Strategic Financial
Planning &
Analysis
Specializing in Medicaid and Medicare financial analysis, forecasting, trend evaluation, and strategic planning. Building financial models that drive business growth.
About Me
Finance Professional & Strategic Planner
I am a finance professional specializing in Medicaid and Medicare financial analysis, forecasting, trend evaluation, and strategic planning. My expertise lies in identifying business opportunities, assessing financial risks, and building financial models that support future planning such as new product development and marketing strategies. I am skilled in interpreting complex financial data and presenting actionable insights to senior leadership.
Core Competencies
Expertise & Technical Skills
Financial Analysis & Forecasting
Expertise in building complex financial models, P&L analysis, and strategic planning.
Strategic Leadership
Driving business growth through risk management and process improvement.
Accounting
Comprehensive accounting operations alongside compliance and reconciliation.
Data Analytics
Leveraging data tools to extract insights and drive decision-making.
Healthcare Domain
Deep understanding of Medicaid, Medicare, and reimbursement models.
Professional Experience
Career Journey
Sr. Analyst, Finance
Molina Healthcare | Remote
- Prepare annual budgets and quarterly forecasts following corporate guidelines.
- Collaborate with actuarial teams to review IBNR estimates and rate adequacy.
- Analyze results to identify trends and emerging issues in medical care costs.
- Perform actuarial studies related to care cost trends.
- Develop and present financial reports for senior leadership.
- Work with operations to identify cost-saving opportunities and utilization issues.
- Support financial closing processes, settlement estimates, and risk corridor calculations.
- Manage pricing and tracking for capitation arrangements.
- Mentor and guide team members.
- Coordinate month-end close with accounting and review actuarial accruals.
Finance Supervisor
Centene Corp / Fidelis Care | Rego Park & Long Island City, NY
- Led revenue cycle management operations and supervised a team of 15 analysts.
- Utilized advanced data analytics (Excel, SQL, pivot tables).
- Conducted performance reviews and career development plans.
- Prepared periodic financial and budget performance reports.
- Strong experience with SAP and Oracle financial systems.
- Managed problem resolution and collaborated with cross-functional teams.
- Maintained compliance with Federal/State/Local regulations.
- Produced executive-level finance metric reports for committees.
- Served as audit point of contact and supported audit activities (HIPAA, SOX).
- Proposed new technological solutions to improve revenue cycle management.
- Generated analytics and insights to support senior management decisions.
Finance Supervisor
Fresenius Vascular Care | Malvern, PA
- Supervised financial functions and staff.
- Strong understanding of Medicaid and Medicare programs.
- Experience with Databricks, Excel, PowerQuery, and SQL.
- Familiarity with healthcare operations (UM, disease mgmt, HEDIS, claims).
- Knowledge of coding systems: ICD-10, CPT, HCPCS, NDC.
- Understanding of reimbursement models: risk adjustment, capitation, FFS, DRG, APG, APC.
- Analyzed financial, operational, and utilization metrics.
Finance Supervisor / Claim Analyst
Independence Blue Cross | Fort Washington, PA
- Key resource for senior management on revenue cycle performance.
- Reviewed and refined processes related to admissions, billing, pricing, and collections.
- Ensured compliance with federal, state, and local regulations.
- Filed financial reports and guided leadership on regulatory requirements.
- Main point of contact for major lines of business (IA/AHA, Blue Card, Geo Blue).
Early Career Roles
Medical Billing & Office Management
Metro True Care Medical P.C. (NY): Medical Billing Consultant, Coding Specialist, Medical Records Recruiter, Collections Agent.
Chia-Der Wu, M.D. P.C. (NY): Office Manager, Surgical Scheduling Coordinator.
Education
Academic Background
Physical Therapies
Temple University
Bachelorβs in Business Management
Strayer University
Start a Conversation
Cathycat38@hotmail.com