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Sr. Financial Analyst

Location:
Northbrook, IL
Salary:
i'm looking to have the rate reduced by 10% in ord
Posted:
January 29, 2024

Contact this candidate

Resume:

Todd L Stevens

847-***-****

ad263b@r.postjobfree.com

Northbrook, IL

EDUCATION

University of Kansas Lawrence, KS. 05/1990

Bachelor’s Degree-Major-Applied Finance

SKILLS

Corporate Walgreen’s from 2011-2015–Help Center- quality with public relations assurance and order and product Distribution.

SAF certification 2015

Microsoft Office (Word, Excel, VISIO & PowerPoint)

One Track Software service-used to track medical equipment or supplies

HIPAA privacy compliance

PBM experience

SAP

GAAP

SAAS

SQL

ERP

CRM

FP & A

Tableau software

Bluebeam Software

Agile & Jira Software

VOIP (Voice Over IP) certified

- PM @ UPS-2017-2022

Corporate-GAAP Accounting

section 508

Manager of Operations & Customer Service

EMR

MRP

Google Docs

SAP_ERP-ECC-S/4 Hana Software

Snowflake software program used-cloud computing

FICO-credit analyst-in reading and improving FICO worthiness-through

SAP and ERP

LexisNexis

Accurint

ASC 606 revenue recognition

Forecasting terms of relief programs

Business Analyst

Cost Accounting

Six Sigma

GMP-Yesmail

Permission email marketing & promotions

Epic software

rate liquidity 10 years

Procurement and purchasing at yesmail

coordinates business travel for management and the team to go to sponsored events, shows, or industry related business

worked with theme so they can qualify for lower interest rates allowing them to be able get loans or get lent money to pay larger interest loans, by having them put funds aside to be able to offer a lump sum payoff or settlement to their creditors or debt buyers

Operations Management

One Track Software service-used to track medical equipment or supplies

WORK EXPERIENCE

Sunrise Law Group USA Chicago, IL 10/2008 - Present

SR. Financial/Business Analysis -FP &A

SR. Financial/Business Analyst--SR. Financial/Business Analyst--Involved analysis of physical payments including hardware, software & processor solutions for POS- revenue & cost estimates, using-PPNR work streams Coached, motivated time management & trained the sales team of 10-20 representatives while maintaining over a 500 customer base. Initiate initial interview & communication of prospects Experience of working on Payment Engines (GPP - Global Pay Plus). Trained CRM management, Quality Assurance verification & SharePoint 365 training, to verify all the correct steps & measurements where being applied-maintained schedules-service scheduled

Used KPI metrics, (Key Performance Indicators) & GAAP (Generally Accepted Accounting Practices) to help determine best sales results-section 508 and training the proper use of SharePoint 365-Run & assist in the training and management of the Customer Support Department-reviewed & made decisions on FP&A the handling of customer complaints, to help grow the inside sales floor for 3+ years, & built

Train reps in SalesForce (SFDC) AND SharePoint 365 was used for team collaboration, to help develop sales strategy, to assist and help with overall teamwork-use of ERP-CRM-Tableau software-Snowflake software- Experienced in various payment systems modules like Repair services, including intelligent auto-repair and self-learning, Batch bulking & de-bulking of payments, Tracking payment status in real-time - using both push (real-time alerts) and pull (look up services) models etc.

Strong written, analytical and verbal communication skills, Very detailed oriented, with excellent communication skills

Used SalesForce-Tableau Software-Trackwise software-EPIC software- cloud and Health Cloud-SnowFlake-Software

Oversee all A/R related to payment posting: Posting all daily receipts via Citrix application from batches, and balancing all forms of payments including Workman's Comp, employer payments, commercial insurances, personal checks, credit cards, & money orders. Reconcile out of pocket expenses to patient accounts. Follow-up on un-allocated payments. Performed Management-has a Financial Analyst team of 10 reps-including Administrative duties, which included Ran credit rate liquidity 10 years & business management performs admin duties, as per requests by Management VPs in the finance and credit departments, including any Program-Project Mgt in commercial construction and all financial and banking activities-reporting statistics & request for financial needs and stats of KPI and GAAP reporting-with SQL programming language

Uses SAP (Software Applications Products), in VIA forecasting of the term of program and data processing in Enterprise Resource Planning (ERP), CRM systems-which are used to track the customer & business interactions-Negotiator- of the debt relief program for consumer's financial debts-managed CHATS through Zen Chat-Manage the Sales Team-Call Center-through HCM-Gave comprehensive guidance on strategies to properly close a deal which included overall productivity of the workforce. The Comprehensive Cost and Requirement System (CCAR)

Business Development of sales strategy, training on skip tracing skills, hands-on manager, with claims and collections of debts, having a relentless attitude, business analyze their data making sure they use the sales process, Cold calling prospects, to set appointments & scheduling times to create a sales methodology As an Operations Manager, i gained Expediential supervisory skills.

