Director Of Financial Reporting Resume Example

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Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
Executive Profile
Motivated finance professional that develops strategic alliances with organization leaders to effectively develop and support key business initiatives and strategic goals. Excellent planning, analytic, budgeting, and business management skills.  Demonstrated problem solver that enjoys finding creative solutions in changing fast paced environments. Committed to building and retaining high performance teams by coaching, developing and motivating skilled professionals.
Skill Highlights
  • Builds High Performing Accountable Teams
  • Performance Analysis
  • P&L Management
  • New Business/Process Implementation
  • Strategic Planning
  • Budget Development
  • Budget Analysis
  • Workflow Planning
  • Regulatory Compliance
  • Coach, Motivate, and Mentor Leaders

Budget Administration

Core Accomplishments
  • Board level presentation skills. 
  • On-boarding and knowledge transfer to Interim CFO and CFO.
  • High Performance Training and Coaching Certification.
  • Creation of Financial Optimization teams designed to increase revenue through product design and volume and decrease medical expense through trend analytics.
  • Reduced the accounting close process by three business days by improving processes and creating a culture of accountability around financial reporting time frames.  
  • Redesigned the budget and forecasting process to enhance modeling, assist in projecting ROI on capital and project requests, reduction of manual inputs improving the timing of the budget process by three weeks, and reducing meeting time by 12 hours for 7 executives and 16 directors.
  • Creation of three year forecast with multiple scenarios for strategic planning.
  • Designed and implemented a ledger system to report performance by line of business, inform all associates on operating performance, and enhance line of business decision making. 
  • Identified process improvements to increase capacity and reduce administrative expense. 
  • Streamlined manual statutory reporting process and reduced monthly reporting turn around time by two days.
  • Implemented financial summary statement for C-Suite executives to disseminate monthly financial reporting.
  • Implemented monthly financial review process to encourage discussions on financial performance and annual initiatives. 
Professional Experience
Director of Financial Services, 05/2017 to Current
Achievement House & Nci San Luis Obispo, CA,
  • Serve as CFO for Baystate Healthcare Alliance ACO
  • Oversight of internal and external actuaries
  • Development of 3 year financial model to assist C-Suite in strategic planning and execution
  • Provider value based contract modeling including contract language and exhibits
  • Oversight of line of business variance analytics including trend and budget variance
  • Development of C-Suite financial memo and line of business dashboard
  • Oversight of Financial Optimization committees; review revenue performance and medical performance through benefit design, benchmark medical performance, and administrative cost savings initiatives
  • Consult underwriting department on internal audits of all medical inputs used to develop merged market and large group premium rates to ensure accurate rate development
  • Provide actuarial support across organization related to regulatory filings, rates, and liability development
Interim CFO, 02/2017 to 05/2017
Alvarez & Marsal Charlotte, NC,
  • Oversees preparation of all internal and external financials as well as all financial regulatory and tax filings
  • Serves as key member of the Senior Management Team, helping to set strategic direction and monitor financial performance over multi-year time horizons
  • Assists in risk management and internal audit of procedures and processes
  • Works cooperatively with medical area to implement medical management initiatives and rating and underwriting to ensure financial stability of the firm
  • Presents financials and other relevant information to the Board of Directors on regular basis
  • Provides financial advice to the CEO and senior management team
Director of Financial Reporting, 04/2015 to 01/2017
Olive Redwood City, CA,
  • Co-led design and implementation of Health New England's NAIC Model Audit Rule compliance and monitoring program, including risk assessment, documentation of process controls, routine monitoring, and corrective action plans
  • Developed reporting to monitor financial performance of new pharmacy benefit manager contract
  • Developed projections with Director of Pharmacy to track contract performance and pharmacy management initiative performance
  • Implemented process to monitor rate and volume performance for current month and current year to assist executive team in decisions to drive positive performance
