DIRECTOR OF FINANCE Summary Seasoned Certified Management Accountant financial leader deep broad health care industry experience forecasting, financial planning analysis, operations, reporting, strategic planning Highlights CMA License #43352 Strategic financial planning expert Experience Director Finance 07/2002 Current Company Name City State Financial planning analysis leadership support Consumer Service, Claims, Global Operations, Appeals Grievances, Business Solutions Services, Payment Integrity organizations overall annual SG&A expense approximately $825M 14,000 FTE Financial oversight onshore offshore vendor relationships annual budget approximately $120M Partnered Operations Leadership reduce operating expense $40M 2014 Serving finance lead two operational excellence optimization projects driving anticipated savings $39M 2015 Served finance lead consolidation Medicare Retirement Customer Service organization, annual budget $120M, Benefit Operations Served finance lead creation Payment Integrity organization annual budget approximately $28M 170 FTE Served finance lead integration acquired service organization total annual budget $3.5M 90 FTE Served finance lead creation expansion in-sourcing Rx Pharmacy Customer Service calls Benefit Operations Served finance lead merging Dental Vision Customer Service Claim functions Benefit Operations, $40M 600 FTE consolidation Drove savings approximately $100k within team result realized staffing efficiencies Manage team six financial analysts Director Finance UHC M&R 01/2006 01/2011 Company Name City State Financial oversight various Operations organizations across nine internal sites seven vendor locations overall annual budget approximately $175M Financial oversight vendor relationships annual budget approximately $45M Successfully reduced actual operating expense service centers $24M result increased efficiencies, capital benefits, elimination unnecessary spend Participated Finance subject matter expert related integration acquired customer service organization total annual budget approximately $29M Served Finance functional lead consolidation three customer service departments within company, resulting efficiencies approximately $6M Financial oversight cost benefit analysis responsibility Capital Projects excess $5M annually Participated Finance subject matter expert related acquisition new business totaling $20B Completed comprehensive review staff within service centers identified available efficiencies, resulting savings approximately $60,000 annually Designed implemented standardized, automated reporting capabilities resulting savings $70,000 annually Completed cost benefit analysis demonstrating implementation IVR technology equated $650,000 annual savings Completed cost benefit analysis demonstrating outsourcing appropriate call volume equated reducing cost $3.4M annually Completed cost benefit analysis demonstrating utilizing service center site low cost area equated reducing cost $2.0M annually Created implemented long term forecasting capacity planning models service centers receive approximately 6,000,000 calls annually Managed team two analysts Manager Operations Support Planning 03/2004 01/2006 Company Name City State Received special, performance based mid-year merit increase Recognized top employee within department, consisted 25 employees Led team 6 Senior Business Analysts Developed partnerships departments, including Finance, Training, Sales, Account Product Management improve forecast accuracy 97% Created oversaw short long term staffing models capacity planning documents call center, clinical operations, non-clinical support staff Completed presentations Executive Leadership Team around key call center metrics Led project implementing advanced capacity planning software resulted optimized hiring staff Partnered IT led project create data warehouse call desktop data led enhanced standardized reporting Created "Critical Thinking Analysis" documents currently part standard training curriculum Designed implemented Operational reporting intake agents clinical case managers led improved performance reduction cost Completed Executive Level Operational reporting Provided recommendations Executive Leadership staffing strategy, workload planning, future reporting capabilities, future client locations workload Determined service center location new client implementation Tracked seating real estate across 18 sites projected future seating needs based anticipated growth Assisted business segments determining staffing needs, improving forecasting accuracy, report creation, design, implementation, production Lead Business Analyst 07/2002 03/2004 Company Name City State Received performance based "Employee Quarter" "Employee Year" awards Created updated short long term staffing models capacity planning documents call center, clinical operations, non-clinical support staff Created maintained short term scheduling tool used build schedules within call center optimize business performance Participated project consolidating 12 call centers two accounting overall savings $5M annually Built completed monthly Executive Reports Developed partnerships departments, including Finance, Training, Sales, Account Product Management improve forecast accuracy 97% Senior Business Analyst 02/2001 07/2002 Company Name City State Senior Business Analyst 10/1999 02/2001 Company Name City State Education AAS Accounting Hennepin Technical Community College City State MS Economics Florida State University City State BA Economics Franklin Marshall College City State Interests Hennepin Technical Community College Accounting Advisory Board Member Skills Financial planning analysis, budgeting, reporting, strategic planning, forecasting, operations