Senior Accountant - Hancock Whitney Bank
(2023-06)
Oversee daily cash reconciliation processes to ensure accurate and timely reporting. This is a billion dollar account at Hancock Whitney Bank.
- Reconcile various investment and debt accounts on daily basis
- Prepare balance sheet reconciliations
- Project manager for prepaid amortization schedule
- Explain unreconciled variances
Assistant Controller - Tulane University Hospital and Clinics
(2018-03 - 2020-06)
- Explain budget variances
- Prepared strategic initiatives for leadership
- Prepared and reviewed Medicare and Medicaid cost report schedules. Trained staff on Medicare and Medicaid reimbursement and cost reporting for organ transplant programs, DSH and Medical Education. Filed Medicaid NICU, PICU Outlier cases on a monthly basis with DHH
- Prepared IRIS report
- Led Medicare and Medicaid audits
- Computed contractual allowances and prepared accrual for Medicare and Medicaid insurance plans. Prepared budget for various payors. Maintained rapport with State of LA for cost reporting process and program monitoring
- Developed schedule to compute Medicaid contractual allowances for 30,000 patient days that include acute, neonatal intensive care, pediatric intensive care and well-baby days and prepared accruals for the financial statements
- Prepared balance sheet reconciliations, assisted in audits, tax returns and regulatory reporting
- Prepared Schedule H for TUHC and Tulane School of Medicine
- Approved and prepared balance sheet reconciliations for Government Program related accounts
Senior Financial Analyst - Blue Cross Blue Shield of Louisiana
(2014-09 - 2018-03)
- Prepared contract proposals and supported negotiations for: Acute, Rehabilitative and Behavioral Health facilities, Ambulatory Surgery Centers (ASC) and other ancillary providers including several free-standing facilities and several multi-campus Healthcare Systems
- Reviewed federal and state law payment policies for Medicare and Medicaid to determine if rates provided by BCBSLA are in alignment for the population served. Developed fee schedules for a variety of general provider types such as ASCs and outpatient services
- Reported on variances in the annual $2B budgetary forecast of the organization's medical spend on a monthly basis to leadership. Most providers received a 3% increase in reimbursement for medical spending
- Responded to provider appeals, payment disputes and general inquiries. Modified policy and procedures related to the issues discovered. Identified medical configuration issues in system and formulated correction plan for accurate pay
- Prepared financial analysis on several lines of business: dialysis treatments, rehab, chemical dependency and skilled nursing visits to determine payment rate
Manager of Financial Analytical Services - Touro Infirmary
(2006-01 - 2014-05)
- Develop financial forecasts and budgets, analyzing variances, and providing recommendations for improvement
- Conduct complex financial analysis, interpreting data, and presenting findings to management
- Prepare and present financial reports, on a monthly, quarterly, and annual basis
- Build and maintain financial models to support business decisions
- Provide insights and recommendations to support strategic business decisions
- Interact with internal and external stakeholders to explain financial data and analysis
- Identify opportunities to streamline financial processes and improve efficiency
- Provide guidance and support to junior financial analysts and collaborate with other departments
- Responsible for the preparation, audit and filing of the Medicare and Medicaid Cost Reports to federal agencies. Prepared grants worksheet for low income reimbursement from the State of Louisiana. Prepared CHAMPUS Cost Report. Maintained rapport with State of LA for grant/cost reporting process and program monitoring
- Significant revenue responsibilities such as net $1B in gross revenue by computing contractual allowances for all payers and analyzing payments received for each insurance carrier. Supported and coordinated negotiations for managed care contract offers with insurance companies such as Blue Cross and Blue Shield of Louisiana
- Project Manager for Bad Debt Revenue Integrity Committee to optimize reimbursement and protect revenue
- Prepared balance sheet reconciliations on a monthly basis
- Assisted in the preparation of the financial statements on a monthly basis
- Worked closely with LSU-HSC & Tulane School of Medicine for residency reporting to CMS
- Assisted in the preparation of tax schedules such as the 990 and Uncompensated Care and reconciled it to cost report
- Performed detailed analysis of disproportionate share (DSH) on monthly basis and one final review prior to the filing of the Medicare and Medicaid Cost Reports
- Analyzed the status of major teaching hospital profitability, provided intern and resident reporting requirements and supported the Medicare audit of IRIS and other cost reporting duties related to interns and residents
- Prepared and presented financial analyses for various service lines such as Rehab Hospital expansion and increase in therapy FTEs
- Reconciled general ledger accounts on a monthly basis; completed general accounting duties as assigned
- Supervised and trained a professional staff of three accountants and worked closely with several internal consultants. Trained staff on budget preparation for contractual allowances for all payors
- Assisted in budget preparation for all payors: Medicare, Medicaid, Managed Care and self pay
- Maintained cost accounting system, reconciled to financial statements and provided reports to senior management. Provided facility level profit and loss reporting and analyses. Acted as a resource for other employees in the use of decision support tools and software applications
Senior Financial Analyst - Tenet Healthcare
(1992-08 - 2006-01)
- Developed and implemented a Denials Management action plan for the Admissions Department that was used on a daily basis to reduce payment denials and protect revenue; successfully reduced payment denials by 30% or $200K annually
- Actively participated in due diligence for several transactions: merger of Mercy Hospital (MBH) and Southern Baptist Hospital, acquisition of the Eye, Ear, Nose and Throat hospital and several physician practices, sale of MBH to Tenet Healthcare (THC), sale of THC MBH to Ochsner Healthsystem and closure of THS MBH due to Hurricane Katrina
- Prepared Medicare and Medicaid cost reports for Centers for Medicare and Medicaid Services and the Department of Health and Human Services. Prepared CHAMPUS Cost Report
- Reconciled Balance Sheet accounts
