25 + years of work experience, with exposure to Information Technology / Reporting. Financial professional with proven
expertise in the following: strategic planning, preparing and completing action plans within the desired deadline,
resolving problems, identify trends, determines system improvements and implementing change.
Budget analysis, Business Objects, Crystal Reports, client, data collection, data management,
Electronic data interchange, financial management, financial planning, forecasting,
JD Edwards, leadership, Lotus Notes, Marketing research, Access, Excel, Microsoft Office, Microsoft Project,
Project Manager II12/2012 to 03/2014Kaiser PermanenteFontana, CA
Assisted in the design and execution of programs that contributed to a 45% growth of the organization in the 2013 & 2014 fiscal years.
Carefully developed and retained qualified staff, as well as trained 8 new staff annually.
Created annual goals, objectives and budget and made recommendations to reduce costs.
Served as liaison between management, clinical staff and the community.
Expertly planned, coordinated, organized and directed all operations of the outside medical.
Lead, provided sound financial decisions, analyzed operational and financial performance to highly visible sensitive and multi- faceted project.
Designed research plans for data gathering and analysis.
Provided oversight and was responsible for coordinating financial planning, forecasting and analysis.
Created and maintained new project "COMP" - Claims Oversight Management Project - Proactive process prior to claim payments.
Created and maintained KP Revenue cycle and Rawlings reporting.
Maintained daily Non-KP Census, Combined Census and Referral of pending claims for RN review.
Created Long Term Care Daily Reporting/Rehab Census.
Exported (EDI) - crystal reports information to tack outside reported from claims administration.
Communicated these insights to senior leadership.
Developed reporting and financial models utilizing what if strategies.
Extensive use of Crystal reports, Access and Excel to manipulate data and generate required reports.
Data/Reporting Analyst09/2010 to 12/2012Kaiser PermanenteFontana, CA
Coordinated, affirmed and supervised data management, analyses and reporting for KFH utilization.
management, SCPMG, KFHP Outside Services management using (implementing and refining).
computerized data management systems and manually maintained utilization data.
Used Electronic data interchange (EDI) - crystal reports to gather patient visits for emergency department, tracking re-admissions and report to senior management, tracked cardiac and dialysis patients.
Planner II / Data Analyst03/2008 to 06/2010OminitransSan Bernardino, CA
Worked with state clients and stakeholders to shape procurements and identify opportunities for value added services.
Expertly planned, coordinated, organized and directed all operations of the agency.
Directed the installation of improved work methods and procedures to achieve agency objectives.
Administered, directed and coordinated the activities of the agency.
Responsible for a wide variety of transit planning duties, including data collection and analysis, conducting comprehensive performance analysis operated, coordinating planning issues with cities,.regional planning agencies and other transit agencies.
Prepared, maintained comprehensive analysis, statistical reporting of miles, hours, Ridership, productivity and performance data.
Financial Analyst12/2004 to 10/2007Century Crowell CommunitiesSan Bernardino, CA
Certified and coordinated forecast projection, budget analysis, and investors / lending for a homebuilder.
Marketing research - identified city forecasts for new and planned builds.
Used financial models using Simulation and Optimization - Product Pricing models and RISKOptimizing.
Maintained financial model spreadsheets (i.e.proformas, cash flows and Tract-Pie software).
Finance Assistant04/1993 to 07/2004Ernst & Young, LLPLos Angeles, CA
Provided financial management and project management support to Partners and Senior Managers.
including pricing, structuring and monitoring 550 + engagements.
Communicated the financial status of engagements along with recommendations of appropriate actions to client serving executives in periodic and ad hoc reports.
Designed and generated an engagement financial model to assist other analysts with budget to actual analysis and to heighten understanding of the impact of resource deployment, overruns, purchase and sold time issues and pricing engagement profitability.
Education and Training
Bachelor of Science: Business AdministrationGrambling State UniversityGrambling, LABusiness Administration
ad, agency, Budget analysis, budget, Business Objects, Crystal Reports, client, clients, data collection, data management, dialysis, Electronic data interchange, EDI, senior management, financial, financial management, financial planning, forecasting, JD Edwards, leadership, Lotus Notes, Marketing research, Access, Excel, Microsoft Office, Microsoft Project, Optimization, performance analysis, Pricing, project management, project plans, reporting, research, Simulation, sound, spreadsheets, Visio