ANDREW WALLA
Overland Park,KS
Summary
Finance and banking professional with consulting experience across healthcare. Expertise in business administration, finance, and accounting, including strategic planning, team leadership, change management, and global business support. Skilled in financial variance analysis and capital budget forecasting to improve decision-making.
Overview
23
23
years of professional experience
Work History
Senior Manager
Forvis Mazars
Kansas City, MO
01.2014 - Current
- Advise clients on operational efficiencies and cost-saving strategies based on data analysis
- Develop project budgets to ensure timely completion and adherence to expense constraints
- Meet deadlines, realization, and stay within budgets for each project
- Supervised project teams to enhance productivity on projects and then reviewing their work
- Performing data analytics by comparing the client’s data from previous years to the current year and asking questions back to the client if anything looks unusual
- Prepare trial balances, financial statements and income statements from the data provided by the client
- Prepare wage index projects by taking the client's data and comparing the data to other healthcare facilities within the region
- Review inquiries being made by the state for the client
- Efficient with Microsoft Excel by using multiple functions, formulas, charts, graphs, and pivot tables
- Employed AI solutions for project data optimization on ways to make data easier with current projects
Cost Report Auditor
WISCONSIN PHYSICIANS SERVICE
Omaha, NE
01.2008 - 01.2014
- Audited hospitals and skilled nursing facilities in Medicare division through desk reviews, file examinations, and interim payment work papers.
- Analyzed financial data by performing cost to charge ratios for hospitals
- Reviewed budgets, financial statements, general ledgers, and trial balances for healthcare facilities to ensure financial accuracy and compliance.
- Calculated level payments and settlements for field finals, and answered questions for providers.
- Forecasted interim rates using healthcare facilities' financial data.
- Conducted comprehensive reviews of wage index data for the Wage Index Project to ensure accuracy and compliance.
- Conducted pension reviews for hospitals to verify compliance with regulatory standards.
- Performed Claim Calculations for healthcare facilities
- Updated American Diabetes Association certificates for hospitals
Assistant Supervisor
UNION BANK AND TRUST
Lincoln, NE
01.2004 - 01.2008
- Oversaw daily branch operations, including staffing, performance reviews, security procedures, employee concerns, disciplinary actions, and customer interactions to ensure smooth functioning.
- Facilitated communication between staff and management, leading to timely and effective resolutions of staff issues.
- Assessed employees' accomplishments and identified areas for development to enhance team performance.
- Responded professionally to daily customer requests including account openings, inquiries, troubleshooting, and documentation changes.
- Completed personality assessments in order to foster an understanding of different communication styles.
Education
Master of Business Administration - Finance
Bellevue University
Omaha, NE01-2012
Bachelor of Business Administration - Finance
University of Nebraska
Lincoln, NE01-2008
Skills
- Healthcare Financial Analysis
- Corporate Financial Planning
- Budget Analysis and Control
- Cash Flow Management
- Financial Reports and Presentations
- Accounting principles
- Client consulting
- Analytical thinking
- Problem solving
- Staff Training and Supervision
- Team leadership
- Excellence in Professional Communication
COMMUNITY & SERVICE
- Big Brothers Big Sisters
- Hoops for Hearts
- Health Financial Management Association (HFMA)
PERFORMANCE OVERVIEW
- Financial Analyst
- Uses spreadsheets and statistical applications to explore financial data, identify trends, and develop accurate forecasts. Able to create engaging reports, put together quality presentations, and offer up sound endorsements for investment opportunities. Can use data acquired through qualitative and quantitative research to measure the financial risks.
- Organizational Leadership
- Highly organized professional who can direct work flow and manage tight deadlines. Divides work effectively by assigning responsibility for each organizational component to a specific individual or group. Can develop new policy and procedure to assist in streamlining and optimization.
- Auditing Expertise
- Experience includes the gathering and organizing of audit evidence in order to verify the financial statements of a business or healthcare entity. Can obtain information through the use of commonly accepted assurance methods, such as posting and casting checking, physical examination and count, confirmation, inquiry, year-end scrutiny, tracing, bank reconciliation, vouching, and the verification of existence, ownership, title and value of assets.
CAREER HIGHLIGHTS
- Promoted from Senior Consultant II to Managing Consultant. (BKD)
- Part of the Quality Council Committee. (WISCONSIN PHYSICIANS SERVICE)
- Applied Union Banks superior customer service philosophy while opening accounts for customers, taking loan applications, and referring customers to other departments. (UNION BANK AND TRUST)
- Promoted from Teller to Assistant Supervisor because of successful sales results, strong initiative, and ability to lead and motivate a team. (UNION BANK AND TRUST)
Timeline
Senior Manager
Forvis Mazars
01.2014 - Current
Cost Report Auditor
WISCONSIN PHYSICIANS SERVICE
01.2008 - 01.2014
Assistant Supervisor
UNION BANK AND TRUST
01.2004 - 01.2008
Master of Business Administration - Finance
Bellevue University
Bachelor of Business Administration - Finance
University of Nebraska