Summary
Overview
Work History
Education
Skills
Timeline
Generic

Whitney Lee

Winchester,KY

Summary

Dynamic Financial Analyst with a proven track record at Cardinal Health, excelling in financial management and operational reporting. Recognized for enhancing decision-making through streamlined reporting and training junior analysts. Adept at data analysis and fostering collaboration, driving improvements in resource allocation and client financial confidence.

Overview

14
14
years of professional experience

Work History

Financial Analyst

Cardinal Health
06.2021 - 06.2025
  • Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
  • Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
  • Streamlined financial reporting for better decision-making with clear, concise analysis and presentation.
  • Trained junior analysts on best practices in financial modeling, contributing to a stronger overall team performance.
  • Assisted patients with help of Infusion costs, whether it be free drug programs, copay cards or grants.
  • Submitted patient claims to manufacturer copay card companies to get approval of payments
  • Strengthened relationships with external partners through timely communication and collaboration.
  • Collaborated with cross-functional teams to optimize budgets, resulting in improved resource allocation.
  • Played a key role in annual audits by preparing detailed schedules, supporting documentation, and assisting auditors throughout the process.
  • Facilitated cross-departmental understanding of financial metrics, holding regular training sessions.

Registered Medical Assistant

Lexington Clinic
12.2011 - 11.2021
  • Sanitized, restocked, and organized exam rooms and medical equipment.
  • Maintained strict confidentiality while handling sensitive patient information in accordance with HIPAA guidelines.
  • Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
  • Completed thorough chart reviews to ensure proper documentation of all pertinent medical information.
  • Provided scheduling for physicians
  • Scheduled exams, procedures and surgeries

Financial Counselor

Baptist Health Medical Center
11.2020 - 06.2021
  • Worked with clients to develop personal recommendations for improvement of financial circumstances, reducing debt and increasing income.
  • Cultivated a positive, non-judgmental environment for clients to openly discuss their financial challenges and concerns.
  • Increased client confidence in managing personal finances by providing tools and resources for long-term success.
  • Conducted interviews with patients and family members and answered questions regarding insurance benefits.

Education

Medical Assistant/Coding

Med Tech College
Lexington, KY
10-2011

Skills

  • Microsoft Excel
  • Financial and operational reporting
  • Financial management
  • Financial statement analysis
  • Data collection & research
  • Excellent attention to detail
  • Flexible team player
  • Advanced computer skills
  • Data analysis
  • Superior time management
  • Documentation skills
  • Strong organization

Timeline

Financial Analyst

Cardinal Health
06.2021 - 06.2025

Financial Counselor

Baptist Health Medical Center
11.2020 - 06.2021

Registered Medical Assistant

Lexington Clinic
12.2011 - 11.2021

Medical Assistant/Coding

Med Tech College

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