lead financial analyst finance project consultant resume example with 20+ years of experience

(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
Professional Summary

Natural leader experienced in driving great team successes by coaching, and motivating team members, influencing senior management and external clients in order to increase financial profitability, operational efficiency, and customer satisfaction. Record of performance in meeting project and organizational objectives. Superior problem-solving and analytical skills benefit business processes, projects and colleagues, while often expediting consensus and results.

Skills and Acumen
  • Constructs detailed flows
  • Analyzes business and technical processes
  • Oversees timelines and resources during project
  • Creates testing and conversion project plans
  • Coordinates cross-functional teams
  • Creatively builds team spirit
  • Re-engineers business process
  • Collaborates with stakeholders
  • Contract Review And Recommendations
  • Cross-Functional Collaboration
  • Advanced Problem Solving
  • Improving New Sales Distribution processes using Lean Tool of VSAP
Bloomsburg University Of Pennsylvania Bloomsburg, PA, Expected in 1984 Bachelor of Science : Business Administration, Accounting, Management - GPA :
Capital Area Intermediate Unit Enola, PA, Expected in Guest Teacher Certification : - GPA :
H & R Block Harrisburg, PA, Expected in Tax Preparation Courses : - GPA :

Change Practitioner

Certified, Prosci,2020

Work History
Prestige Care, Inc - Lead Financial Analyst, Finance Project Consultant
Jacksonville, FL, 08/2008 - Current
  • Trained sales on eBill application to promote its use for current and new self-insured (ASO) customers
  • Composed various ASO documents for finance, sales, and customers in order to adhere to system, legal, HIPAA, and audit requirements
  • Developed and presented extensive training for various UCD staff to become more versed in TIGAR billing, receivables, and financial reporting components
  • Devised various queries and reports to assist finance staff, external auditors, and state examiners with cash-in-transit, revenue, and accounts receivable reporting needs
  • Assisted information technology (IT) teams to develop and design billing, ASO, payment, capitation, and escheatment products and services that improved financial processes, added controls, and/or saved the company money
  • Collaborated with multiple departments on a six-sigma project to reduce ASO banking fees through the use of a parent customer concept
  • Represented finance on iDental project team to warrant controls between UCCI and third party, along with accurate and timely financial data and funds were reported and transmitted
  • Responsible for creative design for ASO profitability project
  • Verified data integrity and accuracy
  • Assisted various business groups with document organization and dissemination during transition from old to new ASO model
  • Implemented xxx strategies which resulted in 12% growth of customer base.
  • Initiated two key partnerships which resulted in 54% revenue growth
  • Produced ad hoc reports and documents for senior team members
  • Maintained regular contact with clients and identified opportunities to deliver added value to client relationships
  • Saved $10,000 by researching and implementing ASO cost-saving initiatives through fresh new approaches to long-standing problems
  • Communicated value and position to sales team and developed tools to support selling process
  • Managed and archived quality documentation and participated in internal and external quality audits
  • Conducted training and change management processes to improve operations
  • Established and maintained productive working relationships with staff to resolve operational difficulties and to promote interdisciplinary, collaborative approach to customer service provision
  • Managed high-value existing and new business partnerships to deliver on objectives and maximize corporate revenue, support and awareness
  • Offered data-driven recommendations aligned with overall company strategies and prioritized process improvement initiatives
  • Solved complex problems for senior leadership to execute on-time and under-budget projects
  • Operated with high integrity, built trust, and earned sustained credibility with internal and external clientele
  • Resolved conflicts and negotiated agreements between parties in order to reach win-win solutions to disagreements and clarify misunderstandings
  • Reviewed contracts financially impacting company and counseled executive leaders on impact contracts would have on company operations
  • Collaborated with team to define business requirements for organizational processes, achieve productivity standards and adhere to accuracy standards
  • Developed standard operating procedures and document workflows for current and future process steps
  • Engaged client executives to assess strategic business needs and challenges and translate business strategy into human capital opportunities with business impact
  • Improved quality processes for increased efficiency and effectiveness
  • Partnered with cross-functional teams to conduct thorough discovery and due diligence on existing processes
  • Evaluated quality problems and performed methodic analysis and interviews to identify and resolve issues
  • Executed varied business plans to maximize client satisfaction
Highmark, Inc - Technical Business Analyst, Senior Accountant, Accountant
City, STATE, 10/1988 - 08/2008
  • Led project teams to provide United Concordia (UCCI) with desired solutions for their strategic development, including 'Group State Sold' and 'eCommerce'
  • Trained six new members of various project and support teams on data model, business processes, and testing techniques of TIGAR billing systems, both Group and Direct Pay
  • Served as mentor to new analysts and technicians in order to bridge gap between business and technical requirements and proposals
  • Wrote user-friendly training manuals and provided training sessions for variety of users
  • Developed thorough business requirements through proper interview techniques and analysis
  • Evaluated current and desired processes carefully in order to create design that meets customer needs and has best return on investment
  • Explained results of desired changes, through careful walkthrough of business scenarios and highlights of accounting consequences to customers
  • Recognized and delivered many opportunities to improve monthly agent plan cash processes, thus saving company money in time and resources
  • Constructed queries, which became reusable work units, in order to assist customer with financial reporting needs
  • Employed business requirements as key component of test plan, to ensure testing performed meets both technical and business staff needs
  • Developed test checkpoints and controls as part of testing strategy to facilitate checkout and audit needs
  • Worked with existing and new partners to migrate billing to or from current systems, and developed processes that ensured data integrity throughout migration and conversion
  • Identified and resolved problems that arose with billing applications through appraising situation, analyzing trends, and mining through data and processes
  • Worked with many cross-functional teams, such as claims, collection, financial, capitation, group, enrollment, and billing
  • Created accounting workpapers and insurance department schedules for various financial areas
  • Performed annual reviews for other staff members
Harrisburg Hospital - Staff Accountant
City, STATE, 09/1985 - 10/1988
  • Developed and analyzed financial summaries for both internal and external purposes
  • Performed asset management and capital budget functions
  • Managed daily cash flow and projections, reflective of millions of dollars

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Resume Overview

School Attended

  • Bloomsburg University Of Pennsylvania
  • Capital Area Intermediate Unit
  • H & R Block

Job Titles Held:

  • Lead Financial Analyst, Finance Project Consultant
  • Technical Business Analyst, Senior Accountant, Accountant
  • Staff Accountant


  • Bachelor of Science
  • Guest Teacher Certification
  • Tax Preparation Courses

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