Project Management Information Systems

JULIE T. KLUTARICH

***********@*****.***

PROFESSIONAL SUMMARY

• Effective professional with almost 30 years of experience in finance, operations, project management, and information systems

• Successful graduate of programs in economics, business administration, finance, education, and health policy & management

• Delivers financial and operational excellence complemented by patient care knowledge from nursing and clinical education

WORK EXPERIENCE & ACCOMPLISHMENTS

Director, Educational Outreach

Bodies at Rest

2020-2023

Allied Health/IT

• Developed continuing education curriculum that meets regulatory standards for licensed massage therapists in multiple regions

• Identified risks and opportunities in content costing and pricing efforts via data mining, analytics, and visualization

• Created surveys and conducted market research to provide value-added and optimal consumer experiences

Senior Business/Systems Analyst

The Ohio State University

2018-2020

Education

Business Manager II

The Ohio State University/The James

2015-2018

Healthcare

Project Management and Training

• Coordinated Enterprise Project Finance testing loads and maintained dashboards to identify status and documentation concerns

• Created easy to navigate and interpret reporting to assist with decision making and strategic planning

• Worked closely with clinical & non-clinical administrators conveying concepts & applications in terms they understand Financial Strategy Involvement

• Performed ongoing monitoring and evaluation of departmental variances and worked closely with leadership to identify cause

• Acted as representative to department VP’s, directors and managers during preparation of staffing strategic plans and budgets Productivity Management

• Managed labor and productivity data and reporting for almost 200 cost centers

• Evaluated and established labor targets based on volume projections and cost center staffing plans Quality and Process Improvement/Project Management

• Participated in round-table discussions on process improvement, best practice formation, and documentation for knowledge transfer

• Applied learned skills to efficiently manage policy development and system integrations impacted by OSU’s Enterprise Project

Senior Financial Analyst

BayCare Health System

2010 –2015

Healthcare

Product Line Administration

• Appointed as Financial Representative to Steering Committee for Women’s and Children’s performance and product lines

• Maintained quarterly product line metric dashboard including payments, volume, and margins

• Acted as Pharmacy and Surgery physical inventory Financial Representative

• Reviewed physician contracts with respect to volume, patient metrics, and expenses Data Modeling

• Completed financial analysis related to Profit Margin (PM), Contribution Margin (CM), and Labor Hours per Unit of Service

• Developed models to track and reconcile labor, volume, and productivity for departments and cost centers Cost Accounting

• Updated and validated Relative Value Unit (RVU) requests for new service codes and nursing floor business strategy shifts

• Authenticated Charge Detail Master (CDM) items for productivity weight values to accurately capture labor requirements

• Assisted with assessment of CDM items for periodic cost and annual price changes Quality and Process Improvement

• Involved in Lean and other Quality Improvement (QI) initiatives including completion of Six Sigma Yellow Belt coursework

• Field Experience focused on Patient Centered Medical Home (PCMH) review of 2011 and 2014 standard requirements

• Completed National Committee for Quality Assurance (NCQA) PCMH training and collected local reporting metrics Capital Asset Knowledge

• Executed capital budgeting process including maintenance of database and related files for projects greater than $1M

• Led Service/Outcome/Cost (SOC) financial pro forma workups and capital look-backs for existing projects

• Managed Medical Equipment Committee (MEC) budgeting process and prepared corporate presentations

• Subject Matter Expert (SME) for capital equipment budgeting and processing Decision Support and Other Information Systems

• Tested salary & wages, labor/productivity, and significant expense forms for Enterprise Resource Planning (ERP) system rollout

• Trained vice presidents, directors, managers, and other team members on use of financial planning and reporting software

Senior Financial Analyst

Pearson Education (Harcourt Assessment, Inc.)

2005 –2009

Education & Assessment

• Independently assisted negotiating team in preparing offers/counter-offers and recommendations on the financial impact of terms

• Represented Pearson as consultant in proposal and pricing matters of major significance to state or division sales representative

• Acted as lead contract pricing analyst for Kindergarten – 12th grade reading, math, and language arts assessments

• Prepared pricing relative to Requests for Proposals (RFP) and Invitations to Bid (ITB) and associated narrative

Senior Analyst

Harrah's Entertainment, Inc.

