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Click here or scroll down to respond to this candidateCandidate's Name
Colonia, NJ PHONE NUMBER AVAILABLE EMAIL AVAILABLESenior Financial ProfessionalAccomplished financial professional with 4 years of Insurance industry experience. Life, and Health licensed along with FINRA Series 6 and 63. Prior 20+ years I had success leading numerous aspects of the healthcare financial process to include auditing, reimbursement, financial planning and budgeting. Balances organizational needs, financial experience, and industry acumen to advance audit and reimbursement process while ensuring compliance and managing risks. Demonstrated leadership skills founded in unifying diverse teams towards achieving the financial goals of hospitals in a not-for-profit hospital setting.Financial Team Leadership Financial Regulatory Compliance Accounting & Financial ManagementKey StrengthsExecutive Leadership Project Management Cost Reduction Financial Reviews Strategic PlanningRisk Assessment & Mitigation Short/Long Range Planning Performance Improvement BudgetingFinancial Decision Making Client & Stakeholder Relations Accounting AuditingLife and Health Insurance licenses FINRA series 6 and 63 licensesProfessional ExperiencePrudential Insurance Company Paramus, NJFinancial Professional 2023 to presentSkilled and resourceful, delivers consistent personally tailored results to clients. Use a variety of interview techniques to elicit information to make retirement planning decisions in the best interests of the client. Use the entire catalogue of prudential as well as out brokerage annuities to achieve the best client suitability.Conduct conversations with clients with the goal of improving their current retirement plan.Perform various illustrations and discuss them in depth with client, answering all questions.Manage regularly scheduled client reviews and update their profile accordingly.New York Life Insurance Company Paramus, NJRegistered Representative 2020 to 2023New to the insurance Industry I worked hard to gain the required skill to work with clients and achieve the best results. Quickly became FINRA SIE, Series 6 and 63 licensed.Called clients to set appointments.Perform various sales illustrations and discuss them in depth with client, answering all questions.Highly knowledgeable on all New York Life products.Tax Technologies Incorporated (Contracted to Citi Group) Haworth, NJSpecialist, Tax Technology Data Collection Group 2015 to 2020Serve as a liaison and SME to Citi Groups tax technology function, leading outsourced validations of the quality and accuracy of monthly interactive software releases, and guarantee compliance with US tax standards and functional requirements. Leverage healthcare financial expertise towards ensuring tax compliance and quickly adapted skill set to meet the demands of banking and international tax requirements.Prepare US Tax schedules that incorporated the changes from the Tax Cuts and Jobs Act of 2017 and ensure that tax schedule is working properly prior to release to international tax group.Partner with the TTI Development team to design, build, maintain, update and test a customized set of schedules specific to Citi that allowed financial controllers from around the world to enter the required data into one centralized, standardized online package.Manage regularly scheduled updates to the Tax Schedules three times per year, support data collection efforts of the International Tax Department.Wyckoff Heights Medical Center Brooklyn, NYVice President, Budget, Reimbursement, and Revenue 2012 to 2014Championed strategic financial decision making as a key member of the executive team supporting a community hospital with 90,000 Emergency Room visits and over 100,000 ambulatory care visits annually.Helmed the leadership role in the Revenue Cycle Department during a strategic organizational transition from an outsourced model while maintaining targets and schedule.Re-evaluated and re-negotiated vendor contracts to save over $5.0 Million annually and spearheaded an internal review that identified $9.7 Million in underpayments.Prepared 2013- 2015 Operating Expense budget, utilizing a Meditech budget application; budget process included a large Reduction in Force of approximately 120 FTEs.Coached, developed, and led the entire revenue cycle team (3 direct, 30+ indirect); infused new energy into the team through a focus on individual accountability and overall team performance.Kingsbrook Jewish Medical Center Brooklyn, NYDirector of Budget and Reimbursement 2007 to 2012Director of Budget and Reimbursement 2005 to 2006Managed the Budget and Reimbursement operation for an Acute Care hospital that was comprised of exempt Psychiatric and Rehabilitation units, as well as a hospital based skilled nursing home.Prepared the Hospitals annual budget and worked directly with key staff members to ensure the timely and accurate completion of the budget, included the reduction of an initial $20 million projected deficit.Increased the Hospitals Bad Debt and Charity Care pool receipts for 2005 and 2006 by 10 percent working with an outside consultant.Prepared and verified third party rate computations, and work closely with primary auditors and other third party reimbursement personnel.Reviewed and assisted in the preparation of the Medicare 2552 and the Institutional Cost Report.Interfaith Medical Center Brooklyn, NYDirector of Reimbursement and Managed Care 2006 to 2007Director of Reimbursement and Managed Care 2003 to 2005Directed hospital wide financial planning operations for a 287-bed teaching hospital, offering a variety of behavioral health services. Led a team of three in numerous financial initiatives and specialized financial projects.Identified and developed a corrective action plan for items that were impediments to the hospitals revenue cycle and presented them at monthly meetings with a multidisciplinary team.Transformed a $1.6 million deficit balance in the Medicaid PHSP pool to break even by identifying physicians participating in HealthFirst who were not in our catchments area and who had adverse admitting patterns.Partnered with senior management to achieve overall financial goals, included a turn around of $16 million dollar deficit and the preparation of service line P & Ls for our inpatient services.Redesigned the process for disseminating the 2008 expense and FTE budget information to Department Heads by upgrading to a web based, electronic format that eliminated of the traditional paper budget packages.Performed P&Ls on any potential new services to determine viability including a detailed review of our 11 off site ambulatory care centers; identifying four sites to be closed.Maximized the hospitals Bad Debt and Charity Care Pool receipts resulting in the hospital receiving more than double in BDCC receipts based on the last filed ICR.Prepared and verified third party rate computations, Medicare and Medicaid rate appeals and worked closely with primary auditors and other third party reimbursement personnel.Worked with the administrator for Psychiatry and the director of Health Information Management to ensure a successful transition to Psych PPS.The Brooklyn Hospital Center Brooklyn, NYDirector of Reimbursement 1990 to 2003Held a leadership role within the organization, driving all reimbursement functions, including preparing the Institutional Cost Report, and reviewing rate computations, for a multi-campus teaching facility with a hospital based HHA.Responsible for all reimbursement functions, included preparing the Institutional Cost Report, and reviewing rate computations.Transitioned to the New York Presbyterian network; contributed to the cost report preparation of various other network hospitals (NY Methodist, Wyckoff Heights, New York Hospital, etc).Guided the hospital through the five-year HCFA demonstration project; served as an SME to the chairmen of each residency program and identified non patient care impacting cost reductions.Collaborated with the Vice President for Home Health Services on the annual Statement of Operations, the implementation of the interim PPS system for Home Health, and the acquisition of another hospital based HHA.Developed and maintained the hospital Charge Description Master; completed revisions to existing hospital policies on charge master maintenance and ensured no procedures were performed without the proper charge.Contributed to the Caledonian closure and conversion to a Diagnostic and Treatment Center specifically calculating a budgeted per visit rate for the facility, which was near the maximum allowable.EducationPACE UNIVERSITY New York, NYBachelor of Business Administration (B.B.A.) General Accounting 1988TechnologiesMicrosoft Office Suite (Word, Excel, PowerPoint, Outlook) Internet Lawson |
