Financial Analyst Health

SKILLS

More than three years providing consulting and administration services for corporate health care plans

Evaluation of financial efficiency of alternative treatment methods

Analysis of existing plans to determine promotion of healthy lives

Analysis of services provided to determine gaps in health services

More than fifteen years providing consulting and administration services for corporate retirement plans, including successfully completing several complex projects:

Administration of large retirement plans, including regulatory compliance testing, financial reconciliation

Extensive auditing of retirement plans, including detecting accounting errors and omissions

Computer programmer of complex retirement planning software

PROFESSIONAL EXPERIENCE

Caring for my mother in last two years of her life. My mother died November 25, 2015.

U.S. Department of Labor, Employee Benefits Securities Agency Silver Spring, MD

Two-year assignment. Investigation of fraud against pension and health care 10/2011- 9/2013

plans. In my second year of employment I collected two and a half times the

revenue of the average employee in the department – the primary department goal

Recovering from major physical health issue Medford, N.J.

Have completed complete recovery 10/2006-10/2011

Several Consulting Projects in Philadelphia Philadelphia, Pa

(Joseph Walsh Consulting, David Smith Consulting, ECRI) 6/2005 – 10/2006

Analysis of health care financial and treatment issues

PenD’Calc Pittsburgh, Pa

Accounting, Legal, and Financial Analyst for Retirement Plans 11/1997 – 6/2001

Retirement and Accounting Software Designer, Developer, and Tester

Wrote comprehensive analysis of final revisions to retirement plan tax code

Wrote and updated computer code for distribution software

Trained employees on tax code and use of software

Explained to clients complex tax and financial issues specific to their own situation

Federated Investors Pittsburgh, Pa

Retirement Plan Consulting and Administration 6/1992 – 2/1995

Case Manager of 25 401(k) plans, 15 – 1,000 lives

Legal compliance, financial accounting, plan valuations, federal reporting

Retirement Plan Administrator Bristol, Pa.

Retirement Plan Administration and Consulting 9/1986 – 5/1992

(NRPS, Johnson Companies, Leader Consulting)

EDUCATION

Temple University Philadelphia, PA

M.S. in Financial Management (GPA 3.8) 01/2004 8/2005

University of Colorado Boulder, CO

M.B.A. (Finance)

Sarah Lawrence College Bronxville, NY

BA Philosophy

Additional Skills:

Have passed first two CFA exams

Held American Society of Pension Actuaries 4-exam Certified Pension Consultant designation

Supervised a CPA and an MBA

Proficient in Microsoft Excel, Access, Word, Power Point; Visual Basic, SQL Server

9.5 years tutoring reading in volunteer literacy programs; 2- 4 hours a week, as well as participating in numerous community and sports activities

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