Financial Planning and Analysis

• Verifies claims are received by the payer and follows up to obtain payment via phone calls, portal or website use.
• Reviews claim adjustment reason codes or explanations of benefits received by the payer to determine reasons for denials.
• Evaluates next steps and takes action to call payer, follows up with a resubmission or dispute/appeal/reconsideration.
• Drafts an appeal or completes reconsideration forms based on payer requirements.
• Obtains and sends medical records during the appeals process when needed.
• Calls patients or payers directly to obtain needed information to resolve an account balance.
• Identifies trends with payor rejections or denials and escalates these trends to leads/supervisors.
• Uses computer systems/technology to locate claims information to resolve account balances.
• Maintains compliance with patient financial services policies and procedures.
• Reviews accounts based on patient or departmental inquiries.
• Works with other Mercyhealth departments if outstanding questions are not resolved.

Patient Financial Services Follow Up

• Serve as the primary analyst on credit transactions and prepare well-supported rating recommendations for rating committees
• Conduct comprehensive credit analysis and in-depth research to evaluate creditworthiness of local government issuers
• Perform detailed financial statement analysis to assess fiscal health and credit risk factors
• Serve as an active, vocal voting member of the rating committee
• Publish timely and insightful credit reports as well as contribute to relevant research pieces
• Provide guidance and clarification to support the team in delivering quality work

Rating Analyst, Americas Public Finance – Local Governments Central

• Guides the strategic direction of enterprise-wide initiatives
• Provides strategic guidance to senior managers and engages executive stakeholders
• Fosters collaboration across product, channel, and operations teams
• Delivers measurable outcomes through disciplined execution and change leadership

Business Strategy & Intelligence Manager

• Lead the implementation of innovative Oracle solutions that drive business success
• Set the strategic direction, inspire teams, and cultivate impactful client relationships
• Oversee complex projects that enhance operational effectiveness
• Mentor and develop future leaders within the organization
• Contribute to the advancement of finance technology initiatives

Director, Oracle Cloud Finance

• Consults on investment and insurance strategies, as well as the development of financial plans for clients.
• Grows and retains an investment and insurance book of business.
• Owns the client experience, efficiently handling sales and service.
• Identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
• Acquires, expands and maintains client relationships through business development and client networking.
• Grows client loyalty and share of wallet through an exceptional client experience.
• Applies product and procedural knowledge to solve client problems appropriately and efficiently.
• Develops and implements investment and insurance strategies for clients.
• Establishes individual financial plans based on client financial needs and objectives.
• Monitors financial plans and recommends changes as needed.
• Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities.
• Drives investment education and visibility among branch staff.
• In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results.
• Shows urgency with activities and leads by example.

Financial Advisor

• Supervises, develops, maintains, and measures investment compliance policies, procedures, and controls.
• Administers annual certifications, brokerage account reporting, conflict disclosures, regulatory reporting and employee attestations.
• Manages critical compliance related ad-hoc and special projects from inception to implementation.
• Monitors regulatory developments and researches industry changes, trends, and best practices to recommend new or revised procedures as necessary.
• Monitors client portfolios for compliance with investment policy and statutory investment limits.
• Reports routine and complex compliance exceptions and materials to senior leadership.

Investment Compliance Expert

• Facilitate the development and execution of operational and business unit strategic plans
• Manage strategic programs and projects for the Aetna COO and senior leadership team
• Develop and maintain excellent relations with executives, customers, operations, and colleagues at all levels
• Contribute to the development of complex strategies utilizing project management tools and data analyses
• Proactively evaluate program and project activities, build contingency plans, and monitor issue resolutions

Lead Director, Strategic Planning

• Partner with executive leadership to develop and execute short-term and long-range financial strategies.
• Lead forecasting, budgeting, financial planning, and performance analysis activities for the business unit.
• Provide financial insights and recommendations to improve profitability, operational efficiency, and business performance.
• Support customer, product line, manufacturing, supply chain, and investment analysis initiatives.
• Lead monthly and quarterly financial reporting, variance analysis, and executive business reviews.
• Drive continuous improvement initiatives across financial processes, reporting, systems, and controls.
• Support M&A activities, including due diligence, integration planning, and financial analysis.
• Lead and develop a high-performing global finance organization.
• Collaborate cross-functionally with operations, engineering, supply chain, commercial, and corporate finance teams.
• Ensure compliance with financial policies, controls, and GAAP requirements.

