Kristen Refness

Experience

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  Edward Hospital

  May 2005 - Apr 2013

  Accountability for the coordination and execution of all banking services and investment reporting processes for a $400M+ financial portfolio. Managed daily credit card processing procedures and all facets of the corporate card program including initial set up and ongoing expense reporting. Ensured the accurate documentation of all journal entries for asset and liability (debt/swap) transactions; recorded wire transfers impacting debts, swaps and overall financial performance. Oversaw a debt portfolio of approximately $267M. Prepared summaries for quarterly financial statement disclosures and capital projects. Supported departmental due diligence and analysis of bond deals, additional revenues, incremental expenses and ROI, in addition to various financial administration functions. Established/maintained bank relationships and implemented new banking services. Direct report to the Assistant Treasurer.Projects include:- spearheaded the implementation of Positive Pay into financial operations and Healthcare Link to increase the accuracy of lock box imaging processes. - Increased patient capacity at Linden Oaks Hospital by 12 beds through financial analysis of new $4.5M inpatient unit and $3.2M outpatient unit additions, 2011 to 2012. - Called on to lead the comprehensive financial analysis of a strategic five-year P&L plan for Linden Oaks in addition to Anxiety and Eating Disorder programs, as well as behavioral health programs at the St. Charles and Plainfield facilities. Show less

  • Treasury Services Manager

    Oct 2009 - Apr 2013

  • Treasury Analyst

    May 2005 - Oct 2009
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  Linden Oaks Behavioral Health

  Apr 2013 - Jul 2020

  Director, Financial Operations

  Prepare budgets and financial analyses for Linden Oaks Hospital and Linden Oaks Medical Group. In cooperation with corporate office, oversee all general accounting activity including department activity reports, third party cost reports, budget models, tax returns and supporting schedules, periodic operating reports and financial statements, etc. Develop short-term and long-term financial goals. Evaluate the financial feasibility of new services.Oversight to the financial accounting and analysis of Linden Oaks Medical Group, including Behavioral Care Management. This includes ensuring physician compensation is competitive with market as well as participating in the recruitment and evaluation of physician performance. Interpret and analyze financial and statistical data including recommending methods for maximizing reimbursement and as to the adequacy of the organizations structure in relationship to the cost of departmental operations.Direct responsibilities include: - Utilization review function of the hospital which coordinates the precertification, continued stay and denial and appeal processes. - Tutoring education function including billing of these services. Show less

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  Edward-Elmhurst Health

  Jul 2020 - Aug 2024

  System Director, Hospital Financial Planning
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  Endeavor Health

  Jan 2024 - now

  Director, Financial Planning & Analysis