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Title VP of Finance-Sr Financial Analyst
Target Location US-FL-Tampa
Email Available with paid plan
Phone Available with paid plan
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Candidate's Name
PHONE NUMBER AVAILABLE Northbrook, ILEMAIL AVAILABLEEDUCATIONUniversity of Kansas Lawrence, KS. Street Address /1990Bachelors Degree-Major-Applied FinanceSKILLShttps://LINKEDIN LINK AVAILABLECorporate Walgreens from 2011-2015Help Center- quality with public relations assurance and order and product Distribution.SAF certification 2015Microsoft365 Office (Word, Excel, VISIO & PowerPoint)One Track Software service-used to track medical equipment or suppliesHIPAA privacy compliancePBM experienceSAP-along with SDGAAPSAASSQLERPCRMFP & ATableau softwareBluebeam SoftwareAgile & Jira SoftwarePython SoftwareVOIP (Voice Over IP) certified- PM @ UPS-2017Corporate-GAAP Accountingsection 508Manager of Operations & Customer ServiceEMRMRPGoogle DocsSAP_ERP-ECC-S/4 Hana SoftwareMicrosoft 365FICO-credit analyst-in reading and improving FICO worthiness-throughSAP and ERP-with SDAML Business AnalysisLexisNexisWipro Limited-technology servicesAccurintASC 606 revenue recognitionForecasting terms of relief programsBusiness Systems Analyst-LTIMindtree Softwareuse of IBM-Cognos software-since 2008-along withhyperion software-EssbaseUse of Risk Comparison-compliance,Payment Systems Analyst-ACH/Check positive pay/online bankingCost AccountingSix SigmaGMPService NowLotus NotesEpic softwarerate liquidity 10 yearsProcurement and purchasingcoordinates business travel for management and the team to go to sponsored events, shows, or industry related businessworked with them so they can qualify for lower interest rates allowing them to be able get loans or get lent money to pay larger interest loans, by having them put funds aside to be able to offer a lump sum payoff or settlement to their creditors or debt buyersOperations ManagementOne Track Software service-used to track medical equipment or suppliesWORK EXPERIENCESunrise Law Group USA Chicago, IL 10/2008 - PresentSR. Financial/Business Analysis -FP &ASR. Financial/Business Analyst-also AML Business Analysis-KYC Checks-Transactions potential risks of illegal intentions, particularly in financial transactions, investigating & protecting the companies & clients MONEY-Laundering-utilizing Use of LTIMindtree Software-Use of Risk Comparison-compliance, rate liquidity 10 years & business management, as per requests of credit departments, including any Project Mgt in commercial construction and all financial & banking activities-reporting statistics & request for financial needs & stats of KPI & GAAP reporting-with SQL programming to help keep them from bankruptcy & wage garnishment, with bank levy-language-utilizing Wipro software-helping our customers, colleagues, & communities thrive in an ever-changing world-comprehensive portfolio management of services, strong commitment to sustainability holistic portfolio of capabilities in consulting, design, engineering, operations, & emerging technologies to help clients realize their boldest ambitions & build future-ready, sustainable businesses.Uses SAP (Software Applications Products),with SD in VIA forecasting of the term of program and data processing in Enterprise Resource Planning (ERP), CRM systems-AML Business Analysis-KYC Checks-Transactions which are used to track the customer & business interactions-AML Business Analysis investigating and protecting the companies & clients MONEY-Laundering--safe & secure -utilizing as a Professional Negotiator- of the debt relief program for consumers financial debts-managed CHATS through Zen Chat-Manage the Call Center & Sales Team through HCM-Gave comprehensive guidance on strategies to properly close a deal which included overall productivity of the workforce. The Comprehensive Cost & Requirement System (CCAR)Use of Bi tools make it easier to access & act on critical data along with business intelligence-utilizing-investigation & protecting the companies & clients money in utilizing QA & Project Management that helped getting best results. Make reporting easier-designed to scale with the organization. They handle an increasing data volumes, additional data sources, & more complex analyseshands-on manager, with claims, having a relentless attitude, business analysis, investigating & protecting the companies & clients safety providing QA & Project Management along with AML Business Analysis-KYC Checks-Transactions of their data making sure they use the sales process, to create a sales methodology i gained Expediential supervisory skills.FICO-credit analyst-in reading and improving FICO worthiness-throughSAP SD and ERP Involved analysis of physical payments including hardware, software & processor solutions for POS-revenue cycle & cost estimates, using-PPNR work streams