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Professional Summary

Top-performing and industrious Financial Analyst with over 5 years of experience looking to leverage extensive background in producing accurate and timely reports into a Financial Analyst position in the Greater Los Angeles area. Adept at providing financial support and cultivating lasting client relationships. Comprehensive background includes expertise in auditing, forecasting, budgeting, variance analysis and developing financial data for executive-level employees.

  • Detail oriented with strong organizational and analytical skills
  • Strong initiative and ability to manage multiple projects
  • Solid interpersonal and communication skills
  • Ability to prioritize changing work demands and meet deadlines 
  • Proficient in SAP, Quickbooks, and Microsoft Office Suite including Excel (Vlookups, Macros, Pivot Tables)
  • CPA candidate (passed all 4 exams, in pursuit of CPA license)
  • ACCA candidate (passed all 14 exams, in pursuit of ACCA membership)
Work History
Audit Senior, 2014 to Current
MaloneBailey LLP Houston, TX
  • Promoted to Senior Associate on engagement team to oversee day-to-day operations of audits for a leading provider of education packages
  • Execute all phases of the audit process including planning, substantive testing, financial analysis, present audit findings to management, and review financial statements
  • Mentor staff and facilitate their understanding of testing around their assigned audit areas 
  • Successfully interact and develop relationships with clients in software, manufacturing, and other industries as well as the controllers and accounting personnel to accomplish the required tasks associated with an audit
  • Perform analytical procedures, revenue and deferred revenue testing to identify unusual or unexpected trends in relation to prior performance and expectations
  • Handle various complex accounting issues around stock-based compensation, segment reporting and derivatives accounting
Financial Reporting Analyst , 2013 to 2014
J.P. Morgan, Corporate & Investment Bank Operation Boston, MA
  • Prepared annual financial statements for 1940 Act Mutual Fund for 12 clients
  • Performed ongoing internal testing of mutual fund/hedge fund portfolios to ensure compliance with GAAP and SEC Investment rules
  • Continuously identified risks and mitigate these risks to improve efficiency of work flow streams
Financial Analyst, 2009 to 2012
Mars, Inc, Beijing, China
  • Conducted ROI analysis to analyze spending and provided financial recommendations to implement robust control procedures over the budget in order to meet the original P&L target at fiscal year end 
  • Built and maintained database for forecasting future financial performance by using dashboard report, including Gross Margin, EBITDA, DPO, and other key financial matrices
  • Performed month end closing and prepared consolidated financial statements for management review and supported strategic decision making on a regular basis
  • Assisted in annual business planning cycle and drove the team to achieve a lean and effective planning process for fiscal year 2011 and 2012 thus reducing the budget planning time to 3 months 
  • Managed budget for 7 marketing brands and 5 sales channels by accurately determining pricing, margins and risk factors 
  • Proactively communicated with marketing and sales personnel regarding budget spending status and coordinated tactical actions in response to monthly budget vs actual comparison

Foreign Exchange Accountant
  • In charge of foreign currency payments of Mars China and foreign exchange period end closing process in SAP, reported foreign exchange gain/loss at each period end
  • Monitored compliance status to Chinese import/export regulations and enhanced related internal controls according to new regulation updates

Master of Science: CAROLL -

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Professional Summary

Experienced professional with over five years of experience working with Fortune 500 companies, including Nike and Adidas. Open to new opportunities to utilize my skill set and education to work directly with senior management to identify, develop, and execute strategic initiatives.

Work History
Vestas - American Wind Technology, Inc. Sourcing Manager - Multibrand Supply Chain | Portland, OR | July 2018 - Current

• Identifies new suppliers, technologies and solutions in order to fulfill targets and KPIs.
• Partners with suppliers within domestic and international markets to manage objectives cost, delivery, quality and safety.
• Leads purchase agreement negotiations with suppliers.
• Generates cost models, competitive bidding and spend analysis driving costs' objectives.
• Ensures that the spare components are available within short lead time at the most competitive price with quality and meeting safety standards.

