Senior Financial Analyst
Resume:
Robert E. Willis, MBA
Marlton, New Jersey 08053
*********@**.***
OBJECTIVE: Seeking entry level position in finance to start “encore” career
ACCOMPLISHMENTS
• Created excel budget models and performed variance analysis for six service centers with over 15 million in revenue (Resources for Human Development)
• Assisted in creation of a new Federally Qualified Health Plan in Michigan with nearly 20,000 patients (Treasurer Wellness Plan Board)
• Used decision support software (Budget Advisor) to analyze various product lines and make recommendations to management to reduce costs (Mary Washington Hospital)
• Managed the excel consolidated budget model for the State of Michigan Blue Cross Blue Shield program and received employee merit award for work on Plan's 10k consolidated financial statements (Blue Cross Blue Shield)
• Created accounting policies and procedures for firm and also integrated/consolidated accounting, tax and fixed asset software (Pierce, Monroe & Associates)
• Planned and prepared financial projections and start up costs for new HMO companies in five states including a 100,000 member HMO in Tennessee and presented to board and investors (United American Healthcare)
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EXPERIENCE
Resources for Human Development Non Profit Agency 3/11 -12/11
Philadelphia, PA
Senior Financial Analyst
Mary Washington Hospital Acute Care Hospital 1/10 – 5/10
Fredericksburg, VA
Senior Financial Analyst
Pierce, Monroe & Associates, LLC Financial Operations 7/98 – 9/09
Detroit, MI
Senior Accountant
Blue Cross Blue Shield of Michigan Healthcare Insurance 6/97- 7/98
Detroit, MI
Principal Accountant
United American Healthcare Corporation HMO Management Company 6/93 -6/97
Detroit, MI
Business Analyst
Pricewaterhouse Coopers Public Auditing Firm 9/90 -5/93
New York, NY/Detroit, MI
Auditor
EDUCATION
Fordham Graduate School
MBA Accounting, Beta Gamma Sigma
Dartmouth College
Bachelor of Arts, Psychology/Biology
COMPUTER EXPERIENCE
Microsoft Excel, Word, Access, and Project, Lawson, Budget Advisor, Budget Maestro
Accounting packages including QuickBooks, Intuit Fixed Asset Software, Pro Series Tax
AFFILIATIONS
The Wellness Plan FQHC (Federally Qualified Health Plan) – Board Treasurer (5 years)
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