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Financial Analyst Microsoft Office

Location:
Pearland, TX
Posted:
May 30, 2018

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Resume:

Derrick R. James

**** ***** ***** *****

Pearland, Texas 77584

Mobile: 713-***-****

Email: *************@***.***

SUMMARY:

Achievement-oriented financial professional with over 20 years of experience in project management, accounting, managed care & health plans analysis, financial planning, analysis, & reporting, forecasting & budgeting, decision support, financial analysis, and data reporting and analysis, along with developing strategies, researching & problem solving, creating reports, and special projects. Strong Microsoft Office product skills, especially with spreadsheets, excellent multi-tasker, good communicator, detail oriented and well organized with exceptional customer service skills.

GOAL:

To join an organization with a strong and supportive leadership team in order to help assist / contribute in the continued success of the financial and operational goals of the overall company.

EXPERTISE:

Mediation, leadership, implementation, managing, mentoring, process training, and organizational skills

Coordinating and managing yearly budget processes and monthly, quarterly, and yearly reporting

Revenue Cycle, Cost Accounting, Researching and problem solving, then identifying and developing strategies towards solution, positive outcomes, and improved processes

Project management, implementation, and coordination through organizing, motivating, and leading personnel to understanding their roles, meeting their timelines/deadlines, and completing the overall task

Data warehouse management, analysis, and reporting from large databases systems by creating data reports for special projects for data integrity and consistency

Financial Analytics and Decision Support of all departments and areas of healthcare through excellent understanding of both financial and clinical hospital data and documentation along with a variety of computer information systems..

PROFESSIONAL EXPERIENCE:

2017 – Present Independent Consultant / Contractor Houston, Texas

Decision Support / Financial Analyst / Project Manager

Project management including the implementation and coordination of personnel and activities; assignment of tasks, and guidance throughout all phases of the project

Perform complex / advanced financial and mass data analysis and management

Monitor monthly financial performance and resource utilization, and design decision support tools to ensure department operates in a cost-effective manner within budget.

Assist Directors / Management in identifying ways to streamline workload, identifying and implementing processes to improve measures that maximize revenues and/or reduce costs

Revenue Cycle management and process improvement analysis on business processes

Educate and train designated personnel on process improvement methods and completed / implemented project

Prepare summary and performance analysis of special assigned projects and activities

Perform various other tasks and special projects as requested by directors and management

2012 – 2016 MD Anderson Cancer Center Houston, Texas

Senior Decision Support / Financial Analyst

Consulted in several departmental long-term projects including but not limited to the Medicare Meaningful Use program, ICD-10 conversion and the Pharmacy Drug analysis program

Perform advanced analysis on strategic and financial matters related to patient care operations, reimbursement and profitability for both technical and professional data, interacting with all levels of institutional personnel.

Reporting on Specialized reporting projects that utilized knowledge based techniques of proper accounting, forecasting, accounting information systems, financial analysis, decision support, hospital finance, and organizational effectiveness.

Performed special assignments as required and prepare detailed scheduled and ad hoc reports, cost reports, financial reports, etc., for department, divisional and institutional use

Performed financial cost analysis and assisted in completing the annual costing process for the entire system

Derrick R. James

Page 2

2003 – 2011 MEMORIAL HERMANN HEALTHCARE SYSTEM (MHHS) Houston, Texas

Senior Decision Support / Financial Analyst (Corporate Office)

Managing projects in conjunction with the IT department and other hospital personnel relating to system upgrades and changes, data integrity, and performance improvement

Develop, support, and maintain the EPSi cost accounting and patient reporting system.

Lead instructor for the EPSi Cost Accounting Reporting System training class for the MHHS system for financial & clinical data reporting.

Support all decision support activities related to cost management in conjunction with Financial Systems Integrity, Financial Planning and Budgeting, and other Fiscal Operations departments.

Monthly review and analysis of organization’s financial and clinical data and provide informational and analytical support for system personnel.

Perform profitability analysis and create reports on service lines and other key indicators

Develops trend analysis reports that monitor key performance indicators and compares them to internal and external benchmarks.

Meet with managers / directors to provide help with budget preparations and analytical projects along with researching budget variances and recommend reduction strategies

1995 – 2003 CHI St. Luke’s Health (formerly St. Luke’s Hospital System) Houston, Texas

Texas Heart Institute & Kelsey-Seybold Clinic

Financial Analyst (Administrative Office)

Develop and produce financials, budget, profitability, & trend reports for department administrators and other senior level personnel

Grants & contracts preparation, administration, and management for research projects.

Provide research project and program analysis & reporting for grant providers.

Monitor grants to ensure the appropriate distribution of funds when payments are received and that grant budgets is being utilized for payment distribution.

General financial accounting, reporting, analysis, & budgeting at a corporate level

Prepare basic accounting data tools, such as journal vouchers for entry into the GL system.

Analyze all prior year expenses, revenue projections, budget revisions, etc. to establish relative trends and activity patterns.

Perform contract analysis/performance reports in order to maximize reimbursement.

Develop standard reports for both hospital and physician performances for key managed care contracts by performing detail financial analysis

Monthly capitation, risk management, & health plan reporting and analysis

Supervised, mentored, and coordinated workload of junior analysts

EDUCATION/TRAINING:

1995 B.A., Business Administration / Accounting Houston, Texas

Texas Southern University

SKILLS / KNOWLEDGE:

Proficient in Microsoft Office products (Word, Excel, Access, & PowerPoint), Healthquest System, Lawson Insight System, Allscript EPSI Cost Accounting, Reporting, & Budgeting system. Excellent understanding of hospital operations and clinical data. Good presentation, communications and interpersonal skills. Strong integrity. Great team-building, problem solving and conflict resolution skills. Ability to think, plan and act strategically. Strong organizational skills,

PROFESSIONAL AFFILIATIONS:

Member, Healthcare Financial Management Association (HFMA)



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