SENIOR FINANCIAL MEDD ADVISOR /ANALYST / BUSINESS SYSTEMS ANALYST
To acquire a position with a company where challenging projects are available and are within my area of expertise.
To work for a firm that values and empowers its employees and supports them in achieving their goals.
Proficient with the use of FACETS (4.81), J.D. Edwards and Great Plains advanced in Microsoft Access, Excel, Word, PowerPoint, Project, Visio and Outlook. Great skill set with statistical analysis, problem solving, ad- hoc reporting, and Functional Specification creation. Intermediate skill sets with IBM Cognos BI Query, Query Studio and Report Studio, Microsoft Dynamics and JDA planning software as well as Kronos and ADP payroll. Experienced in the use of Gentran software (EDI). JDE Functional/Business analyst using One World (AR/AP/GL, Sales Order Management, Inventory Management), SQL, Microsoft 2008 R, Toad for Oracle , Oracle SQL Developer and experience with SAP reporting.
Senior Financial MedD Advisor /Analyst / Business Systems AnalystCVS Health/ Universal American － Solon, OH
Analyze and report Premium Billing, Financial and Collections data (Very Large Datasets).
Analyze available data for financial and market trending (Very Large Datasets).
Month-end reporting related to write-offs and bad debt.
Troubleshoot systems related issues regarding the functioning of Premium Billing/Finance and Operations systems.
Analyze workflows and procedures in order to manage the development of new systems or improve/enhance existing systems and applications.
Provide Project Management and technical assistance related to the new systems and process development.
Create, monitor and maintain reporting dashboards and tools (Very Large Datasets).
Track and document change to functional and business specifications.
Create or assist others in the writing of user documentation, instructions, Policies and Procedures as well as Business Requirements documents, Functional or Technical specifications for change/new process proposals.
Create, monitor and update several high usage databases required by various aspects of operations.
Create and conduct training sessions as required.
Act as advisor on Medicare Part D - HIPAA related issues (CMS Guidance).
Credit/Accounting MGR - Financial AnalystThe Hillman Group － Phoenix, AZ
Responsible for leadership, management, internal and SEC (Q-10) reporting of AR/AP, Credit, Collections, Treasury and general accounting functions (sales and use tax filings ) as well as contract reviews for national and international sales and marketing plans.
Responsible for troubleshooting data needs and designing, programming, testing, implementing business reporting and analytics (AR/AP, Collections, General Accounting, and Inventory Control) user requests and new application proposals.
Project Manager on several high end projects including project to improve cash flow, inventory control reporting and to develop test plans and procedures for Sarbanes-Oxley (AR/AP, Credit, Purchasing and Inventory).
The projects resulted in a reduction of DSO, an improved Inventory cycle counting process and SOX early testing with full compliance.
Created, tested, implemented and maintained a credit risk modeling database and performed credit granting function.
Responsible for Transportation Logistics Analysis.
Reviewed all contracts for accurate content for CEO prior to signing, including all contractors, subcontractors and transportation agreements.
Responsible for cost accounting process and procedures for manufacturing facility.
Prepared and entered related Journal Entries (period close processing).
Communication liaison between Manager/Director and the Senior Executive Team.
Created, tested, implemented, maintained online skills improvement courses as well as new hire orientation courses.
Responsible for Department HR relating to payroll, benefits, recruiting, hiring, mentoring for staff of 12.
Financial-Business AnalystAxxess Technologies, Inc － Phoenix, AZ
Responsible for creation, testing, implementation and processing of inventory/production control related analytical and statistical reporting.
Responsibilities included enterprise-wide business analytics and planning to focus resources on areas of concern.
Created innovative, user-friendly World Writer (J.D.
Edwards) reporting tools as well as several Microsoft Access Database programs that resulted in improved inventory/production and revenue related analytics.
Created cycle counting process and cost accounting applications to improve inventory management and costing accounting processes and to help meet production scheduling/customer order needs.
Responsible for troubleshooting data needs and designing, programming, testing, implementing business reporting and analytics.
Worked with internal clients to design, program, test and implement applications relating to user requests and proposals.
Created, tested, implemented and maintained a training program to improve overall reporting skills for all divisional personnel.
Worked with E-Commerce (EDI) management and Gentran Software (Sterling Commerce).
Additional responsibilities included budget preparation and reporting, commodity pricing for all projects as well as inventory and cost accounting for all subdivisions.
Responsible for the creation, updating and maintenance of scheduling database.
B.A:Legal Studies - Business LawCanyon CollegeLegal Studies - Business Law
Associates Degree:Computer TechnologyAnthem College High Tech InstituteComputer Technology
Harvard Business School HR Certifications
CLLA - Commercial Law League of America Alpha Beta Kappa Honor Society - Anthem Chapter Patricia DeClusin 2 Patricia DeClusin 1