Project Analyst Be A

Todd L Stevens

847-***-**** Tampa, Fl *****

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

EDUCATION

University of Kansas Lawrence, KS. 05/1990 Bachelor’s Degree-Major-Applied Finance

SKILLS:

HIPAA privacy compliance

SAP

GAAP

SAAS

SQL

ERP

CRM

Hana Software-People’s Software

Tableau software with Microsoft Power BI Assistant Empowers You with Insights for Decision-Making at the Speed of Thought.

Bluebeam Software

Agile & Jira Software

VOIP (Voice Over IP) certified

Corporate-GAAP Accounting

section 508

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

Program & Project Manager of Operations & Customer Service

EMR

Google Docs

IQVIA Claims

Accurint

EPIC Oracle software- cloud Health Cloud

Program & Project Management

SAP_ERP-ECC-S/4 Hana Software

LexisNexis

Accurint

WorkBench Software

ASC 606 revenue recognition

DDD Sales-Direct to the consumer-from the Manufacturer or from Healthcare directly from the Distribution or Distributor and where product or service is Developed

inventory data sets-867 & 852

Forecasting terms of relief programs

Business Analyst

Manufacturing of business

Microsoft PowerBI

Microsoft Dynamic CRM

Hyperion-Cognos-IBM Solutions -HFM tools

Sox Compliance

Subject Matter Expert (SME) knowledge

Six Sigma

Data Governance

Financial & Banking Modeling

with mergers & acquisitions

Market, Wholesale & Credit Risk

KPI-AML software

GMP

Service Now

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

Lotus Notes

FICO-credit & market risk & analyst-in reading and improving FICO worthiness-through

SAP & ERP-Hana Software & rate liquidity 20 years

was a PM @ UPS-2017-2022

Help Center- quality with public relations assurance, case management and order & product Distribution. Microsoft Office (Word, Excel, VISIO & PowerPoint) Use of Excel-Pivot Tables and V-look-ups for 28 years

Procurement & Purchasing

coordinates business travel for management and the team to go to sponsored events, shows, or industry related business

worked with them 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

WORK EXPERIENCE

Sunrise Law Group USA Chicago, IL 10/2008 - Present

SR. Financial-Business Analyst-FP&A

AP processing, AML Business Analysis-Basel III-KYC Checks-Transactions-with mergers & acquisitions KYC Operations Analyst potential market, credit & wholesale risks of illegal intentions, particularly in financial transactions, investigating & protecting the companies & client’s MONEY-Laundering-utilizing Use of LTIMindtree Software-& CRM-Microsoft Dynamic compliance, Data Governance, Basel III FICO-credit risk & analyst-in reading and improving FICO worthiness-through

SAP & ERP-Hana & People’s Software rate liquidity & business mgt, as per requests of credit departments, & including any Project Mgt in commercial construction & all financial & banking activities-reporting statistics & request for financial needs & stats of KPI & GAAP reporting-with SQL programming to help keep them from bankruptcy, Subject Matter Expert (SME) knowledge & wage garnishment, with bank levy-language-utilizing Wipro software-helping our customers, colleagues, & communities thrive in an ever-changing world-comprehensive-portfolio mgt of services, strong commitment to sustainability holistic portfolio of capabilities in consulting, engineering, operations, & emerging technologies to help clients realize their boldest ambitions & build future-ready, sustainable businesses.

Uses SAP (Software Applications Products), in VIA forecasting of the term of program &

data processing in Enterprise Resource Planning (ERP), which are used to attract the customer & business interactions

Negotiator-of the debt relief program for consumers financial debts-managed CHATS through Zen Chat

Manage the Inside Sales Team-Call Center-through HCM-Gave comprehensive guidance on with mergers & acquisitions, strategies to properly close a deal which included overall productivity of the workforce.

The Comprehensive Cost & Requirement System (CCAR) Business Development of sales strategy, training on skip tracing skills, hands-on manager, with claims & collections of debts, having a relentless attitude, with 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 Experiential supervisory skills.

Involved analysis of physical payments including, hardware, software & processor solutions for POS-Financial & Banking Modeling

Familiar & experienced in performing editing & validation of payment data delivered via the various input channels. USE of MicroSoft Power Bi & CRM software

revenue & cost estimates, using-PPNR work streams Coached, motivated time mgt & trained the sales representatives while maintaining customer base. Initiate initial interview & communication of prospects

Experience of working on Payment Engines (GPP - Global Pay Plus).

Trained Quality Assurance verification & Microsoft Dynamic, to verify all the correct steps & measurements where being applied-maintained schedules-service scheduled

Use KPI metrics, (Key Performance Indicators) & GAAP (Generally Accepted Accounting Practices) to help determine best sales results-section 508 & training

Run & assist in the training & mgt of the Customer Support Department-reviewed & made decisions on the handling of customer complaints, to help grow the sales floor

Trained representatives in SalesForce (SFDC) & SharePoint 365 &) utilizing CRM-Microsoft Dynamic CRM & SharePoint 365 was used for team collaboration, to help develop sales strategy, to assist & help with overall teamwork-use of ERP-CRM-Experienced in various payment systems modules like Repair services, including intelligent auto-repair & self-learning, Batch bulking & debulking of payments, Tracking payment status in real-time using both push (real-time alerts) & pull (look up services) models etc.

