Proven leader in financial and operational efficiency, notably at NC Department of Health and Human Services, improving financial processes and team collaboration. Expert in budget planning and cost management, coupled with exceptional problem-solving abilities, spending improvements, and profits. Adaptability and analytical thinking have consistently optimized resources and improved stakeholder satisfaction.
Overview
24
24
years of professional experience
Work History
Finance and Budget Officer
NC Department of Health and Human Services
06.2018 - Current
Reviewed operating budgets periodically to analyze trends affecting budget needs.
Performed month-end account analysis, headcount and salary reports and related journal entries.
Directed preparation of regular and special budget reports to interpret budget directives and establish policies for execution.
Prepared project budgets, forecasting and inventory and material pricing points.
Used IBIS and NCFS to create financial models for trends in revenue projections monthly and yearly for State Controller's Office in Raleigh and Management Team at ADATCS Divisions.
Initiated new Front Office and Utilization Management procedures include new staff members with training on systems, enhancements and financial processes.
Executed financial controls, procedures, systems and forecasting techniques to evaluate budget status.
Analyzed revenues, expenditures, and cash management.
Developed and maintained monthly overtime report to address inefficiencies agency-wide.
Suggested spending improvements boosting profits from a 5 million lost in SFY 22-23 with 4 million profit for SFY 23-24. This involved analyzing ADATCs overall payer mix and reorganization of departments, workflows.
Prepared comparative analysis of operating programs by analyzing costs in relation to services performed.
Streamlined budget processes to improve accuracy, consistency, and transparency in financial management.
Improved financial efficiency by developing and implementing annual budgets for various departments.
Strengthened internal controls over public funds by ensuring compliance with applicable laws, regulations, and guidelines.
Fostered positive working relationships with cross-functional teams to ensure seamless coordination and integration of budgetary processes.
Drove process improvements through the implementation of innovative tools, techniques, and methodologies in budget administration.
Championed best practices in financial management across the organization, leading to enhanced credibility among stakeholders.
Managed resource allocation for optimal results by closely monitoring expenses and revenues.
Submitted recommendations to budgets and forecasts for approval or disapproval.
Monitored contracts and analyzed expenses to facilitate financial objectives.
Generated annual budget forecasting information for OOC and ADATC Management reports.
Recommended financial solutions to corporate management based on detailed financial analysis.
Identified and implemented process changes resulting in improved performance and accuracy.
Utilized software to analyze and report on budget trends.
Medical Practice Administrator
Grand Strand Internal Medicine
12.2012 - 10.2018
Coordinated educational programs for staff members to stay up-to-date on industry best practices and regulatory changes.
Developed and maintained strong relationships with healthcare providers, facilitating seamless coordination of services.
Streamlined patient scheduling by implementing an efficient appointment management system.
Promoted a culture of continuous improvement by encouraging feedback from both employees and patients on areas needing attention or enhancement.
Improved overall office efficiency with effective delegation of tasks to administrative team members.
Collaborated with physicians to develop strategic plans for continued growth and expansion of the practice''s service offerings.
Reduced wait times for patients, optimizing the flow of daily appointments and procedures.
Managed all aspects of billing and insurance claims, ensuring accurate and timely processing for financial stability.
Ensured compliance with all state and federal regulations, maintaining meticulous documentation of policies and procedures.
Maintained strict confidentiality in accordance with HIPAA guidelines while managing sensitive patient information throughout various administrative tasks.
Oversaw inventory management, reducing waste by closely monitoring supplies usage and ordering as needed.
Supported physician partners in navigating complex administrative issues, providing essential guidance and expertise to ensure smooth operations.
Assisted in recruiting top-quality medical professionals to strengthen the practice''s reputation for excellence.
Established robust internal communication channels to keep staff informed about important updates or policy changes affecting their roles within the practice.
Enhanced employee morale through regular performance evaluations and professional development opportunities.
Monitored financial health of the practice through regular budget analysis, identifying areas for potential cost savings or revenue generation.
Fostered an inclusive and welcoming environment for all patients, prioritizing accessibility and accommodation of diverse needs.
Negotiated contracts with vendors, securing cost-effective deals on equipment, supplies, and services vital to the practice''s success.
Increased patient satisfaction by enhancing communication between medical staff and patients.
Ordered all office supplies and kept check on inventory levels.
Managed daily practice operations to optimize appointment scheduling, patient records management and billing functions.
Assessed processes and procedures, complying with OSHA, and HIPAA regulations.
Addressed and remedied all patient or team member issues.
Provided supervision and management to team of support personnel.
Supervised team of 10 office personnel.
Developed close working relationships with front office and back office staff.
Oversaw accounting, budgeting, and financial reporting.
Developed and implemented strategies to improve patient access, satisfaction and care quality.
Created and implemented organizational policies and procedures.
Consulted with healthcare professionals on business decisions.
Established and maintained effective communication with staff, physicians and community organizations to promote high quality patient care.
Recruited, hired and trained all staff, providing direct supervision, ongoing staff development and continuing education to employees.
Communicated with patients, ensuring that medical information was kept private.
Conducted routine facility inspections, identifying areas needing improvement and eliminating hazards posed to staff and residents for continued compliance with associated regulations.
Designed and introduced leadership development, coaching and team management model, resulting in promotion of employees into increased levels of responsibility.
Sales and Implementation Manager for Allscript EHR
ConXit Technology Group
01.2001 - 12.2012
Managed multiple simultaneous implementations with minimal supervision, demonstrating strong organizational skills and adaptability.
Presented project updates to senior leadership, highlighting successes and addressing challenges with proposed solutions, ensuring ongoing support for the implementation team''s efforts.
Led a diverse team of professionals in successfully completing complex implementations on time and within budget constraints.
Implemented continuous improvement initiatives that resulted in increased efficiency across various stages of the implementation process.
Established effective communication channels between internal teams and external clients to facilitate smooth project execution.
Oversaw implementation lifecycle processes based on organizational needs, regulatory requirements, and customer demand.
Negotiated contract terms with vendors and suppliers to secure favorable pricing for clients while maintaining high-quality service delivery standards.
Troubleshot technical issues during implementations, working closely with IT teams to resolve problems quickly and minimize downtime for clients involved in specific scenarios encountered.
Collaborated with cross-functional teams to ensure successful project outcomes, fostering strong relationships within the organization.
Spearheaded strategic planning meetings to define key goals for future projects aligning with company objectives effectively.
Streamlined implementation processes by identifying inefficiencies and implementing best practices, resulting in reduced project timelines.
Utilized analytical tools to evaluate post-implementation success metrics, identifying areas for further optimization or refinement as needed.
Implemented Salesforce Software with company to manage project and communication with client.
Education
Bachelor of Science - Accounting And Business Management
University of The People
Pasadena, CA
05.2023
Skills
Microsoft Excel proficiency
Cash Flow Management
Budget Planning
Cost Management
Expense Tracking
Forecasting Techniques
Teamwork and Collaboration
Problem-Solving
Time Management
Attention to Detail
Problem-solving abilities
Multitasking Abilities
Reliability
Excellent Communication
Organizational Skills
Team Collaboration
Active Listening
Adaptability and Flexibility
Decision-Making
Task Prioritization
Self Motivation
Analytical Thinking
Goal Setting
Professionalism
Timeline
Finance and Budget Officer
NC Department of Health and Human Services
06.2018 - Current
Medical Practice Administrator
Grand Strand Internal Medicine
12.2012 - 10.2018
Sales and Implementation Manager for Allscript EHR
ConXit Technology Group
01.2001 - 12.2012
Bachelor of Science - Accounting And Business Management
University of The People
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