Finance Director – SBU

• Drive business performance by identifying and implementing process improvements, delivering data-driven recommendations, leading annual planning, capital budgeting, and standard cost setting, and proactively mitigating business risks.
• Partner with business leaders to challenge assumptions, strengthen decision-making, and execute strategic initiatives through effective project management, financial expertise, and influential communication across diverse audiences.
• Develop and enhance financial dashboards, reporting, and analytical models that provide actionable insights, improve operational efficiency, support forecasting, and evaluate strategic growth opportunities.
• Build organizational business acumen by coaching, mentoring, and empowering teams through cross-functional collaboration, financial best practices, standardized processes, and continuous improvement initiatives.
• Lead and develop a high-performing team to achieve business objectives.
• Deliver meaningful financial and operational analysis, including forecasts, variance reporting, budgets, and performance metrics, while identifying opportunities to improve efficiency, reduce costs, and increase productivity across the organization.

Manager, Financial Analysis

• This job is responsible for managing a financial center and it's employees on a day-to-day basis.
• Key responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals.
• Job expectations include ensuring operational excellence and cohesive effectiveness.
• Develops talent, including proactive sourcing of candidates
• Manages client traffic, engaging and appropriately routing clients, and fostering client retention
• Manages business results through formalized management routines and coaching
• Creates a world class client experience environment
• Manages market-level initiative prescribed by market leaders
• Drives operational excellence by engaging employees on business strategy
• Manages organizational priorities and effective execution

Financial Center Manager

• The Senior Treasury Sales Officer (TSO III) for the Global FIG Investments and Securities Team will be responsible for managing a large portfolio of critical Clients.
• Leads all aspects of the treasury management relationship for a complex portfolio of existing and prospective global clients within the Securities and Investments segments.
• The role partners closely with Corporate Bankers and cross functional stakeholders across Product, Compliance, Credit, Risk and Service to deliver differentiated, scalable global solutions aligned to client objectives and risk standards.
• Drives responsible growth by originating new client relationships and expanding existing portfolios through the identification and cross selling of global payment and treasury solutions within an established risk framework.
• Owns revenue, balance, and profitability outcomes for a dedicated client portfolio, with accountability for client planning, portfolio strategy, pricing discipline, and end to end proposal development and execution.
• Maintains deep client focus supported by strong industry and subsector expertise, along with a broad understanding of bank structures and global treasury operating models.
• Leads, coaches, and develops Treasury Sales Analysts, providing day to day guidance, prioritization, and mentorship to ensure high quality client deliverables and talent development.
• Serves as a digital ambassador, championing mobile, digital, and real time payments adoption to enhance client efficiency and competitiveness.
• Leads strategic, consultative dialogues with senior client stakeholders on complex, client centric issues, leveraging best practices, peer benchmarking, and industry data and analytics.
• Leads end to end transformation of client onboarding experience for Private Capital clients by partnering across Sales, Product, Operations, Technology, and Compliance to streamline processes, enhance digitization, and improve speed, transparency and client satisfaction.
• Serves as the Senior Cross Functional Lead driving onboarding strategy and execution.
• Sustains a high touch client engagement model through regular on site and virtual meetings, participation in industry conferences, roundtables, and targeted client events.

Treasury Sales Officer III – Global FIG Investments, Securities

Finance Director

• Leading Sales & Operational Planning (S&OP) activities for assigned SBUs & regional BU, to balance customer service, capacity, inventory & operational costs.
• Facilitating resolution of near-term supply issues in partnership with Business Management, Commercial teams, and Regional Supply Chain.
• Working with assigned manufacturing locations in the development and execution of production plans.
• Working with Supply Coordinators on resupply planning through hub & spoke networks, for the assigned SBUs.
• Monitoring of key performance metrics focused on service, inventory, and execution to meet targets & drive continuous improvement.
• Actively contribute to the organizational goals by taking initiative, executing on goals and focusing on performance and safety.
• Improve the organization capacity and capabilities through building collaborative relationships, optimizing diverse talent and utilizing positive communications and influence with others.

