Sales Management

Katina L. Taylor

**** **** **** **** ****:

770-***-**** Cell: 678-***-****

Kennesaw, GA 30152 ____

email: ***********@*******.***

Employment History:

Peach State Health Plan, Smyrna GA - Compliance Reporting Manager (temp)

03/09 - 04/10

. Manage the day-to-day health plan processes to insure HIPAA and

state reporting compliance

. Audits State produced reports for consistency and compliance

with Department of Community Health (DCH) specifications.

. Ensures Business Owners are kept abreast of DCH announcements by

distributing DCH banner messages

. Maintains reporting compliance tracker to ensure up-to-date

status on report submissions

. Holds regular staff meetings to get up-to-date status reports

from Business Owners

. Effectively communicates any changes to report requirements,

requested by DCH, to Business Owners.

. Maintains a database consisting of all problems incurred during

the reporting process.

. Quickly and effectively resolves time-sensitive issues.

. Received and distributed all ad hoc reporting requests.

. Created ad hoc analytical reports for Senior Management

DaVita Healthcare, Atlanta, GA - Financial/Operations Analyst

04/07 - 03/09

. Prepared trending reports based on actual, budgeted and

forecasted numbers using excel

. Prepared monthly and annual forecasting reports for divisions and

sales team using budget and sales forecasting methods.

. Prepared the annual budgets for 5 divisions. Prepared monthly

actual vs. budget variance analysis reports

. Produced & analyzed weekly, monthly & annual reports for use by

finance, sales & operations depts.

. Communicated key metrics and drivers of the division's

performance (against historical, budget, etc.)

. Created annual commission plans for sales team based on potential

market performance.

. Calculated all commissions and bonuses for sales teams on

monthly, quarterly and annual sales.

. Provided ad hoc reports for marketing, sales and administrative

meetings.

. Collected & manipulated data to prepare weekly & monthly

divisional patient metrics/scorecard reports.

. Supplied divisions with monthly P&L reports and variance analysis

of actual vs budget numbers.

. Created, implemented and maintained the intranet patient tracking

system application--StarGate

. Troubleshot intranet application to ensure accurate data

collection

. Reconciled monthly machine reports in order to prevent

overpayment to vendors

. Prepares the monthly patient revenue reports for 5 divisions

. Approved & assigned all cost center numbers to new dialysis

facilities

. Created ad hoc reports to indicate which facilities were

performing above and below par

TravelPort, Atlanta, GA - Financial Analyst II

05/05 - 04/07

. Used business objects and SQL to create the monthly revenue

scorecards for senior management review

. Prepared the annual budgets for 5 divisions. Prepared monthly

actual vs. budget variance analysis reports

. Analyzed, approved or disapproved request for budget revisions

and additions

. Communicated unforeseen budget issues to the administration.

. Answers all P&L questions from Managers, AVPs and SVPs. Provides

backup for answers using Oracle

. Prepared trending reports based on actual, budgeted and

forecasted numbers.

. Created and maintained smaller budgets for unanticipated

projects.

. Created and updated vendor reports running queries in access and

exporting reports to excel

. Discussed monthly, quarterly, year-to-date and prior year

variances with senior management

. Prepared monthly and quarterly financial analysis and reporting

packages for senior management

. Prepared international airline invoices, revenue journal

entries, and financial models regarding business

. Created monthly profit revenue reports and monthly headcount

reports for assigned divisions

. Provides weekly headcount reports for senior management using

SAP BusinessObjects Planning and Consolidations, human resources

reports and payroll reports.

. Communicates with accounting department regarding which accounts

expenses should hit and the reclass of expenses.

. Created the commission plans and bonus reports using access and

excel.

Trusco Capital Management, Atlanta, GA - Accountant II

03/01 - 5/05

. Prepared & posted monthly g/l entries, forecasted and explained

actual vs forecasted variances

. Reconciled assigned accounts, researched outstanding items, and

assisted with month-end closing

. Set up new clients for billing and investment purposes and

ensured client contracts were implemented

. Generated quarterly fee invoices and closed business reports to

include implications of lost business

. Adjusted & maintained the monthly fee accrual/revenue system

. Analyzed funding requirements and processed requests with

Treasurer's Group

. Calculated and submitted commission amounts for investment

analyst and business sales reps.

Education

Bachelor of Science - Finance/GPA: 3.2

Bachelor of Science - Information Science/GPA: 3.55

Florida State University, April 2000

Computer Skills:

. Software: All Microsoft Office 2007 Software

. Excel - pivot tables, vlookups, hlookups, logical formulas,

charts, graphs

. Access - create databases, queries, export and import

spreadsheets, link tables

. Financial/Accounting Software: Hyperion Enterprise, Retrieve,

Business Objects, Essbase, MPC, Lotus Notes, Salesforce, Oracle

and SAP BusinessObjects Planning and

Consolidation[pic][pic][pic]

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