Objective:

Secure a position requiring relevant credentials in financial analysis and data management with opportunities for professional development.

Education:

Ashland University - Ashland, OH.

Bachelor of Science in Business Administration. Major: Finance Minor: Accounting

Experience:

Sep. 2014–Present Detroit Medical Center Detroit, MI

Business Development Financial Specialist – Corporate Financial Analysis

Provide financial studies to analyze evaluate and present findings regarding existing and proposed programs and services.

Financial variance analyses and status reports.

Monthly volumes and statistics reports for all DMC facilities.

Monthly Revenue and Usage report prepared for finance executive leadership for all DMC facilities.

Ad-hoc financial and statistical reporting as requested.

Jun. 2013–Sep. 2014 Henry Ford Health System Detroit, MI

Senior Financial Analyst – System Finance (Consolidated Financial Analysis & Budget Departments)

Complete monthly Cost Per Unit report for each business unit. Maintain and upload related stats on system dashboard via SharePoint.

Maintain Capital Budget Plan and assist with establishing the capital budget.

Special (Ad-Hoc) projects that involve producing financials via the coordination of resources; data, technology and human (department team members and other contacts within HFHS).

Coordinate financials for Certificate of Need (C.O.N.) filings with the state for any material capital investment expansion projects which requires the managing and compiling efforts of the following.

Inputs received from the Marketing and Planning department.

Determining staffing assumptions related to expansions received from individuals in the impacted departments/divisions or from historical experience via various published reports.

Determining type of financing required and cost of capital via coordinating with the System’s Treasury department.

Coordinate and compile all historical revenue and expense data for projections.

Assist in annual budget process, including preliminary forecasting for assigned business units and corporate cost centers.

Aug. 2006–Jun 2013 Henry Ford Health System Detroit, MI

Senior Financial Analyst - Financial Analysis (System Finance)

Special (Ad-Hoc) projects that involve producing financials via the coordination of resources; data, technology and human (department team members and other contacts within HFHS).

Selected Example of Accomplishment: Clinical Program Planning Templates – Conceptualized and created initial versions of for future forecasting of the Henry Ford Medical Group clinical divisions, staffing and production volumes. To date have personally established definitive methods and base queries for compiling and managing related data. These efforts involved coordinating with strategic planning interns as well as receiving guidelines from the Vice President of Strategic Planning and Finance director.

Analyze and report the financial performance of major project endeavors via the completion of business plan financials which includes preparing Profit & Loss statements, other performance analyses and financial projections.

Selected Example of Accomplishment: Particle Therapy Institute Of Michigan Financials – Conceptualized and created the financials to support the business plan of a new consortium business entity partnership with three other major healthcare systems in southeast Michigan to form the Institute. Personal contribution and development included:

Learning the technical aspects of particle therapy on a macro level in order to understand how volumes are driven.

Compiling massive amounts of costing, production and reimbursement data from various sources.

Providing feed-back and status to superiors based on outcomes of financials on an on-going basis, whenever new targets or assumptions were given.

The financial models developed were well received by all upper management executives as well as outside consultants from major investment firms.

Coordinate financials for Certificate of Need (C.O.N.) filings with the state for any material capital investment expansion projects which requires the managing and compiling efforts of the following:

Inputs received from the Marketing and Planning department.

Determining staffing assumptions related to expansions received from individuals in the impacted departments/divisions or from historical experience via various published reports.

Determining type of financing required and cost of capital via coordinating with the System’s Treasury department.

Coordinate and compile all historical revenue and expense data for projections.

Selected Example of Accomplishment: C.O.N. standard templates created – created templates to centralize and coordinated all reports, both end products and input data work sheets to expedite the process in a coherent format. Result: stream lined process and turn-around time decreased.

Produce the Henry Ford Health System version of the Southeast Michigan Hospitals trend analysis report.

Accomplishment: Conceptualized and produced expanded version of report and included a detailed analysis of quarterly results via coordinating and managing resources. Result – my revamped expanded version has been well received and deemed value-added by executive upper management which resulted in a larger distribution audience.

Various other statistical and financial reporting duties as assigned.

Apr. 2001–Aug. 2006 Health Alliance Plan Detroit, MI

Financial Analyst III - Financial Analysis & Budget Dept.

Develop and maintain databases for ad hoc reporting.

Analyze and report financial performance of major employer groups (i.e. Ford Motor Company, General Motors, Daimler/Chrysler, and City of Detroit) via the completion of Profit & Loss statements on an annual basis.

Assist in the training and development of department team members.

Produce a Provider Network Expense Model detailed trend analysis monthly.

Produce detailed expense forecasts, trend analyses and Profit & Loss statements for provider networks to support annual contract negotiations.

Jan. 2000–Apr. 2001 Health Alliance Plan Detroit, MI

Financial Analyst II - Financial Analysis & Budget Dept.

Provided assistance in the monitoring and projecting of claims expense liability on an ongoing basis by preparing monthly IBNR (Incurred But Not Realized) liability spreadsheets for provider networks.

Prepared the Senior Plus (Medicare Risk) Capitation Reconciliation Report on a monthly basis and posted related entries.

Assisted in preparing studies analyzing costs/benefit of specific product lines.

Performed other related duties for upper management as assigned.

Feb. 1999–Jan. 2000 Health Alliance Plan Detroit, MI

Financial Analyst I - Financial Analysis & Budget Dept.

Provided assistance in the monitoring and projecting of claims expense and liabilities on an ongoing basis by preparing monthly IBNR (Incurred But Not Realized) liability spreadsheets for provider networks.

Prepared the Senior Plus (Medicare Risk) Capitation Reconciliation Report on a monthly basis and posted related entries.

Assisted in preparing studies analyzing costs/benefit of specific product lines.

Skills:

Microsoft Access, Excel, PowerPoint, Word

DSS (Decision Support System), Basic PeopleSoft, 10 Key Calculator, AVEGA – Crystal (Business Objects)

Ability to manage large volumes of complex data (statistical & financial) in order to produce value-added end products for decision making and analysis.

Ability to perform deductive reasoning and problem solve with little or no direction.

Contact this candidate