Management Sales
Resume:
Paulette Belluchi
**** ****** **. *******, ** ***16
515-***-**** Cell Phone Email: *********@*******.***
EMPLOYMENT
Director of Financial Services
Town Village Leawood-Brookdale Senior Living (Independent Living Facility)
May 1, 2009 to March 12, 2010
Leawood, KS
Ensure private payers are billed accurately and timely, maintain accounts
receivable at accepted levels. Maintain all residents billing information
and files. Prepare and submit daily deposits. Submit accounts payables
weekly to corporate office. Assist corporate personnel in preparing
accurate, timely and meaningful financial information. Train departmental
directors in financial planning, expense controls and financial management.
Assist in the preparation of the yearly business plan. Complete monthly
and quarterly projections. Manage the annual budgeting process including
entering data into the budget software. Enter daily edits in Kronos.
Direct Departmental Directors regarding daily labor reports, biweekly labor
distribution reports, edits in Kronos, and weekly Spend Down reports.
Review monthly financial statements, complete reclass/accrual journal
entries. Provide orientation for new employees. Review Maintain
personnel reports and files. Assist with benefit administration.
Supervision and scheduling of Concierge Staff for the Front Desk.
Budget Decision Support Analyst &
Operational Database Coordinator for ACTION Operational Improvement
Truman Medical Centers
February 5, 2007 to May 22, 2009
Kansas City, MO
ODB Coordinator ACTION O-I responsibilities:
. Implementation of entire ACTION O-I database for both facilities.
Developed initial stages of Access database for Action O-I. Responsible
for Project management including coordinator of all meetings,
coordination of all financial information flow into ACTION O-I system,
security for all users, hierarchy setup for all users, user training,
create and/or coordinate training material, setup access and information
on TMC intranet for new system, learning and understanding each
department and functions performed within each, training implementation
team. Provide educational information on operational data base
capabilities, analyzes data, and creates meaningful reports identifying
areas of opportunity for cost and/or revenue management while supporting
or improving clinical quality and customer service. Coordinates the
distribution of timed reports. Identifies key data elements needed for
management reports. Responsible for managing, overseeing, and performing
support functions for (Managers, Directors, and Administrators)
management/decision processes such as: identifying areas of opportunity
thru Action OI, product line profitability analysis, comparable
benchmarks for clinical and operational processes and improvement
initiatives. Defines and seeks to standardize data elements for
consistency across all information systems. Presents reports to
management for strategic decision making. Create, Coordinate education
and training of individuals, groups, or departments on Action OI.
Budget Decision Support Analyst Responsibilities:
. Responsible for preparing and maintaining the annual operating budgets
for TMC Corporation, Hospital Hill and Lakewood. Assist Management in
budget preparation by providing historical forecasts for statistics,
revenues, and expenses as well as the analysis of the financial and
statistical data. Provide profitability analysis of product lines,
departments, and physicians as assigned through the use of various data
collection methodologies. Respond to management requests for specific
information to assist in decision making. Extract Data and design reports
for individuals, groups, or departments from the system for presentation.
Coordinate the distribution of monthly financial reports to Department
Managers and Administrators. Analyze sources of revenue, collection
rates, and operating costs, etc. using various statistical methods, which
assists management in operational decisions. Input monthly statistical
data into Trendstar. Maintain the clinical cost accounting system.
Compile statistics and information to respond to a various of hospital
operational surveys, including information required for licensing.
Surveys include National Assoc of Public Hospitals, (NAPH), Council of
Teaching Hospitals Survey (COTH), Annual Licensing Survey of Missouri
Hospitals, Missouri Hospital Association Survey (MHA).
. Instrumental in assisting in creation of a Data Quality Integrity Core
Group along with a Data Solutions subcommittee and ACTION OI committee.
Team Lead for the AOI committee. These committee's are responsible for
creating a process for validating the accuracy of data (pre-post
submission, validation, & correction), conduct data quality assurance
analyses, maintain data flow maps, create an enterprise-wide data
dictionary with definitions and inventory of data resources for all
external and internal submission of data elements for surveys, reports,
external databases, etc..
Sr.Financial Analyst
Broadlawns Medical Center
June 16, 2003 to January 23, 2007 Des Moines Iowa
Assist department directors during the annual budget process to develop
statistical, revenue and expense projections, and assist will all aspects
of the budget process. Provide support to the medical center in fiscal
management throughout the year by assisting with budget and flex budget
decision-making issues, budget reports, and cost allocations. Annual
budget upload from AVEGA into Siemens DSS Cost Accounting system. Prepare
special financial and statistical reports for account trends by
accumulating weekly and monthly financial information. Recommend financial
actions by analyzing the accounting trends and options. Provide timely and
accurate statistical, productivity, and informational and/or special study
reports. Assist the Sr. Vice President of Clinical Services and clinical
services management team by reviewing, analyzing, and making
recommendations in the following areas: Statistical and financial
reporting, Productivity reporting--labor reports, benchmarks, standards,
JACHO graphs for inpatient nursing. Utilization of KRONOS Time and
Attendance for reporting productivity information. Analyzed impact of
policy and procedure changes, evaluate impact of information technology
availability, change and implementation. Member of IT Finance Committee
for RFP and implementation process for new clinical and financial software
packages (Meditech) for complete software integration system. Member of
ESS/Budget committee for Meditech. Assist in conversion on new Decision
Support Software for monthly financial reporting. Installation by July 1
2006.