FICO-credit analyst-in reading and improving FICO worthiness-through

SAP and ERP

reports, Credit Business analysis or financial analysis of all possible clients, sales reports, spot checking employee follow up on older leads, to get the most out of our leads. Use Debt Calculator to run estimates on the length of a program. Consultative & analytical sales, used 6 sigma, SharePoint 365, within the call center Created a debt calculator, adding an attention to detail and accuracy with an average client for 36 months

Maintain honor ability & consistent standards, attaining bi-monthly sales & financial goals-with Maintain honor ability and consistent standards, attaining bi-monthly sales & financial goals

Use of Excel-Pivot Tables and V-look-ups for all client data

UnitedHealth Group Carlsbad, CA 09/2015 - 06/2022

Customer Care Specialist

an Electronic Medical Record (EMR) of health-related information on an--rate liquidity 10 years & business management to assists & perform admin duties, as per requests by Management Program-Project Mgt in commercial construction and all financial and banking activities-reporting statistics & request of KPI and GAAP reporting-with SQL programming language

Uses SAP (Software Applications Products), in VIA forecasting of the term of program and data processing in Enterprise Resource Planning (ERP), CRM systems-which are used to track the customer & business interactions-Negotiator- of the debt relief program for consumer's financial debts-managed CHATS through Zen Chat-Manage the Sales Team-Call Center-through HCM-Gave comprehensive guidance on strategies to properly close a deal which included overall productivity of the workforce. The Comprehensive Cost and Requirement System (CCAR)

Business Development of sales strategy, training on skip tracing skills, hands-on manager, with claims and collections of debts, having a relentless attitude, business analyze their data making sure they use the sales process, Cold calling prospects, to set appointments & scheduling times to create a sales methodology As an Operations Manager, i gained Expediential supervisory skills.

FICO-credit analyst-in reading and improving FICO worthiness-through

SAP and ERP

Involved analysis of physical payments including hardware, software & processor solutions for POS- revenue & cost estimates, using-PPNR work streams Coached, motivated time management & trained the sales team of 10-

20 representatives while maintaining over a 500 customer base. Initiate initial interview & communication of prospects Experience of working on Payment Engines (GPP - Global Pay Plus). Trained CRM management, Quality Assurance verification & SharePoint 365 training, to verify all the correct steps & measurements where being applied-maintained schedules-service scheduled

Used KPI metrics, (Key Performance Indicators) & GAAP (Generally Accepted Accounting Practices) to help determine best sales results-section 508 and training the proper use of SharePoint 365-Run & assist in the training and management of the Customer Support Department-reviewed & made decisions on FP&A the handling of customer complaints, to help grow the inside sales floor for 3+ years, & built

Train reps in SalesForce (SFDC) AND SharePoint 365 was used for team collaboration, to help develop sales strategy, to assist and help with overall teamwork-use of ERP-CRM-Tableau software Experienced in various payment systems modules like Repair services, including intelligent auto-repair and self-learning, Batch bulking & de-bulking of payments, Tracking payment status in real-time - using both push (real-time alerts) and pull (look up services) models etc.

Strong written, analytical and verbal communication skills, Very detailed oriented, with excellent communication skills

Used SalesForce-Tableau Software-Trackwise software-EPIC software- cloud and Health Cloud

Oversee all A/R related to payment posting: Posting all daily receipts via Citrix application from batches, and balancing all forms of payments including Workman's Comp, employer payments, commercial insurances, personal checks, credit cards, & money orders. Reconcile out of pocket expenses to patient accounts. Follow-up on un-allocated payments. Performed Administrative duties, which included Ran credit reports, Credit Business analysis or financial analysis of all possible clients, sales reports, spot checking employee follow up on older leads, to get the most out of our leads. Use Debt Calculator to run estimates on the length of a program. Consultative & analytical sales, used 6 sigma, SharePoint 365, within the call center Created a debt calculator, adding an attention to detail and accuracy with an average client for 36 months

Maintain honor ability & consistent standards, attaining bi-monthly sales & financial goals-with Maintain honor ability and consistent standards, attaining bi-monthly sales & financial goals

Use of Excel-Pivot Tables and V-look-ups for all client data

that can be created, gathered, managed, and consulted by authorized clinicians and staff within one health care group or organization.

Assist the consumer in filling their medication and prescriptions and with Distribution

Assist pharmacy in getting OR updating Prior Authorizations for medications that needed a PA

Operations and Administrative support using database software

Utilization system effectiveness, management/third party Administrator/Customer Service Representative

HIPAA Privacy Compliance Training- which included the use of FDA regulations

Veeva Pharmacy & Life Science Software-EPIC software- cloud-computing company focused on pharmaceutical and life sciences industry applications

McKesson Pharmacy Management software-and services streamline drug dispensing, promote patient medication adherence and clinical programs, and manage medical claims and benefits.

