Manager Financial Analyst
Resume:
Linn Ehler Koontz
Coppell, TX 75019
972-***-**** (cell 214-***-****)
Email: ***********@*******.***
SKILLS
Financial Analyst – 5 plus years
Business Analyst – 3 plus years
Budgeting (Corporate and Facility)
Monthly Variance Analysis
Process Improvement Projects
Report Development and Presentations
Documentation and Training
Compliance Testing
3 plus years of experience facilitating training/documentation to financial and non-financial audience
Experience with Financial Analysis, Budgets and Operations Finance in the Healthcare Industry
Experience providing Ad Hoc reporting and project requests utilizing Access, Crystal, and Excel
Was responsible for Annual Budget Development Oversight for 51 hospitals, 12 Ambulatory Surgery Centers, and Corporate Office, with $14+ billion in gross revenues
Experience preparing monthly operating reports for Corporate, as well as, the Daily Metrics and Revenue reporting. Dashboard Metrics for 80 hospitals
Experienced with MS Office, MS Excel (Pivot Tables and Vlookup), PowerPoint, FRX, MS Visio, Access
EDUCATION
MBA, University of South Dakota,
Bachelor of Arts in English, University of South Dakota
EXPERIENCE
Med Assets – Plano, TX March 2012 to Present
Senior Financial Analyst
Develop and maintain yearly contracting and savings initiative planning to record spend and savings for major client customer used in Customer Quarterly Earning Reporting for 49 hospitals.
Developed and prepared yearly budgeted savings for Client with 49 hospitals.
Developed, implemented, and prepared Dashboards and Summaries for metrics reporting for cleaning and food services for large hospital company (84 reports), utilizing Excel as the collection database
Prepared Cost and Savings analysis for RFP presentation to client from supplier bids.
Prepare monthly operations reports to field and client, as well as develop new reporting ad hoc requests.
Special projects as requested: membership lists, revenue projections, cost study analysis, project trackers.
Med Fusion - Lewisville, TX February 2011 to March 2012
Financial Analyst
Researched and cleared Fixed Asset Clearing Account for two companies monthly ; established Fixed Assets in GL, posted accumulated depreciation ($750,000 monthly), and reconciled (in Great Plains GL software)
Researched, processed, reconciled prepaid expenses monthly; reconciled monthly billing between companies
Developed and maintained P&L and Balance Sheet reports in FRX for monthly reporting and auditor requests
Special Projects as assigned: Chart of Accounts and Fixed Asset cleanup
HLP Solutions - Concentra, Addison, TX September 2010 to November 2010
Contract Business Analyst (Temporary)
Worked with Business Analysts to gather information
Performed Workers Compensation Revenue Analysis
Analyzed Income Margins
Audited Patient Records and AR through Practice Velocity
Utilized MS Excel (Pivot Tables) and MS Access
Baylor Regional Medical Center - Grapevine, TX August 2007 to February 2010
Senior Financial Analyst in Decision Support Services
Responsible for the Annual Budget setup, preparation, and development for Grapevine facility with 90 departments and $540 million in gross revenues
Developed Budget documentation for on-line budget version, as well as paper training for manual version. Individually trained Directors and Managers
Reviewed Variance Analysis results to identify areas of concern within Department Directors
Prepared the monthly operating report for Corporate, as well as, the Daily Metrics and Revenue report for the facility
Provided Capital Project tracking and reconciliation for $30M+ at Grapevine facility
Trained new Directors and Managers in Financial Reports and GL
Triad Hospitals, Inc. - Plano, TX February 2005 to August 2007
Budget Manager in Operations Finance
Responsible for Annual Budget Development Oversight for 51 hospitals, 12 Ambulatory Surgery Centers, and Corporate Office, with $14+ billion in gross revenues
Developed training materials and conducted training for all company financial teams
Maintained budget application by ensuring that templates are updated and budget databases are prepared for annual budget, as well as loading of budget directives
Monthly loading and reconciliation of actual operating data to SRC application from GL
Value Options, Inc. - Coppell, TX November 2001 to February 2005
Finance Manager/Business Analyst in Operations
Technical Liaison for behavioral health care HMO with Texas Department of Mental Health and Mental Retardation (NorthSTAR). Responsible for contract compliance to submit encounter data to Texas with error ratio of less than 5% on contract of $118 Million
Coordinated with Corporate Departments to resolve encounter errors and re-submitted to NorthSTAR. Project leader for special implementations of HIPAA codes, Eligibility loads, and special extracts
Implemented audit processes to ensure accurate data transmission.
Prepared the Quarterly Behavioral and Statistical Report for TDMHMR for contract and HMO license compliance, to monitor appropriate expenditures of state funds
Budget development for $121 Million in revenue contract, prepared in Excel and uploaded to mainframe system. Monthly variance analysis preparation and reporting to Corporate
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