Coached, motivated time management & trained the sales team of 10-representatives & communication of prospects Experience of working on Payment Engines (GPP - Global Pay Plus). Trained CRM management, Quality Assurance verification, investigating & protecting the companies & clients MONEY-Laundering-safe & secure utilizing for compliance training, to verify all the correct steps & measurements where being applied-maintained schedules-service scheduled used and trained-Payment Systems Analyst-ACH/Check positive pay/online bankingUsed KPI metrics, (Key Performance Indicators) & GAAP (Generally Accepted Accounting Practices) to help determine best sales results-section 508 & training the proper use of SharePoint 365-Microsoft 365-Run & assist in the HRIS duties along with the training and management of the Customer Support Department-reviewed & made decisions on FP&A the handling of customer complaints, to help grow the inside sales floor. Train reps in SalesForce (SFDC) and Trackwise software used for team collaboration, to help develop sales strategy, to assist & help with overall QA & Project Management with teamwork-use of ERP-CRM-Tableau software Experienced in various payment systems modules Batch bulking & de-bulking of payments, Tracking payment status in real-time using both push (real-time alerts) & pull (look up services) models etc.Strong written, analytical & verbal communication skills, Very detailed oriented, with excellent communication skillsUnitedHealth Group Carlsbad, CA 09/2015 - 06/2022Customer Care SpecialistUtilized an Electronic Medical Record (EMR) of health-related information SQL programming language Uses SAP with SD (Software Applications Products), in VIA forecasting of the term of program & data processing in Enterprise Resource Planning (ERP), CRM systems-The Comprehensive Cost & Requirement System (CCAR) Trained CRM management, Quality Assurance verification & SharePoint 365 training, to verify all the correct steps & measurements where being applied-maintained schedules-service scheduled Used KPI metrics, (Key Performance Indicators) & GAAP (Generally Accepted Accounting Practices) used section 508 & training the proper use of SharePoint 365-Run & assist in the training and management of the Customer Support Department-reviewed & made decisions on FP&A the handling of customer complaints, to help grow the inside sales floor helped to & Train team in SalesForce (SFDC),Trackwise software & SharePoint 365- Microsoft 365-helped with overall teamwork-use of ERP-CRM-Tableau software Experienced in various payment systems modules like intelligent auto-repair & self-learning, Batch bulking & de-bulking of payments, Tracking payment status in real-time - using both push (real-time alerts) & pull (look up services) models etc. Strong written, analytical and verbal communication skills, Very detailed oriented, with excellent communication skills Used SalesForce-Trackwise software-Tableau Software-Trackwise software-EPIC software-LTIMindtree software, Health Cloud Posting all daily receipts via Citrix application from batches, and balancing all forms of payments including Workman's Comp, employer payments, commercial insurances, personal checks, credit cards, & money orders. Reconcile out of pocket expenses to patient accounts. Follow-up on unallocated payments. Performed Administrative along with HRIS duties, adding an attention to detail & accuracy. Maintain honorability & consistent standards, attaining bi-monthly sales & financial goals- Use of Excel-Pivot Tables and V-look-ups for all client data that can be created, gathered, managed, and consulted by authorized clinicians and staff within one healthcare group or organization. HIPAA Privacy Compliance Training which included the use of FDA regulations Veeva Pharmacy & Life Science Software-EPIC software-LTIMindtree software cloud-computing company focused on pharmaceutical & life sciences industry applications McKesson Pharmacy Management software-Standard Operating Procedures (SOP).Evaluate complaints and assess decision trees to determine if Medical Device Reporting (MDR) is necessary. Submit MedWatch reports (eMDR) in accordance with 21 CFR Part 803 through 6 Sigma. Advanced understanding and interpretation of the Quality System Regulations, such as 21 CFR 820, 21 CFR 803,and ISO-13485. Subject Matter Expert (SME) knowledge of sensor and transmitter related investigations, Prepared weekly & quarterly metrics for Distribution Support, updated from Corporate Walgreens-2015 Writes customer complaints & product investigations, helping to assess with RISK comparison identify root cause, CAPA (Corrective And Preventive Action) plans, & implementing solutions with business partners. Coordinate co-payment, assisting with co-payment needs, and claims issue referrals for oncology, hematology and cardiology patients Hospital Focused-Critical Care-assistance making