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Melissa A. Monreal
2008 Yale Avenue Dunedin, FL 34698 (727) 667-6995
LEADERSHIP SUMMARY AND STRENGTHS
Proficiency in business analysis of statistics, financial, capital equipment, negotiation skills,
product standardization and contract management. Computer skills include all Microsoft Office
programs and Surgery Electronic Medical Records-Cerner.
Primrose Solutions LLC, 2014 – Present
 Clinical Data Consultant providing:
o Data Mapping
o Item Mapping
o Vendor Mapping
o Contract Modeling Analysis
o Categorization Analysis
o Supply Spend Analysis
o Benchmark Assessment
o Standardization Analysis
o Product Attributes
o Reporting Tools and Ad Hoc
 Assist and development of matrix/construct pricing for cost standardization in Total
Joints, Orthopedics, Spine/Neuro, Open Hearts, EP, etc.
o Database provides benchmarking, expense analysis and revenue capture to
provide CPC analysis, standardization opportunities and report development.
 Charge Master Analysis for contracted facilities to maximize and capture expenses and
revenue.
o Apply CDM codes, UNSPC and contract categorization for revenue and reporting
purposes.
BayCare Health System, Morton Plant Hospital Clearwater, FL
OR Business Manager, 2008 – 2014
Responsible for monthly financial analysis, budget forecasting, and allocation of credits and
charges for Surgical and Emergency Room Services. Chair of Value Analysis Team.
 Responsible for month end financial analysis utilizing BOB Reporting on all Surgical
Services Departments and Emergency Room Services at Morton Plant Hospital-Clearwater.
 Manage Sterile Processing Department, Inventory and Surgical Charge Auditors.
 Develop and maintain Service, Outcome, Cost analysis (SOC) for capital expenditures.
 Analyze trends to plan for the five year plans within the Surgical Services departments.
 Maintain and standardize Surgical Services inventory department. Negotiated with vendors
on opportunities to consolidate products; maintain stock/par levels and working with the
vendors.
o Standardization/Consignment of Heart Valves – savings over $100,000
o Infuse Bone Usage requirements – savings over $250,000
o Implement expiring product usage documents – savings over $400,000
o Endomechanical standardization – savings over $600,000
o RFP on Neuromonitoring – standardization to one standard rate – savings over
$50,000
o Matrix development & implementation on Spine and Total Joints – savings over
$1,000,000
 Assist/manage charge auditing surgical cases for efficiency and accuracy of patient
charging. Streamline the auditing process and increase charge capturing for increased
revenue. Assist the revenue management services department with charge master codes
and maintaining proper charges.
o Capture of Perfusion ECMO charges resulting in additional revenue
o Capture of proper bed billings to patients resulting in additional revenue
o Assistance on correcting charge master to capture products/services charged at the
correct amount
 Responsible for monthly reports on utilization by surgeon, specialty, DRG, Cost per DRG
and Reimbursement analysis.
o Open Heart service line – opportunities to use reprocessed items resulting in cost
savings; platelet gel usage revised resulting in cost savings.
o Standardization in Spine procedures for products – matrix pricing was result of this
project.
o Neuro procedures require monitoring – RFP developed and implemented to result in
cost savings across the system.
 Assist and work with Contract Coordinator on new/renewal/amendments regarding
contracts, terms and conditions.
Financial Specialist, 2007 – 2008
Coordinated budget processes for all Morton Plant & Mease Hospital entities, including
developing and leading education workshops, guidelines and worksheets for the departments
and leadership teams.
 Prepared Board of Trustee level budget presentations.
 Provided support to management before and during the budget process.
 Productivity–assist in maintaining proper weights in Visionware and Access databases
for proper productivity within each department.
 Analyzed proper weight classification and update of the GL to reflect the proper stats
YTD.
 Six Sigma Yellow Belt and member of the Finance Task Force to update Six Sigma
Finance training material.
 Supervised Visionware Specialist and Budget Technician.
Senior Financial Analyst, 2005 - 2007
Prepared and analyzed information required for Monthly Operating Reports developed for
Mease Dunedin Hospital in accordance with month end closing schedule.
 Finance Rep for Surgical Services across Mease Dunedin Hospital, Mease Countryside
Hospital and Morton Plant Hospital. Assist SBU Leaders in specific projects, reports and
analysis of data in regards to all surgical services functions.
 Finance Rep for Rehab Services through Morton Plant Hospital. Assist Administrator in
budgeting, specific projects, reports and analysis of data.
 Monitor, plan and prepare financial statements including, but not limited to revenue and
expense statements, balance sheets, cash flow statements, and key financial indicators.
 Developed and maintained a purchase order service accrual report system to achieve a
process of appropriate use and accruals on the service accrual report from the Accounts
Payable Department.
