Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic
Steven Pfaller

Steven Pfaller

Appleton,WI

Summary

Insightful Manager with experience directing and improving operations through effective employee motivational strategies and strong policy enforcement. Proficient in best practices, market trends and regulatory requirements of industry operations. Talented leader with analytical approach to business planning and day-to-day problem-solving.

Overview

14
14
years of professional experience

Work History

Specialty Contract, Manager

Network Health
Menasha , WI
2021.06 - Current
  • Assisted in organizing and overseeing assignments to drive operational excellence.
  • Defined clear targets and objectives and communicated to over 100 team members.
  • Maintained positive customer relations by addressing all issues with members and agents
  • Contract owner for over 50 vendors.
  • Used industry expertise, customer service skills and analytical nature to resolve internal and external problems.
  • Controlled costs to keep business operating within budget and increase profits.

Supervisor Financial Reporting

Network Health
Menasha , WI
2019.10 - 2021.06
  • Utilized financial software to prepare consolidated financial statements.
  • Established internal audit procedures to validate and improve accuracy of financial reporting using MAR for 4 insurance companies.
  • Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
  • Evaluated and negotiated contracts to procure favorable financial terms.
  • Supported financial director with special projects and additional job duties.
  • Reported all financials on both GAAP and STAT basis.
  • Created financial dashboards to provide insights into key performance indicators for supplemental benefit vendors.
  • Work with actuarial department for BID process and MLR filings.

Senior Financial Accountant

Network Health
Menasha , WI
2018.09 - 2019.10
  • Analyzed and prepared annual budgets to contain costs, minimize losses and assure compliance with internal controls for all insurance entities.
  • Controlled company expenses with skilled financial forecasting using analytics.
  • Organized budget documentation and tracked expenses to maintain tight business controls.
  • Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
  • Stayed on top of applicable federal and state requirements to minimize legal and financial risks.
  • Sent out clinical integration checks to all clinical providers as well as preparing amounts using MLR based calculations.

Accountant II

Network Health
Menasha , WI
2017.04 - 2018.08
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
  • Prepared working papers, reports and supporting documentation for audit findings.
  • Developed financial models to assess and analyze financial performance of departments.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Partnered with auditors to track errors and add contributions to maintain accuracy.
  • Kept up-to-date with tax changes and industry trends by participating in professional organizations, opportunities, and networks.

Accountant

Network Health
Menasha , WI
2016.06 - 2017.04
  • Provided journal entries and performed accounting on accrual basis and STAT basis
  • Tracked funds, prepared deposits and reconciled accounts.
  • Modified comprehensive reporting to reflect changing financial structure.
  • Compiled general ledger entries on short schedule with 100% accuracy.
  • Improved data collection, financial analysis and financial modeling to optimize practices.
  • Cooperated with senior leaders to create operating budgets and initiate financial planning.

Accounting Intern

Schenck
Menasha , WI
2016.01 - 2016.04
  • Checked general ledger entries to increase accuracy, prevent significant errors and identify adjustments.
  • Balanced and submitted financial reports for review and approval.
  • Developed technical knowledge through combination of workplace learning and formal study.
  • Fulfilled senior-level responsibilities to embrace business values.
  • Pitched in to help manager with special projects.
  • Received, reviewed and verified validity and completeness of appropriation, accounting and financial data.

Restaurant Manager

Supple Restaurant Group
Oshkosh , WI
2009.02 - 2016.01
  • Kept facility compliant with health codes, sanitation requirements and license regulations, alleviating potentially heavy fines.
  • Verified prepared food met standards for quality and quantity before serving to customers.
  • Analyzed sales data to identify trends and adjust purchasing decisions accordingly.
  • Correctly calculated inventory and ordered appropriate supplies.
  • Maintained effective supply levels by monitoring and reordering food and liquor stocks.
  • Approved all food and drink menu changes using industry knowledge.

Education

Bachelor of Arts - Accounting

University of Wisconsin - Oshkosh
Oshkosh, WI
05.2015

Skills

  • Contract Development and Management
  • Issue Tracking Management
  • Critical Thinking
  • Industry Networking
  • Microsoft Office
  • Waste Reduction
  • Process Management
  • Operational Improvements
  • Control of Expenses
  • Coordinate Service Contracts
  • Document Review

Additional Information

  • Train all Network Health employees on Clifton Strength Finder.
  • Mentor first Outagamie County mentee who is college bound.
  • Volunteer refereeing and umpiring for local youth sports.
  • Volunteer teaching Junior Achievement.

Timeline

Specialty Contract, Manager

Network Health
2021.06 - Current

Supervisor Financial Reporting

Network Health
2019.10 - 2021.06

Senior Financial Accountant

Network Health
2018.09 - 2019.10

Accountant II

Network Health
2017.04 - 2018.08

Accountant

Network Health
2016.06 - 2017.04

Accounting Intern

Schenck
2016.01 - 2016.04

Restaurant Manager

Supple Restaurant Group
2009.02 - 2016.01

Bachelor of Arts - Accounting

University of Wisconsin - Oshkosh
Steven Pfaller