Avangrid Renewables Sourcing Manager - Supply Chain | Portland, OR | August 2017 - June 2018
  • Identified qualified sources of supply for wind turbine parts.
  • Worked with Engineering to develop and maintain technical specifications to ensure design consistency and long term, reliable performance across the wind turbine fleet.
  • Worked with Corporate Procurement to publish and evaluate requests for proposals consistent with Company policies.
  • Negotiated and benchmarked pricing for new parts with existing suppliers under contract.
Cambia Health Solutions Strategic Sourcing Manager - Indirect Procurement | Portland, OR | January 2016 - May 2017
  • Developed complex category sourcing opportunity assessments and strategies based on changing market conditions for assigned suppliers.
  • Applied advanced sourcing methodology in negotiation planning and contract development.
  • Maintained collaborative relationships with suppliers while effectively resolved supplier performance/capability issues to ensure alignment with Cambia expectations.
  • Built and owned relationships with internal customers, ensured compliance, and mitigated company risk.
Nike World Headquarters Global Sourcing Analyst - Indirect Procurement | Beaverton, OR | February 2013 - January 2016
  • Compiled and analyzed statistical data to determine feasibility of buying products and to establish price objectives.
  • Worked with suppliers and analyzed suppliers' operations to determine factors that affect prices.
  • Determined lowest cost consistent with quality, reliability, and ability to meet required schedules.
  • Reviewed proposals, negotiated prices, selected or recommended suppliers, analyzed trends, followed up orders placed, and maintained necessary records.
Adidas Headquarters Finance Reporting Analyst | Portland, OR | April 2012 - February 2013
  • Identified, defined, and performed financial analysis for the Retail Line of Business.
  • Produced reports on key retail metrics.
  • Interpreted and conducted analysis on a full business P&L.
  • Reviewed business processes and made recommendations for improvement.
  • Provided support to supervisor, senior management, and headquarters with ad hoc financial analysis.
MBA Oregon State University Corvallis, OR | 2011 Business Administration
Bachelor of Arts The Ohio State University Columbus, OH | 2005 General Science
  • Highly proficient in Microsoft Excel
  • Strong communication skills, including verbal and written communication, presentation skills, and ability to actively contribute in meetings
  • Strong problem-solving skills; demonstrated ability to think about business problems in new ways and the ability to clarify key issues in complex situations
  • A proven team player with the ability to partner, maintain and develop relationships
  • Demonstrated strategic planning and analytical ability
  • Demonstrated competency in organizing work, providing leadership to staff, establishing measures for success, and managing to deliverables

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Professional Summary

Experienced Human Resource Professional with extensive administrative knowledge of leaves, health and welfare plans, and insurance claims processing, Superior customer service and proficient audit and accuracy skills. Acquired analytical, verbal and written skills. Thrive in workforce environments that promote personal growth and opportunities for it's team members to impact the department's culture.