Strong written, analytical & verbal communication skills, Very detailed oriented, with excellent communication skills

Used Tableau, Snowflake Software & EPIC software- Health Cloud software which Empowers You with mergers & acquisitions Insights for Decision-Making at the Speed of Thought -Use of Excel-Pivot Tables and V-look-ups

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

Customer Care Specialist

Utilized an Electronic Medical Record (EMR) of health-related information on an individual that can be created, gathered, managed, & consulted by authorized clinicians & staff within one health care group or organization.

OSHA 30-certification-CASE Management, general safety and health hazards-training for construction and VOIP (Voice Over IP) certified industry prepares supervisors

Assist the consumer in filling their medication and prescriptions and with Distribution

Assist pharmacy in getting OR updating Prior Authorizations for medications that needed a PA

Operations & Administrative support using database software

Utilization system effectiveness, management/third party Administrator/Customer Service Representative

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

Veeva Pharmacy & Life Science Software-EPIC-Oracle software- cloud-computing company focused on pharmaceutical and life sciences industry applications-EPIC & Oracle software- cloud and Health Cloud

McKesson Pharmacy Management software-and services streamline drug dispensing, promote patient medication adherence & clinical programs, & manage medical claims and benefits.

RX30-Pharmacy- System is an Oracle cloud-based pharmacy management platform. It allows users to manage and process medical prescriptions and Distribution

Manage daily functions, which included managing and analyzing quality assurance of the medications, medical devices through TrackWise QMS Software & listening to employees’ calls to make sure they performed with the habit of top notch quality for each of our patients. Contact with their medical facility, nursing home or their medical coordinator

Quality Assurance Complaint Specialist II Process and investigate complaints per 21 CFR Part 820 and Standard Operating Procedures (SOP). Evaluate complaints and assess decision trees to determine if Medical Device Reporting (MDR) is necessary. Certified to process & utilize MedWatch reports (eMDR) in accordance with 21 CFR Part 803 through 6 Sigma.

Advanced understanding and interpretation of the Quality System Regularities, such as 21 CFR 820, 21 CFR 803, and ISO-13485. used Tableau and BI Assistant Empowers You w/ Insights for Decision-Making at the Speed of Thought. IBM watsonx software for help with healthcare problem solving Subject Matter Expert (SME) knowledge of sensor and transmitter related investigations. Prepare weekly and quarterly metrics for Distribution Support internal, external, and third-party audits. Writes customer complaints and product investigations, helping to assess risk, 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 and collections of debts when they cannot afford to make their payments. Dispatch & order management for 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

Used SharePoint, as a document management along with a self storage system, with Tableau & Oracle software, used IRIS as the CRM which are web-based applications that integrate with Microsoft Office products, this included chat service

FreshStart America San Diego, CA 04/2002 - 06/2008

Team Manager-Sales Lead-Trainer

Operations Management who Managed a team of 10-12 Account (inside

sales manager) utilizing CRM-Microsoft Dynamic CRM & SharePoint 365 as a Managers, using Use of Risk Comparison-with with mergers & acquisitions, AML Business Analysis-KYC Checks-Transactions compliance,

while still selling service in order to exceed the sales quota,

with more sales & dollar volume each month compared to the year

before

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

SAP & ERP-Hana Software

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, an emotional

understanding of current clients using Risk Comparison-along with CRM-Microsoft Dynamic CRM 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-Use of Excel-Pivot Tables and V-look-ups

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 needs

Certify with the International Association for Professional Debt Arbitrators-rate liquidity 10 years

License credit report reviewer-used chat software to assist with communication

Also, certified in using SharePoint 365 & CRM-Microsoft Dynamic CRM was used for team collaboration, to assist and help with Quality Assurance & overall teamwork

Trained SharePoint 365, run credit reports, sales reports, analyze & spot checking employee follow up on older leads, to get the most out our leads

Use of Excel-Pivot Tables and V-look-ups for all client data

Yesmail.com-an Internet Marketing & Promotional Co. Chicago, Il. 09/1995-06/2001

National Account Manager-Business Analyst

Operations and Business Management,-scheduling services through the client’s claim with technicians & Manufacturing of businesses, that got me involved with the start-up of this business & Manufacturing of business through digital technologies, performing SEO, with cold calling telesales, brand & business development of the 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 & investigation services. Used SAP (Software Applications Products) Hana Software, 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) WorkBench Software to help determine best sales results, & must be adhered to. *This included 2 yrs of sales of small business software, and utilized Zen Chat for communication-rate liquidity 20 years Use of Excel-Pivot Tables and V-look-ups Exemplary presentation and communication skills within the inside sales process. Obsessed & 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 with mergers & acquisitions

knowledge for Inside & Outside sales, & Consultative sales which included a powerful-verbal sales presentation for Outside Sales to prospective clients and The purpose of stakeholder analysis in project management is to identify and understand all individuals or groups that have an interest in a project, allowing project managers to effectively manage their expectations, address potential concerns, and gain their support to ensure the project's success by proactively navigating their influence 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 & the team to go to sponsored events, shows, or industry related business

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