Strategic Planning Lead

• Lead initiatives to improve effectiveness in client finance processes
• Analyze intricate financial challenges and propose solutions
• Mentor and guide junior team members to enhance their skills
• Build and maintain sturdy relationships with clients
• Navigate complex scenarios to achieve remarkable results
• Enhance understanding of business context and industry trends
• Leverage advanced AI technologies for digital finance transformation
• Contribute to the overall growth of the Financial Operations team

Senior Associate – Finance Operations Consulting

• Responsible for providing client relationship management and investment banking services
• Lead support work, business development and/or product/client relationship management
• Assist in the generation of ideas and strategies for new business opportunities
• Lead processes required to convert ideas to sales pitches
• Lead all aspects of transaction execution
• Supervise junior staff
• Manage highly complex financial modeling and client relationship

Investment Banking VP – Industrials, Business Services

• Perform financial analyses to support advisory transactions and highlight key takeaways
• Develop working knowledge of multiple client sectors, monitor key industry drivers and assemble insights to support and enhance advisory services and new business development initiatives
• Lead diligence, research, analysis and documentation of potential and live transactions
• Lead development of relevant marketing memoranda, diligence exhibits and transaction artifacts
• Anticipate potential deal challenges and elevate concerns through to team members in real time
• Drive creation of strategic frameworks, tools and intellectual property to aid business development activities of the firm
• Actively participate in client meetings and drafting sessions
• Identify improvements to processes and propose solutions to complete group tasks more efficiently
• Lean into client relationships through C-Suite level exposure
• Apply understanding of macro factors related to client sectors and investment banking
• Conduct “on the job” training, providing continuous, constructive feedback with goal of improving quality of analyst and intern work product
• Actively participate in recruiting and training activities

Experienced Analyst – Investment Banking, Global Services

• Perform financial analyses to support advisory transactions and highlight key takeaways
• Carefully review and provide guidance to Analyst teammates
• Develop working knowledge of multiple client sectors, monitor key industry drivers and assemble insights to support and enhance advisory services and new business development initiatives
• Lead diligence, research, analysis and documentation of potential and live transactions
• Lead development of relevant marketing memoranda, diligence exhibits and transaction artifacts
• Anticipate potential deal challenges and elevate concerns through to team members in real time
• Drive creation of strategic frameworks, tools and intellectual property to aid business development activities of the firm
• Actively participate in client meetings and drafting sessions
• Identify improvements to processes and propose solutions to complete group tasks more efficiently
• Lean into client relationships through C-Suite level exposure
• Apply understanding of macro factors related to client sectors and investment banking
• Conduct “on the job” training, providing continuous, constructive feedback with goal of improving quality of analyst and intern work product
• Actively participate in recruiting and training activities

Experienced Associate – Investment Banking, Global Services

• Deliver a centralized Finance Governance Model by driving adherence and standardizing execution of governance programs
• Lead Issue, Incident Management & Customer Remediation across the Finance organization
• Enforce a standard approach for issue documentation & risk mitigation
• Assess the impact of cross functional issues on Finance and monitor status reporting
• Support various governance responsibilities such as Exam Support and Supplier oversight

VP, Finance Governance – Issue Management Leader

• Underwriting equity investments for LIHTC funds
• Managing relationships with syndicator partners
• Drafting and presenting comprehensive memorandums summarizing the transaction
• Reviewing and commenting on fund documents
• Collaborating on strategies for loan opportunities

Fund Investments Associate

• Provide strategic direction and oversight for the underwriting and portfolio management team
• Lead internal approvals primarily for equity transactions and any related debt, ensuring structural integrity and alignment with Capital One’s risk appetite
• Oversee risk assessment and lifecycle management of equity investments
• Proactively manage emerging lower-tier and upper-tier portfolio risks
• Drive innovation and continuous process improvements
• Lead, mentor, and advocate for a high-performing team of underwriters and portfolio managers

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