Bobbie Hays
Lakeville,MN
Summary
Results-driven and client-focused professional with over 20 years of experience spanning financial analysis, accounting and Medicare insurance sales. A senior finance leader with a strong track record in budgeting, forecasting, strategic planning, and executive-level reporting for major corporations, including McDonald’s Corporation and Wal-Mart. Adept at leading cross-functional teams, developing reporting systems, and driving operational improvements. Combines analytical precision with a consultative sales approach to build trust, and deliver measurable value.
Overview
24
24
years of professional experience
Work History
Medicare Sales Agent
FMS Insurance Advisors
09.2025 - Current
- Developed and maintained a comprehensive commission reporting system to enhance compensation tracking accuracy.
- Reconciled insurance carrier commission statements with agency's book of business, ensuring precise compensation records.
- Acted as subject matter expert for Smart Agent CRM reporting, delivering training and advanced data analysis.
- Provided guidance on Medicare options and eligibility to ensure informed decision-making.
Independent Medicare Sales Agent
Independent Medicare Sales Agent
Lakeville, Pennsylvania
08.2020 - 06.2024
- Owned and operated a business, managing all accounting and finance functions, including budgeting, forecasting, and commission reconciliation.
- Analyzed financial performance, controlled expenses, and implemented strategies to maximize profitability and operational efficiency.
- Educate clients on plan options, and enrollment periods.
- Lead community seminars educating individuals on all facets of Medicare.
Senior Financial Analyst
Northern Tool + Equipment
Burnsville, MN
02.2012 - 08.2016
- Collaborated with a team to develop budgets and forecasts, ensuring accuracy and alignment with organizational goals.
- Redesigned the store pro forma model and led post opening analysis and performance review to guide strategic decisions and drive business growth.
- Led cross-functional teams on financial and business studies to improve retail performance.
- Presented forecasts, sales reports, and expense plans for 86 stores to executive leadership.
Finance Manager - Operations Finance
Wal-Mart
Bloomington, MN
08.2010 - 02.2012
- Monitored store performance and conducted financial analysis to identify opportunities and risks. This included analysis of markdowns, product category sales, and department sales.
- Prepared and presented the monthly financial performance to guide the divisional P&L forecast.
- Managed and led cross-functional work groups to create annual and mid-year divisional budget plans. Once completed, plans were presented to Executive Leadership.
- Frequently presented key financial analyses to the CFO and other key leadership.
Finance Manager/ Regional Controller
McDonald's Corporation
Bloomington, MN
04.2007 - 12.2009
- Prepared annual financial income plan of $164M, G&A of $12M, and capital of $2.8M.
- Identified trends to re-forecast budgets, ensuring achievement of financial goals.
- Presented strategic recommendations to senior leadership for prioritizing long-term income growth.
- Acted as the subject matter expert on multiple financial planning tools used throughout the organization.
Regional Accountant
McDonald's Corporation
Bloomington, MN
04.2004 - 04.2007
- Assisted in preparation of annual financial income, capital, and G&A budgets.
- Analyzed business decisions' impacts on profitability with Regional Controller.
- Monitored regional financial performance to identify trends and variances.
- Provided training support on key financial information and policy changes.
Regulatory Accountant
Time Warner Cable
Minneapolis, MN
06.2003 - 04.2004
- Developed annual budget focused on rates and revenues.
- Assisted in preparation of all FCC rate regulation forms to ensure compliance.
- Calculated franchisee fee payments, ensuring accurate and prompt reporting.
- Reconciled daily cash postings and deposits to maintain financial accuracy.
Accounting Analyst
Time Warner Cable
Minneapolis, MN
10.2002 - 06.2003
- Processed payroll for approximately 600 employees efficiently and accurately.
- Maintained reconciliations for multiple payroll accounts, addressing payroll inquiries promptly.
- Distributed paychecks and timesheets to ensure timely employee compensation.
- Developed various reports related to human resources and payroll for management review.
Accountant
Home State County Mutual Insurance
Waco, TX
08.2001 - 06.2002
- Compiled and reconciled fixed assets, ensuring accurate records.
- Maintained bank reconciliations for multiple accounts, enhancing financial accuracy.
- Organized and executed daily wire transfers, ensuring prompt fund disbursement.
- Processed quarterly and annual statement filings for two companies, ensuring compliance.
Education
Bachelor of Science - Accounting
Minnesota State University, Mankato
Mankato, MN05-2000
Skills
- Budget preparation and management
- Microsoft Office suite
- Excel proficiency
- Variance analysis
- Financial forecasting and planning
- Cross functional leadership
- Data analysis and metrics
- Public speaking and client education
- Strategic problem solving
- CRM systems and reporting
- Self motivated professional
Affiliations
- Managed and led numerous cross-functional project teams at the same time. (E.g. Profit Team, Regional Leadership Committee, Minimum Wage Mitigation Team, Women’s Leadership Network, Women’s Operator Network, and Operations Excellence Team)
Timeline
Medicare Sales Agent
FMS Insurance Advisors
09.2025 - Current
Independent Medicare Sales Agent
Independent Medicare Sales Agent
08.2020 - 06.2024
Senior Financial Analyst
Northern Tool + Equipment
02.2012 - 08.2016
Finance Manager - Operations Finance
Wal-Mart
08.2010 - 02.2012
Finance Manager/ Regional Controller
McDonald's Corporation
04.2007 - 12.2009
Regional Accountant
McDonald's Corporation
04.2004 - 04.2007
Regulatory Accountant
Time Warner Cable
06.2003 - 04.2004
Accounting Analyst
Time Warner Cable
10.2002 - 06.2003
Accountant
Home State County Mutual Insurance
08.2001 - 06.2002
Bachelor of Science - Accounting
Minnesota State University, Mankato