Experience

Cook County Department of Public Health

• United States
• Hospitals and Health Care
• 100 - 200 Employee

• Director of Internal Audit

  • Nov 2009 - Present

  • Established the internal audit department for this comprehensive, integrated health care system serving the residents of Chicago and suburban Cook County • Established a vision for internal audit by creating a multi-year strategic plan incorporating feedback from critical stakeholders (Board of Directors, senior leadership, and operating management) • Developed internal audit beyond traditional assurance services by providing extensive and broad-based consultative services • Deliver… Show more • Established the internal audit department for this comprehensive, integrated health care system serving the residents of Chicago and suburban Cook County • Established a vision for internal audit by creating a multi-year strategic plan incorporating feedback from critical stakeholders (Board of Directors, senior leadership, and operating management) • Developed internal audit beyond traditional assurance services by providing extensive and broad-based consultative services • Deliver internal audit services utilizing an in-house staffing model • Completed and enterprise-wide assessment of critical organizational risks that serves as both a management tool for senior leadership and a foundation for internal audit work plans • Developed the capabilities of the internal audit function to support organizational growth, as the company expanded from a traditional provider of health care services to offering both provider-based services and a managed Medicaid health plan Show less



Trustmark

• United States
• Wellness and Fitness Services
• 700 & Above Employee

• 2nd VP Internal Audit

  • Feb 2001 - Nov 2009

  • Served as project lead for Internal Control for Financial Reporting (industry version of Sarbanes-Oxley). Delivered the project plan, documentation, and testing on time and on budget. • Introduced COSO concepts and moved the audit process from transactional-based evaluation to a risk-based approach. • Expanded the focus of the audit function from operational-only auditing to include full-scope auditing of compliance, IT, and financial reporting. Employed an in-house staffing approach.… Show more • Served as project lead for Internal Control for Financial Reporting (industry version of Sarbanes-Oxley). Delivered the project plan, documentation, and testing on time and on budget. • Introduced COSO concepts and moved the audit process from transactional-based evaluation to a risk-based approach. • Expanded the focus of the audit function from operational-only auditing to include full-scope auditing of compliance, IT, and financial reporting. Employed an in-house staffing approach. • Successfully introduced process mapping as an audit tool. Positive feedback within company encouraged multiple business areas to contact our department for assistance with process reengineering, utilizing the process mapping tool. • Streamlined and improved the effectiveness of reporting to the Audit Committee. • Developed key metrics for our department based on a balanced scorecard approach. • Significantly improved internal audit staff retention. • Completed an external quality assessment of the internal audit function; received the highest rating. Show less



Securitas Security Services USA, Inc.

• United States
• Security and Investigations
• 700 & Above Employee

• Director Audit & Analysis

  • 1997 - 2000

  • Identified and resolved pricing and cost problems in a line of business. • Identified and corrected numerous accounting irregularities at a foreign subsidiary. • Increased branch audit coverage by 50%. • Increased branch operating and financial policy compliance from 80% to over 90%. • Identified deviations from standards at administrative/employment centers and developed process improvements; intangible results included improvements in responsiveness to customer needs… Show more • Identified and resolved pricing and cost problems in a line of business. • Identified and corrected numerous accounting irregularities at a foreign subsidiary. • Increased branch audit coverage by 50%. • Increased branch operating and financial policy compliance from 80% to over 90%. • Identified deviations from standards at administrative/employment centers and developed process improvements; intangible results included improvements in responsiveness to customer needs, employee retention, training efficiencies, and job quality. • Managed due diligence activities and integration of four acquisitions. • Developed and implemented new expense policies and cut department expenses by 15% ($120,000 per annum).

• Assistant Treasurer

  • 1992 - 1997

  • Restructured $600 million debt portfolio subsequent to IPO; covered revolving credit, letters of credit, and public senior and subordinated debt. • Set up $120 million accounts receivable financing, including bank conduits and term notes. • Issued $200 million bank term loan. • Developed models and created processes for long-term strategic financial plans, monthly cash flow forecasts, and a consolidated annual budget. • Managed $60 million annual capital spending… Show more • Restructured $600 million debt portfolio subsequent to IPO; covered revolving credit, letters of credit, and public senior and subordinated debt. • Set up $120 million accounts receivable financing, including bank conduits and term notes. • Issued $200 million bank term loan. • Developed models and created processes for long-term strategic financial plans, monthly cash flow forecasts, and a consolidated annual budget. • Managed $60 million annual capital spending program. • Screened and evaluated acquisition candidates. • Oversaw $200 million in defined contribution plan and defined benefit plan assets.



GATX

• United States
• Financial Services
• 400 - 500 Employee

• Senior Finacial Analyst

  • 1989 - 1992

  Greater Chicago Area • Supported treasury department’s issuance and maintenance of debt securities, revolving lines of credit, equity securities, and sales and leaseback transactions for transportation equipment • Oversaw development of strategy and management of defined benefit plan assets



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Corporate Planning Analyst

  • 1985 - 1989

  Greater Chicago Area • Performed financial valuations on potential acquisition targets • Completed and updated strategic plans for major business units • Completed annual budgets and rolling forecasts for business unit profit and loss and balance sheets



Northern Trust

• United States
• Financial Services
• 700 & Above Employee

• Financial Analyst

  • 1984 - 1985

  Greater Chicago Area • Completed annual budgets and rolling forecasts for business unit profit and loss and balance sheets • Built financial models to support the budget and profit planning process



Verizon

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Financial Analyst

  • 1982 - 1984

  Greater Chicago Area • Performed the cash management function • Completed cost analysis and projections for significant employee benefit plans • Completed analysis and repurchase activities for corporate-issued debt securities



DePaul University

• United States
• Higher Education
• 700 & Above Employee

• Graduate Research Assistant

  • 1981 - 1982

  Greater Chicago Area • Gathered and analyzed information to support research activities of Department of Finance professors • Proctored and graded exams for Department of Finance professors