  • PeopleSoft
  • Kronos
  • Report development and analysis
  • Time and Schedule Management
  • Human Resource Experience
  • Microsoft Excel, Access, Word, and Outlook
  • Intuitive
  • Mature professional 
  • Articulate and well-spoken
  • Superior independent and collaborative worker
  • Proficient building of business relationship strategy
  • Work well under pressure
Work History
UPMC WorkPartners Leave Specialists I | Pittsburgh, PA | September 2018 - Current
  • Advises employees, employee's family members, managers and HR Professionals on leave policies and processes
  • Apply concepts and rules as mandated by guidelines for FMLA and  all other federally or state mandated employment laws or company specific leaves in coordination with customer policy.
  • Effectively coordinate all leave of absence inquiries to include general administration and comprehensive case management 
  • Assists in the identification of recommendations to positively impact the efficiency and quality of service delivery.
  • Coordinates the leave process; verifies eligibility, determines leave approval, calculates leave length, coordinates the applicable client leaves including integration with state leave laws, monitors maximum duration of leave allowed under federal/state and/or client policy, and supports the return to work process.
  • Responsible for resolving issues by interacting with employee's manager, Human Resources, payroll or disability specialists.
  • Supports in-bound and outbound employee leave related calls. 
  • Throughout the duration of the leave maintained responsibility for all communications with the employee, the employee's manager, Human Resources and all integrated partners to coordinate concurrent short-term disability benefits.
  • Track employee absences as reported via web, fax, phone and e-mail. 
  • Utilizes HR information system [Peoplesoft], payroll system [Kronos] and web based vendor software as needed to input and update leave data and generate reports.
  • Provide exemplary customer service and assistance 
UPMC - Corporate Human Resources Division Benefits Consultant | USS Tower Floor 56, 600 Grant Street Pittsburgh, PA 15219 | February 2014 - September 2018
  • Assist in the administration of the UPMC Welfare Benefit Plan through the Employee Service Center, My HUB web site, electronic forms, Benefits Infonet site, and employee benefit systems. 
  • Resolve moderate and complex benefit questions and issues. Make adjustments and corrections to benefit arrangements, documentation of procedures and operating process to ensure compliance with the laws, contractual arrangements and corporate policies.
  • Review employees' eligibility rights to enroll in benefits in compliance with ERISA, ACA, COBRA, HIPAA for both health & welfare and retirement plans
  • Provide support for the efficient, cost effective operations of the Employee Service Center to include training of new and existing staff. 
  • Verify accuracy of eligibility information within UPMC system and with carriers. 
  • Determine eligibility for benefits offered to current & former employees, new hires, retirees, and acquisitions. Support management, recruiters, payroll, HR administrations, insurance carriers and vendors
  • Evaluate and make eligiblity determination on domestic partner affidavits, court issued Qualified Medical Support Custody Orders, life and job status changes
  • Accurately communicate UPMC Paid Time Off poiicy and eligiblity for grandfathered benefits
  • Compile individualized Tuition Utilization Reports requested by HR Managers, Heads of Department and Business Units
  • Perform tuition database maintenance updates
  • Submit periodic tuition taxation files to payroll 
  • Participate in special projection and HR initiatives 
Department of Treasury, Internal Revenue Service Contact Representative | 1000 Liberty Avenue Pittsburgh, PA 15219 | November 2012 - February 2014
  • Provided over the phone administrative, authoritative tax law assistance. Implemented necessary actions to resolve individual taxpayers' delinquent tax issues, analyzing their ability to pay, and negotiating installment payment agreements  
Carnegie Mellon University Benefits Coordinator | 319 South Craig Street Pittsburgh, PA | April 2011 - 2012
  • Transitional administrative team entrusted to fulfill corrections of internal audit findings of plan material deficiencies
  • Assisted with onboarding of new hires, orientations, benefits fairs, open and benefit enrollments
  • Processed employment termination file submissions and handling by offsite vendor 
  • Prepared reconciliation reports for benefits manager, human resource vice-presidents, payroll, leave administrator and third party administrators
The Academy Schools Reporting Analyst | 900 Agnew Road, Pittsburgh, PA | December 2004 - April 2011
  • Ensured accuracy and data integrity for reports prepared for use by the schools district supervisors, administrators, probation and the courts, by applying meticulous attention to detail when analyzing students' attendance, grade reports, social, psychological, and behavior evaluations and any other significant findings
WAHS formerly Allegheny University Hospitals-West/AHERF Benefits Representative/Patient Financial Customer Service | 320 East North Avenue Pittsburgh, PA | October 1996 - August 1999
  • Upheld patient confidentiality through the process of addressing hospital and physician billing inquiries
  • Utilized my knowledge of health insurance plan designs, claims processing and federal legislations to provide clarity and resolutions to general inquiries and more complex calls from attorneys 
  • August 1997 transferred from financial services to employee benefits during transformation from an onsite hospital based units to a offsite centralized benefits department  
  • Serviced over 30,000 employees administrating the terms of over 30 health and welfare benefit options, cash balance pension and 403(b) defined contribution plans
  • Demonstrated professional support during a massive layoff derived from the organization's bankruptcy filing and the subsequent reorganization after being acquired by another hospital system  
Great-West Life Employee Benefits Claims Examiner/Customer Service | 200 Marshall Drive, Moon Township, , PA | June 1992 - October 1996
  • Exemplified professional support during daily interactions with sales offices, brokers, plan administrators and insurance plan members
  • Received special recognitions for accuracy and consistently exceeding defined service level expectations on randomly selected performance review audits
  • Back up support for the senior customer service representative assuming responsibilities for auditing insurance claims processed by other customer service representatives 
Cigna/Equicor Customer Service Representative/Auditor | 933 Penn Avenue, Pittsburgh, PA | December 1986 - May 1992
  • Claims processor for a Westinghouse designated office
  • Processed medical, vision, dental and disability claims
  • Reviewed retirement pension calculations for accuracy
  • promoted to customer service position
  • promoted to auditor position
  • Analyzed accuracy of paid claim for compliance with the plan design and processing guidelines                          
  • Drafted detailed assessments for claim examiners for training and development 
Bachelor of Science Business Administration concentration in Finance Indiana University of Pennsylvania Indiana, PA | 1986