 Six Sigma Projects – finance rep for multiple Surgical Services six sigma projects in
order to reduce costs and produce savings throughout the organization.
o Rehab services cost savings initiatives on supplies
o Surgical Services On Time Starts project
 Developed and maintained an education manual for the use of training new managers
on the Finance aspect of the organization.
St. Luke’s Aurora Health Care Milwaukee, WI
Financial Planning, Senior Financial Analyst, 2004 - 2005 ,
 Planned and developed detailed cost accounting standards and utilized them in financial
pro-formas and budgeting Financial and Statistical analyses for new programs, projects
and services.
 Participated in the development and maintenance of procedural prices using appropriate
costing and methodologies and market analyses.
 Planned, prepared, communicated and monitored operating and capital budgets for
Anesthesia, Radiology and Surgery departments.
 Acted as a liaison with the Business Office to assure consistency in billing and
collections practices across departments. Assist in developing recommendations or
resolving issues and/or problems.
Children’s Medical Group Milwaukee, WI
Financial Analyst, 2003–2004
 Prepare and develop annual capital and operating budget reporting for physicians, office
clinics and Surgicenter of Greater Milwaukee. Prepare and develop supporting
schedules to accompany budgets.
 Analyze managed care fee schedules to determine the impact for future prices.
 Monitor contract reimbursements and A/R collections with third party payers.
 Analyze Children’s Medical Group (CMG) and Surgicenter revenues and expenses for
recommendations to improve profitability. Price and cost accounting analysis.
 Prepare Profit & Loss statements and variance analysis by location and physician.
Preparation of payer mix analysis quarterly.
 Liaison for CMG and Surgicenter when interfaced with various departments for support
services.
 Medical Group Management Association (MGMA) and Bond reporting annually to the
state.
 Decision Support System and Data Miner System reporting.
 Interaction with CMG and Surgicenter Presidents to develop profitability scenarios as
required.
RELEVANT SKILLS AND ACCOMPLISHMENTS
 Proficient in all MS Office applications.
 Fluent in Lawson, Document Direct, NetView, Kronos, Beacon/Cerner, Surgery
Compass and Primrose.
 Six Sigma Yellow Belt – Financial project for cost savings on Rehab services and
Surgery on Time Starts.
 Preparation and enrollment with Becker in progress for CPA exam testing.
EDUCATION
Cardinal Stritch University, Milwaukee, WI
Masters of Business Administration Degree
Bachelor of Science in Accounting
MATC-Madison, Madison, WI
Associates Degree-Accounting
WCTC-Waukesha, WI
Health Unit Coordinator-Diploma

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Melissa Monreal Resume 2014

  • 1. Melissa A. Monreal 2008 Yale Avenue Dunedin, FL 34698 (727) 667-6995 LEADERSHIP SUMMARY AND STRENGTHS Proficiency in business analysis of statistics, financial, capital equipment, negotiation skills, product standardization and contract management. Computer skills include all Microsoft Office programs and Surgery Electronic Medical Records-Cerner. Primrose Solutions LLC, 2014 – Present  Clinical Data Consultant providing: o Data Mapping o Item Mapping o Vendor Mapping o Contract Modeling Analysis o Categorization Analysis o Supply Spend Analysis o Benchmark Assessment o Standardization Analysis o Product Attributes o Reporting Tools and Ad Hoc  Assist and development of matrix/construct pricing for cost standardization in Total Joints, Orthopedics, Spine/Neuro, Open Hearts, EP, etc. o Database provides benchmarking, expense analysis and revenue capture to provide CPC analysis, standardization opportunities and report development.  Charge Master Analysis for contracted facilities to maximize and capture expenses and revenue. o Apply CDM codes, UNSPC and contract categorization for revenue and reporting purposes. BayCare Health System, Morton Plant Hospital Clearwater, FL OR Business Manager, 2008 – 2014 Responsible for monthly financial analysis, budget forecasting, and allocation of credits and charges for Surgical and Emergency Room Services. Chair of Value Analysis Team.  Responsible for month end financial analysis utilizing BOB Reporting on all Surgical Services Departments and Emergency Room Services at Morton Plant Hospital-Clearwater.  Manage Sterile Processing Department, Inventory and Surgical Charge Auditors.  Develop and maintain Service, Outcome, Cost analysis (SOC) for capital expenditures.  Analyze trends to plan for the five year plans within the Surgical Services departments.  Maintain and standardize Surgical Services inventory department. Negotiated with vendors on opportunities to consolidate products; maintain stock/par levels and working with the vendors. o Standardization/Consignment of Heart Valves – savings over $100,000 o Infuse Bone Usage requirements – savings over $250,000 o Implement expiring product usage documents – savings over $400,000 o Endomechanical standardization – savings over $600,000
