Quality Assurance Management

ERIKA CALDWELL

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

Fort Worth, TX ***44

Phone: 682-***-****

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

Education

BBA, University of Texas at Arlington, Dec 2002

MBA – Accounting Emphasis, Texas Woman’s University, Aug 2012

Work Experience

Cook Children’s Health Care System

Business Analyst Oct 2013 – Current

Solves operational data gaps and/or problems and requirements by analyzing

industry requirements; designing queries to meet ad hoc reporting/analysis

needs; recommending solutions internally or via vendor solution.

Determine operational objectives by communicating with operational leaders;

gathering information; evaluating output requirements and formats.

Keeping abreast of best practices from authoritive bodies such CMS; designing

and implementing modifications.

Prepares technical reports by collecting, analyzing, and summarizing information

and trends for executive team.

Strive to maintain multiple vendor technologies aligned with the Health Plans

business operations/needs to lower operating risk in service, support, and

operational integration/acceptance.

Working with internal management (customer) and vendor consultant/support

teams to identify areas of opportunity and develop strategic planning.

Maintain an understanding of operations for assigned vendor(s) to maintain or

help discover interdependencies within multivendor network.

Define and develop ad hoc reports independently or with other subject matter

experts depending on level of complexity.

Keeping abreast of industry environment in area(s) for relevant analysis and

recommend/introduce new ways to measure and analyze data.

Communicate knowledge with team, and vice versa, to promote transparency of

expectations from a broad group of stakeholders.

Be a good teammate and individual contributor to help reach department goal of

promoting new methodologies and best practices to end users. Help team

maintain platform to store and share experience to reduce duplicated efforts,

further improving service quality and productivity.

Cook Children’s Health Plan

Operations Support Analyst Aug 2012 – Oct 2013

Work with management team to gather and translate business requirements into

queries/tools to allow for insightful data analysis and forecasting.

Completing analyses that will assist management in strategic and operational

decision making for the Health Plan business.

Use deployed business intelligence tools to help business users analyze data

and create custom reports and analytics. Defining and maintaining work relating

to performance scorecards, operational analysis, and benchmark comparisons.

On-going and periodic reporting, ad hoc queries and special projects. Managing

the integration of external data benchmarking data and serve as a resource in

identifying comparative databases which could facilitate identification of areas

requiring further study.

Working with third party vendors to facilitate data sharing, quality assurance, and

project support for integration with System strategic goals.

Consult management team on leveraging third party analytical platform to answer

business questions.

Baylor Health Care System

Financial Analyst, Benchmarking and Statistics Sept 2011 – Aug 2012

Benchmarking and Statistics financial analysts serve as the key benchmarking

resource. Provides financial analysis required to support the goals and

objectives of Baylor and Baylor Health Care System (BHCS). Utilize ActionOI to

produce executive utilization reports and find key areas to adopt best practices.

Develops and produces Management Reports as required/requested.

Understands financial operations and work with all levels of assigned areas,

finance, clinical management/personnel to ensure the accuracy of the analysis.

Serves as liaison between the assigned area and Strategic Financial Planning

and Analysis and other finance areas of BHCS.

Maintains professional growth through participation in educational programs and

professional organizations and activities to maintain knowledge of current trends,

practices, and developments.

Baylor University Medical Center

Medical Staff Services Contract Analyst Nov 2008 – Sept 2011

Provide reporting, compensation analysis, and recommendations to support

strategic planning and detail action plan to management on issues impacting

physician compensation.

Prepare the operating and capital budget each fiscal year (excess of $24 million).

Provide ongoing budget vs. actual volume, revenue and expense variance

analysis on quarterly basis.

Assist Office of Physician Contracting in maintaining integrity of contract

database and records of activities related to contracts, both electronically and

manually.

Review contract details to ensure accuracy prior to execution.

Track and monitor non-monetary physician compensation in compliance with

Stark Law and provide Legal with quarterly report.

Work closely with accounting to ensure vendors are set up accurately and proper

general ledger allocation.

Serve as a liaison between Corporate Compliance / Accounting / Physician

Contracting / Payroll / HR / Tax and physician administrators.

Saxon Mortgage Services, Inc.; a Morgan Stanley Company

Investor Accounting Analyst II July 2006 – Oct 2008

Responsible for investor reporting and remitting on mortgage backed securities,

in compliance with the pooling & servicing agreements.

Ensure accurate, efficient, and timely preparation of financial analysis for all

loans within the servicing portfolio on a monthly basis for investors and/or

corporate finance.

Ability to apply analytical skills and sound judgment, focusing on key areas of

borrower impact, investor impact and corporate impact to ensure accurate

management and administration of the portfolios.

Researching and reconciling investor bank accounts, P&I advance/recovery

duties.

Provide prompt and accurate responses to investor inquiries.

Ability to read and understand legal contracts and government regulations to

manage the collateral of the investor and ensure servicing organization

compliance.

Knowledge of Loan Servicing and forensic accounting to resolve aged and

complex transactional issues.

Validate claims data provided by Loss Mitigation to ensure corporate accounting

reconciles general ledger accurately.

Process claims wires by month end and provide backup to Investor Accounting

and Corporate accounting.

Countrywide Home Loans

Investor Accounting Analyst I March 2005 – July 2006

Responsible for development of financial reporting and analytics to monitor

mortgage backed securities, asset backed securities, and other aggregate loan

portfolios.

Ensure accurate, efficient, and timely preparation of financial analysis for all

loans within the servicing portfolio on a periodic or ad hoc basis for investors

and/or corporate finance.

Strong knowledge of legal contracts and government regulations to manage

investor collateral and ensure servicing organization compliance.

Handle complex and varied levels of transactions requiring subject matter

expertise in many facets of Loan Servicing and forensic accounting to resolve

aged and complex transactional issues.

Ability to apply analytical skills and sound judgment, focusing on key areas of

borrower impact, investor impact, and corporate impact to ensure accurate

management and administration of the portfolios.

Individually responsible for P&I advances and remittances for Bank of New York

securities exceeding $5 billion. Developed training manual for remittance

process.

Responsible for P&I advance validation for entire department by confirming

sufficient funds in all custodial accounts for subsequent remittance and providing

supporting documentation showing advances are supported by cumulative

delinquencies or other legitimate reasons.

Remittance duties included entering in wiring instructions for new securities,

entering in remittance adjustments, and wire preparation.

Provide prompt and accurate responses to internal inquiries.

Working close with Treasury department to ensure Investor Accounting needs is

met without interfering with daily cash flow needs.

Notable Achievements:

Service Excellence Award January 2011

Computer Skills:

Proficient in Microsoft Office with advanced T-SQL and Excel skills.

Microsoft SQL Server

Other Skills:

Strong experience with MedInsight, Lawson, ActionOI, MediTract, CareAnalyzer,

3M Core Grouper Software, Tableau, AutoMate, vSphere.

References furnished upon request

Contact this candidate