sure the consumer is utilizing necessary benefits and has updated prescriptions in order to get the correct care, so they can continuously use our service over other services, insurances or avoid the consumer from using any service to make sure they have the ability to stay as healthy as possible PBM experience Used SharePoint, document management & storage system, uses IRIS as the CRM which are web-based applications that integrate with Microsoft. Office products,-Microsoft 365- this included chat service too. Used SAP (Software Applications Products), in data processing in *Enterprise Resource Planning (ERP), CRM systemsFreshStart America San Diego, CA 04/2002 - 06/2008Team Manager-Sales Lead- TrainerOperations Management who Managed a team of 10-12 Account (inside sales manager) utilizing SharePoint 365 as a Managers, using Use of Risk Comparison-with AML Business Analysis-KYC Checks-Transactions compliance, while still selling service in order to exceed the sales quota, with more sales and dollar volume each month compared to the year beforeFICO-credit analyst-in reading and improving FICO worthiness-throughSAP and ERPInterviewing & hiring skills-Attain or regularly exceeded sales goalsConsultative sales VIA forecasting of the term of program with an average client for 36 months, which lead to extreme customer service contact as a necessity of keeping the customer for the length of the programProvide exemplary & constant customer service, & emotional understanding of current clients using Risk Comparison-compliance,Certify with the International Association for Professional Debt Arbitrators-rate liquidity 10 yearsLicense credit report reviewer-used chat software to assist with communicationSharePoint 365, Trackwise software and Microsoft365 were used for team collaboration, to assist and help with Quality Assurance & overall teamworkTrained SharePoint 365, run credit reports, sales reports, Use of Risk Comparison-compliance, Microsoft365-analyze and spot checking employee follow up on older leads, to get the most out our leadsYesmail.com-an Internet Marketing & Promotional Co. Chicago, IL 09/1995-06/2001National Account Manager-Business AnalystOperations & Business Management,-scheduling services through the clients claim with technicians that got me involved with the start-up of this business through digital technologies, performing SEO duties, with cold calling telesales, HRIS duties along with brand & business development of Inside & Outside Sales team. We initially got involved in new product introductions through direct mail advertising & digital media marketing campaigns as a small team of 5 to 6 individuals.Worked on payment systems on Interface to AML--investigating & protecting the companies & clients MONEY-Laundering-safe and secure -utilizing, fraud management & to inquiry & investigation services.Used SAP (Software Applications Products), in data processing in *Enterprise Resource Planning (ERP), CRM systems-and Trackwise software which are used to track the customer & business interactions. Used KPI metrics, (Key Performance Indicators) Business Activation Software (BAS) Used with SAP for Business Process Analyst & GAAP & GXP Good Quality Practices in business & the pharmaceutical industry. use of SQL programming language to help with (Generally Accepted Accounting Practices) to help determine best sales results, & must be adhered to. Use of Risk Comparison-compliance,,*This included 2 yrs of sales of small business software, & utilized Zen Chat for communication-rate liquidity 10 years-utilizing CPG & Wipro software helping our customers, colleagues, & communities-Consumer Packaged Goods and Services to thrive in an ever-changing world-comprehensive portfolio of services, strong commitment to sustainability -holistic portfolio of capabilities in consulting, design, engineering, operations, & emerging technologies to help clients realize their boldest ambitions & build future-ready, sustainable businesses.Exemplary presentation & communication skills within the inside sales process. Obsessed and passionate with creating great experiences for our clients. Created & delivered web based sales presentation, with the importance of profit building, leveraging strong Program-Project Management skills knowledge for Inside &Outside sales, and Consultative sales with AML Business Analysis-KYC Checks-Transactions which included a powerful-verbal sales presentation for Outside Sales to prospective clients. Won multiple awards for achieving and excelling sales quotas. This included multiple years of the President's Club. As a matter of fact, I eventually earned the first annual Bill Porter ``Passionate, Persistence & Perseverance" award.coordinates business travel and service schedule for management & the team to go to sponsored events, shows, or industry related business

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