J

Jeffrey

Senior Director, Customer Success - Healthcare at Finvi

Jeffrey Ma's work experience is as follows:

- Senior Director, Customer Success - Healthcare at Finvi (June 2023 - Present)

- Director, Customer Success - Healthcare National Accounts at Finvi (June 2021 - June 2023)

- Realtor at Keller Williams Realty, Inc. (2021 - Present)

- Managing Consultant / Engagement Manager, Healthcare at Guidehouse (April 2019 - June 2021)

- Senior Associate, Healthcare Advisory Services at KPMG US (October 2018 - March 2019)

- Associate, Healthcare Advisory Services at KPMG US (August 2016 - September 2018)

- Consulting Intern, Healthcare at COPE Health Solutions (October 2015 - July 2016)

- Administrative Intern, MHA at Massachusetts General Hospital (May 2015 - August 2015)

- Project Manager, Melanoma Program at UCSF Medical Center (2012 - 2014)

- Operations Consultant at GI Group (2011 - 2012)

Jeffrey Ma holds a Master's Degree in Health/Health Care Administration/Management from Columbia University. Jeffrey also has a Bachelor of Science degree in Neurobiology, Physiology, and Behavior from the University of California, Davis. In addition to their formal education, Jeffrey has obtained several certifications, including Alteryx Partner Technical certification, Certified Advanced RPA Professional certification from Automation Anywhere, Certified Healthcare Financial Professional (CHFP) certification from the Healthcare Financial Management Association (HFMA), Certified Revenue Cycle Representative Program (CRCR) certification from the HFMA, Lean Six Sigma Yellow Belt Certification from Guidehouse, Real Estate Salesperson certification from the California Department of Real Estate, Resolute Hospital Billing Administration certification from Epic, and Tableau Desktop Qualified Associate Certification from Tableau Software.

Links

Timeline

  • Senior Director, Customer Success - Healthcare

    June, 2023 - present

  • Director Customer Success Healthcare National Accounts

    June, 2021

View in org chart