Project Management and Operations Consultant

Request Expert / Similar Expert

Click “request expert” for a free initial screening call with this expert or a similar expert regarding your expert consulting needs

Summary

This Project Management and Operations Consultant is an accomplished Project Manager with over 20 years of experience in financial services, insurance (life, health, and annuity), senior living, and healthcare industries. Proven history of successfully managing full project lifecycles from inception to delivery. This Project Management and Operations Consultant is adept at identifying and addressing inefficiencies, implementing automation and optimization strategies, and ensuring projects are completed on time, within scope, and on budget. Exceptional collaborator, skilled in working with cross-functional teams and stakeholders at all levels to achieve organizational objectives. 

Highlights

• Project Management
• Data Analytics & Reporting
• Team Leadership & Development
• Budgeting, Forecasting, & Resource Allocation
• Root Cause Analysis
• Vendor Relations & Management
• Procurement & Cost Benefit Analysis
• Risk Management
• Collaborative Problem Solving 

Relevant Accomplishments

• Closed gaps in new client onboarding by implementing KPI and real-time client dashboard reporting and efficient workflows. 

• Automated reporting for easy access and consistent tracking of KPIs and ROI. 

• Established protocols for monthly billing and reconciliation, recovering $50k of unclaimed revenue. 

• Oversaw the project management division, including clinic onboarding, patient triage automation, revenue management, and data analytics; defined, tracked, and monitored operational ROI analytics and reporting for all areas. 

• Managed project interdependencies through collaboration and communication with stakeholders, internal and external resources, and organizational leadership to ensure continuous forward momentum. 

• Owned end-to-end project management from inception to delivery, including project planning, budgeting, forecasting, scheduling, risk identification and mitigation, quality assurance, KPI and milestone setting and tracking, meeting facilitation with stakeholders, consultants, and contractors, tracking and reporting, and issue resolution. 

• Mobilized divisions to accelerate project launches by identifying objectives and risks, defining scope, road mapping solutions, defining project workflows, and estimating timelines and costs. 

• Collaborated with CEO and clinical pharmacist manager on continuous improvement efforts, including workflow inefficiencies and automation opportunities, developing solutions to streamline operations and manage change. 
  • Managed employee hiring, termination, and all day-one new hire orientation and training. 
  • Established and maintained operational policies and procedures, providing final input for clinical standards. 
  • Identified and resolved operational issues and risks, including compliance and security. 
  • Delivered client management and oversaw operational teams (Operations, Clinical Pharmacist, Technology, Data Analytics, Finance, and Project Management Office). 
  • Directed and trained call center staff to drive consistency, efficiency, high performance, and KPI attainment. 
  • Collaborated with implementation consultants, client executives, and third-party contractors to plan, coordinate, and implement projects (including revenue recovery using Bot and scrubber technology). 
  • Established a streamlined credit refund workflow process, transitioning 10 clients from offshore to a domestic refund team. 
  • Directed the transition of over 20 clients to offshore resources for billing and accounts receivable management. 
  • Assisted in integrating of 30 new hospital and professional services clients with resources for full revenue cycle services, contract management, provider enrollment, AP/AR billing, patient registration, reconciliation, collections, etc. 
  • Created and monitored project plans, identified and sequenced project implementation steps, developed project schedules to allocate resources, and identified and minimized risks, enabling project completion. Served as the communications hub, ensuring stakeholders (internal team, clients, contractors, and consultants) received information quickly and accurately by facilitating weekly calls, recording meeting minutes, identifying next steps and action items, and diligently following up on all open activities until project completion. Tracked and analyzed data to support informed decision-making, assisting in setting priorities and problem-solving. Resolved escalated critical implementation-related issues and risks.
  • Increased project capacity by 46% (2010 to 2021) and decreased staffing needs by consulting with users to identify areas of improvement; streamlined/automated processes and workflows, developed dashboards/reporting, and resolved disconnects. 

• Automated the benefits enrollment process by transitioning from paper to electronic enrollment. 

• Improved access to and distributed due diligence and operational requirements by utilizing Box, SharePoint, and Smartsheet. 

• Saved staffing, labor hours, and costs by utilizing Cherwell to implement automated systems access processes for onboarding and disengagement of staff access for LCS systems. 

• Identified gaps and opportunities and drove projects focused on continuous process improvement. 

• Produced strategic business plans and management transition reports, distributing them to boards of directors and owners as action plans for transitional senior living communities. 

• Audited employee lists and facilitated access removal for terminated employees, training executives and office managers on the audit process to ensure complete system security. 

• Led vendor communication and master contract negotiations to secure best pricing, terms, and quality. 

Roles

• Project Manager
• Community and Project Integration Manager
• Client Services Executive Assistant
• Technology Systems Quality Assurance Manager
• Marketing Executive Assistant/Procurement Manager
• Marketing Analyst/New Business Customer Service Representative

Request Expert / Similar Expert

Click “request expert” for a free initial screening call with this expert or a similar expert regarding your expert consulting needs