  • 2. o RFP on Neuromonitoring – standardization to one standard rate – savings over $50,000 o Matrix development & implementation on Spine and Total Joints – savings over $1,000,000  Assist/manage charge auditing surgical cases for efficiency and accuracy of patient charging. Streamline the auditing process and increase charge capturing for increased revenue. Assist the revenue management services department with charge master codes and maintaining proper charges. o Capture of Perfusion ECMO charges resulting in additional revenue o Capture of proper bed billings to patients resulting in additional revenue o Assistance on correcting charge master to capture products/services charged at the correct amount  Responsible for monthly reports on utilization by surgeon, specialty, DRG, Cost per DRG and Reimbursement analysis. o Open Heart service line – opportunities to use reprocessed items resulting in cost savings; platelet gel usage revised resulting in cost savings. o Standardization in Spine procedures for products – matrix pricing was result of this project. o Neuro procedures require monitoring – RFP developed and implemented to result in cost savings across the system.  Assist and work with Contract Coordinator on new/renewal/amendments regarding contracts, terms and conditions. Financial Specialist, 2007 – 2008 Coordinated budget processes for all Morton Plant & Mease Hospital entities, including developing and leading education workshops, guidelines and worksheets for the departments and leadership teams.  Prepared Board of Trustee level budget presentations.  Provided support to management before and during the budget process.  Productivity–assist in maintaining proper weights in Visionware and Access databases for proper productivity within each department.  Analyzed proper weight classification and update of the GL to reflect the proper stats YTD.  Six Sigma Yellow Belt and member of the Finance Task Force to update Six Sigma Finance training material.  Supervised Visionware Specialist and Budget Technician. Senior Financial Analyst, 2005 - 2007 Prepared and analyzed information required for Monthly Operating Reports developed for Mease Dunedin Hospital in accordance with month end closing schedule.  Finance Rep for Surgical Services across Mease Dunedin Hospital, Mease Countryside Hospital and Morton Plant Hospital. Assist SBU Leaders in specific projects, reports and analysis of data in regards to all surgical services functions.  Finance Rep for Rehab Services through Morton Plant Hospital. Assist Administrator in budgeting, specific projects, reports and analysis of data.  Monitor, plan and prepare financial statements including, but not limited to revenue and expense statements, balance sheets, cash flow statements, and key financial indicators.
  • 3.  Developed and maintained a purchase order service accrual report system to achieve a process of appropriate use and accruals on the service accrual report from the Accounts Payable Department.  Six Sigma Projects – finance rep for multiple Surgical Services six sigma projects in order to reduce costs and produce savings throughout the organization. o Rehab services cost savings initiatives on supplies o Surgical Services On Time Starts project  Developed and maintained an education manual for the use of training new managers on the Finance aspect of the organization. St. Luke’s Aurora Health Care Milwaukee, WI Financial Planning, Senior Financial Analyst, 2004 - 2005 ,  Planned and developed detailed cost accounting standards and utilized them in financial pro-formas and budgeting Financial and Statistical analyses for new programs, projects and services.  Participated in the development and maintenance of procedural prices using appropriate costing and methodologies and market analyses.  Planned, prepared, communicated and monitored operating and capital budgets for Anesthesia, Radiology and Surgery departments.  Acted as a liaison with the Business Office to assure consistency in billing and collections practices across departments. Assist in developing recommendations or resolving issues and/or problems. Children’s Medical Group Milwaukee, WI Financial Analyst, 2003–2004  Prepare and develop annual capital and operating budget reporting for physicians, office clinics and Surgicenter of Greater Milwaukee. Prepare and develop supporting schedules to accompany budgets.  Analyze managed care fee schedules to determine the impact for future prices.  Monitor contract reimbursements and A/R collections with third party payers.  Analyze Children’s Medical Group (CMG) and Surgicenter revenues and expenses for recommendations to improve profitability. Price and cost accounting analysis.  Prepare Profit & Loss statements and variance analysis by location and physician. Preparation of payer mix analysis quarterly.  Liaison for CMG and Surgicenter when interfaced with various departments for support services.  Medical Group Management Association (MGMA) and Bond reporting annually to the state.  Decision Support System and Data Miner System reporting.  Interaction with CMG and Surgicenter Presidents to develop profitability scenarios as required.
  • 4. RELEVANT SKILLS AND ACCOMPLISHMENTS  Proficient in all MS Office applications.  Fluent in Lawson, Document Direct, NetView, Kronos, Beacon/Cerner, Surgery Compass and Primrose.  Six Sigma Yellow Belt – Financial project for cost savings on Rehab services and Surgery on Time Starts.  Preparation and enrollment with Becker in progress for CPA exam testing. EDUCATION Cardinal Stritch University, Milwaukee, WI Masters of Business Administration Degree Bachelor of Science in Accounting MATC-Madison, Madison, WI Associates Degree-Accounting WCTC-Waukesha, WI Health Unit Coordinator-Diploma