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Title Senior Financial Analyst
Target Location US-OH-Dayton
Email Available with paid plan
Phone Available with paid plan
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Candidate's Name , MBAStreet Address  PHONE NUMBER AVAILABLE EMAIL AVAILABLECandidate's Name  LinkedInOverview: Motivated, finance/analytics analyst and manager interested in a role with growth potential suited to my unique and wide-range skillset within a forward-thinking work environment.Manager, Georgia Market Finance, Caresource March 2021-presentSupervisor for 2 senior financial analysts; Responsible for overseeing all work assignments and training opportunities; Managed over 8 Below the Line accruals for accounting purposes--never failed an audit! Oversaw the creation of claim queries through SQL(simple query language) Server and Azure Databricks  highlighted trends and variances to inform senior management; Lead analytical forecasting for all budgetary reporting-based on results; Directed and oversaw financial presentations for the Georgia Medicaid Market Presidentinformed management of trends and results. Oversaw ad-hoc analysis as needed  included Quality and Affordability initiativesdiscovered $250K in cost savings; Managed required regulatory reporting  including quarterly cost reports, the Cash Disbursements Journal, the FQHC Report, The Claims Processing Report, Autism Reporttotal process improvement across the board; Managed the Category of Service Database included claim line level detail by category of service, month, product type, rate cell and region  This database has been used for decision-making across the business.Manager, Business Analytics, Caresource September 2020-February 2021Supervisor for 9 analysts including 4 senior healthcare analysts, 4 senior financial analysts and 1 associate analyst; Received, triaged and managed ad-hoc reporting for the business on pharmacy, policy, behavioral health, clinical and other miscellaneous topicslead to decision-making; Maintained the Leading Indicators Dashboard and the Medical Cost Trending Reportused across the business;Provided the forecast, monthly pharmacy trend, and variance analysis at the market level and drug level to Market Directorsno major budget variances! Facilitated mentoring opportunities between financial and healthcare analystscross-training was successful.Manger, Market Finance, Caresource March 2019-August 2020Manager for 6 analysts including 5 senior financial analysts and 1 associate analyst; Produced the KPI Dashboard to review company performance based on Revenue vs Medical Cost and reviewed this on a monthly basis with Market Directorsreceived a bonus every year; Analyzed cost trend and provided drill-down analysis at the provider, procedure and diagnosis level to search for opportunitiesover $100K found.Senior Financial Analyst, FP&A, Caresource July 2014-February 2019Helped create Power BI Dashboards for Revenue, Membership, Product, Provider and MDC viewsused by all of Finance. Compiled and analyzed financial and medical data, in order to review the performance of Ohio Medicaid products. Presented month-end results to Senior leadershipGot a bonus every year.Completed the quarterly Cost Report to calculate Medical Cost Ratio (MCR)passed all applicable audits. Prepared the medical revenue and cost forecast for Ohio Medicaid based on utilization, costs, revenues, membership and regulatory requirements; and monitored variances to forecast monthly--Received a spot-bonus for work in 2015.Senior Financial Analyst, Operations, AES (formerly Dayton Power & Light) September 2007-June 2014Prepared the O&M and Capital budgets. Worked with the department owners to formulate their budgets, complete budget templates, and track spend to budget each month, along with writing variance explanations-the company was always overall profitable! Also volunteered to be on a Storm Team, where we worked 12-hour shifts during severe storms to direct linemen to outages, and call customers to confirm restoration of power.Negotiator Specialist, Special Negotiations, PNC Mortgage (formerly National City Mortgage) 2002-2007Worked for the Senior Negotiator to collect documents to make mortgage loans saleable again.Proficient in MS Suite, SAS, SQL, Power BI, Analysis for Office, Azure Databricks, Financial Analysis, Forecasting, Modeling, Reporting, Database AdministrationEducation: Associate of Science-Clark State College 2001; Bachelors Degree, Finance 2006; MBA, Finance 2009Strength Finder 2.0 Top Themes: Consistency, Harmony, Analytical, Empathy, Adaptability

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