Financial Analyst
Prairie Meadows
March 26, 2001 to June 14, 2003 Altoona Iowa
Assist in budget preparation process through providing directors with
assistance and creating budget reports. Create budget templates in budget
software. Complete any maintenance as needed in SRC budget software.
Responsible for monthly uploads into SRC budget software. Responsible for
the annual budget upload from SRC into Lawson general ledger system. Assist
in teaching budget training classes. Perform monthly budget comparisons.
Prepare analysis of revenue and expense accounts for upper management
review. Prepare special financial reports for account trends by
accumulating weekly and monthly financial information. Recommend financial
actions by analyzing the accounting trends and options. Review the accuracy
and completeness of actual financial results. Prepare gaming revenue
statistical information and reports. Prepare graphs, charts, tables, and
power point presentations for presenting financial analysis to senior
managers. Prepare linked spreadsheets with pivot tables. Maintain Accounts
Payables permanent files and W9 compliance will new vendors. Perform new
vendor setups. Assist in annual preparation of 1099s. Collect daily
general monies for daily deposits, generate report for coding, and
distribute the appropriate reports. Collected data, reviewed tables,
reviewed interfaces, and performed analysis on a pay-period basis for all
payroll information. Through extensive payroll analysis, solutions were
given and to be implemented to save 15 to 20 hours a month for each pay
period interface as well as increased accuracy of data. Cross-trained in
Pari-Mutuel Accounting.
Accounting Manager
C K International and
Iowa Food Distributors
(New Company formed 4/00)
Ankeny Iowa
March 1999 to March 2001 Full time
March 2001 to December 2002 Part time
Processed all general journal entries, accounts payables, sales purchase
orders, sales invoices, depreciation schedules, and month-end closing.
Prepared sales projections for Iowa Food. Prepared and analyzed monthly
financial statements and audit work-papers. Reviewed trend analysis for
both companies. Responsible for all outside financial reporting. Worked
with various suppliers and international customers. Completed appropriate
documentation required for international sales. Assisted in completing
business plan for the new company. Created and implemented all accounting
functions for the new company. Worked with various aspects of sales,
delivery, purchasing, marketing, obtaining new suppliers for the new
company. Worked with various transportation logistics for international as
well as the domestic distribution. Perform various computer functions such
as installing software and a network, monthly maintenance, and repair
various computer problems.
Finance Manager
Martin Luther Home Society
(NOW MOSAIC-Corp Still in Lincoln NE)
April 1997 to March 1999 Des Moines Iowa
Maintained working knowledge of regulatory reimbursement systems and make
recommendations on proper accounting procedures to comply. Prepared
assigned cost reports as well as financial and statistical data as required
by regulatory or funding entities. Coordinated billing process and
reconciled account receivables. Responded to requests for information,
reports, and special projects as identified by the local programs as well
as the Regional Director. Worked with program staff, provided analysis of
service trends based on historical and projected data. Make
recommendations to aid in decision-making and project development. Attended
and participated in monthly information sessions regarding fiscal
operations for each program. Prepared management information reports,
analysis, and general journal entries monthly. Coordinated and reviewed
weekly accounts payables from each program to the corporate department.
Assisted in the annual budget preparations. Developed Budget package for
the annual budget seminar. Developed a Lotus and Excel cost accounting sub-
system that was program specific. Prepared audit work-papers.
Accountant
Accountemps
May 1996 to April 1997
Des Moines Iowa
Assignments listed below:
Accountant Accountant Accountant
Iowa School of Beauty Triple F C K
International
February 1997 to April 1997 October 1996 to April 1997
May 1996 to May 1997
Des Moines Iowa Des Moines Iowa Waukee Iowa
Accountant Auditor
Sporer Law Firm Wellmark Blue Cross and Blue Shield
July 1996 to October 1996 May 1996 to July 1996
Des Moines Iowa Des Moines Iowa
Job Duties included:
Entered monthly sales journal entries. Processed weekly accounts payables
invoices and checks. Reconciled Bank statements. Reconciled General
Ledger accounts. Processed all monthly general journal entries. Completed
all month-end closing. Prepared and reviewed all monthly financial
statements. Responsible for all outside financial reporting. Reconciled
trust accounts. Processed daily deposits. Created accounting procedures
for new personnel. Completed a Triennial Risk Analysis Audit. Worked with
management personnel to review risk analysis procedures in each department.
Created and completed all associated audit work-papers.
