SUMMARY

Dynamic leader with extensive expertise in financial and research

management, project and program management, and successful delivery of

results for top clients. Subject matter expert proficient in policy and

procedure development, leadership training, team building and

facilitation, personnel management, issue resolution, and risk management

leveraging customer-focused solutions. Driven leader able to successfully

orchestrate complex relationships and work environments, fueling increased

client and partner loyalty, and driving execution for results using

superior management skills. Known for detailed work record with strong

ethical commitments.

SKILLS & COMPETENCIES

Business Reengineering / Strategic Planning / Profit & Loss / Continuous

Process Improvement / Executive Presentations / Training & Meeting

Facilitation / Financial Planning & Management / Operating Infrastructure /

Performance Management / Relationship Management / Business Development /

Program Management / Strategic Partnerships / Project Management

EDUCATION

B.Sc. Business Management University of Maryland, College Park

1997

KEY SUCCESS FACTORS

Twenty years professional experience in people, project and program

management.

Key Success Factors Include:

* Exceptional Leadership Acumen * Results Orientation *

Relationship Driven

* Excellent Communicator * Customer-focused * Team-

player

* Analytic Expertise * Detail Oriented * Dedication

DETAILED WORK HISTORY

University of Miami

Office of Research Strategic Planning Miami, Florida

Sept, 2008-Present

Director, Research Policy

. Developed and implemented the University mandated Research Policy

Council, working closely with University senior management to ensure

alignment and buy-in across all University factions. Responsible for

writing and coordinating all policies impacting the research

enterprise, as well as presenting policies to Council for approval

prior to implementation.

. Developed and implemented the Embryonic Stem Cell Research Oversight

(ESCRO) Committee. Responsible for process and policy development, as

well as coordination with IRB, IACUC, and IBC boards and committees.

. Founding Member of Information Security Policy Council responsible for

representing the University Research Enterprise on behalf of the Vice

Provost for Research and projecting the freedoms required for research

in academic settings, while identifying and addressing the risks

associated with information technology in order to create a safe and

effective environment for the use of IT in the research environment.

. Developed and implemented the University Export Control Program

including all policies and procedures, the University sanctioned

webpage, training programs and program integration across the all

functions involved in the purchase of goods and services subject to

export law - to include Legal, Research, Information Technology, and

Student and Faculty Services.

. Developed program and all associated policies to capture WRVU's for

research related clinical services and managed implementation into

Faculty Pay Incentive Program.

. Transitioned University GCRC (NIH funded program) to an open Clinical

Research Clinic. Prepared the integration of Epic EMR by implementing

the University Clinical Trials Management System (CTMS) and IDX

Flowcast Scheduling application to manage clinic scheduling and

management.

University of Miami

Office of Clinical Research Revenue Cycle (CRRC) Miami, Florida

Jan, 2006-Sept, 2008

Director

. Developed and implemented the CRRC office and the Research Billing

Compliance policy and procedures for the medical school. Program

successfully implemented in 19 clinical departments, 2 hospitals, and 7

centers. Program effectiveness reduced billing error rates of over 80%

non-compliant to Zero Defects on initial projects

0. Responsible for the expansion and development of the newly created pre-

award office Clinical Research Initiation Services (CRIS). Developed

policies, process flows, project follow-through and modified HSRRC

processes and policies to align with pre-award process to ensure

seamless flow between pre-award activities and protocol execution

phases.

1. Initiated several projects to enhance IDX Case Management, BAR, TES,

VM/HPA, SCHD Modules to effectively track subject enrollment and

scheduling, monitor billing, and automated several audit/monitoring

processes to ensure compliance with all local, state and federal rules

and regulations regarding research billing (NCD, HIPPA, etc.)

2. Developed budget, hired staff, opened new office and fully implemented

the highly successful program. Minimized cost of compliance by utilizing

existing resources, sharing process flows and standardizing centralized

procedures for university wide program in a highly decentralized

environment.

University of Miami

Department of Patient Financial Services (PFS) Miami, Florida

Oct, 2004-Jan, 2006

Assistant Director

3. Operational Director for department consisting of 5 units and total of

40 employees

4. Developed and implemented process improvement strategies increasing

operational effectiveness and revenue generation capabilities, while

reducing overall costs by 20%

5. Managed day to day operations for the following units: Self-Pay Call

Center, 3rd Party Billing, Case Management (Transplant

Billing/Collections) and Central Payment Posting

6. Managed daily collections efforts on accounts receivables of $17.8M

7. People Management responsibilities including hiring, performance

improvement, promotions, dismissals, career development and mentoring

8. Chairman of Case Management Bundled Committee. Responsibilities included

managing bundled program improvements for all contacted transplant

carriers. Efforts resulted in doubling revenue from $6M to $11.9M while

maintaining expenses, and reducing cost of collections ratio by 50%

9. Initiated and implemented data warehouse for PFS including Accounts

Receivable, Aged Trial Balance, Ad-Hoc reporting, Patient Account

Reconciliation, and monthly metrics packages for 19 clinical departments

10. Responsible for department accounting, budget development, and

monitoring to Include account reconciliation, expense monitoring,

accounts payable, and purchasing.

