Highly motivated Analyst who thrives in high-pressure environments. Excellent financial reporting, budget forecasting, management and team-building skills.
Certified Healthcare Financial Professional (CHFP)
Led the development of productivity tool for Leaders to measure productivity and efficiency.
Created Contractual template training material for Budget Process that were shared throughout North Division.
Discovered an error in price change on three lab test that not only effected Grapevine but effected the entire system.
Calculated for every .1 day drop in LOS, that would free up six beds at Grapevine. A very easy metric for staff to get, especially when beds are tight.
Baylor Scott & White HealthDallas, TXWest Regional Financial Analyst III07/2015 to Current
Serve as a resource for Regional HFO, Corporate Finance, and Hospital Administration
Developed 5 Year Plan Training documents for knowledge transfer across the West Region
Created Presentations to assist Directors, Managers, and Analyst with Overall budget process.
Completed Hospital Expansion capital monitoring lookback analysis.
Identified contribution margin discrepancies in NICU and Cath Lab and identified midnight rule implications for the West Region.
Presented presentations to Directors and Managers new requirements for Variance Analysis at Grapevine.
Baylor Scott & White Health GrapevineDallas, TXFinancial Analyst II12/2010 to 06/2015
Serve as a resource for HFO and Hospital Department Administrators.
Responsible for 5 Year Plan Forecasting and Budgeting in accordance with Finance Calendar
Educated management on budget preparation and variance analysis.
Developed Daily Productivity Tool for Leaders to manage staff accordingly. Tool was adopted by North Division.
Completed Capital request for Non-Threshold capital and assist Leaders with the capital process.
Trained all new Managers/Directors with an onboarding package that explains their financial expectations as new Leaders in their roles.
Supported Irving new Analyst and new CFO with 5 Year Plan and budgeting process.
Implemented Oncology Service Line Reporting and transitioned to new service line analyst.
Created Total Joint profitability analysis and dashboard to assist in obtaining the Joint Center of Excellence designation.
Assisted with financial computations to obtain Magnet Recognition at Baylor Grapevine.
Baylor Health Care SystemDallas, TXFinancial Analyst II08/2008 to 12/2010
Supported SVP Finance Operations, VP Corporate Finance, VP Business Unit Finance, and VP Hospital Finance in Ad hoc request and analysis.
Produced report in Lawson used to feed Month-End Variance Analysis files.
Designed Strategic Financial Plan & Budget Guide for Baylor Health Care System.
Completed month-end close financial statement for executive review and track one-time adjustments.
Generated Combined Hospital Variance File and Combined Hospital MOR
Updated Bad Debt template targets for all hospital twice annually.
Supported system-wide ARAMARK contract including reviewing all food and EVS budgets. Completed Incentive Calculations per contracts annually. Approved bi-weekly EFT's for processing.
Prepared monthly UPL entries and summarize revenue, expense, and cash receipts for program.
Baylor Health Care SystemsDallas, TXAccounting Manager09/2002 to 07/2008
Supervised Senior Accountants in monthly general ledger accounting for Baylor All Saints Medical Centers and Baylor Regional Medical Center at Grapevine.
Completed financial statement preparation for Texas Heart Hospital Baylor Plano and ODC Therapy Inc.
Reviewed balance sheet reconciliations monthly and ensure that Financials are uploaded into Lawson for (Texas Health Venture Group) twenty-three Ambulatory Surgery Centers, Hospitals and Irving Coppell.
Reviewed Minority Interest Calculations for all Joint Ventures.
Completed purchase accounting for new acquisitions of Ambulatory Surgery Centers.
Supervised professional staff through the month-end close process and reviewed Debt, Equity, PPE Walk Forwards and Cash Flow Statement work papers.
Completed annual audited Financial Statements with footnote disclosure.
Reviewed balance sheet reconciliations monthly and communicated relevant financial information to HFO and Senior Accountants.
Reviewed monthly Contractual and Bad Debt Templates for accuracy and communicated relevant information to HFO and Reimbursement Management.
Created examinations and evaluated Staff Accountants progression through the Development plan based on a timeline.
Baylor Health Care SystemsDallas, TXAccounting Manager08/2001 to 08/2002
Supervised Senior Accountants in monthly general ledger accounting for Baylor Institute Rehabilitation and Baylor Medical Center at Waxahachie.
Responsible for all credit card services.
Baylor Health Care SystemsDallas, TXSenior Accountant06/1999 to 08/2001
Prepared all journal entries recorded between Foundation and BUMC.
Reconciled Inter-company accounts with Foundation monthly.
Developed and documented processes for BUMC refund clearing and return checks reconciliation.
Prepared Contractual and Bad Debt/Charity Templates for month-end close.
Supported all department managers through budget analysis and responsibility report review.
Supervised all recurring journal entries implemented monthly.
Prepared numerous balance sheet reconciliation's monthly and PBC work papers for year-end audits.
Assisted in the interviewing process and trainingof five BUMC Senior Accountants.
Paracelsus Healthcare CoHouston, TXSenior Accountant09/1997 to 06/1999
Completed all journal entries for month-end close and completed work papers for year-end audits.
Assisted in the conversion to Lawson Software implementation.
Reviewed and analyzed all balance sheet reconciliations and completed analysis of Corporate P&L Statement.
Calculated all interest computations on outstanding debt for weekly cash forecasting.
Reviewed bank and inter-company reconciliations and approved invoices for payment processing.
Education and Training
BA:AccountingMay 1995St. Xavier University, Graham School of Management, Chicago, ILAccounting