Financial Analyst Life Insurance
Resume:
Columbus Grove, OH
*********@*****.***
Chris Halker
Professional Profile
Financial Analyst and planner with over 15 years of experience in reporting, planning, and budgeting
Excellent at streamlining processes, juggling multiple tasks and working under pressure
Broad knowledge in finance, including general ledger, accounts receivable, accounts payable, payroll, budgeting, and forecasting
Expertise in health care, not for profit, reimbursement, costing, productivity, implementing new systems
Expertise in healthcare computer systems EPIC, Strata, StrataJazz, HPM, HSM, PFM, Visionware Productivity
Self-motivated, detail oriented, and understand the full scope at a high level
Experience
09/17 – Present Thrivent Financial, Columbus Grove, OH
Financial Advisor
Branch Owner
Provide full financial plans
Life Insurance
Long Term Care Insurance
Disability Insurance
College Planning
Medicare Supplemental Insurance
Stocks, Mutual Funds, and Annuities
06/15 – 09/17 Sr. Financial Supply Chain Analyst, Mercy Health, Cincinnati, OH
Best practices for physician’s use of implants
Compare cost in HSM, PMM, and HPM for reporting purposes
Special Projects
Implemented reports so we can report on our Implant per case by Physician and to compare physicians in our 21 hospital chain
Managing supply cost for 21 facilities and how to keep the cost as minimal as possible
Implemented from HPM to Strata and was one of the main people on point for Mercy for the transition. I ran reports for entire hospital out of Strata once it was up and running. Daily calls and reports back and forth with Strata team to have a smooth transition over to Strata from HPM
Strata and StaraJazz super user as we implemented the system
Strata Implementation report builder to help with what all end users wanted to see and work with
Daily reports out of Strata and StratJazz to all managers and VP’s for financial, cost, and productivity reporting
Work with the systems of Strata, EPIC, HPM, HSM, PMM, and PFM, mostly McKesson products
06/12 – 06/15 Analyst II, Mercy Health, Cincinnati, OH
Manage the Acute Care costing model
Work with 7 regions/22 hospitals on the cost for reporting in HPM
Oversee daily/monthly costing duties of the system
Responsible for all cost going into the system for the entire organization
Implement from HPM Cost to StrataJazz costing with all 22 hospitals
Update costing system monthly with new departments and allocations
Provide education to all regions on the costing side and how to improve and become more effective in reporting
Present a variety of information for small and large groups, including administrative leaders
Quality improvement and performance improvement
05/07-06/12 St. Rita’s Medical Center, Lima, Ohio
Productivity/Chargemaster Manager
Responsible for providing and updating cost for the facility monthly
Duties of producing Productivity reports bi-weekly and on a daily basis
Communicate daily with managers on both cost and productivity
Created all charges and pricing while in charge of the facility Chargemaster
Reimbursement analysis on all payors
Worked on a variety of Lean projects and workouts
Provide education on productivity and budgets
Education
9/99 to 6/02 University of Northwestern Ohio, Lima, Ohio
Bachelor Degree in Accounting
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