2003 – 2005

Gaming & Hospitality

• Created training materials and implemented on-site team members training courses on various subjects including new systems

• Acted as liaison between marketing and revenue department providing ad hoc reports for event and promotion fiscal feasibility

• Supervised and mentored Financial Analysts and Junior Analysts; conducted periodic professional goal reviews

• Projected revenue and provided slot machine, table game, and marketing analysis based on forecasts and hotel yield analysis

• Prepared property wide budget using Hyperion for hotel, gaming, and food and beverage cost centers

• Prepared casino host bonus evaluation and contract analysis

• Represented finance operations team in on-floor casino hosting and cash cage auditing

• Participated in regulatory board audits

Financial Analyst

Invensys Climate Controls (Ranco Controls)

2001 –2003

Manufacturing (Mfg)

• Prepared SG&A budget and analysis for Midwest and West Coast operations

• Organized month end close financial reports (Income Statement, Profit and Loss (P&L), Balance Sheet) and variance analysis

• Initiated freight payment process that resulted in cost savings of over $1000.00 per month

• Managed periodic customer rebate and freight accrual entries, reconciliation, and analysis

• Automated financial statement production using data warehouse, mining, and Crystal Reports integration

• Responsible for financial metrics and dashboards associated with thermostats, thermocouplers, and carbon monoxide detectors

Manager, Management Information Systems

Advanced Bus Industries

1999 – 2001

Mfg/Transportation

• Managed 7 direct reports and multiple indirect reports

• Oversaw all activities related to Oracle database of engineering blueprints and mechanical renderings

• Developed folder system for email communications to categorize messages and reduce retrieval time for use in projects by team

• Created corporate website presence (utilizing HTML) and associated email server (Microsoft Exchange)

• Managed physical inventory process and general ledger reconciliation

OTHER WORK EXPERIENCE

Office Manager

MTI

1998 – 1999

Information Technology

Associate

The Ohio State University Medical Center Gift Shop

1997 – 1998

Hospital/Healthcare

Office Clerk (AP/AR)

Schloss Paving Company

1995 – 1997

Manufacturing

Payroll & IT Lead

Royal Companies

1994 –1995

Construction

General Office Clerk

Cleveland Ear, Nose & Throat, Inc.

1994 – 1994

Healthcare

Owner/Therapist

Bodies at Rest

2009 – 2015

Allied Health Services

• Introduced to Generally Accepted Accounting Principles (GAAP)

• Provided customer service and established professional relationships with internal and external customers and vendors

• Managed accounts payable (AP) and accounts receivable (AR) through invoice creation, payment collection, and reconciliations

• Provided overall financial advice and support to functional areas

• Participated in month-end, quarter-end, and year-end financial document processing

• Incorporated technological advances and systems into tasks to simplify and expedite manual processes

• Populated and submitted payroll, sales, and other labor tax documents to appropriate agency and authority

• Developed and implemented business plan for service-providing organization

• Coordinated meetings between senior management and team members for analysis review

• Incorporated critical thinking and determined best course of action based on prioritization skills

• Sought out mentors to study strategic direction and long-term corporate planning techniques

EARNED DEGREES and CREDENTIALS

Master of Business Administration

MBA

The Ohio State University

Business Administration/Finance

*Pace Setter Award*

Master of Public Health

MPH

University of South Florida

Health Policy & Mgmt/Public Health Admin

*GPA 3.63*

Bachelor of Arts

BA

The Ohio State University

Economics

Master of Education

MEd

University of Houston

Health & Human Performance/Physical Education

Certified in Public Health

CPH

Certification # 10318

National Board of Public Health Examiners

Licensed Practical Nurse

LPN

PN5202619 FL/LPN.165346.MEDS OH

Florida and Ohio State Boards of Nursing

SOFTWARE and APPLICATION PROFICIENCY

Hyperion (HFM, Essbase, SmartView)

Cognos

Crystal Reports

EPIC

PeopleSoft

Diver

Workday

SPSS

Adobe Pro

Oracle

Lawson

Jira

Office (Word, Excel, PowerPoint, Access)

Cerner

Business Objects

McKesson

Soarian

Crowe Information Warehouse

ClairVia

Compass

Midas

Beacon

Visionware

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