Medical Billing Sales

Guillermo Montes **** Hudson Street, Redwood City, CA 94061

202-***-**** | ********@*****.***

Pro-active, results-oriented, hands-on finance and accounting professional. Experience in full cycle accounting, financial planning, forecasting, reporting and analysis. Proficient in employing financial analysis techniques and analytical and data mining tools to identify business risks and opportunities. Sound knowledge of relational databases, Microsoft Access, Excel, SQL, and various general ledger systems.

EXPERIENCE

Stanford University Medical Center | Palo Alto, CA | March 2011 – January 2012

Hospital known worldwide for its advanced patient care, and ranked among the top institutions in the U.S. News & World Report annual list of “America’s Best Hospitals.”

Financial Consultant (Contract – Perm)

Responsible for all aspects of physician base revenues ($900 Million), full cycle accounting functions for various out-patient clinics, and month end close responsibilities.

Responsible for ensuring the accurate capture and interface of outpatient revenues from medical billing system (EPIC) into the company’s general ledger (Lawson).

Analysis and calculation of all revenues/charges, accounts receivable, contractual allowance entry ($30 Million dollars average per month), bad debt expense entry and reserve balances.

Budgeting and forecasting for physician base, outpatient clinics, and joint ventures.

Responsible for the compilation of all outpatient related requests and analysis for the year-end audit.

Full cycle accounting, bookkeeping functions and month end close responsibilities for 14 out-patient clinics.

Prepared corporate tax return for joint-venture 501(c)3 tax exempt organization.

Performed balance sheet reconciliation, and variance analysis.

Pacific Gas and Electric (PG&E) | San Francisco, CA | December 2010 – March 2011

Pacific Gas and Electric Company, based in San Francisco is one of the largest combination natural gas and electric utilities in the United States.

Technical Analyst (Contract)

Hired to assist with the scheduling database for PG&E’s Smart Meter program. Maintained the Microsoft Access Scheduling database. Created various SQL queries and reports in order to schedule service requests for the Smart Meter program.

Architect of the Capitol (AOC) | Washington, DC | December 2009 – May 2010

Builder of the nation’s landmark buildings, including the U.S. Capitol, Supreme Court, Library of Congress, House and Senate Office Buildings and the U.S. Botanical Garden.

Technical Analyst (Contract)

Hired to strengthen the referential integrity of the (AOC) database, and to enable this database to communicate with the U.S. government’s Central Contractor Repository (CCR) database. Delivered the project on time and under budget.

Technical lead for data cleansing, validating and reconciling the AOC vendor database and the U.S. government’s Central Contractor Repository (CCR) database.

Hands on role utilizing Microsoft Access and SQL to extract and validate data for identification of anomalies and discrepancies in the record sets.

Established business rules and recommendations to ensure data integrity as well as consistency for data storage and retrieval.

EFE News Service | Washington, DC | June 2008 – October 2009

Leading Spanish language news agency and the fourth largest news agency in the world. EFE has a presence in over 181 cities and 120 countries.

Regional Controller

Hired by CFO to streamline operations in North America and Central America, and to drive financial turnaround and strengthen internal control. Oversight of financial analysis, financial audits, G/L chart of accounts, A/R, A/P, fixed assets, payroll and month end close processes. Managed a team of 10 accounting professionals.

Restructured the region from a decentralized to a centralized unit, while eliminating redundancies in duties and responsibilities throughout the region.

Spearheaded process improvement and redesign by training the accounting staff on individual key aspects of the accounting cycle and month end close, while ensuring adequate segregation of duties (authorization, recordkeeping, custody of assets) for internal control purposes.

Simplified FP&A processes and created financial dashboards and management reporting package for consolidated results including P&L, cash flow, balance sheet, metrics, and sensitivity analysis.

In-depth analysis of the A/R balances led to a re-assessment of the credit granting policies previously authorized by the sales team, this resulted in a 100% increase in the Accounts Receivable Turnover Ratio.

Strengthened internal control by instituting a lock-box system and bonding employees with cash handling responsibilities.

Responsible for the payroll in North America, Central America and the Caribbean utilizing ADP Pay eXpert.

Partnered with sales team to identify the right product offerings and pricing strategies for each market segment in order to maximize sales and profits.

