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Click here or scroll down to respond to this candidateCandidate's Name
Street Address
763.370.1259 Candidate's Name @me:com http://LINKEDIN LINK AVAILABLESUMMARY OF QUALIFICATIONSExperienced PBM industry leader and financial analyst with a proven track record of business intelligence, data analytics and reporting, project management, and financial modeling. Extensive team training and development, helping others prioritize multiple initiatives and timelines to deliver projects on time and budget consistently.Builds cohesive and diverse teams and serves as a role model of creative problem solving, fostering inclusivity, and mentoring. Thrives in fast-paced environments where agility and creativity must be balanced with attention to detail.AREAS OF EXPERTISE*Project Manager Implementations *Ad hoc report development*Report development and design *Pharmacy Customer Reporting*Reconciliation of client accounts *Maintaining SharePoint Sites*Relationship development with clients *Bonus & Commissions *Payroll Calculations*Training & Development of staff *Journal Entries & General LedgerPROFESSIONAL EXPERIENCELockton CompaniesSr Financial Analyst 20222023Provided pharmacy prospect diagnostics including comprehensive pricing and contract analysis for producers and team leads.Run RFPs for Pharmacy Benefit prospects including sending communications to prospects, collect bid information and run Access tool for RFP bid analysis.Conduct comparative pricing analyses for pharmacy benefit Requests for Proposal troubleshoot pharmacy data issues and work with the PBMs and carriers to resolve discrepancies.Analyze pharmacy claims data and provide detailed pricing and contract savings analysis.Execute ongoing pharmacy data collection and management with Pharmacy Benefit Managers (PBMs) and carriers for client reporting. Awarded with a WOW plaque for going the extra mile.Land O Lakes - Harbingers PartnersBusiness Systems Analyst 2021 2022Provided consulting services on a large JDE Edwards implementation project with an aggressive timeline to support the Milk Procurement process using MADCAP. Diagnosed problems and determining resolutions for Customer billing, Supplier invoicing, Payroll and reporting requirement.Worked with vendor on any software/configuration/customization issues.Assisted with end-to-end testing, pilot testing and parallel testing for Advance Payments, Accruals and Final Settlements.Processed use-cases/scenarios for producer payroll, billing and Supplier invoicing Validated payments have been processed according to Federal Order (FMMO) regulations.Validated formulas, pricing, labs, and milk/component weights.Reconciliation of producers payroll, Customer Billing and Supplier invoicing (accurate payments, deductions, etc.).Performed General Ledger testing. Developed reporting/queries to verify Madcap data to the GL.Verified data from legacy systems mapped correctly to Madcap.Developed SQL queries to assist with data validation, data conversion and troubleshooting.UnitedHealth Group - OptumRx Eden Prairie MN 2011 - 2020Pharmacy Reporting Analyst 2011 - 2013Responsible for providing reporting and analysis for self-funded customers, including Pharmacy spend, trend management and client performance.Business Analyst 2013- 2016Built financial and operational information models to support short- and long-term strategic business efforts, including the advanced BI that informed the Prescription Drug List (PDL) and Channel strategies. Identified pharmaceutical trends and affordability's across all UHGs commercial business.Pricing-Manager 2016 - 2020Built financial models and data analysis and reporting tools from often disparate sources of operational and financial business intelligence; enabled business decision making by crafting informative reports, trends, and conclusions.NumberWorks, LLC Minneapolis, MN 2010 - 2011Provided consulting services including Payroll Process ImprovementAnalyzed payroll general ledger data.Reviewed payroll ledger chart of accounts.Mapped and tested data integrity of payroll general ledger. Implemented new payroll file into JD Edwards software, developed and SOP manual.LIBERTY DIVERSIFIED INTERNATIONAL, New Hope, MN 2007 2010Corporate Accounting SupervisorManaged and participated in several JDE Edwards enhancements. Administered timely completion of daily functions, accounts payable, payroll, sales and use tax, fixed assets, and general ledger, for 14 entities with $500M in gross sales. Managed direct staff of 5 clerical employees.Critical Team member on complete conversion from AS400 to JDE Edwards for all operations.Data mapping, data testing data validation, etc...Managed successful web- based payroll implementation project. Led team, to design payroll processes, integrate payroll system with business system and general ledger, and develop custom reports. Achieved project results which eliminated manual ledger accrual, eliminated data entry duplication and improved process efficiency. Achieved hard dollar savings of 20 hours payroll processing time and $20K paper processing every month.Managed cross-functional accounting projects, working with IS and HR Managers to develop and implement policies, documentation and employee training materials for all new web -based accounting applications.Completed internal audit of payroll processes and system resulting in flawless execution of W2s and 1099s reporting.Successfully implemented online expense reporting Concur software which enabled the company to track and manage expenses more efficiently.GAGE OUTDOOR EXPEDITIONS, Plymouth, MN 2003 - 2007Accounting ManagerManaged $1.6M domestic and international operations budgeting and forecasting, internal financial reporting and consolidations for premier outdoor adventure booking agency. Managed 4 direct staff.Implemented online QuickBooks system that enhanced work process productivity. Completed system transition in 90 days.Negotiated discounted prices through a network of preferred vendors resulting in net savings of $75,000. Led several projects related to the transition from Gage Marketing Group to Gage Outdoor Expeditions which included in-source of payroll and human resources and sustaining the successful management of these functions improving the bottom line by $250KMicrosoft Word, Excel, Access, PowerPoint N. Hennepin College, MN Hyperion Enterprise Financial Reporting Software Systems, Lisle, ILTECHNICAL SKILLSHyperion Enterprise, MicroStrategy, SharePoint, MS Office, Excel, Macros/VBA, Word, PowerPoint, Concur, ADP Pay Force and PCPW payroll. QuickBooks, AS400, JDE, ADP Reporter, Report Smith, ADP general ledger, Visio, extensive knowledge of various business software packages, MAC and Windows.AWS, Smartsheet's, Confluence, Citrus Workstation I cloud, Kronos, Tableau, DBeaver, SQL, Oracle, Jira |
