MICHAEL KITEAS
Antioch
Summary
Dynamic Financial Planning & Analysis Manager with extensive experience at La Clinica De La Raza, excelling in financial modeling and variance analysis. Proven track record in enhancing budget processes and delivering insightful reports. Strong communicator and team leader, adept at leveraging advanced Excel skills to drive strategic financial decisions.
Overview
13
13
years of professional experience
Work History
Financial Planning & Analysis Manager
La Clinica De La Raza
Oakland
03.2023 - Current
- Annual budgeting Process (Adaptive)
- Operating Expenses and Revenue specific to non-profit health organizations.
- Capital expenditures
- Monthly Financial Packaging and Analysis
- Prepare and Analysis monthly financials for the executives, board members and financial committee as well as analysis variances with in-depth analysis explaining the negative or positive variances by line item
- Financial Forecasting
- Create annual forecasted financials to department and budget owners to show their current financial impact to the Organization.
- Work with department leaders to advice on potential solutions to ensure they will be aligned with their current annual budget.
- Annual Reporting Including:
- Medicare Cost Reporting
- UDS Reporting
- Medi-Cal PPS Reconciliation
- Annual Audits
- Prepare waterfall reports for Auditors
- Ad Hoc Analysis
- Prepare ad hoc reports for upper management and board members
- Financial Modeling
- Update previous reports into a more automated format for easy reporting and updates.
- Medical billing reporting
- Work with the billing department for various billing reports to ensure maximum revenue is acquired.
Senior Financial Analyst
On Lok Inc.
San Francisco
02.2020 - 03.2023
- Annual budgeting Process (Prophix)
- Operating expenses
- Revenue
- Fundraising/Donations
- Intercompany
- Housing/ HUD
- Capital expenditures
- Owns all aspects of maintaining the Financial, Labor and Capex Cube in Prophix during the budget process. Supports budget owners, FP&A manager, and CFO as needed. Including but not limited to 1) Analyses; 2) Report writing; and 3) Creating presentation material
- Monthly Corporate Financial planning, forecasting, and reporting
- BvA’s
- Monthly Business Reviews for Upper management
- Board and Finance Committee reports/presentations
- Ad hoc reporting and analysis for upper management based on desired metrics including but not limited to:
- CFO reports to DHCS
- Financial reporting for Development/Grants team
- Cost reporting
- Prophix administration management
- End-user support
- Security and software management
- Process improvement
Senior Financial Analyst
Life Long Medical Group
Berkeley
11.2015 - 02.2020
- Responsible for conducting and analyzing data for the finance and often the other admin departments for a wide variety of projects/issues.
- Responsible for creating and maintaining financial modeling through Microsoft excel.
- Responsible for maintaining the integrity of financial based dashboard built in tableau
- Yearly responsibilities include managing the organization’s annual budget packages.
- This includes creating Budget templates for each clinic site, working with staff from upper management to site supervisors with the budget process, presenting findings and ideas to the executive team, and uploading the budgets to our financial reporting system
- I work directly under the CFO and assist by creating and analyzing reports/data for the following yearly reports:
- PPS Reconciliation reports
- UDS reports
- Medicare cost report
- Various financial federal and state filings
- Assist with the annual audit process
- Monthly report duties include updating and populating data for the Monthly financial package, and the monthly visit report.
- Day-to-day and miscellaneous responsibilities vary almost every week depending on what is a top priority, including:
- 365 filing, Medicare and NPI enrollment, 340B Rx financial statement reports, Utilization reports, PowerBI report request from upper management, excel template modeling for staff/team members, board presentations, cost per site reporting, running financial edge reports (including non-labor, labor, revenue, and trending reports), staff raises, payroll allocations, audit reports, creating detailed financial trend reports.
Data Project Assistant
Life Long Medical Group
Berkeley
11.2015 - 11.2017
- Responsible for designing, developing, and maintaining a range of statistical reports to provide information and analysis of pharmacy relating activities (many of which are PHI sensitive).
