 10th largest accounting firm with offices in Michigan, Ohio and
Illinois.
Large practice in the health care sector includes non-traditional services
such as clinical consulting.
Advised clients on reimbursement issues, completed Medicaid and Medicare
cost reports identifying appropriate statistical allocations to maximize
reimbursement. Evaluated projects and their possible impact on third-party
reimbursement. Benchmarked operations. Worked with personal client base
consisting of largely Not-for-profit Continuing Care Retirement
Communities.
Selected contributions:
o Evaluated various business scenarios and/or capital projects based
upon reimbursement systems and assumptions agreed to by management.
o Created templates in Excel automating processes using macros written in
Visual Basic Applications, including Pop up Windows, loops and variables.
o Spoke at the Association of Philanthropic Homes for the Aged's annual
seminars on Medicaid and Medicare reimbursement using Power Point
presentations.
o Provided "Lunch and Learn" training sessions for Columbus CPA staff on
advanced Excel Tips.
o Developed and implemented a computerized tool to model staffing levels
compared to case mix RUGs III. Allowed the organization to adjust
staffing, control cost and monitor reimbursement effects.
o Co-selected an A/R package that included Medicare/Medicaid billing
functionality. Increased volume by 360% without adding to staff.
o Authored a user guide enabling ten employees at remote locations to
easily use a PC file database of Home Health Medicare billing
information. The information was so explicit that a new employee operated
the system for three weeks without the aid of menu prompts.
o Managed client fees of $382,000.
o Eliminated a cost to charge ratio problem by preparing easy to understand
executive reports that identified missing indirect charges in our pricing
strategy resulting in savings of $160,000 per year.
Education
BA in Business Administration, Otterbein College
Excel 2000 Visual Basic Applications (Macros)
Intermediate Microsoft Access
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