Summary

Accomplished executive with broad-based background in project management, financial services, strategic planning, and process improvement. Highly organized, detail-oriented and self-directed with demonstrated ability to develop and manage highly effective staffs. Creative thinking combines with solid research and analytical skills to develop practical solutions to difficult problems.

Professional Experience

INTERACTIVE INTERFACES (dba ChinoHillsShopping.com), Chino Hills, CA 2002 – present

Consultant

· Coordinated development of online consolidated budget model for software company with multiple product lines and $30 million in annual revenues.

· Wrote budget manual to document budget process and facilitate future budget development.

· Converted budget manual to html coding for online access by department heads.

· Analyzed equipment leases to identify opportunities for cost savings.

· Performed cost analysis of a specific product line to determine whether it was profitable.

· Evaluated client website functionality to identify potential improvements.

· Developed PowerPoint presentations for industry meetings on a variety of subjects.

· Assisted in developing and continue to maintain a variety of websites, including those for two local elementary schools, the City of Chino Hills (maintenance only), and chinohillsshopping.com.

CAP Gemini Ernst & Young, Los Angeles, CA 1988 – 2001

Assistant Director

Project Management

· Coordinated day-to-day project activities, resolving issues as required.

· Managed budget and timeline, ensured that project milestones/deadlines were met and reported to management on project status (via written reports and oral presentations).

· Developed cost/benefit analyses, work plans, budgets and proposals for new projects.

· Worked with solution owners to kick-off projects and identify field resources.

· Created management reports to track and analyze progress toward project goals.

· Coordinated knowledge management activities and developed reusable templates.

Financial Services

· Completed financial feasibility studies for new construction, expansion, renovation and refinancing for a variety of clients. The scope of these studies involved both market and financial analyses.

· Analyzed projected utilization, operating revenues and expenses, and reimbursement implications of various delivery systems.

· Reviewed the financial performance of an independent practice association and subcontractor to determine the financial impact on each of consolidating support services.

· Analyzed the potential benefit of a two-campus organization consolidating two major departments into a single facility.

Strategic and Business Planning

· Prepared strategic plans for numerous clients. Plan components typically included competitive market analysis, utilization projections, financial performance evaluation, operations analysis, and setting a vision/mission statement as well as short-term and long-range strategies and tactics.

· Completed a bed need analysis as part of a hospital’s redesign and replacement plan.

· Evaluated the operations and finances of a group of occupational medical centers on behalf of a potential buyer.

· Assessed the qualitative and quantitative impact on a hospital of contracting with Medicaid, and the implications of the Medicaid program converting to a managed care delivery system.

· Conducted a market study for an apparel manufacturer desiring to introduce its product to new mothers through hospital gift packs.

· Completed a management audit of a public health care agency and its board of directors and evaluated the policies and procedures used to allocate district funding to community agencies and to monitor their performance.

· Developed detailed market analyses for a national physician practice management company looking to establish a network of shared services across the country.

CAP Gemini Ernst & Young, (continued)

Process Improvement

· Reviewed workflow in major support departments of an organization and developed recommendations to reduce expenses and increase operating efficiency.

· Analyzed clinical productivity of the neurology, obstetrics, and pediatrics faculties at two academic medical centers.

· Collected operational and financial data for national benchmarking study of major health plans, conducted comparisons between plans and identified opportunities for improvement.

· Participated in telephone survey of primary care physician practices in several major cities to determine their awareness of and preparedness for new government regulations (HIPAA).

Morgan Grenfell, Inc., New York, New York 1985 – 1988

Financial Analyst

Registered Representative, Risk Arbitrage.

· Determined value of proposed merged entity.

· Assessed likelihood of merger achieving completion.

· Monitored status of regulatory filings.

· Interviewed corporate executives and research analysts.

Donaldson, Lufkin & Jenrette, Inc., New York, New York 1983 – 1985

Research Associate

Registered Commodities Representative.

· Researched agricultural, political, and business climate for tropicals and precious metals markets. Responded to client questions and concerns.

· Provided data for commodity analyst reports.

Education and Training

B.A., Economics, - Oberlin College

Graduate coursework, Finance, New York University

Computer skills: Excel, Word, Publisher, PowerPoint, Quicken, Lotus Notes, Access