Healthcare Project Leader with Regulatory Expertise
Resume:
Jan Phillips
Project Manager
PROFILE
Jan is an accomplished Project Manager with over a decade of experience leading cross-functional teams across financial, healthcare, and IT sectors. Successfully managed large-scale enterprise projects while leveraging Agile and Waterfall methodologies to achieve a 95% efficiency rate. Jan exercised her expertise in risk management, regulatory compliance, stakeholder communication, and financial portfolio oversight for the success of all aspects of the projects. Jan is adept at optimizing resources, implementing process improvements, and ensuring regulatory adherence, including SEC- mandated reporting and HL7 integration. She is proficient in MS Project, Jira, Smartsheet, and Confluence, with a track record of enhancing productivity and profitability. Certified PMP and Professional Scrum Master (PSM I), with a commitment to fostering collaborative environments that drive project success. Experienced in leading digital transformation initiatives, budget management, and financial forecasting to maximize operational efficiency.
WORK EXPERIENCE
06/2025
-Current
01/2023
- 11/2023
10/2022
- 01/2023
Healthcare Project Manager- Medicaid SME
Smile Doctors TX
Lead cross functional Medicaid research data analysis and compliance initiatives
Serve as a Medicaid Subject Matter Expert supporting Medicaid compliance, billing accuracy, policy interpretation, and training across multiple states.
Partner with Revenue Cycle, Operations, and clinic teams to ensure alignment with federal and state Medicaid dental regulations while supporting system functionality, documentation, and process improvement.
Led enterprise integration and consolidation initiative, serving as lead project manager to transition three legacy platforms into a single unified system following executive strategic direction
Financial Project Manager
SEI, PA
Organizational Change: Standardized PMO systems using Six Sigma methodologies, achieving 95% efficiency rate in project execution.
Financial Portfolio Oversight: Managed cross-functional teams across high-value financial projects, ensuring alignment with financial industry standards for assets up to $9B.
Regulatory Compliance and Reporting: Led the rollout of SEC-mandated tailored shareholder reports, focusing on essential data presentation for retail investors.
Developed risk mitigation strategies and contingency plans, ensuring regulatory compliance across project lifecycles in line with FSI standards.
Full P&L responsibility of cross-functional projects aligning budgets with strategic goals.
Scrum Master
CorSource, OR
Enhanced international DevOps communication and boosted productivity by 85%.
Led daily standups with Kanban and JIRA
WORK EXPERIENCE CONTINUED
01/2022
- 10/2022
11/2013
- 09/2019
Clinical Project Manager
CluePoints, PA
Process Improvement Leadership: Implemented standardized access documents and systems on Veeva through waterfall and agile methodologies, resulting in 10% improvement in client engagement.
Project Planning and Documentation: Created and maintained comprehensive project plans, including documentation, risk management plans, and status reports utilizing Microsoft Project.
Meeting and Resource Facilitation: Organized and facilitated project meetings, managed budgets, timelines, and resources to ensure alignment with project objectives.
Healthcare Project Manager
Devereux Foundation, PA
IT Project Manager: Enhanced systems training and end-user support resulted in 80%. efficiency improvement.
Implemented HL7 messaging standards and led the team in integrating HL7-compliant. interfaces between the Electronic Health Record system and multi-site residential facility, improving efficiency of end users by 85% increasing profitability.
Data migration increased end-user proficiency by 25% resulting in 2% profit.
Managed financial and payroll activities nationwide with Kronos and Oracle
Collaborate with cross-functional teams, including stakeholders and vendors, to ensure seamless project execution. Serve as a Dental Medicaid and payer Subject Matter Expert, advising on multi-state dental policy, reimbursement structures, and compliance requirements.
Partner with Revenue Cycle, Operations, and Clinical leadership to optimize dental program performance, provider alignment, and billing accuracy.
Interpret and operationalize state Medicaid dental policies, including orthodontic and general dental services, ensuring compliance and reimbursement optimization.
Support fee structure alignment and reimbursement logic, improving consistency across markets and enhancing financial outcomes.
Collaborate cross-functionally to resolve escalations related to provider billing, claims adjudication, and network-related issues.
Lead training initiatives to improve provider and internal team understanding of dental policies, coding (D8000 series), and payer expectations.
Contribute to process improvement initiatives that enhance provider experience, operational efficiency, and compliance adherence.
Analyze trends in claims, utilization, and reimbursement to support data-driven decision-making and program optimization.
EMPLOYER EXPERIENCE SUMMARY
Employer
From
To
Position
Smile Doctors
Jun 2025
Current
Healthcare Project
Manager -SME
SEI
Jan 2023
Nov 2023
Financial Project Manager
CorSource
Oct 2022
Jan 2023
Scrum Master
CluePoints
Jan 2022
Oct 2022
Clinical Project Coordinator
Devereux Foundation
Nov 2013
Sep 2019
Healthcare Project
Manager
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