Human Capital Institute Strategic HR Business Partner Certification

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Versatile healthcare insurance professional that thrives in dynamic, challenging and fast-paced professional environments. Assertive and enthusiastic, with an extensive knowledge of Claims & Code Auditing Software Products, relating to correct coding principles with a special emphasis of Medicare and Medicaid administration.
Professional Highlights
  • Claims analysis and review specialist
  • Critical thinking proficiency
  • Insurance fraud expertise
  • Strong interpersonal and communication skills
  • Team player
  • Strong organizational skills
  • Training and development
  • Client relations specialist
  • ​Conflict resolution techniques
Centene Corporation Clayton, MO Manager 08/2015 to 06/2017
  • Implement code auditing products for new lines of business for Marketplace, Medicare & Medicaid Plans.
  • Manage Vendor relationships for 23 State Health-plans.
  • Serves as subject matter expert for code auditing products, interfaces directly with health-plans and providers to resolve concerns regarding code auditing denials.
  • Manage system process improvements with documented training.
  • Manage code auditing cost savings for Payment Integrity.
  • Managed cross-functional team members to meet or exceed service requirements.
  • Serve as main liaison between 23 Health-plans, claims office, and provider services for Marketplace, Medicaid & Medicare lines of business.
  • Provide detailed monthly departmental reports and updates to Health-plans and senior management as requested.
  • Plan and organize staff development to enhance team performance levels and assist with career development.
  • Created annual goals and objectives for the team and made recommendations to help the staff be eligible for bonuses or awards.
  • Assisted Medical Affairs with configuration and implementation of payment policies.
  • Ensured the accuracy of public information for payment policies were posted correctly to provider websites.
  • Worked with state clients and stakeholders to identify opportunities to implement value added services.
Centene Corporation Chesterfield, MO Supervisor 06/2013 to 08/2015
  • Managed 18 cross-functional team members to meet or exceed service requirements in a production environment.
  • Examines and analyzes the teams performance; develops, recommends and implements plan(s) of action to improve the team's service levels.
  • Provide detailed monthly departmental reports and updates to senior management and Health-plans as requested.
  • Evaluate multiple reports to assess work distribution/delegation in order to meet Health-plan KPI's and/or state regulations.
  • Coordinate, implement and monitor code auditing software products.
  • Demonstrate flexibility in assigning resources based on business need and fluctuating inventory.
  • Coordinate monthly and weekly meetings with other department managers and serve as main liaison between the Health-plans and the Claims office.
Centene Corporation Clayton, MO Reporting Analyst 12/2011 to 06/2013
  • Maintain cost savings reports.
  • Assist with the implementation of new business plans.
  • Provide assistance and project management support to the VP of Prepay Compliance.
  • Assist in identifying trends, root causes, and analysis.
  • Provide recommendations for system improvements, manual process improvements with documented training.
  • Provide Senior Management with reports needed to communicate with Executive Management, State Healthplans, and other departments regarding regulatory changes and updates.
Centene Corporation Clayton, MO Compliance Coding/Review Specialist 08/2006 to 12/2011
  • Research state regulations and statutes, investigate and recommend resolution of code auditing software pends and denials.
  • Assist with system setup of code auditing software, benefits, and CPT/HCPCS and modifier designation.
  • Act as a resource and contact for analysts reviewing and resolving complaints and appeals.
  • Work with corporate, Health Plans, and Claims staff as a resource person to assist with issues and concerns related to claims processing.
  • Assist with implementations, updates, and guidelines for proper resolution of claims as they relate to the health plans specific requirements and state specific regulations.
  • Assist in training and development of new code auditing software implemented, which may include travel to the actual Health Plan for state meetings.
  • Provide reports needed to communicate with senior management.
Education and Training
MBA: Business Administration 2011 Fontbonne University, Clayton, MO, US Additional coursework in Organizational Development.
BBA: Business Administration 2009 Fontbonne University, Clayton, MO, US