Stephanie Wortham

Senior Financial Analyst for Neighborly (The Dwyer Group)

Role
Senior Financial Analyst at Neighborly®
Location
Waco, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Stephanie Wortham

Highly organized, customer focused individual with extensive experience in budgeting…

Experience

  1. Senior Financial Analyst

    Neighborly®

    Oct 2016 — Present · Waco, TX, US

    Work closely with Brand Presidents and department managers on budgets worldwide. I implemented one-on-one budget review meetings in 2018, which decreased the meeting times by an average of thirty (30) minutes, for those who opted to meet. While I attended the budget meetings in 2018, I started running the round 1 formal budget meetings in 2019. •Work with department’s on projections for both new revenue generating services and cost saving measures. •Work with departments on streamlining processes for report preparation. In one instance, I was able to reduce report preparation time by half (4 hours). •I built our five (5) year forecast as an Adaptive Insights report to eliminate the manual work of updating history back to 2015 and current year actuals and budget numbers for all brands and departments worldwide. •Developed department procedures for all responsibilities under the FP & A department, including month end processes, to ensure consistency in daily/weekly/monthly operations and reporting. I continue to develop processes for new responsibilities added to our department. •I join our COO & EVP-Neighborly General Manager and Brand Presidents on financial review calls. •I initially trained our financial analyst on our processes and systems. As I gain new responsibilities, I train the analyst on responsibilities passing to them to ensure they are successful while furthering their professional growth.

Skills

  • P&L Management
  • Strategic Financial Planning
  • Business Analysis
  • Revenue Cycle Management
  • Budgets
  • Finance
  • Process Improvement
  • Financial Reporting
  • Hipaa
  • Medicare/Medicaid Reimbursement
  • Analysis of Business Problems/Needs
  • Healthcare Consulting
  • Long Term Acute Care
  • Epic Systems
  • Financial Analysis
  • Insurance
  • Healthcare Information Technology
  • Long-Term Care
  • Healthcare Industry
  • Organizational Development
  • Healthcare Management
  • Skilled Nursing Business Office
  • Medicare
  • Financial Statements
  • Business Process Improvement
  • Organization
  • Payroll
  • Analysis
  • Forecasting
  • Revenue Analysis
  • Contract Negotiation
  • Start-Ups
  • Policy
  • Expenses
  • Training
  • Healthcare Analytics
  • Accounts Payable
  • Healthcare Reimbursement
  • Small Business
  • Billing Systems

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Stephanie Wortham — Senior Financial Analyst at Neighborly® in Waco, TX, US | Unifers