Meghan S. Dailey
Brockport,New York
Summary
Experienced with strategic planning and project management. Utilizes leadership skills to drive team performance and operational excellence. Track record of delivering high-impact results through innovative problem-solving and effective communication.
Overview
19
19
years of professional experience
Work History
Director, Advocacy
Excellus Health Plan
09.2022 - Current
- Achieved 5 STAR results for advocacy timely adherence for the organizations Medicare HMO product.
- Oversight of complex inter-departmental work plans ensuring seamless coordination between Operations and cross-divisional departments and committees.
- Creation and presentation of comprehensive reports and strategic presentations to senior leadership and executive committees.
- Evaluates and mitigates compliance risks through robust control implementation and monitoring.
- Drives Operations Strategic Planning and the deployment of strategic plans for Advocacy Programs.
- Leverages data analysis to formulate actionable recommendations, strategies, and tools that meet business and departmental objectives.
- Provides strategic guidance to a cross-regional team of Advocacy leaders, Compliance Specialists, and Operational Support Staff.
- Manage Advocacy budget, including annual forecasting, ensuring optimal resource allocation and cost management.
- Developed staffing models to drive reasonable output and assess headcount.
- Cultivates relationships with external and internal business partners; manages strategic planning activities, performance analysis, trend identification, and resolution coordination.
Regulatory Compliance Audit Interim Director
Excellus Health Plan
09.2020 - 09.2022
- Developed and defined scoring methodology and implementation of annual risk assessments and audit workplans in alignment with the organization’s operational compliance oversight.
- Primary liaison with the Department of Financial Services, Office of Inspector General, Office of the Medicaid Inspector General, Department of Health, and Department of Labor.
- Developed and executed proactive business strategies to identify and address operational non-compliance.
- Achieved defined production objectives through strategic planning, organization, system development and modification, and effective and economical utilization of personnel and equipment.
Manager
Excellus Health Plan
09.2019 - 09.2020
- Developed and defined scoring methodology and implementation of annual risk assessments and audit workplans in alignment with the organization’s operational compliance oversight.
- Primary liaison with the Department of Financial Services, Office of Inspector General, Office of the Medicaid Inspector General, Department of Health, and Department of Labor.
- Developed and executed proactive business strategies to identify and address operational non-compliance.
- Achieved defined production objectives through strategic planning, organization, system development and modification, and effective and economical utilization of personnel and equipment.
Internal Controls Manager
Excellus Health Plan
10.2015 - 09.2019
- Managed the control documentation and testing of SOC1 and SOC2 audits conducted by external auditors, ensuring accurate and timely completion of management’s assertions and final reporting.
- Oversaw policy documentation and testing for Circular Letter 9 audits, including final issuance of reports and presentations to the Board of Directors, while managing budget and timely completion.
- Coordinated and led Corporate Audit planning processes for presentation to senior management and the Audit Committee of the Boards of Directors.
Internal Audit Specialist
Excellus Health Plan
07.2013 - 10.2015
- Managed the control documentation and testing of SOC1 and SOC2 audits conducted by external auditors, ensuring accurate and timely completion of management’s assertions and final reporting.
- Oversaw policy documentation and testing for Circular Letter 9 audits, including final issuance of reports and presentations to the Board of Directors, while managing budget and timely completion.
- Coordinated and led Corporate Audit planning processes for presentation to senior management and the Audit Committee of the Boards of Directors.
Internal Controls and Risk Analyst
Excellus Health Plan
10.2009 - 07.2013
- Managed the control documentation and testing of SOC1 and SOC2 audits conducted by external auditors, ensuring accurate and timely completion of management’s assertions and final reporting.
- Oversaw policy documentation and testing for Circular Letter 9 audits, including final issuance of reports and presentations to the Board of Directors, while managing budget and timely completion.
- Coordinated and led Corporate Audit planning processes for presentation to senior management and the Audit Committee of the Boards of Directors.
Internal and External Accountant and Auditor
Eldredge Fox and Porretti LLP
09.2006 - 09.2009
- Audited nonpublic companies, school districts, local governments, and nonprofit organizations, including preparation and presentation of audited financial statements and tax returns.
- Managed twenty clients annually, acting as the accountant in charge.
- Directed and supervised tax assessments prepared by colleagues.
Education
Master of Business Administration -
Medaille College
Rochester, New York12.2015
Bachelor of Science - Accounting
Saint Francis University
Loretto, Pennsylvania05.2006
Skills
- Relationship building
- Strategic planning
- Verbal and written communication
- Decision-making
- Project management
- People management
Accomplishments
- Documented and resolved regulatory compliance issues which led to enhanced CMS Star Metrics.
- Supervised team of 90 staff members.
- Achieved increased productivity through effectively helping with create staffing models.
Community And Charitable Leadership
- Summit Federal Credit Union, Supervisory Committee Board Member, 2018, Present
- American Heart Association, Rochester Division, Executive Leadership Team, 2018, 2020
- NCAA Division I Student Athlete, Saint Francis University, 2002, 2006
Timeline
Director, Advocacy
Excellus Health Plan
09.2022 - Current
Regulatory Compliance Audit Interim Director
Excellus Health Plan
09.2020 - 09.2022
Manager
Excellus Health Plan
09.2019 - 09.2020
Internal Controls Manager
Excellus Health Plan
10.2015 - 09.2019
Internal Audit Specialist
Excellus Health Plan
07.2013 - 10.2015
Internal Controls and Risk Analyst
Excellus Health Plan
10.2009 - 07.2013
Internal and External Accountant and Auditor
Eldredge Fox and Porretti LLP
09.2006 - 09.2009
Bachelor of Science - Accounting
Saint Francis University
Master of Business Administration -
Medaille College
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