Reliable professional with a passion for learning and 15+ years of progressive experience in the Finance, Technology and Health Care Industries. I enjoy using my analytical and technical skills to identify trends, improve processes and reduce company’s expenses. I am a skilled problem solver and adapt quickly to change.
Overview
18
18
years of professional experience
Work History
Sr Business Analyst
United Healthcare(Optum)
05.2019 - Current
Lead analyst responsible for managing multiple projects simultaneously and following up as necessary to ensure deadlines are met
Define design requirements and work with developers to create and test reports/dashboards before delivery to clients
Analyze existing reports in Tableau and define requirements for reports to be built in MSTR and other platforms; working with developers to consolidate reports in a single location
Create powerpoint presentations for leadership to provide insight into the teams progress and achievements on a monthly basis.
Business Systems Analyst
WellCare Health Plans, Inc.
02.2018 - 05.2019
Worked with the programmers, using ETL to convert nonstandard files into standard format, so that we were able to ingest into our system
Communicated with market leadership to ensure we were efficiently working together to achieve maximum results; Presented results to markets and highlighted where data submissions could be improved
Collaborated and developed high level business requirements for data submission
Reviewed HEDIS measures on files we received and converted to the appropriate CPT codes
Managed multiple projects simultaneously, adhering to strict deadlines
Liaison between the technical team and business side; Translated technical concepts to business audience and business information to the technical team.
Business Analyst
WellCare Health Plans, Inc.
02.2015 - 02.2018
Worked with the programmers to review results of SAS/SQL programs to ensure quality and accuracy
Participated in the process to systematically adjust 2 million claims and 3.3 Million lines, totaling $88.7 Million and an estimated annual company savings of $5 Million
Identified the root cause of issues and worked efficiently to correct them
Collaborated with team to improve business processes and optimize systems
Developed ad-hoc reports and scheduled reports to conduct data analysis and validation
Evaluated financial impact of claim adjustments by comparing (pre and post) totals.
IT Business Systems Analyst
Health Plan Services
06.2013 - 02.2015
Utilized formulas and pivot tables in Excel to analyze data, produce meaningful reports and recommend process and/or operational improvements
Ran SQL queries to retrieve the data that was used for monthly renewals and Ad-Hoc reporting
Researched, analyzed and assessed system changes and collaborated with resources to ensure all system design requirements adequately reflected the defined scope and statement of work
Participated in the execution and implementation of detailed projects, including business requirements, user acceptance testing, timelines, budgets and resource allocation to ensure successful project completion
Designed and developed documentation of procedures for monthly and annual renewals, business needs and business program functions
Maintained and implemented new business/products and enforced rates through rating structure.
Financial Analyst, Jr
Cambridge International Systems, Inc.
01.2012 - 06.2013
Supported Finance Manager in preparing monthly forecast projections for multiple government contracts
Handled the billing, invoicing and reconciliation for all contracts and compared to a general ledger on a monthly basis
Created and maintained detailed spreadsheets to illustrate company’s current and future financial condition
Assisted in the month end closing process and provided an in-depth analysis of expense variances
Performed comparative analysis and attribution of actual results versus forecast, highlighting trends and investigating variances
Reviewed compensation for employees and ensured the correct danger pay and hourly pay.
Customer Relations Specialist
Pall Corporation (via Kelly Services)
02.2011 - 12.2011
Developed outstanding multitasking skills by learning to prioritize daily tasks and working in a fast-paced environment
Responsible for processing return requests received, notifying supply chain of pending credits and closing accounts
Ensured accuracy in pricing for outgoing supply requests and one time price approval on outgoing inventory
Created and maintained extensive spreadsheets to track sales and returns on a monthly basis.
Account Coordinator
Tax Planners
08.2008 - 01.2011
Conducted research to identify potential clients and maintain relationships with existing clientele
Created brochures to promote the company’s services and build relationships with new clients
Responsible for speaking with clients on a daily basis and handling any questions or concerns
Managed client database to ensure all client information was current and accurate.
Financial Assistant
UBS Financial Services
10.2006 - 07.2008
Started internship during college; hired full time upon graduation
Worked with a team of senior level executives who managed over 500 million dollars in client assets
Provided information regarding different accounts and assisted with the account opening process as well as reporting monthly, weekly and Ad-Hoc reports to clients about accounts and/or individual holdings
Reconciliation of daily, monthly and quarterly market values, cash flows(capital calls/distributions), and trades for all holdings of high net worth client relationships including Deloitte and Touche.
Education
Bachelor of Business Administration -
Hofstra University: Frank G. Zarb School of Business
Hempstead, NY
05.2007
Skills
SQL Experience
Data Warehousing
User Acceptance Testing (UAT) Experience
Knowledge of Systems Development Life Cycle (SDLC)
ACA Knowledge
Excel
Word
Outlook
Power Point
DB2 Database
HIPAA knowledge
Root Cause Analysis (RCA) Experience
Data Mining
Strong Written & Verbal Communicator
Problem Solver
Logical Reasoning
Critical Thinker
Strong Organization Skills
Deltek GCS Premier
AS400
CSR
Oracle
XCELYS
Sharepoint
HEDIS
ETL
Tableau
Timeline
Sr Business Analyst
United Healthcare(Optum)
05.2019 - Current
Business Systems Analyst
WellCare Health Plans, Inc.
02.2018 - 05.2019
Business Analyst
WellCare Health Plans, Inc.
02.2015 - 02.2018
IT Business Systems Analyst
Health Plan Services
06.2013 - 02.2015
Financial Analyst, Jr
Cambridge International Systems, Inc.
01.2012 - 06.2013
Customer Relations Specialist
Pall Corporation (via Kelly Services)
02.2011 - 12.2011
Account Coordinator
Tax Planners
08.2008 - 01.2011
Financial Assistant
UBS Financial Services
10.2006 - 07.2008
Bachelor of Business Administration -
Hofstra University: Frank G. Zarb School of Business