University of MN Medical School

Director of FinanceInterview Follow-Up

Applicant: XXX

• Over 10 years in Finance Leadership positions

• Worked with senior managers and executives

• Large, matrixed organizations

• Over 20 years managing & developing teams

• Direct reports included: managers/supervisors, finance professionals, front-line staff

• 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

Functional Leadership

People Leadership

HealthCare Industry

Finance & Systems Expertise

Transferable Experience & Skills

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

People Leadership Style

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

People Leadership Examples

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 organization’s objectives

We will provide superior customer service and maintain high standards for financial transactions and compliance reporting

Vision for Finance Department

Understand Big Picture & Learn

About Organization

Assess Current State and Gap

Analysis

Planning & Begin Implementation

First 90 Days

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

First 30 Days: Learn & Observe

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

30-60 Days: Learn & Assess

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

60-90 Days: Planning

“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 you’ll 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 Manage

r

“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 Executi

ve Busines

s Partner

Recommendations on LinkedIn