Resume category: FINANCE

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