Kaufman Hall Axiom
Julia Greenwood
Deerfield Beach,FL
Summary
Highly collaborative Finance leader with strong skills in statistical analysis and performance. Poised and sharp with skill to translate financial metrics into actionable details. Exceptional performance outlining strategic financial directions for business growth. Self-motivated healthcare finance professional brings proven leadership, organizational, and analytical skills. Independently solves problems and keeps teams on task to handle diverse business requirements. History mentoring emerging professionals and supporting them through growth and development.
Overview
30
30
years of professional experience
Work History
Coordinator, Financial Planning and Decision Support
Holy Cross Health
01.2018 - Current
- Manage a team of clinical and financial analysts supporting all levels of organizational leadership.
- Provide long-range financial planning in support of hospital operations.
- Provide quarterly static forecast and annual strategic financial plan to executive leadership and system office finance.
- Create financial models for volume initiatives, major equipment purchases, and construction projects greater than $4 million in allocated capital or philanthropic funding.
- Create proformas for strategic initiatives, acquisitions, and expansion of services.
- Determine areas of opportunity for growth and revenue cycle enhancements.
- Provide analytics to generate cost savings in supply chain management, workforce management, and other expense areas.
- Maintain the cost accounting system with complex GL configurations and mappings.
- Provide service line cost data and profitability analysis to executive leadership for strategic planning, financial planning, and lookback analyses.
- Participating member of Capital Planning Committee, Space Planning Committee, Value Analysis, Robotics Committee, Workforce Management Governance, Growth Council, CV Service Line Committee, and Utilization Management Committee.
- Provide accurate and timely daily and periodic statistical and financial reporting to leadership.
- Provide actionable data on an ad-hoc basis to leadership to support decision-making in a highly collaborative manner.
- Facilitate capital and asset management process in accordance with executive direction.
Senior Financial Systems Analyst
Holy Cross Health
01.2007 - 01.2017
- Generated high level statistics and key drivers for the annual budget process.
- Participated in annual budget creation process and system maintenance.
- Reported daily, biweekly, and monthly volume and labor statistics and KFIs.
- Provided financial and clinical case costing to the service lines quarterly and ad hoc as requested.
- Developed ad-hoc reports from various financial, clinical, and patient accounting systems using Oracle and SQL.
- Maintained the workforce management system and produce daily and biweekly variance reports using budgeted fixed and variable targets.
- Provided external benchmarking operational and clinical opportunities to executive leadership.
Controller
Mosaic Management Group, Inc.
01.2006 - 01.2007
- Managed the accounting department and provided financial reporting to executives and stakeholders.
- Provided international portfolio management for life settlement investments.
- Coordinated third party design and implementation of a database program and web application.
- Aligned portfolio reporting with FASB rule updates regarding life settlement valuation.
- Analyzed legal and compliance issues and developed internal procedures and controls.
- Negotiated domestic and international contracts.
- Managed Costa Rica operations including the setup and oversight of administrative offices.
- Developed quarterly statements for managed portfolios.
- Managed premium reserve accounts, sweeps, payments, and investments.
- Created annual budget and accountable structure.
- Calculated commissions for worldwide network of agents.
- Managed IT staff and functions.
- Composed SOP manual for all operational functions.
- Developed pre-acquisition product profitability analysis using market indicators and actuarial calculations.
Financial Analyst II
Tenet Patient Financial Services
01.2004 - 01.2005
- Analyzed revenue cycle for 17 hospitals in the Florida and Alabama Regions.
- Developed standardized reports for distribution.
- Monitored and valuated cash flow, payments, and billing trends.
- Automated reporting using SQL applications.
- Created data models using pivot tables and charts.
- Measured employee performance and quality control using defined metrics.
Senior Staff Accountant
Capital Factors, Inc.
01.1998 - 01.2004
Office Administrator and Bookkeeper
Open System Technologies, Inc.
01.1995 - 01.1998
Education
Accounting And Finance
Broward College
Broward County, Florida03-2027
Skills
Technology-savvy
Profitability analysis
Business forecasting
Strategic financial planning
Performance metrics evaluation
Financial reporting and analysis
Financial forecasting
Financial forecast model development
Accomplishments
- Collaborated with Strategy and FACS teams in the development of financial proformas for major capital projects, including an OR renovation, Cardiology lab replacements, replacement linear accelerator, and Medical Group expansion, and a Comprehensive Women's Center.
- Achieved philanthropic funding for major projects by providing financial proformas and program sustainability analysis.
- Collaborated with Supply Chain, Strategy, Clinical Engineering, Accounting, and Service Line leaders to develop a Capital and Space Committee.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeWork Location
HybridImportant To Me
Career advancementWork-life balanceCompany CulturePaid time off401k matchFlexible work hoursQuote
There’s no shortage of remarkable ideas, what’s missing is the will to execute them.
Seth Godin
Software
PeopleSoft
Microsoft Office
Microsoft SQL Server Management Studio
Meditech
Performance Manager
Kronos
Power Pivot
Power Query
Languages
English
Native or Bilingual
Interests
Cooking
Needlepoint
Boating
Travel
Timeline
Coordinator, Financial Planning and Decision Support
Holy Cross Health
01.2018 - Current
Senior Financial Systems Analyst
Holy Cross Health
01.2007 - 01.2017
Controller
Mosaic Management Group, Inc.
01.2006 - 01.2007
Financial Analyst II
Tenet Patient Financial Services
01.2004 - 01.2005
Senior Staff Accountant
Capital Factors, Inc.
01.1998 - 01.2004
Office Administrator and Bookkeeper
Open System Technologies, Inc.
01.1995 - 01.1998
Accounting And Finance
Broward College
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