Ian Mathis, MBA

Experience

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  AFFILIATED COMPUTER SERVICES

  Apr 2003 - Dec 2003

  Medicaid and Medicare Specialist

  Enrolled Medicaid beneficiaries into managed health care plans such United HealthCare, Humana, & Medipass & managed health care plan changes. ► Provided doctor network and customer service for patient beneficiaries, ensuring HIPPA laws compliance.

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  Focus Receivables Management, LLC

  Aug 2004 - Jul 2007

  A/R Unit and Collections Department Manager

  Supported Director of operations, supervised collection floor activities, built dialer campaigns, provided timely client receivable budget information, and accurately reported client account standings. Led, managed, and mentored / coached collection department (15 direct reports) through appraising job performance contributions in formal setting and side by side on-floor training. ► Processed Payroll (ADP), Yearly reviews, Scheduled, Hired, and Disciplined employees.

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  NIELSEN, WYATT & OWENS, LLC

  Nov 2007 - Dec 2008

  Client Services & Accounts Receivables Manager

  Managed accounts payable and account receivable reconciliations & Supervised, trained, and mentored staff.► Administered Business to Business and commercial receivables.

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  The Coca-Cola Company

  Jun 2009 - Mar 2015

  Provided key business insights and recommendations by collecting, analyzing, summarizing and evaluating various alternative courses of action to influence key stakeholders based upon sales performance, cost efficiency information and variance research on actual versus forecast volume (12M cases), funding, and dead net gross profit ($58M). Assisted in annual business planning with the planning revenue growth management department for national retail sales drug / value channel customers (Rite Aid, Dollar Tree, Freds, Variety Stores, Big Lots, Aldi). ►Managed $87.6M trade spend and cooperative trade marketing annual budget for drug/value supply chain customers. ►Reconciled invoices and post audits to 1010 Scan Data by package level, reducing trade spend checkbook variances to scanned units by 10% in 18-month period. ►Analyzed monthly bottler pricing, identifying discrepancies of accrual rates, dead net sales income (DNNSI), and volumes of package/brand categories. ►Created National retail account supply chain Pricing (PAT) submission training guide. Show less Credit Rep II:Managed credit approved proxy terms and accounts receivables, delivering due diligence and risk analysis on Philly Coke bottler merger acquisition accounts.► Performed supply chain financial Risk analysis on day sales outstanding (DSO) and credit limit proxy terms compliance.► Researched Market share optimization, profit maximization, and bad debt mitigation.Credit Rep I:Provided accounts receivables analysis and requested credit status changes on Subway West business unit key accounts ($3M).► Key Account Liaison between internal and external customers.► Negotiated payment arrangements and ensured net proxy terms compliance for external customers.► Utilized SAP to itemize customer outlets and analyze A/R risk on customer payment trends Show less

  • Finance Specialist - National Retail Sales

    Jun 2013 - Mar 2015

  • CMA Analyst I

    Sept 2011 - Jun 2013

  • Credit Representative I & II

    Jun 2009 - Aug 2011
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  Best Natural Haven, LLC

  Apr 2015 - now

  President/Owner

  Best Natural Haven, LLC Lawn Care Maintenance & Landscaping is Contracted to Service:Invitation Homes (North Carolina), Aspire Homes (North Carolina), East Coast Properties (North Carolina), Maintenance and Lawn Dispatch Services, Inc (North Carolina), Tanner Estates (Georgia) https://bestnaturalhavenll.wix.com/oasisContact for more Info: Bestnaturalhavenllc@gmail.com

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  RGP

  Apr 2015 - Nov 2015

  Finance/Accounting Consultant

  Finance/Accounting Consultant subject matter expert in budgets, reconciliations, lock box cash receipts, general ledger control, journal entries, chart of accounts, accounts payable & receivables, invoice verifications, credit limits, pricing audits, supplier & billing invoices, vendor check disbursements, inventory, data validation, cash applications remittal compliance audits, projected spends, surrogate bank statements, month-end close & operational reports.Contact info: ian.mathis@rgp.com Show less

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  Duke University Health System

  Apr 2016 - Mar 2020

  Contact: ian.mathis@duke.edu Coordinate, prepare, research, analyze, and perform financial due diligence on complex accounts/financial reporting Trends analysis, advising PRMO, DUHS, & PDC Leadership regarding conclusions and recommendations. Serve as a subject matter expert for covered area. Collaborate with Corporate Finance colleagues to make recommendations and drive process improvements in reporting and analysis.Contact info: ian.mathis@duke.edu

  • Financial Analyst II

    Nov 2017 - Mar 2020

  • Patient Account Analyst (Patient Revenue Management Organization)

    Apr 2016 - Nov 2017
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  FastMed Urgent Care

  Mar 2020 - Feb 2021

  Senior Financial Analyst
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  WakeMed

  Apr 2021 - Oct 2024

  • Information Technology Business Analyst

    Nov 2022 - Oct 2024

  • Sr. Financial Reporting Specialist

    Apr 2021 - Nov 2022
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  Duke Raleigh Hospital

  Oct 2024 - now

  Sr. Financial Analyst