Ensured reporting compliance with International Financial Reporting Standards (IFRS).

Managed and documented accounting and operations procedure manual with emphasis on process improvement.

United Way of America | Alexandria, VA | May 2007 – May 2008

Non-profit, leadership and support organization for the network of nearly 1,800 community based United Ways in 45 countries and territories.

Finance Manager

Hired by the Chief of Staff to assist in the creation of a global entity, (United Way World Wide). Responsible for all aspects of the budgeting and financial planning ($38 Million) of United Way Worldwide.

Responsible for the development and preparation of the business plan, financial budgets and financial planning and analysis.

Worked with operational and functional groups in formulating forecasts, zero-based budgets, financial reports and overall strategic plans.

Preparation of the United Way of America corporate tax return, a 501(c)3 tax exempt organization.

Utilized Open Database Connectivity (ODBC) for accessing information from the legacy system (Great Plains) to extract/compile financial data in order to facilitate and automate financial analysis and report creation in Crystal Reports (SAP).

Produced weekly/monthly/quarterly revenue and expense and ad hoc reports and dashboards for senior management.

Norwegian Cruise Line | Miami, FL | May 2006 – May 2007

Founded in 1966 and headquartered in Miami, Florida Norwegian Cruise Line has a fleet of eleven ships.

Financial Systems Analyst

Maintained the financial and property management systems on each of Norwegian Cruise Line’s (NCL) vessels. Instituted accounting best practices and voyage closing procedures.

Created, modified and maintained financial and management reports for onboard accountants and personnel, utilized Crystal Reports, Microsoft Access and Excel.

Served as a project lead in a financial system implementation onboard a newly commissioned NCL vessel; managing projects including business requirements gathering and solution design and support.

Mercy Hospital | Miami, FL | April 2005 - April 2006

A 473-bed acute care facility affiliated with over 700 physicians representing 27 medical specialties. As Miami-Dade county’s only Catholic hospital, Mercy is part of Catholic Health East.

Senior Financial Analyst (Contract)

Responsible for the hospital’s accounts receivables and contractual allowance model, ensuring valuation and accuracy in the presentation of the accounts receivable balance and balance sheet reporting.

Responsible for account receivables ($100 Million), calculating the contractual allowance, and bad debt expense to ensure accuracy and valuation of the hospital’s accounts receivables and reserves.

Performed monthly financial analysis of revenues, charges, payments, adjustments, and write-offs.

Validated all transactions from point of origin in the medical billing system (Medipac) to their respective subsidiary accounts in the general ledger system (Lawson).

Developed custom reports using Open Database Connectivity (ODBC) with various applications including Crystal Reports, Microsoft Access, ACL and Excel.

Royal Caribbean International | Miami, FL | March 2003 - April 2005

Royal Caribbean Cruises Ltd. Is the world’s second largest cruise company. The company is publicly traded on the New York Stock Exchange (NYSE:RCL) and on the Oslo Stock Exchange (OSSE:RCL).

Operations Specialist/Staff Accountant II

Promoted to Operations Specialist from Staff Accountant II. Responsible for project management, operational planning and logistics, as well as embark and debark procedures at various cruising ports. As a Staff Accountant II, responsible for account reconciliation and variance analysis.

Maintained financial budgets and operational plans for the ports of Vancouver, B.C., Seward, Alaska, New Orleans, Louisiana, and San Juan, Puerto Rico.

Responsible for the reconciliation of the company’s bank accounts, balance sheet accounts, and inter-company accounts.

Variance analysis of SG&A expenses.

Month-end closing responsibilities.

EDUCATION

Bachelor of Arts Double Major Accounting and Finance

Florida International University Graduated March 2003

Certified Public Accountant (Expected - Q3 2012)

California State Board of Accountancy

United States Marine Corps (1990-1994)

E-4 Corporal

TECHNICAL SKILLS

Microsoft Access, Excel, Power Point, Visio, Word Lawson

Crystal Reports (SAP) Microsoft Dynamics, Solomon/Great Plains

ACL Audit Exchange Oracle JD Edwards

ADP Pay eXpert Intuit Quickbooks

EPIC/Medipac

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