Lizette Morgan
Saint Louis,Missouri
Summary
Highly accomplished business professional with extensive fiscal and management experience gained from reputable organizations such as SSM/St. Louis University, BJC, and The Monsanto Corporation. Skilled in strategic planning and project management, leveraging strong leadership abilities to enhance team performance and drive operational excellence. Demonstrated success in delivering high-impact results through innovative problem-solving and effective communication.
Overview
26
26
years of professional experience
Work History
Director, Business Operations – Family and Community Medicine
Saint Louis University/SSM Health (SLUCare)
12.2021 - Current
- Direct the daily operations of a department consisting of 19+ providers, clinical and administrative staff for three clinic locations and one administration office
- Develop specific departmental goals, standards, and objectives that directly impact the strategic plan and vision of the organization
- Provide strategic leadership and consultation in all aspects of the business's clinical and non-clinical sides
- Oversight of all financial analyses for the department
- Focus on building an inclusive culture within the department to drive improvement of employee retention, while reducing turnover in critical clinical roles
- Direct and manage the operating and capital budgeting process, including monitoring actuals against budget
- Lead monthly finance reviews with all stakeholders
- Content includes P&L reviews, projected expenditure profiles, staff and provider productivity, WRVUS, current proposal/negotiation strategy (as applicable), etc
- Provide financial guidance and expertise to the Department Chair and VP of Operations, while ensuring compliance with company and CMS guidelines, policies, and procedures
- Provide people leadership to the Department of Family and Community Medicine faculty and staff including but not limited to hiring, training, assigning work, managing & evaluating performance, conducts professional development plans
- Ensure that the productivity and actions of that group meet/support the overall operational goals
- Oversight of external physician service contracts, including administration, drafting, and review
- Key participant and liaison during contract negotiations
- Successfully perform financial analysis, strategic planning, and project management as requested by the Department Chair and VP of Operations
- Consistently demonstrate leadership in building and recruiting solid teams and staff to meet company and departmental goals
- Serve as the SME (Subject Matter Expert) for Family Medicine on various subject matters as it relates to Finance, Budget, Contracts, and overall company policies and procedures
- Ensures maintenance of remote clinical properties are in a good and safe state of repair and operations
- Performed detailed business case analysis for potential projects and new physician hires while assessing risks and opportunities
- Summarizing data into crisp and succinct packages for executive-level reviews detailing the impacts of the decisions while weighing Return on Investment (ROI)
- Oversite of NIH and other Grants awarded to the department
- Ensured accurate and timely records were kept in accordance with the grant guidelines and budget
- Successfully worked with partners such as IRB within the University regarding compliance
Large Scope Business Manager
BJC HealthCare (Siteman Cancer Center)
05.2019 - 12.2021
- Provided strategic leadership and consultation in operational and financial analysis for multiple clinical and non-clinical department(s) of a significant size and operating budget of approximately $900M annually in revenue, $162M in operating expenses, up to $10M+ in capital expenditures and $1M in internal/external grants
- Built collaborative teams that exceeded performance targets, leading the teams to achieve organizational objectives.
- Managed, and provided financial analysis and fiscal consultation to support the financial management of the Siteman Cancer Center (SCC) portfolio consisting of 46+ departments within BJH with an estimated yearly revenue of $900M (CY21)
- Managed the capital budget/VP Contingency ($2.5M) for BJH SCC, for both non-clinical and clinical areas
- Provided financial guidance and expertise to the Siteman and BJH Leadership, while ensuring compliance with company and CMS guidelines, policies, and procedures
- Oversite of the position change process for SCC consisting of dispositioning staff, adds, changes, revisions, and restructuring
- Reviewed and evaluated business needs for agency FTEs and OTP/Bonus employee retention efforts
- Provided overall people leadership to the Siteman Business Operations team including but not limited to hiring, training, assigning work, managing & evaluating performances, and staff professional development plans
- Oversite of contract administration for Siteman legal contracts and agreements
- Key participant and liaison during contract negotiations
- Served as the SME (Subject Matter Expert) for Siteman on various committees as it relates to Finance, Radiation Oncology, Contracts, RCM, CDM, and company policies and procedures
- Managed several outside vendors’ operational and budget performances
- Evaluated proposals for adherence to Statement of Work (SOW) and recommended go/no go decisions
- Conducted finance training classes for newly appointed leaders, clinical and non-clinical
- Initiated cost-saving measures, resulting in improved profitability.
