Director of Finance Interview Follow-Up Applicant: XXX.

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Slide 1 Director of Finance Interview Follow-Up Applicant: XXX Slide 2 4 Over 7 years at Healthcare companies Awareness of current laws and environment Worked with healthcare professionals such as pharmacists, nurses, and former hospital administrators Nearly 15 years in FP&A Reporting & Analyzing Financial Results Business Planning & Forecasting Accounting, Compensation & Payroll Hyperion & PeopleSoft Process Improvement Over 20 years managing & developing teams Direct reports included: managers/supervisors, finance professionals, front-line staff Over 10 years in Finance Leadership positions Worked with senior managers and executives Large, matrixed organizations Functional Leadership People Leadership HealthCare Industry Finance & Systems Expertise Slide 3 Collaborative and Team-Oriented Establish overall objectives with team Weekly or Biweekly team meetings Individuals figure out the how Provide support and coaching Weekly or Biweekly one-on-one meetings Ongoing feedback; No surprises Contingency / Situational More directive in emergency or short turnaround cases Slide 4 OptumInsight Team of finance directors/controllers Responsibilities: Work direction & coaching Hiring, job descriptions, written evaluations, delivery of performance appraisals, pay decisions Accomplishments: Restructured team to accommodate multiple business reorgs Navigated though UHG recruitment and approval processes to expedite hiring of 2 employees Star Tribune (Marketing Mgr) Team of marketing specialists Responsibilities: Work direction & coaching Hiring, job descriptions, written evaluations, delivery of performance appraisals, pay decisions Accomplishments: Restructured team to align with different markets served Star Tribune (Mkt Group Ldr) 20 direct reports consisting of managers, professional staff, and front-line employees (including Union) Market Group of approx 100 employees Accomplishments: Brought in to replace existing Market Group Leader and successfully stabilized dysfunctional management team Facilitated meetings between Creative Team staff to resolve interpersonal issues Slide 5 We will be a valued business partner for the Departments that we support by providing: Sound financial advice and options to achieve business objectives Relevant, accurate and timely reporting & analysis We are part of a larger team and will work collaboratively with other parts of the Surgical Administrative Center, Medical School and UMP to achieve the organizations objectives We will provide superior customer service and maintain high standards for financial transactions and compliance reporting Slide 6 Understand Big Picture & Learn About Organization Assess Current State and Gap Analysis Planning & Begin Implementation Slide 7 Review Center and Medical School vision, strategy & objectives Meet with stakeholders Their top priorities Their top finance support needs Meet with staff Key roles, responsibilities, deliverables Review existing skill sets & their career goals Identify gaps and/or open positions Identify key resources and references Documents Finance Directors and Others Identify critical immediate deliverables Continue processes established by Center Director Slide 8 Review key finance references; Continue Mtgs P&L: Revenue sources; Key expenses; Profitability Analysis: vs Budget/Forecast Contracts & Grants Compensation Plans & Tracking Other Finance Directors, Medical School Finance Dept, UMP Get overview of key processes and business cycles Get overview of how parts of organization interact and decision-making process Address Staffing needs Slide 9 Work with Center Director and Finance staff to set objectives/priorities for first year Share objectives/priorities with stakeholders and gain buy-in Planning & Milestones to achieve objectives Calendar & process for next fiscal budget Slide 10 Not only is she adept as a key advisor to management providing timely business insight and decision support but she is also as good as anyone youll find at working the people, systems and processes of a multi-layered matrix organization to ensure her constituents get the resources and support they need. Former Manager Having worked with Mamie over the past 2 years, she is a very strong finance leader who understood our business, our financial systems, and the policies we needed to work within. She has strong analytics skills and truly was a business partner dedicated to the success of our group. I would strongly recommend her to others seeking this level of expertise. Former Executive Business Partner

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