Analytical and strategic thinker known for high productivity levels and the ability to efficiently complete tasks, ensuring accuracy and timely delivery of projects.
Proficient in preparing financial statements, monitoring controls and completing closings. Highly detail-oriented, proactive, and diligent. Excel at communication, problem-solving, and adaptability, making complex financial concepts understandable and actionable for diverse audiences.
Overview
10
10
years of professional experience
Work History
Financial/Decision Support Manager
Carondelet Medical Group And Abrazo Medical Group
Tucson, AZ
02.2021 - Current
Prepare a daily financial dashboard for providers, practice managers, and senior leadership to evaluate current performance and track improvement.
Prepare detailed reports on the financial status for providers.
Discuss wRVU productivity and quality performance with providers.
Prepare RFPEs for providers' onboarding.
Generate and distribute standard reports from Athena on schedule, using Excel and other reporting software.
Analyze data to identify opportunities for improving support levels.
Identify opportunities for process improvements within the Medical Groups (Carondelet Medical Group and Abrazo Medical Group).
Analyze trends in financial performance to identify areas for improvement.
Evaluate complex financial information from multiple sources to make sound recommendations.
Develop financial analysis reports and presentations by applying acquired financial principles.
Collaborate with other departments to ensure that accurate budgeting and forecasting processes are followed.
Evaluate new business opportunities, and conduct feasibility studies to assess financial viability.
Determine and track budget expenses with accuracy and transparency.
Coordinate with cross-functional teams to gather financial data and insights for comprehensive reports.
Perform quantitative analysis of historical data to identify patterns or anomalies in the dataset.
Analyst, Decision Support
Carondelet Medical Group
07.2018 - 02.2021
Prepare and set monthly financial goals for all primary and specialty providers within TPR.
Respond to requests for data by determining the user's needs, collecting, organizing, and analyzing data, and providing accurate and complete reports and information.
Participate in the annual budgeting process and periodic financial forecasts.
Track health plan and government receivables, and reconcile receipts.
Prepare productivity and quality payment distribution for participating physicians, and submit for approval and processing.
Data analysis to assist in delivering optimal healthcare management and decision-making.
Design and produce timely and meaningful analysis and data interpretation regarding large healthcare-related datasets to assist TPR in understanding and monitoring performance, breaking down key drivers, and identifying new opportunities.
Interpret data accurately, and produce clear and comprehensive written analyses, dashboards, graphs, tables, etc.
Work closely with participating health plans to coordinate HEDIS measures and quality incentive programs within the clinics.
Manage the Carondelet Quality Team to actively work on HEDIS reports to drive the quality of care in the community through the communication of gaps in care to providers and staff.
Manage the Carondelet Quality Team to review and complete health quality patient assessment forms (HQPAF) for different health plans through chart reviews.
Develop patient care screening tools, including policies and procedures for the implementation of the tools at the point of care.
Develop and implement provider-level education on the use of HQPAFs for improved documentation and coding.
Develop and maintain master HQPAF trackers for participating health plans to assess trends and barriers, to ensure maximum incentive return.
Conduct regular audits of the Carondelet Quality Team's performance against standards, and ensure compliance with delegation requirements from health plans.
Network Operations Administrator
Cigna-HealthSpring
07.2015 - 11.2017
Responsible for general oversight of provider network financials, including monthly action plans, reviews, and verification for all participating medical groups and providers within Pima County.
Built relationships that nurture provider partnerships and seek broader, value-based business opportunities to support the local market strategy.
Responsible for network development, including physician contracting, physician network relationships, physician network communication, and physician recruitment.
Collaborated with the contracting team to provide a liaison for Medicare Advantage contracting initiatives, evaluating proposed language, rate exhibits, and other terms for accuracy.
Directly worked with the Chief Operating Officer, Medical Director, Sales, Marketing, Finance, Billing, Coding, Health Services, Contracting, and Legal to accomplish objectives.
Provided guidance on strategic plans, vision, and action plan development for the network.
Participated in network and company meetings, including the physician board of directors, quality management, financial/bonus, operations, and committee.
Responsible for maintaining compliance with CMS and company policies and guidelines.
Assisted in the STARS and clinical metrics data collection, and designed a plan for enhanced provider engagement in quality initiatives.
I participated in and conducted the monthly financial review with senior leadership.
Created and managed initiatives that improve total medical costs and quality.
Assisted in resolving elevated and complex provider service complaints.
Researched problems and negotiated with internal, external partners, and customers to resolve highly complex and/or escalated issues.
Managed key provider relationships and was accountable for critical interfaces with providers and business staff.
Education
BACHELORS OF BUSINESS - FINANCE
UNIVERSITY OF PHOENIX
03.2010
General Studies in Business -
UNIVERSITY OF ARIZONA
01.2009
Skills
Attention to detail
Strong proficiency with MS Excel, Word & PowerPoint
<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.