Financial Analyst Customer Service

JOHNATHON HILLIARD

**** ******** **** ***** ****, Texas 78613 512-***-**** *********.********@*****.*** www.linkedin.com/in/johnathon-hilliard

SUMMARY

A meticulous and forward-thinking financial analyst with a demonstrated history of working in the hospital and healthcare industry. Highly skilled in project management, process improvement, healthcare management, budgets, HIPAA, sales management, capital asset management, capital project and construction, and team building. Demonstrates additional strengths in public speaking, customer service, training, construction and design, finance, and strategic planning. Utilizes excellent communication and interpersonal skills to build strong working relationships with colleagues and customers. A hardworking and resourceful producer who delivers results that achieve all major financial objectives for a company.

EXPERIENCE

BAYLOR SCOTT & WHITE HEALTH, Temple, Texas

Financial Analyst II, 2015-2021

Reconciled reports for CTX companies and accounts within region.

Supported CTX accountants on asset management.

Worked with construction and design project managers in tracking construction projects.

Utilized various software programs, including Microsoft Office, Lawson, Kaufman Hall, Ivalua, and PeopleSoft.

Collaborated on various projects during tenure, including major hospitals.

Collaborated with capital finance to determine items needed to be capitalized.

Maintained 100% accuracy on completing monthly close reports prepared for accountants.

Capital Asset Management

Handled additions, disposals, and transfers of assets within CTX region.

Calculated straight line depreciation method.

Worked alongside accountants to provide company reconciliation reports in accurate, timely manner.

Provided account reconciliation reports to accountants.

Capital Project and Construction

Maintained responsibility for uploading of capital projects upon completion.

Provided monthly project reconciliation report to senior staff in accurate, timely manner.

Partnered alongside design for project status and job close dates.

Capital (Kaufman Hall)

Approved submitted capital requests.

Determined requests to be capital or operational.

Financial Analyst I, Cancer Research Institute, 2012-2015

Gathered information for and generated ongoing financial reports.

Prepared journal entries.

Assisted with financial planning, modeling, and preparation of operating budgets.

Supported management with special projects by setting files and tracking spend for various clinical trial studies.

Handled preparation of monthly utilization reports to identify and report unusual trends.

Prepared various financial reports to inform other departments on financial status, and updated management on company financials.

Provided support to higher-level financial analysts during annual budget preparation.

Performed other position-appropriate duties as required in competent, professional, and courteous manner.

Utilized various software, including Oracle PeopleSoft Enterprise, Lawson, Kronos, Avaya, Kaufman Hall Budget Advisor, and MadgeTech 4 Secure.

Negotiated with outside vendors to obtain cost savings on equipment maintenance contracts.

Central Patient Access Representative III, 2011-2012

Reviewed benefit information and contacted patient or responsible party to discuss patient liability.

Validated patient demographics and insurance at time of patient contact.

Exceeded departmental goals identified by leadership.

Provided escalation pathway for accounts and patients who were unable to meet collection requirements.

Coordinated with clinical areas to communicate non-payment on procedures and admissions.

Processed and referred accounts to appropriate team to set up installment and budget plans.

Accurately documented notes in respective systems for reconciliation purposes.

Obtained insurance coordination of benefits and pre-certification for upcoming procedures.

Demonstrated discretion in verbal and written communication between patients and staff, ensuring patient confidentiality at all times.

Exhibited high level of customer service.

Utilized various software, including Microsoft Office, Access, and GE Centricity.

Exceeded departmental goals identified by leadership, placing as top collector each month.

Collected highest amount each month, utilizing strong communication skills and exhibiting compassion toward patients.

Built relationships and trust with patients.

Maintained 100% accuracy on documentation of notes in respective systems for reconciliation purposes.

ADDITIONAL EXPERIENCE

H-E-B, Temple, Texas, Produce Lead Manager, 2005-2010. Oversaw operation of produce department, including providing safe work environment, training, customer service skills, ordering, display rotation, planogram compliance, controlling shrink, product quality, sanitation, receiving, pricing, and stocking. Accounted for merchandising, preparing work schedules, controlling inventory, monitoring budget, and handling payroll. Provided work direction, coaching, and training to other departmental personnel. Maintained record of holiday performance. Offered excellent customer service by providing a variety of fresh, quality products. Maintained product integrity through ongoing sanitation of equipment and department. Managed financial results of department while attending weekly management meetings, participating with total team mindset.

EDUCATION

TARLETON STATE UNIVERSITY, Stephenville, Texas, B.S., Business Administration and Management, 2008

CERTIFICATIONS

Texas Department of State Health Services Food and Drug Licensing Group, Texas Department of State Health Services

Lean Management Certification, Center for Operations Excellence, July 2019

FDA cGMP for Finished Pharmaceuticals 21CFR 210 and 211, CALISO, December 2014

LICENSURE

Center for Operations Excellence Lean Management, July 2019

PROFESSIONAL DEVELOPMENT

National Incident Management System Training

Lean Management Practitioner Course, Center for Operations Excellence

Basic Laboratory Training Biosafety Training Program

AFFILIATIONS

National Association of Healthcare Access Management • Natural Resources Conservation Service

AWARDS

American FFA Degree, National FFA Organization, 2003 • Lone Star FFA Degree, Texas FFA Association, 2001

TECHNICAL SKILLS

Microsoft Office Suite, Power PDF Advanced, Ivalua, Lawson, Oracle PeopleSoft, Infor, Kronos, Avaya, Kaufman Hall ENUFF Suite (Budget Advisor), MadgeTech 4 Secure Software (Data Loggers), GE Centricity

LETTERS OF RECOMMENDATION

Christopher James Nixon, MBA

7502 Copper Creek Trail

Temple, TX 76502

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

To whom it may concern:

I am a Financial Advisor for Baylor Scott & White Healthcare’s Strategic Financial Services division. I have worked within the finance area for nearly 15 years, and for the past 8 years I have had the pleasure of having Mr. Johnathon Hilliard as a colleague.

During my time working with Johnathon, he has consistently demonstrated his abilities to perform his duties to a high standard. We have collaborated on numerous projects, and he has approached each with eagerness and professionalism. In one example, he assisted my department by providing some very important information we required to enhance our cost accounting system. With his expertise we were able to complete the project on time.

Johnathan also possesses unquestionable character. He has a hard working, positive, and caring attitude. I would highly recommend him.

Please do not hesitate to contact me if I can provide any further information.

Sincerely,

Christopher Nixon, MBA

Financial Advisor

Strategic Financial Services

Baylor Scott & White Health

Marie (Penn) Hwang

Baylor Scott and White Health

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

To whom it may concern:

Johnathon Hilliard has been one of the main Accounting contacts for reviewing and approving capital requests for the Central Division of the BSWH System. For the past 7 years that I’ve worked with him, Johnathon has consistently provided great customer service to the Capital Finance department. We know him to be very detailed oriented individual who is prompt with response and resolutions. He is a great source of knowledge for all of our Accounting inquiries and we appreciate that he is able to provide us the proper guidance when needed. In addition to his professionalism, Johnathon treats other with respect and has always exuded a very pleasant attitude which is a characteristic that should be valued both personally and professionally.

I would highly recommend Jonathon to any organization interested in bringing him on as he would definitely be a valuable asset to your team!

Warm Regards,

Marie (Penn) Hwang

Financial Advisor II

Capital Planning & New Business Development

Baylor Scott & White Health

Office: 214-***-****

EMPLOYEE REFERENCE LETTER

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