Todd L Stevens

847-***-**** Northbrook, IL

ad4ua5@r.postjobfree.com

EDUCATION

University of Kansas Lawrence, KS. 05/1990

Bachelor’s Degree-Major-Applied Finance

SKILLS

https://www.linkedin.com/in/todd-stevens-25853b246

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

SAF certification 2015

Microsoft365 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

Microsoft 365

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

SAP and ERP

LexisNexis

Wipro Limited-technology services

Accurint

ASC 606 revenue recognition

Forecasting terms of relief programs

Business Systems Analyst-

Use of Risk Comparison-compliance,

Payment Systems Analyst-ACH/Check positive pay/online banking

Cost Accounting

Six Sigma

GMP

Service now

Lotus Notes

Epic software

rate liquidity 10 years

Procurement and purchasing

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--Use of Use of Risk Comparison-compliance,, rate liquidity 10 years & business management to assists & 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 -Acted as the Controller for the company in representation of these other families and companies-to help keep them from bankruptcy and wage garnishment, with bank levy-language-utilizing Wipro software-helping our customers, colleagues, and communities thrive in an ever-changing world-comprehensive portfolio of services, strong commitment to sustainability -holistic portfolio of capabilities in consulting, design, engineering, operations, and emerging technologies to help clients realize their boldest ambitions and build future-ready, sustainable businesses.

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)

Use of Bi tools make it easier to access and act on critical data along with business intelligence that turns your best data into actionable visualizations. Make reporting easier-designed to scale with the organization. They handle an increasing data volumes, additional data sources, and more complex analyses

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-

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, use of Use of Use of Use of Risk Comparison-compliance, & SharePoint 365 training, to verify all the correct steps & measurements where being applied-maintained schedules-service scheduled used and trained-Payment Systems Analyst-ACH/Check positive pay/online banking

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-Microsoft 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-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 using Use of Risk Comparison-compliance,,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

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

Customer Care Specialist

Utilized an Electronic Medical Record (EMR) of health-related information 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-The Comprehensive Cost and Requirement System (CCAR)

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) used 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) & SharePoint 365- Microsoft 365- helped 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-Snowflake Software

Oversee all A/R related to payment posting: using Use of Risk Comparison-compliance, 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, adding an attention to detail & accuracy.

Maintain honor ability & 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 healthcare group or organization.

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

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

McKesson Pharmacy Management software-

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, updated from Corporate Walgreens-2015Writes customer complaints and product investigations, helping to assess risk,k with RISK comparison 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 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

Used SharePoint, document management & storage system, uses IRIS as the CRM which are web-based applications that integrate with Microsoft. Office products,-Microsoft 365- this included chat service too.

Used SAP (Software Applications Products), in data processing in *Enterprise Resource Planning (ERP), CRM systems

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, using Use of Risk Comparison-compliance, 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 using Risk Comparison-compliance,

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 and Microsoft365 were used falong with Snowflake Software or team collaboration, to assist and help with Quality Assurance & overall teamwork

Trained SharePoint 365, run credit reports, sales reports, Use of Risk Comparison-compliance, Microsoft365-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

Operations and 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 & 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. Use of Risk Comparison-compliance,,*This included 2 yrs of sales of small business software, and utilized Zen Chat for communication-rate liquidity 10 years-utilizing Wipro software-helping our customers, colleagues, and communities thrive in an ever-changing world-comprehensive portfolio of services, strong commitment to sustainability -holistic portfolio of capabilities in consulting, design, engineering, operations, and emerging technologies to help clients realize their boldest ambitions and build future-ready, sustainable businesses.

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

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