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Manager, Reporting & Analytics

Jamison, Pennsylvania, United States
Open for Negotiation
December 02, 2017

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**** ***** *** ****: 267-***-****

Jamison, PA 18929 Email:


Forward-focused business analysis, data warehouse, and analytic modeling manager with proven ability to identify opportunities for business growth and to build high-performance teams that support company objectives. Proven track record of working effectively with others in a collaborative team environment while building consensus on future actions. Strong background and experience in directing the planning of data mining, measurement, predictive analytic modeling for Medical & Behavioral Healthcare reporting. Broad-based management skills with strong planning, communication, organizational, and decision-making abilities to successfully direct concurrent projects.. ROI-Focused and adept at influencing strategy segmentations and campaign exectution to optimize net savings.

Core Strengths & Skills


Business Intelligence

Process Improvement

Strategic Analysis

Managed Health Care

Competitive Intelligence

Data Profiling

Reporting Management

Strategic Planning

Problem Solving

Data Analysis

Ad hoc Reporting

Key Skills Assessment

Team Management – Mentors staff members in the development of predictive analytical models, leading to valuable data collection and reporting. Cross-functional training, delivering positive outcomes with realistic and sustainable goals.

Technical Skills – MS Office, MS SQL, Enterprise Manager, SSRS, SSIS, ActiveX data objects (ADO), Visual Basic, VBScript, HTML, ASP AS400 Query, Crystal Reports, Oracle 10g, Embarcadero Rapid SQL, Data Management and Manipulation with SSRS & SSIS, TERADATA SQL Assistant, Advanced Query Tool (AQT), Tableau and COGNOS reporting tools.

Professional Experience

INDEPENDENCE BLUE CROSS, Philadelphia, PA June 2010 – Present

IBC is a leading medical health care, dental & vision insurance company with over 8.4 million members.

Manager, Reporting and Analytics

Manage and direct a high-performance team of 6 analysts to ensure optimal resource allocation for an aggressive reporting requirement timeline

Provide technical expertise in extracting, integrating, and analyzing customer critical – claims, benefits, authorization, referrals, membership, and provider data. Automation of Claims reporting process on Clients AR outstanding balances saving $1.2MN per annum.

Develop and deliver detailed reports, highlighting overall data quality, integrity and failures, impacting recovery projects saving over than $8MN per annum.

Continuously establishing new analytical metrics/measurement by creating and leading the design, development, and implementation of high-quality SSRS reports leading to savings of >$1MN per annum.

Cross-functional training within the department to improve efficiency and productivity by creating a faster service with less than 2% returns.

Developed and implemented high-performance process and task KPIs, reduced daily reporting time by 20%.

Participated in Data Stewardship activities to ensure corporate alignment with data needs and structure.


The company manages behavioral health services for HealthChoices serving thousands of individuals in Bucks, Delaware, Lehigh, Montgomery &Northampton counties.

Analyst Manager, Lead System Analyst

Oversaw workflow of two programmers and two analysts in developing monthly activity reports and ad hoc reports for internal and external projects.

Managed overall system development efforts to include the creation of project plans, documentation of complex workflows, business and function system requirement, system input analysis & design, and implementation of standards to reduce costs and monitor re-occurring reports which created $500K in cost savings.

Coordinated all aspects of business needs across the organization, including clinical, finance, network, and claims, generated a cost saving of $250K in working capital.

Monitored information for reporting, such as authorizations, claims, network contracted rates, paid claims and denied claims.

Performed analysis of managed care behavioral health system from the perspective of users, providers, administrators, medical directors, and system administrators.

Created analytic Web Reporting and Dashboard to prescribe routing alternations between senior management and external clients to meet company’s needs thereby reducing overall cost by 8% annually.


The company manufactures controlled-volume metering pumps with average revenue of $300MN per annum.

Associate Accountant

Managed accounts receivables, reviewed accounts payables, and initiated corrective actions saving the company over $1M annually.

Managed and performed monthly and quarterly financial reports, journal entries, maintained general ledger and prepared year financial projections.

Analyzed account activities including reconciliations of bank statements, fixed assets, payroll and supported reviewing of financial reports as necessary utilizing AS/400 queries which saved the company 3 FTE per year.

Managed Commercial & Export Letters of Credit and documentary collections.

Oversaw monthly reporting of Sales & Use Tax and abide by state regulations – Vertex System.

AON DIRECT GROUP, Trevose, PA January 1986 – JULY 1995

AON is a leading insurance brokerage company with over $70M revenue.

Senior Financial Analyst

Analyzed a Portfiolio of $12M, provided recommendations to management by analyzing insurance products’ forecasts and trend analysis

Mobilized and invested on a daily basis, performed various core cash management and investment functions of $12M.

Prepared and forecasted yearly budget, bank reconciliation, reconciled cash on hand to the general ledger.

Education & Training

Bachelor of Accounting & Business Administration, Gujarat University, Gujarat, India

Computer Systems Technology, Bucks Community College, Newtown, PA

Computer Systems Technology, Montgomery County Community College, Pottstown, PA


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