RX30-Pharmacy- System is a cloud-based pharmacy management platform. It allows users to manage and process medical prescriptions and Distribution

Manage daily administrative functions, which included managing and analyzing quality assurance of the medications, medical devices through TrackWise QMS Software and listening to employees’ calls to make sure they performed with the habit of top notch quality for each of our patients. Contact with their medical facility, nursing home or their medical coordinator

Quality Assurance Complaint Specialist II

Process and investigate complaints per 21 CFR Part 820 and Standard Operating Procedures (SOP).

Evaluate complaints and assess decision trees to determine if Medical Device Reporting (MDR) is necessary.

Submit MedWatch reports (eMDR) in accordance with 21 CFR Part 803 through 6 Sigma.

Advanced understanding and interpretation of the Quality System Regulations, such as 21 CFR 820, 21 CFR 803,

and ISO-13485.

Subject Matter Expert (SME) knowledge of sensor and transmitter related investigations .Prepared weekly and quarterly metrics for Distribution

Support internal, external, and third-party audits.

One Track Software service-used to track medical equipment or supplies

-SAF certification-updated from Corporate Walgreens-2015

Writes customer complaints and product investigations, helping to assess risk, identify root cause, CAPA (Corrective And Preventive Action) plans,

and implementing solutions with business partners.

Coordinate co-payment, assisting with co-payment needs, and claims and collections of debts when they cannot afford to make their payments. Dispatch & order management for issue referrals for oncology, hematology and cardiology patients

Hospital Focused-Critical Care-assistance making sure the consumer is utilizing necessary benefits and has updated prescriptions in order to get the correct care, so they can continuously use our service over other services, insurances or avoid the consumer from using any service to make sure they have the ability to stay as healthy as possible

PBM experience

Use SharePoint, as a document management and storage system, use IRIS as the CRM which are web-based applications that integrate with Microsoft Office products, this included chat service too.

FreshStart America San Diego, CA 04/2002 - 06/2008

Sales Trainer-Team Manager

Operations Manager who Managed a team of 10-12 Account (inside sales manager)utilizing SharePoint 365 as a Managers, while still selling service in order to exceed the sales quota, with more sales and dollar volume each month compared to the year before

FICO-credit analyst-in reading and improving FICO worthiness-through

SAP and ERP

Interviewing & hiring skills-Attain or regularly exceeded sales goals

Consultative sales VIA forecasting of the term of program with an average client for 36 months, which lead to extreme customer service contact as a necessity of keeping the customer for the length of the program

Provide exemplary & constant customer service, & emotional understanding of current client’s needs

Certify with the International Association for Professional Debt Arbitrators-rate liquidity 10 years

License credit report reviewer-used chat software to assist with communication

SharePoint 365 was used for team collaboration, to assist and help with Quality Assurance & overall teamwork

Trained SharePoint 365, run credit reports, sales reports, analyze and spot checking employee follow up on older leads, to get the most out our leads

Yesmail.com-an Internet Marketing & Promotional Co. Chicago 09/1995-06/2001

National Account Manager-Business Analyst

Targeted Permission Email Manager- Business Management,-scheduling services through the client’s claim with technicians that got me involved with the start-up of this business through digital technologies, performing SEO, with cold calling telesales, brand & business development of Inside AND Outside Sales team. We initially got involved in new product introduction through direct mail advertising & digital media marketing campaigns as a small team of 5-6 individuals.

Worked on payment systems on Interface to AML, fraud management and to inquiry and investigation services.

Used SAP (Software Applications Products), in data processing in *Enterprise Resource Planning (ERP), CRM systems-which are used to track the customer & business interactions. Used KPI metrics, (Key Performance Indicators) Business Activation Software (BAS) – Used with SAP-for Business Process Analyst & GAAP-GXP-Good Quality Practices in business and the pharmaceutical industry. -use of SQL programming language to help with (Generally Accepted Accounting Practices) to help determine best sales results, & must be adhered to. *This included 2 yrs of sales of small business software, and utilized Zen Chat for communication-rate liquidity 10 years

Exemplary presentation and communication skills within the inside sales process. Obsessed and passionate with creating great experiences for our clients. Created and delivered web based sales presentation, with the importance of profit building, leveraging strong Program-Project Management skills knowledge for Inside and

Outside sales, and Consultative sales which included a powerful-verbal sales presentation for Outside Sales to prospective clients. Won multiple awards for achieving and excelling sales quotas. This included multiple years of the President's Club. As a matter of fact, I eventually earned the first annual Bill Porter ``Passionate, Persistence & Perseverance" award.

coordinates business travel and service schedule for management and the team to go to sponsored events, shows, or industry related business



Contact this candidate