Business Manager (Siteman Cancer Center)
BJC HealthCare
09.2017 - 05.2019
- Built a collaborative and effective Operations team responsible for the SCC operations and capital budgets of over $700M annually
- Managed financial reporting and analysis for 40+ cost centers under the Siteman Cancer Center Brand
- Served as a liaison for Oncology with business partners/departments within the BJH hospital and BJC system
- Identified gaps and areas of improvement and streamlined the annual budget process for the clinical managers, directors, and VP
- Led budget review meetings with each Director and provided accurate and detailed budget models for each department
- My budget models are used to analyze the volumes, FTE staffing needs, and other financial data points for revenue and operating expenditures
- Completed audit of G/Ls to identify areas of concern and provided recommendations on cost-saving opportunities
- Successfully presented annual budgets to senior managers, Directors, and the Vice President of Siteman Cancer Center
- Prepared and distributed monthly management reports and analyses for 40+ cost centers with key observations
- Identified, developed, and implemented standardization of financial reports across all departments
- Limited but not excluding dashboard and visual management tools
- Performed ‘root cause analysis across the organization and provided real-time practical solutions
Oncology Business Analyst (Siteman Cancer Center)
BJC HealthCare
06.2016 - 09.2017
- Duties as the Business Analyst were the same as listed above in the Business Manager role, without the formal people leadership responsibilities
- In the business analyst role, I quickly demonstrated myself as a successful change agent and was promoted to Business Manager, due to the ability to drive change and improvements within the company with no formal authority over the employees, process, or department(s)
OCF / Sox Compliance Analyst
MONSANTO COMPANY
01.2013 - 04.2016
- Led compliance program for $3B of US Market Funding
- Provided day-to-day leadership and direction on all aspects of market funding, compliance, and company standards
- Identified, designed, and delivered a new internal control solution that eliminated the risk of customer payment overages
- Import functionality was added to the application, allowing submitted payment batches to be compared against the current accrual balance by the program
- Strengthened business practice by eliminating manual processes and implementing new automated internal control, resulting in Excellent/Good audit comments from Deloitte & Touche for 5 consecutive years
- Achieved cost savings of $250K for IT budget along with additional time saving of monthly analyst work time
- Developed and conducted semi-annual process, system, and compliance training for Program Management
- Administered training and continuous quality improvement of programs, resulting in being ranked within the company as 'superior' for internal controls
- Provided review of business continuity plans, and implemented standardization throughout the department, resulting in a significant reduction of 25% in payment error rate
- Facilitated customer-centric and metric-driven culture by improving collaboration between US Commercial, Finance, and Sales teams by creating and offering accurate reporting and tools
- Re-established creditability with Finance Leadership regarding the accuracy of payment OCF forecast, leading to a 50% increase in year-to-date accuracy driving the accomplishment of the annual corporate operating cash flow target
- Demonstrated excellent leadership, planning, coordination, and negotiations of all aspects of revenue and general computer control audits of Market Funding
- Served as key subject matter expert and liaison between Deloitte & Touch, Ernest & Young, Monsanto auditing services, and commercial business
- Demonstrated negotiation strength while working with an audit on potential department deficiencies, maintaining excellent/good audit ratings
- Overseeing, implementing, and tracking remediation to quarterly audit concerns to senior management
- Identified cost-saving opportunities during SOX compliance reviews
- Redesigned reconciliation processes obtained the company’s global standards while providing a reduction of 100 administrative hours annually
Business Analyst
MONSANTO COMPANY
01.2011 - 01.2013
- Primarily focused on development, execution, compliance, and support of marketing programs offered to the company growers, dealers, retailers, distributors, and seed partners exceeding $2B annually
- Prepared timely monthly management reports and analyses for Market funding forecasts
- Provided finance leadership with appropriate business drivers for YoY changes within liability balances to assist in sound business decisions and understanding of cash inflows, outflows, and trends
- Completed timely and accurate forecasting for market funding payments, allowing the business to obtain corporate business targets for cash flow for 3 consecutive years
- The operations cash flow annual target represented 40% of the company’s potential annual incentive payout
- Served as reporting expert by creating customized reporting within SAP, Business Objects (WEBI), and Hyperion (Retrieves) for the Program Management team
- Customized reports for cash flow, providing forecast details at the program level
- Additional detail provided transparency, a 25% reduction in forecast misses, and a decrease in forecast load time by one day each month
- Designed, developed, and implemented automated dashboard metrics for KPIs, providing an accurate reflection of the goals and targets of the department
- Improved communication and relationship with Customer Operations by providing visibility to timing and volume trends
- Added visibility allowed effective employee scheduling, leading to positive customer feedback on response time improvement
- Led Hyperion planning forecast system implementation
- Partnered with IT in redesigning the manual forecast process to the automated planning system
- Provided IT will accurate crossover data for system transition
- Created reporting for forecasts, improved accuracy rate, and added accountability & ownership to the process
Payment, Process, and System Analyst
MONSANTO COMPANY
01.2007 - 01.2011
- Designed, developed, and implemented systems enhancements and streamlined payment policies and processes with 100% Sarbanes Oxley compliance, resulting in over $2B of successful payments processed annually
- Served as Project Manager for the payment system (KMM) transition project
- Oversaw project to switch the KMM payment application from ASP to JAVA
- The project was successfully implemented prior to the deadline with a 98% success rate and cost savings of $500K, along with standardization of maintenance support within the IT Channel Support Team
Contract Manager
MONSANTO COMPANY
01.1999 - 01.2007
- Drafted, evaluated, and executed agreements formal, short-form, and annual contracts
- Prepared contract briefs and revisions summarizing requirements and budgets
- Maintained audit files for each contract which included, the original contract, all correspondence, changes/deviations, amendments, clarifications, and payment schedules
Education
Bachelor of Science (BS) - Accounting Information Systems
Maryville University
Town & Country, MO05.2009
Skills
- Strategic planning
- Project management
- Team leadership
- Budget management
- Cross-functional collaboration
- Change Management
- Problem solving
- Financial analysis
- Business acumen
- Relationship building
- Decision-making
- Contract management
Timeline
Director, Business Operations – Family and Community Medicine
Saint Louis University/SSM Health (SLUCare)
12.2021 - Current
Large Scope Business Manager
BJC HealthCare (Siteman Cancer Center)
05.2019 - 12.2021
Business Manager (Siteman Cancer Center)
BJC HealthCare
09.2017 - 05.2019
Oncology Business Analyst (Siteman Cancer Center)
BJC HealthCare
06.2016 - 09.2017
OCF / Sox Compliance Analyst
MONSANTO COMPANY
01.2013 - 04.2016
Business Analyst
MONSANTO COMPANY
01.2011 - 01.2013
Payment, Process, and System Analyst
MONSANTO COMPANY
01.2007 - 01.2011
Contract Manager
MONSANTO COMPANY
01.1999 - 01.2007
Bachelor of Science (BS) - Accounting Information Systems
Maryville University
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