PROFESSIONAL PROFILE
Dedicated problem-solver and finance professional with MBA in Healthcare Administration and 15 years of experience in financial analysis, communication and training, project management, and superior customer service. Strong analytical and critical thinking skills with the ability to stay focused on the bigger picture.
WORK EXPERIENCE and HIGHLIGHTS
Accounting Analyst, (Hospital System), Alaska, March 2017 to present
• Analyzed liability account and identified $2M in missing payments
• Performed quarterly long-term care center revenue audit and identified $75K in missing revenue
• Identified savings opportunity by purchasing two vehicles for use by traveler staff, resulting in monthly expense reduction in excess of $3,500 and ROI in less than 18 months
• Identified possible lost revenue opportunity of $50K per year and researched steps necessary to re-capture this revenue
• Led 2018 budget process during six-month period without a CFO
• Created, verified and submitted all local ministry journal entries for close process
• Performed financial analysis, approved all payables within financial limits and provided monthly and ad-hoc reporting during six-month CFO absence
• Administered long-term care center Resident Trust Account
• Met regularly with department managers to review P&L, discuss opportunities and offer support
• Implemented monthly cost allocation report to show ministry managers more accurate representation of their department’s contribution to bottom line
• Performed analyses for ministry CFO using various LEAN methods to identify and affect performance improvement opportunities
• Interacted regularly with Finance direct report managers to support their needs
• Filed annual tax-exempt certification with Borough and communicated tax-exempt status with vendors
• Identified multiple instances of sales tax being charged by vendors and achieved resolution
• Performed all local accounts payable functions including invoice review, submission and tracking to ensure timely payment to vendors
• Negotiated favorable settlement to six-month backlog of bills related to vendor staffing and billing issues
Student and Family Care Aide, Utah, February 2015 to February 2017
• Secured MBA in healthcare administration
• Provided care for terminally ill cancer patient in her last months
• Continued work as volunteer finance chair for two local non-profits
Sales Supervisor & Home Mortgage Consultant, Wells Fargo Home Mortgage, Utah, January 1998 to January 2015
• Managed local mortgage sales office including recruiting, hiring, training and supervising all branch staff while an active sales producer
• Responsible for branch profit and loss
• Performed financial analyses for complex borrower scenarios
• Communicated regularly and worked effectively with many different levels of people including borrowers, appraisers, title companies and real estate agents during the loan process
• Efficiently engaged use of internal and external departments including underwriting, compliance, information systems, customer service and vendor services
• Developed training program and documents for new employees
• Summarized data from a variety of sources to aid customers in completing their renovation projects
• Organize...
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