Strategic and results-oriented business leader with >20 years experience in Finance/Operations and 13 years in a strategy/senior leadership role. Skilled in developing funding proposals and executing business plans to maximize efficiency, streamline operations, and maintain compliance with industry regulations. People leader motivates and optimizes staff performance and productivity.
Overview
27
27
years of professional experience
Work History
Managing Director, Financial Operational Services
The Permanente Medical Group, Inc.
09.2021 - 08.2023
Led 25+ Directors/Managers/staffs and provided professional finance / operational / analytical consultations to regional executives and local leaders.
Led annual contractual negotiation and secured annual funding of $15 billion for operations and program/service line expansions.
Provided oversight for allocation and budget distribution to 18 medical centers and regional departments; monitored performance against target.
Represented The Permanente Medical Group in regional and national projects such as supporting national union bargaining, addressing union strikes/staffing shortages, conducting compensation/benefits assessments, modifying patient care workflow during the Covid 19 pandemic.
Presented and communicated results monthly, quarterly, and annually to executives.
Reviewed and approved funding/implementation plans for business cases.
Partnered with Capital Planning and Accounting in space planning and annual audits.
Developed training programs and staff development plans with leaders in and outside of department.
Finance Director, Strategic Planning and Projects
The Permanente Medical Group, Inc.
03.2010 - 09.2021
Managed two groups, Financial Operations and Corporate Planning. Corporate Planning developed the forecasts and secured the revenue from HealthPlan, and Financial Operations worked with medical centers to ensure efficient use of the resources through benchmarking, performance assessments, and implementing best practices.
Financial Analyst, Sr.FA, Supv. FA, Assoc Director
The Permanente Medical Group, Inc.
10.2001 - 02.2010
Started as an individual contributor and rotated through various groups to broaden knowledge and acquired skills in various areas. Promoted to management positions.
Accountant and Financial Analyst
Various Industries
08.1996 - 06.2001
Held Accountant and Financial Analyst positions in commercial real estate, financial services, and high-tech (start-up).
Education
MBA -
Santa Clara University
B.S - Managerial Economics
University of California at Davis
Skills
Strategy Alignment
Long Range Planning/Forecasting
Revenue/Funding Negotiation
Resource Allocation / Budgeting
Efficiency/Benchmarking/KPI
Cross Functional Team Collaboration
Capital Planning
Annual Audits
Project Management / Client Consultation
Problem Solver
Presentations / Communications
Staff Development
Technical Skills
Microsoft Office (PowerPoint, advanced Excel)
Cognos
TM1
Basic SAS/SQL
Tableau
Timeline
Managing Director, Financial Operational Services
The Permanente Medical Group, Inc.
09.2021 - 08.2023
Finance Director, Strategic Planning and Projects
The Permanente Medical Group, Inc.
03.2010 - 09.2021
Financial Analyst, Sr.FA, Supv. FA, Assoc Director
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