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Sr. Financial Analyst Resume Example

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SR. FINANCIAL ANALYST
Summary
Lawson system, Windows 2010, Spreadsheets, Microsoft Word, Excel, Access, Power Point and Outlook, McKesson-Business Intelligence and Performance Management systems, Meditech- Client Server, Data warehouse and Magic, Siemens, SQL Server Management and Business Intelligence Studio SSIS 2008, Midas, Crystal Reports, Oracle, Sg2 Healthcare Intelligence Solutions. Heavy use of Microsoft Excel pivot tables and vlookups accompanied by exceptional data analytics skills. Excellent communicative, organizational and interpersonal skills. Strong sense of responsibility, self-motivation and the ability to work independently. Handle multiple projects and tight deadlines. High motivation level accompanied by professional attention to detail and pride in generating quality work and performance.
Highlights
  • Self-motivated professional
  • Superior research skills
  • Account reconciliation
  • Variance analysis
Experience
Sr. Financial Analyst 01/2011 to 03/2015
Decision Support/Managed Care Analyst 01/2007 to 01/2011 Mercy Health Systems Conshohocken, Pennsylvania
  • acquired by Trinity Health) Prepared and analyzed monthly finance statements for up to three facilities including budget vs actual reports, net revenue reports and confirmed bottom line reconciliation.
  • Identified issues to charges and recommended corrections to the charge master department.
  • Prepared journal entries to submit to the accounting department for posting adjustments as a result of contractual analysis.
  • Reconciled General Ledger dataset load within the Decision Support systems with the Lawson systems for financial reporting analysis to identify trends and support in the decision making process.
  • Prepared Hospital's full Cost Accounting step down/profit & loss reporting.
  • Trained new analyst on the monthly financial close process and created process documents to increase accuracy and a check resource.
  • Created Managed Care contract modeling analysis and presentations to support health system contract negotiations.
  • Reviewed contracts and reports for accuracy of payments.
  • Teamed up with department management to generate additional revenue through recovering payments owed based on the underpayment of claims through detailed analysis.
  • Utilize CMS.gov to monitor regulations and announcement updates in order to investigate and resolve issues regarding payment.
  • Developed financial and clinical dashboards and scorecard reports from Performance Analytics System (HBI).
  • Managed data into executive information system and accounting system, troubleshoot system/interface problems.
  • Met regularly with product line managers to develop new scorecard requests.
  • Prepared cardiovascular budgets (includes budget and target compared to actual), creation of budget templates and hospital budget spreads.
  • Created Siemens ad hoc reports and analysis as the data source used to create SQL packages for financial and clinical dashboards.
  • Ad hoc reports also used to reconcile data to source system.
  • Offered exceptional customer service and supported the data reporting needs of senior management, service line managers and care unit administrators.
  • Established and maintained working relationships within the care units.
  • Provided excellent leadership support and mentoring to junior analyst in various areas of cross functional activities.
  • Microsoft excel spreadsheets, filtering, vlookups and pivot tables to analyze monthly, quarterly and yearly trend reports for service line groupings, discharges, and emergency departments to determine volume, profit and loss and average length of stay.
Medicare Billing Specialist 01/2005 to 01/2007 Mercy Health Systems Conshohocken, Pennsylvania
  • Handled Medicare billing for Mercy Hospital of Philadelphia and through the analysis of A/R aging reports, high dollar reports, rejected claim settlement reports, collectors reports and paid-in-balance reports was able to identify payment and posting issues, therefore, making adjustments to credits, posted payments and allowances.
  • Effectively communicated and worked with Medicare agency to resolve matters regarding billing issues.
Analyst 01/1997 to 01/2004 Quest Diagnostics Smithkline Beecham Collegeville, Pennsylvania
  • Initiated and facilitated meetings.
  • Worked on 3 six-sigma projects which helped increase the quality of work provided to our customers and increased individual team members' production.
  • Created, encouraged and participated in team building exercise in order to work effectively in a team environment.
  • Developed effective communication and time management skills through interoffice DDI (Development Dimension International) courses.
  • Created weekly financial reports of accounts written-off to bad debt and maintain write off database.
  • Performed Account Receivable, adjustments, manual sales and refunds.
  • Ran multiple access databases for creation of reports and charts in order to analyze trends and errors in regards to unresolved billing issues.
Education
MBA: Health Administration March 2015 Eastern University St Pennsylvania Health Administration
Bachelors of Science Degree: Accounting 2007 Strayer University King of Prussia Accounting
Associates Degree: Specialized Business/Medical Assistant 1997 Lansdale School of Business North Wales Specialized Business/Medical Assistant
Skills
accounting, accounting system, Ad, analyst, agency, balance, billing, budgets, budget, charts, CMS, contract negotiations, contracts, Cost Accounting, customer service, databases, database, decision making, Decision Support, senior management, finance, financial, financial reports, financial reporting, functional, General Ledger, Lawson, team building, leadership, meetings, mentoring, access, Microsoft excel, modeling, monthly financial close, pivot tables, presentations, profit, profit and loss, quality, reporting, sales, Siemens, six-sigma, spreadsheets, SQL, time management, trend, troubleshoot, written
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Resume Overview

Companies Worked For:

  • Mercy Health Systems
  • Quest Diagnostics Smithkline Beecham

School Attended

  • Eastern University St
  • Strayer University King of Prussia
  • Lansdale School of Business North Wales

Job Titles Held:

  • Sr. Financial Analyst
  • Decision Support/Managed Care Analyst
  • Medicare Billing Specialist
  • Analyst

Degrees

  • MBA : Health Administration March 2015
    Bachelors of Science Degree : Accounting 2007
    Associates Degree : Specialized Business/Medical Assistant 1997

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