Illinois State University

Midlands Technical College

TBM Analyst at Terex Corporation

Dallas, Texas, United States

Terex Corporation

TBM Analyst

- Responsible creating and improving all team processes for all IT Finance financial data, system integration, and reporting•	Implement and administration Apptio ITPF application for department budgets and monthly forecasts •	Redesign and implement Apptio PFP to streamline project budget and purchasing related tasks•	Develop data sources for Apptio CT including cost, budget, and forecast versions of assets, contracts, labor, org chart positions, and financials•	Requested and implemented improvements to other financial application data sources in order to improve the data collected for Apptio applications•	Create data source for raw data tables such as cost center, location, account, •	Set up integration of raw data tables from Apptio CT to Apptio ITPF•	Set up integration of Apptio ITPF Budget and Forecast data to Apptio CT•	Develop data sources and processes relating to all applications that utilize IT financial data or involve IT finance tasks such as ServiceNow, Apptio, Strata, Meditech, INFOR, PWA, Hyperion, Real Asset Management (RAM), BancTec, IPayables•	Involved in development, testing and implementation of new Financial Applications including multiple systems to INFOR•	Develop and maintain databases for prepaid journal entry and software license and maintenance tracking•	Develop and maintain process for producing Contract Labor, Microsoft Visio Org Chart, Org Chart Database, Apptio Labor File which involves creating a process of updating labor data with updates including ADP Payroll information in order to produce current labor data at a position level•	Created method for managing contract labor expenses and creating monthly accruals

CHRISTUS Health

IM Finance Systems Program Manager

- Managed position control database and process including coordinating with HR and hiring managers.•	IM financial representation for the IM projects including attending the PLC meetings.•	Responsible for the capital budget including developing database for capital/project expense tracking and reporting.•	Developed database for producing salary and concur reports.•	Developed IM salary and FTE budget.•	Financial statement analysis.•	Participated in numerous whiteboard committees to develop new project management processes.

Lead Financial Analyst

- Managed area proposal projects from inception to submission•Researched, developed, wrote, edited, and produced original proposal responses to health insurance RFPs and RFIs geared toward obtaining new business and retaining existing business.•Analyzed RFP requirements and proposal submission to determine compliance•Wrote, edited, and updated documentation of processes. •Demonstrated thorough understanding of business process methodology and project management phases, techniques, and tools.•Coordinated with senior management on technical proposals, interacting with subject-matter-experts (SMEs) to ensure accuracy of documentation; participated in document reviews; and reviewed/analyzed input received from SMEs.•Prepared bids, organized kick-off meetings, implemented delivery schedules to ensure accuracy and completeness, and advised management of RFP requirements.

Project Manager/Technical Writer

- Managed area projects such as proposals, enhancements, training, and budget. • Led project teams for various projects from inception to implementation.• Communicated complex information to a variety of audiences, stakeholders, and subject matter experts.• Demonstrated thorough understanding of business process methodology and project management phases, techniques, and tools.• Recognized problems and situations with no previous known solution and offer new solutions. • Researched, developed, wrote, edited, and produced original proposal responses to RFPs, REAs, and CRs geared toward obtaining new business and retaining existing business.• Ensured proposals compliance with CAS, FAR, and other applicable regulations as well RFP requirements.• Involved in contract negotiation and administration processes.• Analyzed RFP requirements and complex data and statistics, developed forward pricing rates, created cost structure estimates of labor and ODC, and developed pricing assumptions.• Coordinated with senior management on technical proposals, interacting with subject-matter-experts to ensure accuracy of documentation; participated in document reviews; and reviewed proposals submitted by corporate, IDWAs, and subcontractors.• Prepared bids, organized kick-off meetings, developed cost models to support proposal efforts, implemented delivery schedules to ensure accuracy and completeness, and advised management of contractual rights and obligations to mitigate contractual / program risks• Tracked amendment/modifications to solicitations, prepared questions, and reviewed responses posted for all active solicitations / proposals. • Prepared procedural documentation, led development teams, provided training and support, supported DCAA audits, identified enhancements, and directed testing.• Planned, forecasted, developed, and reported company’s budget.

TrailBlazer Health Enterprises, LLC

Project Manager/Financial Analyst

- Led team in updating and analyzing cost / allocations of home office cost centers / pools, including advanced analysis of allocations to government and private segments which required knowledge of FAR and CAS principles, gathering allocation data, and creating / maintaining Access databases that hold this data. •	Led project teams from inception through implementation phases.•	Budgeted and costed home office pools and supervised budgeting / costing for all corporate pools. •	Managed RES – residual pool based on complex 3-factor formula allocation.•	Analyzed / processed revenue, claims, assets, labor, job tax credit, facility square footage, copy, mail, legal, audit, communication, ETKS hours, HR employee, consultants, temporary help, and fringe data to produce allocations.•	Analyzed trend and cost vs. budget data to provide explanations for any variances and created reports to explain variances to upper management. •	Provided monthly variance analysis of allocations to segments•	Analyzed current methods of data collection and reporting and made significant improvements.•	Provided proposals / cost models / DCAA audit support to government and private subsidiaries.•	Analyzed allocations to government programs to ensure that regulations were followed and to minimize any risks to programs.•	Involved in projects including conversion of GL to EAS; creating new method for budget allocations; and creating improved method of reporting and analyzing allocations.

BlueCross BlueShield of SC

Overhead Accountant

Responsible leading project teams which coordinated with various IS personal groups, management, and my team to set up and maintain the budget SQL database and website.  *Lead project teams from inception through all implementation phases*Created test matrix, maintained delivery schedules to ensure accuracy and completeness, participated in the scope and design of the project, organized kick-off meetings, coordinated work sessions and status meetings, tested all aspects of the system, and managed the project within my area*Coordinated with multiple IS groups, management, subsidiaries, and other staff members to provide continuity and to maintain timeframes and resource goals.*Required to have a thorough understanding of project management phases, techniques, and tools as well as a strong knowledge of the business process engineering methodology*Designed system testing and system design including all changes to the budget process, database, website, and DB2 tables*Created web pages for our budget website using HTML and ASP; using Microsoft SQL tools such as Query Analyzer and Enterprise Manager to update tables, pull information, create and run jobs, update security, access views and tables, and monitor user connections to the server*Required proficiency in Crystal Reports, COBOL, Java, ASP Internet Programming with Visual Basic, HTML, SQL, SQL Server 2000, DB2, Crystal Reports, ABC, and CICS*Responsible for user training and the budget help desk*Assisted the company’s subsidiaries in the preparation of bids and proposals*Required to have knowledge of the proposal process, government regulations such as FAR and CAS, RFPs, contract negotiation process, contract administration, and producing pricing output in a RFP compliant form*Provided cost structure estimates of labor and ODC, examined and understand pricing rates, provided data that was needed to develop cost models to support proposal efforts, and provided data to support for DCAA audits

Kristine Klein (LION)

Kristine Klein (LION)