University of Miami

Department of Ophthalmology Miami, Florida

Mar,2003-Oct,2004 Senior Financial Analyst

11. Developed, implemented and coordinated a collection improvement program

in partnership with the Billing Manager to establish collection goals,

develop a tool-box for collection personnel to utilize, and establish a

metrics program to monitor effectiveness

12. Designed, developed, coordinated and implemented all monthly,

quarterly, and annual department financial reports to include: Budget

Monitoring, Financial Performance, Billing Effectiveness, Physician

Effectiveness, and Research Expense Review reports

13. Coordinated all external reporting with medical school management and

internal senior management

14. Monitored revenue cycle for fraud, theft and process/policy

improvements to maximize revenue potential

15. Analyzed all payor contracts, accounts receivable, payor mix and

collection ratios. Monitored for abnormal variances and conducted root

cause analysis to identify and resolve issues

16. Monitored all expenses, coordinated with purchasing and payroll for

misallocated expenses

17. Coordinated budget with Anne Bates Leach Eye Hospital and established

meaningful measurements to track performance across both physician and

hospital accounts and budget projections

SBC Services San Ramon, California

2000-2002 Senior Project Manager/Team Lead

18. Team Lead for 12 project managers to include the Project Office, Front

Door Operations, Prioritization, Resource Allocation and Project/Client

Escalations

19. Extensive track record of successfully managing client relationships

through full project life-cycle

20. Managed Business Requirements definition, scope, gap analysis and

change management for all projects

21. Lead IT project teams through Business Requirements, System

Requirements, Development, Quality Assurance, Deployment, and End to End

test cycle - full project life-cycle

22. Prepared documentation and performed research necessary to form the

business cases for proposed projects

23. Managed the detailed planning and execution of multiple large scale

projects ($100M plus budgets) simultaneously through the design,

development and implementation phases; reported project status to senior

and operations management; assisted in the resolution of any issues

affecting project success

24. Key initiator of Organizational Process implementation. Conceptualized,

implemented, and rolled out new organizational processes to 13-State

organization. Project included establishing key performance indicators,

operational and client metrics, and continuous process improvement.

Ensured process was CCM level 2 compliant and continually sustained

across the organization

Big Oak Flat - Groveland Unified School District Groveland,

California 1998-2000 Chief Business Official

25. Responsible for all business, budgetary and accounting functions for K-

12 Public School District with Annual General Fund Budget of $5M

26. Managed and supervised all District Office operations and personnel in

the following functional areas: Business Office, Maintenance, Custodial,

Transportation, Technology Service, and Food Services

27. Prepared and presented all financial and statistical reports for the

District, monitored all District budgets, and ensured programs were

compliant with District, State, and Federal guidelines and laws

28. Conducted monthly and quarterly review of all account revenues and

expenditures. Took appropriate action when necessary to correct abnormal

variances

29. Developed, presented and implemented Method and Procedures for all

business office teams. Monitored for sustainment. Took corrective action

when warranted to ensure all state and local mandates were achieved

30. Developed, presented, implemented and maintained Board approved

procedures for the coordination and control of all budget transactions,

to include approved budget amendments

31. Conducted in-service budget workshops for both required District

personnel and District Budget Advisory Council

32. Liaison with each school site administration for all budget and FTE

related issues

33. Reviewed and approved bank reconciliation's, journal entries, weekly

warrant runs, bi-weekly payroll runs, and purchase orders

34. Oversaw cash management, risk management, safety, and investment

programs

35. Monitored all funds and accounts for fraudulent activities. Took

appropriate steps to prevent fraud and theft

36. Managed successful district conversion to new accounting system,

account code structure, and automated state and federal reporting

requirements and coordinated all District audit activities

37. Supervised collective bargaining negotiations and interpretation of

employee contracts

38. Presented District proposals and activities to local businesses and

solicited donations/grants as required. Procured $95K in donations and

$204K in technology grants

SAIC San Diego, California

1998 Systems Analyst

39. Cross functional expert in the coordination, production and development

of SQL client server program utilized by both US and foreign customers

40. Developed, documented and initiated new training programs for external

customer training

United States Air Force various overseas locations

1986 - 1998

Senior Budget Analyst

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