Summary
Overview
Work History
Education
Skills
Timeline
Generic

Ann Tobin

North Haven,CT

Summary

Enterprising Financial Analyst with proven success in recommending appropriate financial plans based on accurate data collection, financial monitoring and business strategizing. Expertise includes financial analysis and reporting, and forecasting. Develops and maintains high standards of quality and issue resolution through effective financial planning. Adept at utilizing top-of-the-line communication skills to build and foster long-term relationships.

Overview

35
35
years of professional experience

Work History

Financial Analyst

Mutualink, Inc.
05.2021 - Current
  • Created the first budget for the company
  • Help to prepare all board slide presentations
  • Review and discuss monthly budget variances
  • Work on special projects as needed
  • Weekly hours and dollar per project reporting
  • Learned the account payable role and filled in when the staff was out on medical leave
  • Facilitate bi-weekly cash from backlog meeting
  • Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
  • Used relevant financial technology to generate reports and recommended courses of action to upper management.
  • Created and maintained precise and accurate models, charts and reports.
  • Demonstrated respect, friendliness and willingness to help wherever needed.

Financial Healthcare Reporting Analyst

Starling Physicians
08.2017 - 12.2019
  • Effectively translated organizational needs to fulfill practice performance objectives to improve analytical communication with the providers and practice managers
  • Provided Ad Hoc reports as requested by practice managers and providers
  • Created budget worksheets that allowed practice managers a clear picture of staffing patterns
  • Ran and produced monthly reports for providers; including Practice Revenue, monthly variance & avoidable adjustments
  • Created comparison reports for charges, payments, units and RVU’s over prior periods/year analysis or specialty providers
  • Prepared monthly Dashboard reports for executive team.
  • Performed budget analysis to control expenditures and predict future budget needs.
  • Supported budgeting processes by providing accurate forecasts and timely variance analyses.

Financial Planning & Budget Specialist

BRISTOL HOSPITAL
01.2016 - 08.2017
  • Established and maintained financial databases, ensuring accuracy and accessibility of budgetary information.
  • Evaluated financial performance of clients and identified potential areas of improvement.
  • Provided strategic financial advice to senior management and stakeholders.
  • Tracked budget forecasts and monitored budget performance reports
  • Compiled statistical data after each month-end closing.
  • Tracked budget forecasts and monitored budget performance.
  • Served as a liaison between finance and non-finance departments, facilitating cross-functional collaboration on budget-related matters
  • Gathered and validated data for Cost Reports
  • Provided ongoing support to department managers in understanding their budgets, resolving discrepancies, and ensuring compliance with company policies.
  • Led hospital budget specialist in performance of required duties to facilitate maximum contributions by providing instruction, guidance and expertise.
  • Managed the timely preparation of annual budgets, contributing to an organized financial planning process across the organization.

Financial Analyst

ST. VINCENT’S MEDICAL CENTER
01.2010 - 11.2015
  • Responsible for pay period and monthly statistics
  • Reviewed monthly variances with managers created a dialogue which made them accountable for their departments
  • Worked on Medicare Cost Report compiled & verified numbers
  • Budget preparation and detail analysis of salary and expenses
  • Met with managers to ensure actuate numbers and staff detail were in alignment
  • Reviewed and explained detail for variances, met with managers and Vice Presidents, made them accountable for monthly variances
  • Helped to slash the use of outside contract labor by 15%; recommended using per-diem's
  • Studied trends for FTE’s and areas in purchased service, supplies, and professional fees to obtain goals for savings
  • Directed and implemented solutions to problems that were from routine to complex in nature and that affected multiple functional areas of responsibility
  • Improved Managers knowledge of financial data; ability to review and understand reports
  • Streamlined financial reporting for better decision-making with clear, concise analysis and presentation.

Budget Analyst

MASONICARE
05.2000 - 09.2008
  • Assisted in the preparation of annual budgets, working closely with department heads to gather necessary information.
  • Identified and monitored budget expenses for accuracy.
  • Reduced outside labor cost by 15%.
  • Supported executive decision-making by providing accurate financial forecasts and recommendations.
  • Generated annual budget forecasting information for executive and corporate reports.
  • Conducted variance analyses to identify potential areas for improvement in existing budgeting practices.
  • Participated in special projects as needed, providing valuable insights based on extensive knowledge of company finances.
  • Monitored expenditure trends, proactively addressing issues before they escalated into significant problems.
  • Monitored and approved Capital expenditure.

Budget Analyst

HOSPITAL OF SAINT RAPHAEL
04.1989 - 05.2000
  • Project Leader that monitored capital related purchases on mainframe system
  • Identified and updated changes to the PGLI (Payroll General Ledger Interface) payroll table
  • Coordinated, set up and monitored capital budgets totaling over $13 million throughout the fiscal year
  • Implemented and maintained strong internal controls in areas of assigned responsibility to provide reasonable assurance of effective and appropriate resources used
  • Assisted in the preparation of annual budgets, working closely with department heads to gather necessary information.
  • Generated annual budget forecasting information for executive and corporate reports.

Education

Bachelor of Arts - Psychology

QUINNIPIAC UNIVERSITY
Hamden, Connecticut

Skills

  • Analytical research
  • Financial statement analysis
  • Budget coordination
  • Research and Data Analysis
  • Data Analysis
  • General ledger accounting
  • Professionalism
  • Multitasking Abilities
  • Financial Modeling
  • Compiling Data
  • MS Office Suite
  • Time Management
  • Analyzing performance
  • Flexible team player

Timeline

Financial Analyst

Mutualink, Inc.
05.2021 - Current

Financial Healthcare Reporting Analyst

Starling Physicians
08.2017 - 12.2019

Financial Planning & Budget Specialist

BRISTOL HOSPITAL
01.2016 - 08.2017

Financial Analyst

ST. VINCENT’S MEDICAL CENTER
01.2010 - 11.2015

Budget Analyst

MASONICARE
05.2000 - 09.2008

Budget Analyst

HOSPITAL OF SAINT RAPHAEL
04.1989 - 05.2000

Bachelor of Arts - Psychology

QUINNIPIAC UNIVERSITY

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Ann Tobin