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Day in the Life: Anne Blamire Manages BSM's Financial Services Team
Wednesday, December 14, 2016 9:00 AM
About Anne: Anne has been with BSM Consulting for more than eight years, originally joining the company as a financial analyst. Last year, she was promoted to financial services manager. In this role, Anne oversees a team of four analysts and is responsible for completing financial benchmarking reports, performing quality control on reports prepared by her team, training team members and customers, compiling reports for upper management, and working on special projects as they arise. Below is a peek into a typical Monday workday for Anne.
6:15 a.m. Morning wake up time! I start my day with a cup of coffee, a healthy breakfast, a few minutes with a good book, and time outside playing fetch with my chocolate lab, Nana.
7:50 a.m. I drive to work, feeling fortunate that my commute time is only 3.5 minutes! I park and say hi to any co-workers I bump into before heading upstairs to my office.
8:00 a.m. When I arrive at my desk, I log onto our network and check my Outlook calendar for this week’s commitments. I review new emails and respond to those needing my immediate attention.
8:30 a.m. I begin preparing for a weekly 9 a.m. meeting with my outstanding analyst team, which is comprised of Dan Brown, Lisa Burt, Raj Raghunathan, and Lisa Marchegger. I review our internal log, which lists all the financial benchmarking reports we currently have in-house. I make note of each analyst’s progress from the prior week and organize discussion points I’d like to focus on during our meeting.
9:00 a.m. I meet with my team to review the status of reports, analyst capacity, and items that have come to my attention during the previous week. I also open the floor to address any challenges faced by the team. By the way, my analyst team is a hardworking, dedicated, and smart group of individuals who I love working with!
9:45 a.m. Back at my desk, I complete follow-up notes from the team meeting and get to work on the financial benchmarking reports assigned to me. After combing through the detailed data sent to me by one of our customers, I realize that I have some questions that need answers before I can finalize the report. I send an email to the customer, seeking those answers.
10:30 a.m. I start working on my next report. I notice that some of the efficiency ratios evaluated in the report fall far outside our benchmark ranges and decide to dig further into the data to discover the cause of the variance.
11:15 a.m. I have a conference call with a customer new to his role to provide him with training and support. During the call, we review various aspects of a financial benchmarking report and discuss methods to increase data collection efficiency.
Noon: Head home for lunch, since I live so close to work. My daughter Christina also works at BSM, and we are fortunate that we can enjoy our lunch together on most days!
12:30 p.m. Back at the office, I check and respond to calls and emails. I meet with an analyst to workshop through a problem with a customer’s data. I truly enjoy this part of my job; the moments when I am able to work closely with my team members to gain insight into the challenges and issues they face and have the opportunity to support and assist them.
1:00 p.m. I notice an analyst has added a report to the quality control (QC) queue. I begin the QC process, reviewing all the data and source documents, and determine that a few items need clarification before the report can be finalized. I go over my findings with the analyst.
2:15 p.m. I meet with my manager, Edward Wynne, to discuss a new project, set timelines, and assess the need for additional staff members to assist with the project.
2:30 p.m. I receive a reply email from the customer I emailed earlier in the day with answers to my questions regarding data for a financial benchmarking report. I make edits to the benchmarking report and email a PDF version of the report to the customer.
3:30 p.m. Another customer calls with questions regarding a recently completed report, asking me what I feel are the most relevant financial productivity results to point out to the physician/owner of the practice. It is always rewarding to help our customers interpret the results of our final product.
3:45 p.m. I prepare and send my weekly email to our customers. Attached to the email is our updated internal log to provide our customers with the latest status of in-house reports and a list of all the reports completed throughout the year.
4:30 p.m. (and on): Head home for the evening; get some exercise; check in with my sons, Jimmy and Rob; cook dinner; and spend time with my husband, Jim.
YOUR TURN: What part of Anne's day did you find the most interesting, and why? Please leave your response in the comment section below. Thank you.