- Worked with various databases including NextGen, eClinical Works, RxAssist Plus, i2i and Microsoft Power BI reporting to obtain the necessary data information for my reports.
- Create and update pharmacy related PowerPoint presentations.
- Act as the liaison between the LifeLong Medical Care pharmacy department and contracted Walgreens and Vale Road pharmacies for 340B patients having trouble getting their medication. The issues I resolve are mainly database and eligibility issues.
- Assists the purchasing department with various data and report management.
Billing Specialist
La Clinica de La Raza
Oakland
08.2012 - 11.2015
- Medical billing clean-up and problem solving including
- Medi-Cal, Medicare, Cross-overs, CHDP, Family-Pact (certified), Self-Pay
- Kaiser and private insurances
- Responsible for:
- Insurance verification
- Producing and mailing claims
- Preparing excel special billing reports for CFO
IT Data Integrity Specialist
La Clinica de La Raza
Oakland
04.2014 - 12.2014
- Ensured data integrity between 5 EHR information databases including:
- NextGen
- Merritt
- Lab Information System, i2i (patient registry)
- MiPacs (Dental Imaging)
- Created special excel reports for CIO and planning department
- Produced Crystal reports under the guidance of the Associate CIO
Senior Clerk/Biller
La Clinica de La Raza
Oakland
02.2013 - 04.2014
- Insurance medical billing in NextGen including Medi-Cal, Medicare, Cross-overs, CHDP, Family-Pact (certified), self-pay, Kaiser, and private insurances
- Customer service duties including patient billing problem solving and interfacing with insurances
Education
Master of Science - Health Informatics Administration
University of Maryland University
Maryland01.2020
Bachelor of Arts - Sociology
University of California
Santa Cruz01.2012
AA - Liberal Studies with Honors
Contra Costa College
San Pablo, CA01.2009
Skills
- Advanced in MS Word, MS PowerPoint, MS Excel, MS Access and MS Outlook
- Financial Modeling in excel and financial databases such as Prophix
- Excel includes formulas such as VLOOKUP’s, pivot tables, graphing, macros, etc
- MAC and PC Literate
- Proficient in Prophix Software, NextGen, eClinicalWorks, i2i, Citrix, Sentry Data System, RxAssist Plus, Power BI, Tableau, Financial Edge, 340basics, PECOS and Merritt databases
- Proficient in purchasing databases such as McKesson, Cardinal Health, Henry Schein and Bellwether
- Database table programming and report design
- Familiar with medical terminology and HIPAA laws
- General knowledge of out-patient healthcare clinic operations
- General knowledge of FQHC operations and regulations
- Excellent verbal and written communication skills
- Basic understanding of SQL database
- Team player as well as a Leader
Awards
Gold, Bronze, and Finalist Awards – Extemporaneous Speaking, Persuasive Speech, and Parliamentary Debate (Contra Costa Community College (2006-2009)
Extracurricular Activities
Co-Captain, Contra Costa College Speech and Debate Team – Fall 2006—Spring 2009
Timeline
Financial Planning & Analysis Manager
La Clinica De La Raza
03.2023 - Current
Senior Financial Analyst
On Lok Inc.
02.2020 - 03.2023
Senior Financial Analyst
Life Long Medical Group
11.2015 - 02.2020
Data Project Assistant
Life Long Medical Group
11.2015 - 11.2017
IT Data Integrity Specialist
La Clinica de La Raza
04.2014 - 12.2014
Senior Clerk/Biller
La Clinica de La Raza
02.2013 - 04.2014
Billing Specialist
La Clinica de La Raza
08.2012 - 11.2015
Master of Science - Health Informatics Administration
University of Maryland University
Bachelor of Arts - Sociology
University of California
AA - Liberal Studies with Honors
Contra Costa College
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