Julie Karen Key
Clearwater Beach,FL
Summary
Seasoned Financial Analytics and Accounting professional who demonstrates fiscal stewardship along with helping the organization deliver on service and quality.
Overview
37
37
years of professional experience
1
1
Certification
Work History
Director of Finance
BayCare Health System (Hospital Division)
06.2019 - Current
- Responsible for overseeing financial activities for seven assigned hospitals
- Direct general accounting activities, cost accounting methodology, and financial projection analyses for quarterly forecasts and return on capital investments
- Communicate financial results through key indicators and narratives to various hospital leaders
- Direct decision support activities to drive conclusions, plans of action, and retrospective evaluation of programs and investments.
Manager, Accounting
BayCare Health System (Hospital Division)
10.2015 - Current
- Responsible for accounting and decision support activities for four assigned hospitals
- Provide detailed reporting and interpretation of financial results to hospital leadership
- Prepare quarterly forecasts that incorporate financial impacts of current operational strategies and goals of each hospital
- Provide detailed data required by regulatory and certification agencies
- Complete pro forma and profitability analyses as requested by hospital operators
- Ensure accuracy of general ledger data including providing supporting documentation and variance analysis
- Manage the activities, assignments and priorities of hospital division finance team of eleven team members.
Financial Specialist
BayCare Health System (Hospital Division)
12.2014 - 10.2015
- Responsibilities expanded to include Finance Representative for surgical departments of a large hospital
- Prepared forecast volume assumptions after securing key drivers from hospital presidents then translating into department level volumes in the forecast tool
- Prepared quarterly dashboard for BayCare System Children’s Service Line
- Performed profitability analyses on various hospital service lines
- Reported on hospital volume and cost trends as reflected in financial statements.
Sr. Financial Analyst
BayCare Health System (Hospital Division)
03.2014 - 12.2014
- Responsibilities included providing support to regional radiology departments for monthly financials and quarterly forecasting
- Performed variance analysis of operating results
- Summarized key variances for leadership in the form of key summary reports and committee presentations.
District School Board of Pasco County
01.2002 - 01.2014
- Educator for six years in multi-age (grades 3-5) classrooms
- Educator for six years in grades (6-7) math and advance math classrooms
Accounting Bookkeeper
Self Employed, Stay Home Mom and Student
01.1999 - 01.2002
Hospital Financial Reporting Manager
St. Joseph’s Hospital (prior to BayCare Health System)
01.1998 - 01.1999
- Responsibilities primarily consisted of management of the St. Joseph’s Hospital financial reporting process and maintenance of the productivity of the accounting department
- Reviewed monthly supporting schedules, account analyses, journal entries and balance sheet reconciliations.
Senior Accountant
St. Joseph’s Hospital (prior to BayCare Health System)
01.1994 - 01.1998
- Responsibilities included the supervision of an accounting team of Staff Accountants, Accounting Specialists, and Accounting Clerks charged with the task of producing a monthly financial statement for St
- Joseph’s Hospital
- Specific systems included the general ledger system, statistical analysis, variance analysis and balance sheet analysis
- Also, provided and prepared supporting schedules for annual financial audit.
Senior Financial Analyst
St. Joseph’s Hospital (prior to BayCare Health System)
Tampa, FL
01.1990 - 01.1994
- Responsibilities included preparation, collaboration and compilation of Operating and Capital budgets for the St. Joseph’s Health Care System affiliates
- Worked with Directors to secure approval from senior management of budgets through a stringent review process
- Prepared monthly financial and variance analysis of operating results.
Staff Accountant
Equicor Health Plan
08.1987 - 01.1990
- Responsibilities included preparation of analysis reports on medical benefits expenses, medical benefits reserves, and variances in operating reports for use by the Executive Management Committee
- Additional responsibilities were to review capitation payments to health care providers and calculation of hospital savings pool payouts based on provider costs
- Special projects were the conversion to new general ledger system and creation of reports to comply with regulatory requirements and facilitate improved corporate financial reporting
Education
Master of Arts - Elementary Education
University of South Florida
12.2003
Bachelor of Science - Finance
University of South Florida
08.1987
Skills
- Cost Control
- General ledger accounting
- Account Analysis
- KPI Tracking
- Reporting
- Organizational Skills
- Financial statement preparation
- Account Reconciliation
- Financial Planning
- Financial Forecasting
- Excellent Excel Skills
Certification
- Certified Public Accountant, Georgia Licensed (no public accounting experience)
Timeline
Director of Finance
BayCare Health System (Hospital Division)
06.2019 - Current
Manager, Accounting
BayCare Health System (Hospital Division)
10.2015 - Current
Financial Specialist
BayCare Health System (Hospital Division)
12.2014 - 10.2015
Sr. Financial Analyst
BayCare Health System (Hospital Division)
03.2014 - 12.2014
District School Board of Pasco County
01.2002 - 01.2014
Accounting Bookkeeper
Self Employed, Stay Home Mom and Student
01.1999 - 01.2002
Hospital Financial Reporting Manager
St. Joseph’s Hospital (prior to BayCare Health System)
01.1998 - 01.1999
Senior Accountant
St. Joseph’s Hospital (prior to BayCare Health System)
01.1994 - 01.1998
Senior Financial Analyst
St. Joseph’s Hospital (prior to BayCare Health System)
01.1990 - 01.1994
Staff Accountant
Equicor Health Plan
08.1987 - 01.1990
Master of Arts - Elementary Education
University of South Florida
Bachelor of Science - Finance
University of South Florida
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