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Budget Analyst Claims Specialist

Location:
Latham, NY
Posted:
July 04, 2021

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Resume:

Professional Experience

Promenade Senior Living, Albany, NY 1/2019 – 3/2021

Executive Director

●Manage day to day operations of a 200 bed Assisted Living Community with an Enhanced License.

●Developed an action plan to present to the New York State Department of Health regarding our procedures to implement as we dealt with a breakout of Legionella in the building.

●Implemented safety measures to keep residents safe and to comply with NYS executive orders regarding COVID-19 protocols.

●Organized a system with front line staff to arrange rides to and from work so public transportation was taken out of the risk to infect residents.

●All measures put in place and strict oversight has kept our community COVID-19 free including all residents and staff.

●Utilized technology (Zoom) to create virtual tours and continue with marketing outreach. This led to three move-ins during the pandemic.

●Designed innovative methods that enabled community to increase occupancy and maintain back door by continuing to provide vibrant activities in a safe environment.

Association on Aging NY, Albany, NY 7/2015 –12/2018

Chief Financial Officer

Utilize keen analysis, insights and team approach to drive organizational improvements and implementation of best practices. Superior interpersonal skills, capable of resolving multiple and complex (sales, human resources, legal, financial, operational) issues and motivating staff to peak performance.

Proven areas of expertise include:

•Strategic Planning & Organizational Corporate & Investment Finance

Leadership Growth & Expansion Strategies

•Budgeting & Cost Management Profitability & Cost Analysis

•Sales, Marketing & New Business Systems & Technology Utilization

Development Team Building & Performance Improvement

•Process Design & Productivity Improvement

•Contract Negotiations & Strategic Alliances

Southeast Senior Center, Englewood, NJ 3/2014 – 7/2015

Executive Director

•Established new relationship with Community Chest and secured a grant for $25,000 to enhance the dental clinic.

•Worked with Bergen County to fully fund Health Programs (saved an additional $19,000 annually).

•Created new position to oversee programs and evaluate for effectiveness.

•Computerized membership to track program usage and make state reporting more seamless.

•Responsible for managing all day to day operations, including creation of annual budget and all fundraising efforts.

•Reported directly to Board of Directors monthly to communicate financial reports and program changes. Spoke to local community groups outlining advantages of the Center to increase membership.

Emeritus Senior Living, Albany, NY 2011 - 2014

Executive Director

•Created a team atmosphere that increased occupancy from 68% to 84%. Met regularly with sales director to discuss leads.

•Made at least two sales calls a week to professional referrals/rehab/faith based organizations.

•Increased customer satisfaction from 84% to 90%. Held regular quarterly family meetings to encourage input/suggestions from family members.

•Increased employee satisfaction from 81% to 83%. Held a separate stand up meeting daily with front line staff.

•Increased Quality Enhancement score from 85% to 93%. Met weekly with department heads to ensure company/state health regulations were being followed and implemented.

•Managed all day to day operations of a 128 bed community, including full P&L responsibility.

•Recruited and trained team members.

•Supervised employees and created/maintained a highly functioning team environment.

•Complied with all local, state and federal regulations. Maintained a safe work and living environment.

Albany County, Albany, NY

Department for Aging 2000 - 2011

Department of Health

Department of Management and Budget Commissioner (2007 – 2011)

•Revamped home delivered meal program: Constructed a new RFP that encouraged collaboration between providers.

•Implemented program guidelines to ensure only those meeting criteria received services.

•Accelerated the time to conduct reassessments, which gave a more accurate reflection of client's health (process saved the county over $100,000 in that fiscal year).

•Maintained and strengthened cooperative relationships with agencies and groups contributing to, or working with the elderly.

•Identified program gaps and created a transportation program in the hill towns of NY that delivered over 300 annual trips.

•Created a congregate meal program in Arbor Hill (inner city that previously had no aging services).

•Advocated for the creation of new programs and services; favorable legislation and additional resources for activities affecting the elderly.

•Encouraged service providers to work together and share resources so that programs to seniors could continue and increase with no additional, and in some cases reduced funding.

•Worked with our Department of Social Services to establish a Long Term Care Point of Entry known as NY Connects.

•Represented New York State at functions to outline their accomplishments. Served as Co-chair of New York State Long Term Care Council. Deputy Commissioner (2005 – 2007)

•Administered new software system for purposes of capturing demographic data so that department could send necessary reports to NYS electronically.

•Trained county employees and providers in all facets of system.

•Managed Title V program; assuring benchmarks were met so grant funding would not be interrupted.

•Supervised fiscal staff and provided oversight of all audits and vouchers regarding aging programs.

•Prepared department's county budget and made recommendations to Commissioner in matters relating to planning, developing and coordinating programs and services for the elderly.

•Responsible for contracts and directly monitoring aging programs to make sure providers delivered the best service to seniors.

Director of Operations (2003 – 2005)

•Established new Medicaid process in Dental Clinic that resulted in $35,000 of additional revenue.

•Supervised fiscal department; prepared state aid application and tracked Medicaid revenue from clinics.

•Oversaw preparation and submission of required cost reports, including state reimbursement reports.

•Managed and coordinated Bioterrorism grant; which included cross training of county departments and volunteer agencies.

Senior Budget Analyst (2000 – 2003)

•Responsible for tracking revenues and expenditures for all Health and Human Services departments

•Reviewed requests for new positions, programs, contracts and supplies and made recommendations to Commissioner.

•Oversaw and assisted with completing the county budget document; including loading data on website.

•Responsible for preparing and maintaining the Health and Human Services departmental budgets: including Medicaid/Medicare and Nursing Home. These departments made up more than $335 Million of the County's $685 Million budget.

•Met with department heads to ensure all revenue lines were being met and program standards being performed within budget.

Claims Specialist (1996-1999)

CNA Insurance Company – Reading, PA

Investigated property damage/bodily injury claims to determine liability.

Confirmed coverage and limits.

Evaluated injury to determine offer to claimant/attorney.

Negotiated claim to settlement.

Handled caseload of 230 remained current with investigation and updating diary for supervisor.

Education

Government and Politics B.A. 1989

St. John's University



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