Results-driven Senior Financial Analyst with 15+ years in revenue cycle finance, reporting, forecasting, and variance analysis. Expertise in SQL, Excel, Power BI, and data automation enhances financial controls and delivers actionable insights. Skilled in system migrations, data validation, and cross-functional process improvement.
Detail-oriented business analyst with several years of experience conducting analysis and research to come up with solutions to common business problems. Polished in formulating business improvement strategies and overseeing new technology and system implementation. Commercially-aware professional with in-depth knowledge of computing systems and project management techniques.
Overview
7
7
years of post-secondary education
13
13
years of professional experience
Work History
BUSINESS ANALYST
HaloMD
09.2025 - 09.2026
Gathered and documented business, reporting, and data requirements; translated operational needs into user stories and acceptance criteria for engineering and QA teams.
Supported requirements definition, solution design, and testing for new BenchmarQ UI implementation, enhancing leadership visibility into performance and operational metrics for 40+ end users.
Create end-to-end process maps covering intake, workflow routing, and reporting handoffs to reduce ambiguity and rework during development.
Authored Power BI reporting specifications, including metric definitions and data validation rules, securing stakeholder approval prior to Python-based dashboard development.
DATA ANALYST
Global Medical Response
Lewisville, USA
11.2024 - 09.2025
Led development and delivery of NSA dashboards and executive reporting supporting VP- and Director-level leadership.
Performed advanced SQL-driven analysis through recurring and ad-hoc queries supporting revenue operations, finance, accounting, and compliance initiatives.
Owned enterprise revenue cycle analytics and reporting, extracting and aggregating data from 15+ SQL tables for operational, financial, and compliance reporting.
Validated and reconciled 60+ revenue data fields, correcting unmapped elements, broken joins, and non-conforming data relationships to ensure reporting accuracy.
Developed revenue mix and sensitivity models supporting forecasting, financial planning, and scenario analysis across payer categories.
Delivered deep-dive analyses of trip volumes, dispute success rates, and accounts receivable aging across 0–180+ day categories.
Standardized metric definitions and reporting logic across 5 business units, improving consistency in executive reporting.
Monitored daily ETL processes across 20+ data feeds and maintained approximately 12 stored procedures to support timely, accurate downstream reporting.
RCM CONTROLLER
CompuGroup Medical
Richardson, USA
06.2024 - 11.2024
Led cash variance analysis across system processes, identifying and reconciling discrepancies affecting monthly client billing and revenue projections.
Designed and implemented PowerApps forms and Power Automate workflows to replace manual Excel processes for client pricing requests, at-risk accounts, and terminations.
Migrated core RCM operational processes from Excel to SharePoint-based solutions, improving data control, auditability, and cross-team visibility.
Built and maintained a centralized SharePoint site for RCM Special Projects supporting reporting, documentation, and cross-functional collaboration.
Developed Power BI reports providing operational and financial visibility into RCM performance and client status.
SENIOR CORPORATE FINANCE ANALYST
R1 RCM
04.2023 - 06.2024
Owned enterprise cash reporting and analysis, created and QA-ed 20+ SQL-based cash queries in SSMS and Power Query, enhancing reporting accuracy and replacing legacy systems.
Optimized finance processes and reporting workflows through SQL refactoring and automation, improving reliability and turnaround time for FP&A deliverables.
Supported reporting system migration from SQL Server to Snowflake by rebuilding queries, validating outputs, and executing parallel testing.
Developed Snowflake-based test database that accelerated learning and validation processes, streamlining report development in new data environment.
Created and maintained Power BI dashboards for cash collections and productivity, integrating SQL logic and multiple data sources.
Owned enterprise cash reporting and analysis, created and QA-ed 20+ SQL-based cash queries in SSMS and Power Query.
SENIOR FINANCIAL ANALYST – REVENUE CYCLE
US Anesthesia Partners
Dallas, USA
04.2018 - 04.2023
Performed advanced SQL analysis across large-scale revenue and AR datasets supporting variance analysis, revenue integrity, and audit readiness.
Produced monthly finance packets with 6 standardized reports per division for executive, FP&A, and operational leadership, enhancing decision-making processes.
Produced recurring monthly finance packets with 6 standardized reports per division for executive, FP&A, and operational leadership.
Led migration of revenue recognition processes from SQL Server to Amazon Redshift, coordinating with 2 developers and executing full UAT and QA.
