Multidisciplinary Consultant
Orange County, California Area
Multidisciplinary Consultant
Orange County, California Area
* Detail-oriented data analyst and database consultant with the credentials and mindset of a CPA and 10+ years' success devising innovative processes and customized solutions using Access, Excel and PowerPoint to analyze data, produce charts and generate high volume reports in an accurate and timely manner.
* Proven ability to lead teams and manage diverse projects ranging from information system design, development and implementation projects to hospital reengineering project teams to market research data analysis and report production projects to a homeowner's association landscape renovation project.
* Challenge-loving, proactive, goal-oriented, resourceful problem solver uniquely qualified with excellent communication, organizational, analytical, computer technology, and people skills.
Access database design and development
Excel data analysis and charting
PowerPoint report production automation
Project management
Process improvement
Team leadership
Information systems implementation
Classroom and one-on-one training/teaching
Technical writing
Training software development
Healthcare knowledge/expertise
Accounting/bookkeeping
Non-profit treasurer
Software skills: Access, Excel, PowerPoint, Microsoft Query, Visual Basic, ACT!, Monarch, Quickbooks
(Information Technology and Services industry)
March 1998 — Present (11 years 9 months)
* Help clients meet tight deadlines by using an innovative, semi-automated report production process which significantly increases production speed and improves report accuracy.
* Design and develop Access databases and Excel spreadsheets for survey data entry, analysis, charting and reporting.
* Shorten turnaround time of survey results by creating Access-based automated report production system for physician practice consulting firm.
* Facilitate expanded sales and marketing efforts by developing a database for tracking sales targets and activities for healthcare market research company.
* Provide personalized basic and advanced Access and Excel training.
* Compose user documentation for customized database systems.
* Perform in-depth research and write qualitative reports of regional healthcare markets and integrated health systems.
(Computer Software industry)
March 1996 — August 2001 (5 years 6 months)
* Managed financial, accounting and tax functions of a software consulting business.
* Played key role in developing and enhancing PC-based custom training software including system design, programming and testing.
(Non-Profit; Hospital & Health Care industry)
May 1993 — March 1996 (2 years 11 months)
* Supported $18 million hospital-wide reengineering process by facilitating teams, generating ideas, analyzing data, providing training, preparing proposals, making presentations, and developing implementation plans.
* Successfully managed accelerated implementation of TSI Decision Support system to facilitate cost analysis, contract negotiations, service line budgeting and clinical protocol development.
* Saved $10,000 in vendor training costs by developing and conducting an in-house Meditech system report-writer training class for systems analysts.
(Non-Profit; Hospital & Health Care industry)
January 1992 — May 1993 (1 year 5 months)
* Increased annual revenues by $150,000 through implementation of Meditech Materials Management system and capturing of lost patient charges.
* Eliminated need for $60,000 custom vendor interface by inventing keystroke emulation "interface" between Meditech and ESI Materials Management systems.
* Provided user support, training and documentation for Meditech General Ledger, Accounts Payable, Materials Management and Fixed Asset systems.
(Non-Profit; Hospital & Health Care industry)
June 1991 — January 1992 (8 months)
* Prepared and presented financial statements and variance analysis to CEO and Finance Committee.
* Eliminated $20,000 annual cost overrun by creating system for monitoring research grant spending.
* Promoted from Senior Financial Analyst in September 1991.
(Non-Profit; Hospital & Health Care industry)
January 1990 — May 1991 (1 year 5 months)
* Conceived and created PC-based database system to facilitate the effective management of research funds including $31 million in unrecovered overhead.
(Food & Beverages industry)
May 1989 — January 1990 (9 months)
* Supervised accounting staff in accounts receivable, accounts payable and payroll.
* Prepared quarterly budgets and multi-state income, sales and property tax returns.
(Partnership; Accounting industry)
January 1986 — March 1989 (3 years 3 months)
* Improved efficiency and accuracy of audits and financial statement and tax return preparation through development of PC-based database and spreadsheet tools.
* Wrote procedures manuals and trained staff in computer applications.
* Supervised and performed financial audits including internal control reviews and preparation of financial statements and non-profit, corporate, partnership and individual tax returns.
BS, Summa Cum Laude , Management; Accounting , 1983 — 1985
dogs, reading/book clubs, supporting Boston sports teams VOLUNTEER WORK Chair, Laguna Woods Homeowner’s Association Landscape Committee 2/09-present Treasurer, Friends of the Laguna Niguel Library 6/08-present Treasurer, Laguna Woods Homeowner’s Association 1/07-1/09 Provided database assistance to non-profit organizations 2001-2007 Domestic and dating violence prevention community educator at secondary and post-secondary schools, hospitals, and churches 1999-2005
AICPA, CSCPA