Summary

Dedicated professional with a proven track record as a financial analyst. Strategic, critical thinker and problem solver with a history of increasing responsibility and development of sophisticated financial models.

Experience

Farm Credit Bank of Texas Austin, TX 09/2019 – Present

Financial Systems & Data Management Analyst

Testing new software functionality for a 2020 loan processing software conversion

Drive projects to improve finance processes that the company manages through the business applications

Participate in system implementation projects – including requirements documentation, test documentation/execution, issue identification and resolution.

Daily use of SQL software to extract loan records from company database – compiling and consolidating data into financial reports and presentations

FirstCare Health Plans / Scott & White Health Plans (acquired eff. 01/2019) Austin, TX 01/2016 – 09/2019

Manager, Financial Planning & Analysis (07/2018 – 09/2019)

Manage a department of two employees. Responsible for coordinating the annual budget process.

Prepares financial statements, performs monthly balance sheet, income statement and changes in financial position/budget variance analysis, consults and advises executive leadership on financial and operational issues impacting the strategic financial plans of the organization

Develops multiple system computer-based programs for use in financial and operational reporting.

Prepares, manages and analyzes financial information related to the end of the month close cycle.

Produce ad-hoc, scenario, and variance analysis to develop information for leadership on financial performance.

Develop reporting dashboards for key performance indicators and financial data for leadership.

Senior Financial Analyst (01/2016 – 07/2018)

Manage the preparation, analysis, and coordination of the annual budget processes across multiple corporate groups, regions, and product lines.

Provide essential contributions to the efficacy of operations through identification, analysis and maintenance of data; supporting management in the development and implementation of process improvements and initiatives.

Deliver month-end financials to CFO for monthly finance and operations meetings with the Board of Directors.

Ensure the timely reporting of all monthly financial information to internal and external customers.

Develop integrated revenue/expense analyses, projections, reports, and presentations.

Create detailed financial models including profitability analyses and projections to assist executive management in strategic decisions

Superior Health Plan (Centene Corp.) Austin, TX 08/2014 – 10/2015

Financial Analyst III

Implemented a new provider incentive comp model based on specific criteria, including Health Benefit Ratio (HBR), generic pharmaceutical utilization rates, and quality-related Key Performance Indicators.

Identify trends and developments in high cost business regions and present findings to senior management. Specifically, I identified the main physical therapy cost drivers in our Hidalgo region, including average PT service months per patient, cost per unit, & cost per member per month.

Performed comparison analysis of company vs. state fee for service Medicare and Medicaid rates, to determine the accuracy of the company’s CPT code pricing.

Created macros in MS Access to streamline the process of pulling subscriber rates & counts for all product lines (i.e. STAR, STAR+, CHIP, Foster Care).

Austin Regional Clinic Austin, TX 03/2013 – 08/2014

Senior Financial Analyst

Assist with the development, implementation, and administration of Physician Compensation models, in support of organizational financial goals and objectives. Maintain standards for benchmarking compensation to ensure consistency in methodologies and to aid in the analysis of model effectiveness and the identification of best practices.

Develop and design required reports to be used for various financial and operational analyses.

Analyze charge account data in relation to metrics such as RBRVS, RVUs, etc.

Develop and maintain required spreadsheets and queries to prepare annual budgets for required companies.

Stay abreast of upgrades and programming changes to ensure integrity of data elements and relationships of tables within databases/systems.

Assist in troubleshooting automated data processes.

Seton Healthcare Family Austin, TX 08/2012 – 03/2013

Finance Manager

Work with department managers to prepare operating budgets between $5 million and $10 million and prepares variance analyses that supports budget objectives.

Analyze financial and operational results versus actual forecast and investigates significant variances and communicate findings to senior management.

Work with management to determine KPIs for each cost center and tracks potential savings from identified cost centers.

Participate in preparing monthly financial reporting package and operating analysis.

Interact with Network Operations teams to validate transformation cost savings within the Seton Network and connects savings to headcount and expenses necessary to meet the annual NOI targets.

Conduct special financial studies and projections and develops recommendations for financial decision making.

Manage budget and strategic planning processes for the assigned area.

Manage personnel activities (hiring, promotion, discipline, etc.), completion of performance reviews and continuous development of staff as appropriate.

Medical Edge, Inc. / Texas Health Resources (acquired eff. 01/2011) Dallas, TX 09/2006 - 05/2012

Finance Manager (06/2011 to 05/2012)

Promoted to Finance Manager with dual responsibility of continuing financial analyst duties, in addition to supervising the daily operation of payroll department and the processing biweekly payrolls for 750+ employees, includes special pays, maintaining federal, state, and garnishment compliance; assist corporate employees with all payroll related inquiries; financial oversight processing, timeliness, and accuracy of new hires, temporary workers, transfers, promotions and terminations; Staff - 2 direct reports (PeopleSoft software)

Senior Financial Analyst (09/2006 – 06/2011)

Education

University of Texas at Dallas Richardson, TX 09/1999 - 08/2001 Masters of Business Administration (Finance)

University of Texas at Austin Austin, TX 09/1989 - 12/1994 Bachelor of Arts (Government)

Computer Skills

Proficient in MS Excel and Access, SQL Server Management, PeopleSoft, Prophix, IDEA, Great Plains, AS/400 Query and related financial platforms.

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