Automated monthly finance packet creation using Microsoft Power Automate and Adobe Acrobat DC, generating and distributing standardized divisional reports.
Automated finance packet creation with Microsoft Power Automate and Adobe Acrobat DC, streamlining generation and distribution of standardized divisional reports.
Built Power Pivot and Power Query models for large claims datasets, including monthly topside accruals for claims not yet loaded into billing systems.
Optimized processes using SQL, VBA, Excel, Power Pivot, Power Query, OfficeConnect, and automation tools, significantly reducing manual effort in revenue cycle reporting.
SENIOR FINANCIAL ANALYST – REVENUE CYCLE / RCM DATA ANALYST – PROCESS IMPROVEMENT
Miraca Life Sciences / Inform Diagnostics
Dallas, USA
10.2014 - 04.2018
Redesigned AR and cash reconciliation models, reducing processing time from multiple business days to 1 day and cutting unreconciled cash from 15 months averaging $9,000 per month to 9 months averaging $550 per month, with no unreconciled write-offs after April 2016.
Owned monthly revenue recognition and close processes, including journal entries, AR and cash reconciliations, and data validation using SQL, Power Pivot, SmartConnect, Great Plains, and deFacto.
Extracted, validated, and loaded monthly revenue data into enterprise reporting cubes supporting variance analysis and executive reporting.
Redesigned AR and cash reconciliation models, cutting processing time from multiple business days to 1 day and reducing unreconciled cash from 15 months averaging $9,000 per month to 9 months averaging $550 per month, maintaining zero unreconciled write-offs post-April 2016.
Developed revenue-specific deFacto reporting cube enabling GAAP and JGAAP compliance, payer-level analysis, business-line reporting, quarterly summaries, and audit support.
Reconstructed month-end and pre-close revenue files covering case volume, accruals, estimates, revenue walk, and variance reports, improving performance, usability, and accuracy.
Integrated acquisitions and new business lines into revenue close, pre-close, and audit processes with standardized reporting and controls.
Integrated acquisitions and new business lines into revenue close and audit processes, standardizing reporting and controls.
BUSINESS ANALYST (CONTRACT)
HMS Healthcare
Irving, USA
01.2014 - 10.2014
Led business requirements gathering for accounting system contract migrations, collaborating with finance, IT, and development teams to ensure alignment.
Reviewed and validated legacy SAS code and pseudo-code, translating logic into actionable reporting specifications for Java and SQL developers.
Authored SQL stored procedures supporting database updates and reducing developer workload during migration timelines.
Performed QA on financial and operational reports, tracking data flows across 4 integrated systems and resolving mapping, field-size, and redundancy issues to enhance report accuracy.
Education
Bachelor of Science - Accounting Control Systems
University of North Texas
Denton, TX
09.2002 - 01.2010
Skills
SQL Analytics
SQL analysis
SQL proficiency
Snowflake
Amazon Redshift (AWS)
Power BI
Power Query
Power Pivot
Advanced Excel
Microsoft Excel mastery
FP&A & Financial Analysis
Revenue Planning & Forecasting
Revenue Recognition & Month-End Close
Variance & Trend Analysis
Financial Modeling
Cash & Revenue Analytics
Revenue cycle analytics
KPI & Performance Analysis
Executive Reporting
Operational reporting
Data Quality Assurance
Data validation
Process Improvement & Automation
Process improvement
Process optimization
Cross-Functional Collaboration
Stakeholder engagement
User Story Development
Project management
Systems & Data Migration
Systems analysis
Workflow Analysis
Workflow optimization
Data visualization
Analytical tool implementation
Attention to detail
Problem solving
Analytical thinking
Effective communication
Verbal and written communication
Adaptability
Pivot tables
OfficeConnect
SharePoint
Access
Adobe Acrobat DC Automation
Microsoft Power Automate
User acceptance testing
Workflow optimization
Timeline
BUSINESS ANALYST
HaloMD
09.2025 - 09.2026
DATA ANALYST
Global Medical Response
11.2024 - 09.2025
RCM CONTROLLER
CompuGroup Medical
06.2024 - 11.2024
SENIOR CORPORATE FINANCE ANALYST
R1 RCM
04.2023 - 06.2024
SENIOR FINANCIAL ANALYST – REVENUE CYCLE
US Anesthesia Partners
04.2018 - 04.2023
SENIOR FINANCIAL ANALYST – REVENUE CYCLE / RCM DATA ANALYST – PROCESS IMPROVEMENT