Financial Consultant
June 1993 to August 1994
Feb 1995 to May 1996
Financial Administrator
August 1994 to February 1995
Care Initiatives
June 1993 to May 1996 Des Moines Iowa
Trained Office Managers, supplemental staff regarding accounting policies
and procedures for accounts payables, accounts receivables, payroll, other
daily accounting tasks, forms, computer programs, and other various related
areas. Reconciled accounts receivables for NF and SNF. Completed general
ledger analysis. Created a new centralized billing department for
Medicare, Medicaid and third-party insurance for Skilled Nursing
facilities. Created new policies and procedures as well as a Billing
Manual for the Office Staff in each nursing facility. Trained corporate and
facility office staff on billing procedures. Supervised Accounts Payable
and Payroll Corporate personnel. Prepared monthly general journal entries.
Responsible for home office cash receipts, computed state withholding for
payroll, verified quarterly 941 payroll reports, and verified information
submitted for W-2's and 1099's.
Senior Accountant
January 1990 to June 1993
Staff Accountant
August 1998 to January 1990
Mercy Hospital Medical Center
August 1988 to June 1993 Des Moines Iowa
Prepared monthly financial reports, general journal entries, bank
reconciliation's, and depreciation schedules. Completed unclaimed property
reports, monthly reconciliation of accounts. Completed audit workpapers
and assisted/directed outside auditors for the annual audit of various
subsidiaries. Trained office staff on accounting policies and procedures
as well as computer applications for Bishop Drumm Retirement Center,
McCauley Terrace Apartments, Bishop Drumm Foundation, and Iowa Kidney Stone
Center.
Nursing Home Administrator
Polk City Manor
August 1987 to February 1988 Polk City Iowa
Administrative duties including supervising department heads, hiring and
firing personnel, overseeing all financial and budgetary input for the
Nursing facility. Formed a new resident's family council. Overseen
extensive remodeling of the laundry facilities.
Nursing Home Administrator
Beverly Enterprise
May 1986 to April 1987 Pasadena California (Corp Office)
Worked Salem, SD and DeerLodge, Montana
Administrative duties including supervising department heads, hiring and
firing personnel, overseeing all financial and budgetary input for each
corporate-owned facility in Salem, South Dakota and Deer Lodge, Montana.
Additional duties included working with the Advisory Board and establishing
a Medical Records Department.
EDUCATION
Mount Marty College
August 1982 to May 1984
Yankton South Dakota
B.A. Degree in Accounting and
B.A. Health Services Administration
Marian Health Center
Health Services Administration Internship
May 1983 to August 1983
Sioux City Iowa
Health Services Administration Internship completed in the Accounting
Department. This internship was the first completed from an MMC Health
Services Administration major.
Bethesda Home for the Aged
Nursing Home Administration Internship
January 1986 to May 1986
Beresford South Dakota
Nursing Home Administration Internship in an 83 Bed SNF. Experience
included state-required practicum in all departments fo a long-term
facility, as well as financial management. Participated in the oversight
of the construction, completion of a new facility as well as the move from
the old to the new.
Briar Cliff College
Summer 1983
Sioux City Iowa
Concentrated studies in Tax Classes
University of South Dakota
August 1980 to May 1982
Vermillion South Dakota
Emphasis in Accounting
Des Moines Area Community College
Fall 1987
Ankeny Iowa
Studies in Long-Term Care Administration
Broadlawns Medical Center
Healthstream (annually)
Excel Level 2
*.*.*.*.@****.**** Classes
Fish Philosophy
Positive Attitude
Truman Medical Center
Access Classes
Building Databases-Basic
Building Databases-Advanced
Creating and Working w/ Tables-Basic
Creating and Working w/ Forms-Basic
Creating and Working w/ Queries-Basic
Action O-I Fast Track to Reporting-Nashville, TN
McStrategies-Annual Compliance
TECHNICAL PROFILE
Excel on IBM and Macintosh Lotus in DOS,OS2, Windows
Microsoft Word
Word Perfect Powerpoint ACT V. 4
Winfax V. 8 Vax VMX Peachtree Complete
Accounting V. 8
Lawson McCormack & Dodge Small
Business Technology
SRC Budget Software v9.1 AVEGA Alliance for Financial
Management V 6.3
Siemens G/L Unity FMS Siemens Express Query Siemens
Web Publishing
Siemens DSS Budget and Cost Accounting V 4.2 Crystal Reporting 8.0
Star Navigator 11.18 HBOC
Pathways Financial Management-General Ledger, Accounts Payable, Reporting
FRx 6.7 for Reporting
Clarity (Budget) BISON People
Soft
Kronos P.E.A.R. Monarch
Pro
Reflection 4 -Trendstar Reflection 4-FTP Client
Microsoft Project
Page Center Plus Report Viewer ACCESS
10 Key 13000 + KPH 65+ WPM
Configured/completed Pier to Pier Network
AWARDS/ ACTIVITIES
Play organ, guitar, piano
Love to Garden, Cook, Camp, Fish, Travel
References Upon Request
Contact this candidate