Solutions focused leader with over ten years of diversified health industry
experience. Extensive cross-functional experience within Senior
Management, Finance, Operations, Information Technology, Sales, and Account
Management. Proven areas in expertise include:
( Market & Competitive ( New Business Development ( Budget Analysis &
Analysis Reporting
( Financial Analysis & ( Strategic Business ( Trending & Variance
Reporting Planning Analysis
( Benchmarking ( Model & Database ( Pricing
Management
Strong communication and teamwork skills complemented with Solid
PC/spreadsheet, multitasking, and organizational skills.
- Professional Experience -
Express Scripts (Specialty Division) - Orlando Florida
Director - Business Planning, Forecasting, & Analysis; November 2004 -
Present
Responsible for the oversight and day to day management of PRS department
which provides a wide degree of analysis, forecasting, budgeting, and
reporting for business leaders across multiple business segments. In
addition, develop action plans, goals, and long term strategies to assist
in organizations continued revenue growth.
Key Accomplishments/Responsibilities:
. Spearheaded the development of pricing models and established workflow
processes for client proposals/modeling. Proposals ranged from $500
thousand to $140 million in revenues.
. Consulted Specialty Pharmacy pricing committee which reviews and
institutes recommendations for new and existing business.
. Coordinated high level selling strategies and new tactics on behalf of
company's sales force for business development and strategic
partnerships. This included product offering, up-selling analysis,
major medical review, variance analysis, and market penetration.
. Provide consultative and insightful advice to client base in terms of
incentive programs and compliance and persistency programs.
. Present multi-million dollar revenue improvements involving business
development and strategic alignment to enhance company growth
initiatives.
. Developed and introduced structured approaches and evaluated customer
trends, threats, and market pull through identifying client
benchmarking, competitive analysis, and evaluation of business
performance.
. Design tactical ad-hoc analytics and metric reporting tools to assist
senior management in business performance. Included scorecard
tracking, market intelligence, multiple databases and performance
metrics utilized to improve net income.
. Manage monthly 'value enhancement' goals and re-forecasting of
specialty business (over $250 million in portfolio revenue.
. Managed assigned initiatives in CuraScript's 2005 acquisition and
implementation of Priority Healthcare and subsidiaries with revenues
of over $3 billion. Included strategic planning, account
implementation, business development, product offering, etc
. Instrumental in assisting in Express Scripts vertical integration,
implementation, and reorganization of specialty care/management into
core Express Scripts during 2004-2005.
. Execute various ad hoc projects as required by senior management.
Senior Business Analyst, Strategic Planning/PRICING, Jan 2004 - Nov 2004
(promoted to Director November '04)
Sales Analyst, June 2003 - January 2004 (promoted to Senior Analyst
Jan04)
UPMC HEALTH PLAN - Corporate Headquarters, Pittsburgh, PA
Financial Analyst III, January 2003 - June 2003
Involved with the development of monthly, quarterly, and annual reports and
analyzing variances. Conducted various analysis on Medicaid and Medicare.
Key Accomplishments/Responsibilities:
. Interpreting data and calculating key statistics as requested from the
Department of Welfare (DPW) and Department of Health (DOH).
. Prepare Health Plan quarterly income statements requested by the
Department of Welfare. Involved detailed reporting for all revenue
and expense line items for the UPMC Health Plan.
Professional Experience (Continued)
. Contribute in the preparation and development of monthly and quarterly
statutory reports. Included preparation of utilization reports
involving Medicaid claims along with inpatient and outpatient
statistics, enrollment tables, electronic lag reports, and income
statements for 26 counties in western Pennsylvania.
. Assist auditors with quarterly department research. Comprised of in
depth research of claim activity, balance sheet reconciliation's,
completion analysis, and reviewing policy and procedures.
. Perform in-depth analysis on Medicaid and Medicare. Involved research
on current and future membership, costs associated with new members,
and penetration statistics for western Pennsylvania counties.
. Establish policies and procedures to overhaul and improve the
Statutory Department.
. Perform various Ad-hoc financial analysis. Included claim analysis,
revenue analysis, hospital and patient utilization, and member
analysis.
ECKERD HEALTH SERVICES (Purchased by CVS 2006) - Corporate Headquarters;
Pittsburgh, PA
Financial Analyst, March 2000 to January 2003
Involved with the preparation and development of monthly forecasts and
analyzed variances (versus plan and prior year). Prepared multimillion
dollar expense budgets and performed detailed analysis in support of
strategic planning and invest and grow scenarios. Contributed to the
development of the annual business plan, conducted individual client
profitability reports for client repricing and, prepared thorough month and
year-end financial / operating reports. Performed and analyzed various
contribution margin analysis.
Key Accomplishments/Responsibilities:
. Contributed in the development of the annual business plan, which
involved in-depth research, trend, and variance analysis to supply
accurate recommendations.
. Performed in-depth analysis used to assist in business improvement and
strategic planning. Research included the impact of increased
expenses as the business expanded and new business development in
relation to gross profit.
. Established and presented new proposals for the Mail Service Pharmacy.
This included in-depth research on new tracking systems for the mail
service facilities and financial software for the Planning and
Analysis Department.
. Involved in the development of the annual budget, which included trend
and cost analysis, research in the general ledger, meetings with
department heads and variance analysis.
. Analyzed and compiled financial information from several of the
business's revenue streams to provide management with consolidated
gross profit reports.
. Performed invest and growth forecasting for the company's future
business years 2003, 2004, & 2005. This included forecasting new
business development, expense analysis, additional revenue from the
company's existing business, and price changes.
. Spearheaded the development of a new client profitability database
used to determine profit / loss on individual clients. This is used in
assisting in individual and aggregate profitability's, which are used
as a toll in the re-pricing and renewal of client contracts.
. Initiated monthly meetings with compliance department to improve
contract projections resulting in more precise monthly sales
forecasting.
. Performed ROI and other related analysis to determine the intrinsic
benefits/costs of projects.
- EDUCATION & COMPUTER SKILLS -
ROBERT MORRIS UNIVERSITY - Moon Township, PA
Masters of Business Administration - 2002
CLARION UNIVERSITY OF PENNSYLVANIA - Clarion, PA
Bachelor of Science Degree in Business Administration, Finance - 1999
ACKNOWLEDGEMENTS/HONORS
. Published contributor to the 2005 and 2006 National Specialty Drug
Trend guide. Research included specialty drug trends, major medical &
pharmacy analysis, copay/member contribution analysis, and market
forecasting
COMPUTER SKILLS
. Microsoft Office full suite proficiency - Access/Excel expert
2741 Bellewater Place
Oviedo, FL 32765
Phone: 407-***-**** (Alt: 407-***-****)
Email: *******@*****.***