1. Lucy Bonfiglio
9239 Wyant Dr • Mentor, OH 44060 • Telephone: 440-725-5516 • E-mail: lucybonfiglio@gmail.com
Summary
A senior financial analyst with sixteen years’ experience in healthcare finance analysis and reporting. Solid
knowledge of Decision Support Systems, Lawson, Excel, My Analytics, StrataJazz Capital, Service Line
Financial Forecasting and Long Range Financial Forecasting.
Professional Experience
Healthspan, a subsidiary of Mercy Health System
Senior Analyst, Market Research, Sales Reporting 2015 – Current
• Prepare daily sales/new enrollment reports for Medicare and Individual plans.
• Produce current monthly membership report which details insurance product, group type, market
region, terminations and new enrollments.
• Conduct market research to accumulate and present competitor health insurance products and plan
designs.
• Prepare weekly broker detailed report for Sales Director and used for broker commission estimates.
• Assist with development of budgeted enrollment numbers.
• Ad hoc report creation and analysis.
Euclid Hospital, a Cleveland Clinic Community Hospital
Senior Financial Analyst 2015
• Prepare and post monthly expense entries in the My Analytics application.
• Assist departmental managers with analysis and explanation of monthly budget variances.
• Meet with departmental managers and directors regarding capital requests and submit capital requests
through StrataJazz Capital application.
• Work with VP of operations to establish budgeted volumes for future year (s). Enter volumes and
underlying assumptions into Service Line Financial Forecasting and Long Range Financial
Forecasting.
• Meet with departmental managers to review and enter future year budgeted payroll and non-payroll
expenses into Budget Manager, a Decision Support Application.
• Produce monthly detailed reports of total surgeries by physician and total admissions by physician.
Research any significant variances between monthly actual volumes and budgeted volumes and
previous month’s volumes.
• Build reports within reporting module of Decision Support System to meet special project needs.
Reports provide detailed revenue and cost information on the specified area of interest and aid in
financial decision making on the current and future profitability of the specified area.
• Member of Executive Leadership Council and Wellness Committee.

2. University Hospitals Case Medical Center, Cleveland, Ohio
Senior Financial Analyst 2007 to 2015
• Produce quarterly product line reports for Case Medical Center and all Community hospitals.
• Calculation and estimation of hospitals’ net revenue.
• Audit government and commercial insurance payer payments to contracted rates.
• Collaborate with non-clinical and clinical management to identify reporting needs. Develop reports in
respect to needs. Analyze and interpret resulting report data.
• Identify data integrity issues and work with appropriate areas for successful resolution.
• Assist in implementation of windows based decision support system from a mainframe platform.
• Train new analysts on decision support system.
• Finance department team lead for Rainbow Trick or Treat Street and Christmas Adopt a Family
program.
Salem Hospital, Salem, Oregon
Financial Analyst IV 2005 to 2006
• Assist in implementation of hospital’s first decision support system.
• Model insurance payer terms within contract modeling module of decision support.
• Train new and/or entry level analysts on decision support system.
• Perform routine audits of data transfer from billing source system to decision support system to ensure
data integrity.
• Build costing standards after collaboration with clinical department managers.
• Run monthly costing procedures to spread direct expenses to department procedures and supplies.
• Build and run indirect cost model.
• Collaborate with management to develop reports to meet needs. Monthly run and interpretation of
resulting report data.
Cleveland Clinic Foundation, Cleveland, Ohio
Financial Analyst 2000 to 2005
• Prepare monthly financial reports for executive review.
• Develop and run reports to meet the ad hoc needs of clinical and financial management.
• Analyze financial data and recognize any unusual occurrences.
• Research and explain unusual occurrences to data requester.
• Build and review indirect cost allocation model within decision support software.
• Educate and train end users on Eclipsys, the decision support software.
• Administer the online reporting application: report to web.
Education
Bachelor of Business Administration, August 1999.
Magna cum Laude Graduate.
Major: Finance. Minor: Accounting.
Kent State University, Kent, Ohio.