Sergio Sanchez
Santa Ana,CA
Summary
Highly skilled audit professional with strong background in financial analysis, risk assessment, and compliance. Known for effective collaboration, adaptability to changing needs, and results-driven approach. Proficient in internal controls, regulatory requirements, and data analysis. Consistently reliable and focused on driving team success and organizational efficiency.
Overview
10
10
years of professional experience
Work History
SR Pharm Audit Analyst
OptumRx
04.2024 - Current
- Over the past three years, I’ve consistently documented business processes, workflows, and best practices using standardized project methodology artifacts such as process maps, SOPs, and user guides. I’ve collaborated closely with cross-functional teams to ensure documentation is clear, accessible, and aligned with project goals, often using tools like SharePoint, and Visio.
- Automated data extraction processes, improving reporting efficiency and reducing manual effort.
- Trained junior analysts on Power BI best practices and report development techniques.
- Reviewed financial statements and documentation for accuracy and completeness.
- Mentored junior analysts in audit methodologies and best practices.
- Collaborated with various departments to ensure accurate financial reporting and compliance with regulatory requirements.
- Optimized query efficiency by analyzing and modifying SQL statements.
Supervisor of Pharmacy Operations
OptumRx
04.2022 - Current
- Trained team members in successful strategies to meet operational and recovery targets.
- Developed and nurtured lasting relationships with clients through dedicated assistance, issue resolution and active listening.
- Effectively allocated tasks during high-traffic times to keep operations running smoothly and employees focused.
- Educated staff on strategies for handling difficult customers and challenging situations.
- Submitted reports to other leaders to aid in business decision-making and planning.
- Set and updated weekly work schedules to meet client demands by considering factors like expected employee levels, planned promotions and individual employee strengths.
- Notify and work with various government enforcement agencies as appropriate
Pharmacy Analyst
OptumRx
07.2021 - 04.2022
- Trained pharmacy interns and newly hired pharmacy technicians.
- Spearheaded and implemented new projects to expand scope of engagement.
- Contributed ideas and suggestions in team meetings and delivered updates on deadlines, designs, and enhancements.
Senior Pharmacy Auditor
OptumRx
01.2019 - 07.2021
- Prepared working papers, reports and supporting documentation for audit findings.
- Performed various pharmacy operational activities with strong commitment to accuracy, efficiency, and service quality.
- Resolved third-party billing, computer system and customer service issues.
Pharmacy Technician
Upwell
04.2015 - 10.2018
- Set up and modified patient profiles to include current medications and insurance details.
- Located and measured medications according to prescription information, making modifications as instructed by pharmacists and providers.
- Prepared packaging and labels for prescriptions, verifying accuracy of dosage, side effects, interactions, and refill instructions.
- Managed opening and closing duties for pharmacy.
Education
Associate of Arts - Computer Information Systems
Santa Ana College
Santa Ana, CA08-2026
Vocational - Certified Pharmacy Technician Program
Allied Business Ol
01.2014
Skills
- Regulatory and Legal Compliance
- Real-Time Team Pharmacy Operations
- Systems Assessment and Improvement
- Recruitment and Training
- Reporting and Performance Analysis
- Real-Time Team Business Process
- Troubleshoot Service Issues
- Mentoring
- Power BI software
- Database design
- Database maintenance
- Data modeling
- Performance tuning
Accomplishments
- Recognized with Super Hero Nominations for Two Consecutive Years
Honored for exceptional performance and team contributions, earning peer-nominated recognition two years in a row. - Key Contributor in Launching AuDT from the Ground Up
Played a foundational role in the successful launch of the AuDT initiative, contributing to its design, development, and implementation. - Collaborating on Agentic AI Development for Real-Time Team (Ongoing)
Actively involved in the development of Agentic AI solutions aimed at enhancing real-time decision-making and operational efficiency. - Ongoing Support for mRTA Testing and Validation
Providing continued support for mRTA testing and validation efforts, ensuring system reliability and performance through detailed analysis and feedback. - Partnered with Sr. Business Analyst to Build Power BI Dashboard
Collaborated with Sr. Business Analyst Eduardo to design, develop, and validate a Power BI dashboard, transforming raw data into actionable insights for stakeholders. - Leading New Efficiency Projects, Including Keybreeze Rollout
Currently leading the rollout of Keybreeze to the RTA Team, scheduled for this summer, with the goal of streamlining workflows and improving team efficiency.
Timeline
SR Pharm Audit Analyst
OptumRx
04.2024 - Current
Supervisor of Pharmacy Operations
OptumRx
04.2022 - Current
Pharmacy Analyst
OptumRx
07.2021 - 04.2022
Senior Pharmacy Auditor
OptumRx
01.2019 - 07.2021
Pharmacy Technician
Upwell
04.2015 - 10.2018
Vocational - Certified Pharmacy Technician Program
Allied Business Ol
Associate of Arts - Computer Information Systems
Santa Ana College
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