Professional with strong background in financial analysis, adept at leveraging analytical skills to drive business growth and financial stability. Expertise in data interpretation, financial modeling, and risk assessment, ensuring informed decision-making and strategic planning. Known for collaborative approach and adaptability, consistently meeting team objectives and organizational goals. Proficient in utilizing financial software and tools to streamline processes and enhance accuracy.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Financial Analyst II
Ballad Health
Kingsport, TN
02.2023 - Current
Analyzed financial data to support strategic decision-making and budget forecasting.
Developed comprehensive financial reports for department heads to inform operational strategies.
Collaborated with cross-functional teams to enhance financial processes and reporting accuracy.
Streamlined budgeting procedures, resulting in improved efficiency and resource allocation.
Coordinated month-end accounting close tasks, including reconciliations and journal entries, to support timely financial analysis.
Patient Access Manager
Ballad Health/Ensemble Health Partners
Bristol, TN
04.2019 - 02.2023
Directs the day-to-day Patient Access operations for eight on-site and off-site locations
Manage 39 Patient Access Specialists by delivering consistent coaching and mentoring to improve job efficiency
Coordinates process improvement strategies with internal and external departments, physician offices, and vendors
Ensure compliance with Medicare, Medicaid, and third-party billing, as well as maintain Joint Commission standards
Responsible for developing training, annual performance appraisals, and staff development.
Compile and monitor daily, monthly, and quarterly KPI data for report-outs to Senior Leadership
Lead daily improvement board huddles as well as develop and present monthly associate meeting
Recruit, interview, and initiate the hiring process of new hires
Set and evaluate quarterly goals and monitor progress
Monitor and complete-time review of the payroll system
Develop monthly associate schedules to ensure all Patient Access areas are staffed accordingly
Monitor patient volume daily and make staffing adjustments as needed
Address patients' complaints-head on, investigate concerns, and work with medical staff to develop a solution
Patient Access Team Lead/Cashier
Ballad Health
Kingsport, TN
08.2008 - 04.2019
Completed time review and submit in the Kronos payroll system
Developed monthly associate schedules to ensure all Patient Access areas were staffed accordingly
Evaluated patient census and department schedules to make staffing adjustments as needed
Evaluated supply needs and submit orders
Reconcile reports to daily cash sheet and general ledger
Complete daily bank deposit
Non-patient payment posting to appropriate department and account numbers
Addressed patients' complaints-head on, investigated concerns and worked with medical staff to devise solutions
Verified demographics and insurance information to register patients in the computer system
Applied HIPAA privacy and security regulations while handling patient information
Obtained necessary signatures on all regulatory documents
Applied knowledge of payer requirements and utilized online eligibility systems to verify patient coverage and policy limitations
Updated reference materials as well as trained staff on Medicare, Medicaid, and third-party payer requirements, guidelines, policies, and a list of accepted insurance plans
Communicated financial obligations to patients and collected fees at the time of service
Patient Access Representative
Ballad Health
Kingsport, TN
09.2001 - 08.2008
Interviewed patients upon entrance to the hospital, gathered appropriate information and entered data into the electronic health system
Verified demographic and insurance information
Applied HIPAA privacy and security regulations while handling patient information
Obtained necessary signatures on all regulatory forms
Applied knowledge of payer requirements and utilized online eligibility systems to verify patient coverage and policy limitations
Communicated financial obligations to patients and collected fees at the time of service
Education
Bachelor of Science - Business Administration
Milligan University
Elizabethton, TN
12-2022
Associate of Science - Business Administration
Northeast State Community College
Blountville, TN
12-2020
Advanced Emergency Medical Technician -
Northeast State Community College
Blountville, TN
05-2004
Skills
Pharmacy Financial Optimization
340B Knowledge
Pharmacy and Oncology Financial Analyst
EPIC, Axiom
Microsoft Office Suite
Smart Sheet
Workday/Kronos
Meeting Key Performance Metrics
Smart Square
Employee Retention Strategies
Financial and Operational Reporting
Variance Analysis
Account Reconciliation
General Ledger Accounting
Preparing Budgets
Certification
HFMA - Certified Revenue Cycle Representative
Tennessee Licensed Advanced Emergency Medical Technician