Accomplished, executive-level finance leader with stellar budgeting and forecasting expertise.

  Experience lowering costs, increasing efficiency and improving quality in the healthcare industry.

  Built and led large teams to maximize their potential and exceed performance objectives.

  Strong background working closely with C-level executives.

  Managed balance sheet; cash flow; accruals; reclassifications; and journal entries.

  Promoted to positions of greater responsibility for consistently exceeding performance objectives.

  Proficient with Microsoft Office Suite, Visio and Access; Oracle/PeopleSoft; Great Plains; Lotus Notes; QuickBooks; Cognos; TM1; Minitab; LexisNexis; Moody s; and Baker Hill software.

> Team Leadership/Management > Mergers & Acquisitions > Forecasting Accuracy

> Budget Management > Incentives & Commissions > Sales Strategy

> Profit & Loss > Strategic Planning > Technology Deployments

Pacific Pulmonary Services Novato, CA July 2016-May 2017
Director of Operational Analytics

  Reporting to the Chief Operating Officer (COO), led forecasting, budgeting, sales reporting and analytics.

  Developed the corporate fiscal year 2017 budget and presented to the Board of Directors for approval.

  Analyzed and recommended reimbursement rates from Medicaid (CMS), Non-Medicare and private pay.

Achievements:

  Saved more than $1 million annually savings after introducing a variety of operational metrics.

  Improved higher revenue growth as a result of successfully administering sales incentive plan.

  Implemented accrual and an inter-entity recalls process for the corporation.

  Contributed to two separate acquisitions by helping to integrate backend operations.

Kaiser Permanente Oakland, CA Feb. 2008-Apr. 2016
Director (Feb. 2013-Apr. 2016)

  Reporting to the Executive/Managing Director, managed $16 million annual budget and 160 personnel, of which 20 clinical were staff such as physicians

  Collaborated effectively with C-level executives, including the CEO, CFO, Chief Communication Officer and Chief Compliance Officer.

  Led more 600 employees to create systematic controls within PeopleSoft environment to increase quality and lower expenses across the state.

  Created branding strategy, mission and vision by using voice of customer data and employee feedback.

Achievements:

  Earned the Director of the Year Award in 2013, outperforming five other peers.

  Increased enablement 40% as a result of establishing a fun culture focused on accountability.

  Saved $800,000 and limited attrition after consolidating three operational centers.

  Generated savings of $250,000 annually as a result of creating a centralized process within just six weeks.

  Reduced member complaints 22% by improving the member service experience.

  Achieved four, five-star CMS metrics, meeting annual goal.

  Consistently kept expenses under 3% annually.

Kaiser Permanente Oakland, CA continued from page 1 Feb. 2008-Apr. 2016

Finance Manager (Mar. 2011-Feb. 2013)

  Spearheaded a statewide financial planning team and developed team and business partners.

  Created Subject Matter Experts within team to understand forecast, budgeting and cause and effect analysis.

  Led Six Sigma training to identify root causes, potential risk areas and opportunities to improve operations.

  Managed an Oracle OneLink Super User Team to improve communications channels.

  Supervised more than 600 employees to achieve 5 million minutes on Mind, Body, Spirit for a California Member Services initiative focused on employee health.

Achievements:

  Achieved the highest annual performance rating from leadership, an honor bestowed upon the top 3% at this company, for spearheading quality improvements and improving communications.

  Earned Circle of Distinction honors on three separate occasions from multiple business units for generating unique ideas to improve the business.

  Saved $2 million after developing statewide staffing and volume models in consultation with senior leadership.

  Lowered expenses $500,000 after leading a project to reducing complaints to kp.org.

  Secured $200,000 in multi-entity savings by improving processes, of which the vendor saved $50,000.

                 
Senior Financial Analyst (Feb. 2008-Mar. 2011)

  Led all retro-pricing of external claims and how it applied to master charge agreements.

  Partnered with multiple finance executives in HPSA Finance to review and develop key financial and budgetary initiatives to ensure successful implementation and compliance across all divisions.

  Developed forecasting payroll models to accurately reflect accounting transactions.

  Optimized data analysis and financial reporting to support strategic and operational financial alignment.

  Analyzed and interpreted financial and operational data by working effectively with all levels of management and departments to successfully execute processes; understand data; and solve business issues.

  Audited regulatory reports to ensure accuracy, including CMS, DMHC and Medi-Cal.

  Designed, prepared and analyzed complex financial reports including variance, forecasting and trend analysis.

Achievements:

  Saved $100,000 by using forensic accounting, auditing and implementing new controls to avoid problems.

  Nominated by the CFO for a Kaiser Core Leadership Award.

Previously:

Client Associate Manager, Secure Capital Solutions, Inc. Thousand Oaks, CA                    May 2007-Jan. 2008
Financial Service Representative, Santa Barbara Bank & Trust Thousand Oaks, CA          May 2005-May 2007

Master of Business Administration (MBA), Finance, California Lutheran University; earned 2010 (3.55 GPA)

Bachelor of Science, Business Administration (BSBA), California Lutheran University; earned Feb. 2006

Six Sigma Green Belt Certificate, Healthcare focus, University of Michigan; pending

Completed Core Leadership Program, Kaiser Permanente

> Volunteer at local service centers once per quarter; mostly food banks
> Livermore Winery leading VIP cellar tours; since 2014

Dear Hiring Manager:

With this letter, I wish to express my strong interest in joining your organization as a (INSERT JOB TITLE HERE).

As demonstrated in the accompanying resume, I am an accomplished, executive-level finance leader with stellar budgeting and forecasting expertise. My achievements include lowering costs, increasing efficiency and improving quality in the healthcare industry. I ve also built and led large teams to maximize their potential and exceed performance objectives, and have a strong background working closely with C-level executives. Additionally, I ve

managed balance sheet; cash flow; accruals; reclassifications; and journal entries. During my career at Kaiser Permanente I was promoted to positions of greater responsibility for consistently exceeding performance objectives. Among my achievements:

  Earned the Director of the Year Award in 2013, outperforming five other peers.

  Increased enablement 40% as a result of establishing a fun culture focused on accountability.

  Saved $800,000 and limited attrition after consolidating three operational centers.

  Generated savings of $250,000 annually as a result of creating a centralized process within just six weeks.

  Reduced member complaints 22% by improving the member service experience.

  Achieved the highest annual performance rating from leadership, an honor bestowed upon the top 3% at this company, for spearheading quality improvements and improving communications.

  Earned Circle of Distinction honors on three separate occasions from multiple business units for generating unique ideas to improve the business.

  Saved $2 million after developing statewide staffing and volume models in consultation with senior leadership.

As your executive leader, you will find me to be a team player committed to exceeding your performance expectations. I have no doubt that I would be a valuable asset to your operations, and look forward to interviewing with you in the near future.

Sincerely,

Yyyyyy x. yyyyyy

818-800-4800