  • Responsible for managing team of 14 including management and individual associates, performing skills gap assessments, providing training and coaching, and ensuring the organization has the right talent to execute and provide analysis on strategic initiatives to impact future performance
  • Participate on a cross-functional team to design provider payment strategies with an emphasis on provider engagement, financial analysis, shared savings and alternative payment methodologies
  • Review of accruals and payments to provider groups based on contracted incentive programs and goals
  • Participate on two pillar teams to develop strong leaders and grow membership base to deliver on long term strategic goals
Manager of Financial Reporting, 06/2014 to 03/2015
Brookfield Properties - Retail Honolulu, HI,
  • Managed quarterly and annual regulatory and statutory reporting functions including review of all regulatory financial reports for three insurance companies including NAIC filing (blue book), medical loss rebate reporting, ACA reporting for transitional reinsurance, and risk corridor, and external reports to Federal and State entities (Medicare & Medicaid) in accordance to established deadlines
  • Provided leadership and oversight for all accounting and general ledger activities, financial reporting and analysis, and budget activities for $900 million regional health plan
  • Prepared and coordinated review of financial information for Health New England's Board of Directors, committees, senior management, and external customers on monthly basis
  • Review and coordinate administrative, other medical expense, and pharmacy rebate submissions to actuaries for Medicare bid submissions
  • Implementation and oversight of transition to non-profit 990 tax filing for Health New England, Inc. including working with external tax consultants and review of initial 990 filing
  • Financial implementation leader for Minuteman Health (Massachusetts) Third Party Administrative Services project
Accounting Manager, 2008 to 06/2014
Acuren Oregon, OH,
  • Participated on cross functional team that identified external vendors, created processes and controls to monitor compliance with Medicare regulations
  • Designed and implemented an accounting system to track, monitor and report financial information for start up Medicare line of business
  • Enhanced external reporting to parent company to deliver financial information that improved decision quality
  • Implemented accounting processes and controls to ensure CMS and state regulations were implemented and followed for Medicaid line of business
  • Created and designed measures and metrics to monitor and track performance, identified opportunities for improvements, and implemented new processes including automating accounts receivable processes which increased capacity by 46%
  • Responsible for leading all financial activities related to balance sheet including cash, accounts receivable, fixed assets, accounts, payable and treasury functions. Managed all activities related to income statement including revenue, medical expenses, and sg&a expenses for four companies
  • Increased revenue $700K from 2010 to 2015 by leading cross-functional team to implement monthly reconciliation of daily enrollment and payment information for Massachusetts Medicaid line of business
Accounting Supervisor, 09/2006 to 11/2007
Action Target Provo, UT,
  • Supervised team of six accounting associates, developed goals, monitored performance, and created growth and training opportunities to promote team strengths
  • Enhanced process to review and calculate changes to provider contracts, including calculation for surplus, capitated agreements, and pay for performance incentives
  • Responsible for preparation of consolidated financial statements
  • Coordinate cross departmental audit deliverables and work with external auditors to ensure timely completion of audited financial statements.
Senior Accountant, 10/2000 to 09/2006
Firstservice Residential Aventura, FL,
Senior Accountant, 12/1999 to 10/2000
Firstservice Residential Surprise, AZ,
Staff Accountant, 02/1999 to 12/1999
Tri Star Sports & Entertainment Group Hollywood, CA,
MBA: Business Administration, Expected in 2014
Our Lady of the Elms College - Chicopee, MA

3.7 GPA

Bachelor of Science: Business Administration, Expected in 1998
Westfield State College - Westfield, MA
Accounting Concentration
Minor in Computer Information Science
3.6 GPA

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Resume Overview

School Attended
  • Our Lady of the Elms College
  • Westfield State College
Job Titles Held:
  • Director of Financial Services
  • Interim CFO
  • Director of Financial Reporting
  • Manager of Financial Reporting
  • Accounting Manager
  • Accounting Supervisor
  • Senior Accountant
  • Senior Accountant
  • Staff Accountant
  • MBA
  • Bachelor of Science