Objective self-funded stoploss leader with demonstrated success negotiating renewals. Well-organized, proactive and adaptable to changing requirements. Excellent reporting, record keeping and relationship-building abilities.
Overview
33
33
years of professional experience
1
1
Certification
Work History
Assistant Vice President
Strateben, Inc.
Bethesda, MD
01.2009 - Current
Market RFPs for book of business (28 clients) for self funded clients
Evaluate proposals from underwriters.
Negotiate specific rates, aggregate rates and laser values.
Negotiate extra stoploss programs e.g., experience credit and no new laser.
Generate marketing RFP package of reports
Generate monthly reporting for each self funded client.
Validate data in data warehouse for clients.
Manage data files between TPAs and data warehouse.
Work with TPAs and PBM on correcting data in files to data warehouse.
Work with TPAs on auditing and correcting eligibility data.
Work with account management team on reporting and renewals.
Oversee direct report.
Director of Budget
The Community College Of Baltimore County
Dundalk, MD
07.2004 - 01.2009
Prepared budget formulation parameters for development of CCBC's annual operating budget.
Prepared CCBC's annual operating budget for submission to Baltimore County Government.
Prepared annual Health Insurance budget.
Provided leadership and direction to cost center managers in developing their budget requests and monitoring of expenditures throughout year.
Managed $144 million operating budget and $5.1 million County Capital Equipment Financing budgets.
Prepared Government Fiance Officer Association budget report and received GFOA annual award for budget presentation for fiscal years 2005 to 2007.
Developed annual goals and objectives for Finance team.
Direct budget department staff.
Fiscal Administrator
Baltimore County Government, Office Of Information Technology
Towson, MD
05.2000 - 06.2004
Prepared Department's operating and capital budget submission for each fiscal year, including Internal Service Fund budget;
Work with Department Director, senior management and County Budget Analyst on Department's annual budget submission to generate County Executive's budget proposal;
Managed $10.8 million operating, $5.2 million capital and $3.5 million equipment financing budgets;
Prepared monthly expenditure to budget comparison financial reports;
Managed 150+ contracts for services, equipment and software maintenance for IT Department;
Supervise, hire, evaluate and discipline staff and direct special projects;
Developed and documented Departmental policies and procedures for Fiscal Administration unit and entire Department, where necessary;
Provide interpretation and clarification of County and Departmental policies and procedures;
Directed contracts through County Council approval process;
Represent Department at County Council meetings and budget hearings, when necessary;
Prepare purchase requisitions; review invoice payments; process Requests for Proposal, Requests for Information and Invitations for Bid in conjunction with Purchasing Office; and
Oversee payroll, leave and payroll ticket processing of 130 plus employees.
Direct Fiscal Area Staff.
Auditor
Baltimore County Government, Auditor's Office
Towson, MD
12.1995 - 05.2000
Identified control gaps in processes, procedures and systems through in-depth research and assessment and suggested methods for improvement.
Performed observations and evaluated supporting documents to supplement audit findings.
Coordinated, managed and implemented auditing projects and prepared for evaluation.
Followed established auditing processes to meet internal and regulatory requirements.
Interviewed auditees to gather data needed to conduct audits.
Obtained and interpreted relevant and authoritative criteria for program or issues under audit.
Administered auditing program to address risks and evaluate compliance with regulatory requirements.
Performed compliance and performance audits, including Baltimore County Public Schools Capital Projects and Baltimore City Metropolitan District Fund.
Reviewed and summarized of legislation and contracts for County Council approval.
Bookkeeper
Merritt Athletic Clubs
Columbia, MD
01.1993 - 01.1995
Processed accounts receivable and payable.
Reconciled bank statements.
Prepared Federal and State payroll withholding tax payments.
Prepared 941 tax return.
Processed payroll for 350+ employees.
Reconciled general ledger.
Education
Bachelor of Science - Accounting & Management, Strategic Management
Towson State University
Towson, MD
09.1987 - 1992.12
Skills
Microsoft Office Suite
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Certification
Certified Public Accountant - Inactive
Timeline
Assistant Vice President
Strateben, Inc.
01.2009 - Current
Director of Budget
The Community College Of Baltimore County
07.2004 - 01.2009
Fiscal Administrator
Baltimore County Government, Office Of Information Technology
05.2000 - 06.2004
Certified Public Accountant - Inactive
11-1998
Auditor
Baltimore County Government, Auditor's Office
12.1995 - 05.2000
Bookkeeper
Merritt Athletic Clubs
01.1993 - 01.1995
Bachelor of Science - Accounting & Management, Strategic Management
Special Assistant to the President and Associate Vice President for Organizational Effectiveness at California State University Channel IslandsSpecial Assistant to the President and Associate Vice President for Organizational Effectiveness at California State University Channel Islands