Experience

Homewatch CareGivers

• United States
• Home Health Care Services
• 700 & Above Employee

• President / Owner - Homewatch CareGivers of North Tampa, FL

  • Aug 2022 - Present



Marriott Vacations Worldwide

• United States
• Hospitality
• 700 & Above Employee

• Finance Manager, Cypress Harbour (501 Villa Rooms)

  • Apr 2019 - Oct 2022

  • Lead the development of the resort's annual budget of approximately $37M; forecast 20 years for reserve projects and five years for tax obligations. • Present financial information in a strategic manner to the resort's Board of Directors regarding the annual budget and project bid recommendations and request approval. • Direct the implementation of a cashless operation eliminating 55 banks, $30,000 in petty cash, and major time-consuming cash controls. • Organize monthly financial… Show more • Lead the development of the resort's annual budget of approximately $37M; forecast 20 years for reserve projects and five years for tax obligations. • Present financial information in a strategic manner to the resort's Board of Directors regarding the annual budget and project bid recommendations and request approval. • Direct the implementation of a cashless operation eliminating 55 banks, $30,000 in petty cash, and major time-consuming cash controls. • Organize monthly financial critiques and plan operational needs to ensure actions are aligned with approved budget and policies. • Conduct control audits including risk assessments, ancillary inventory, IT inventory, and fixed assets. • Streamline month-end process to ensure total accuracy, compliance, and reconciliation. • Assume the work of three full-time financial associates for three months during the Pandemic, including roles of Director of Finance, Finance Manager, and General Cashier.

• Assistant Controller, Oceana Palms (169 Villa Rooms)

  • Apr 2018 - Apr 2019

  • Led processes for reporting and analyzing revenue, cost, profit, and cash flow deviations from budget and forecast; coordinated with Accounting team to execute best practices. • Introduced price maximization calculation to the site, changed menu pricing and increased overall ancillary profit. • Optimized activities for monitoring actual and projected results to ensure financial goals are met, while also investigating the cause of financial variances. • Implemented expert financial… Show more • Led processes for reporting and analyzing revenue, cost, profit, and cash flow deviations from budget and forecast; coordinated with Accounting team to execute best practices. • Introduced price maximization calculation to the site, changed menu pricing and increased overall ancillary profit. • Optimized activities for monitoring actual and projected results to ensure financial goals are met, while also investigating the cause of financial variances. • Implemented expert financial analysis to support business goals, developing planning models and tools to enable data-driven business decisions. • Spearheaded audits to ensure compliance with all corporate standards and Sarbanes Oxley requirements, identifying opportunities for improvement and proactively mitigating risk as necessary. • Collaborated with other organizational units to provide direction and support regarding accounting and budgeting, including but not limited to Restaurant, Bar, Market, Front Office, Housekeeping, Engineering, Pool, Activities, Landscaping, Accounting, Lost Prevention, and Administration. • Conducted a review of all project bids and signed contracts for the site. • Piloted project to detail, streamline, and improve bank wire process.



Intermountain Health

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Accounts Payable Supervisor

  • Dec 2015 - Apr 2018

  • Orchestrated the accurate and timely processing of 60,000 invoices per month for 24 hospital, 160 clinics and various sites. • Successfully automated AP financial audit by 90%, increasing workflow and operational efficiencies. • Led project to effectively slash aged payable by 80%. • Piloted initiative to eliminate issuing checks to own company. • Directed implementation of online training for internal AP users on submitting, approving, and reviewing AP… Show more • Orchestrated the accurate and timely processing of 60,000 invoices per month for 24 hospital, 160 clinics and various sites. • Successfully automated AP financial audit by 90%, increasing workflow and operational efficiencies. • Led project to effectively slash aged payable by 80%. • Piloted initiative to eliminate issuing checks to own company. • Directed implementation of online training for internal AP users on submitting, approving, and reviewing AP transactions. • Executed strategic standardization of AP work process, email communications, and enhanced customer phone lines. • Resolved supplier service issues by identifying immediate solutions, increasing customer confidence, and decreasing escalations to upper management. • Spearheaded all recruiting, hiring, training, and performance management of AP staff, cultivating a culture rooted in trust, efficiency, and professional development.

• Senior Accountant, Primary Childern's Hospital

  • Aug 2012 - Dec 2015

  • Led operations for producing and analyzing financial statements and reports, ensuring all necessary documents were accurate and prepared on time. • Directed redesign and enhancement of internal inventory valuation and cash controls. • Crafted and implemented system-wide reconciliation standardization. • Automated journal entry process to optimize revenue and expense reclassification. • Managed customer billings, cash collections, and aged receivables. • Delivered expert… Show more • Led operations for producing and analyzing financial statements and reports, ensuring all necessary documents were accurate and prepared on time. • Directed redesign and enhancement of internal inventory valuation and cash controls. • Crafted and implemented system-wide reconciliation standardization. • Automated journal entry process to optimize revenue and expense reclassification. • Managed customer billings, cash collections, and aged receivables. • Delivered expert finance and accounting advisory to department managers and accounting personnel. • Piloted staff training and conducted cash and inventory audits for multiple hospitals and clinics. • Researched, selected, and implemented new standardized POS system for 17 hospital gift shops that yielded sales ranging from $10K to $700K. • Supervised other accountants’ work to ensure accuracy and completeness with high level of attention to detail.

• Accountant II, Risk Management

  • Jun 2007 - Jul 2012

  • Led development of strategic annual budget (approx. $60M) and five-year financial forecast, allocating these costs to the various hospital entities based on projected risk. • Strategically automated third-party billing process (efficiency improvement of 83%), and audited purchase card transactions to ensure compliance with company policies, including IRS regulations; provided training as needed to increase accuracy. • Streamlined and executed complex accounting for claims related… Show more • Led development of strategic annual budget (approx. $60M) and five-year financial forecast, allocating these costs to the various hospital entities based on projected risk. • Strategically automated third-party billing process (efficiency improvement of 83%), and audited purchase card transactions to ensure compliance with company policies, including IRS regulations; provided training as needed to increase accuracy. • Streamlined and executed complex accounting for claims related issues, including collaborating with an actuary and recording IBNR liability projections. • Designed and implemented web training on Business Continuity Planning; personally coached 150+ managers and audited all of Intermountain Healthcare Central Entities departments plans. • Created and prepared all necessary materials for insuring Intermountain Healthcare and affiliates (insurance program included Hospital and Professional Liability, Workers’ Compensation, Auto, Aircraft, Property, Crime, Directors and Officers, Privacy, and Travel).



Koskan Real Estate

• United States
• Real Estate

• Accountant

  • Aug 2006 - Jun 2007

  • Executed all finance and accounting functions for mortgage, construction, and real estate sales transactions; accounted for all construction in process. • Established Company’s first direct deposit system for employee payroll payments. • Led reconciliation processes for six bank accounts. • Conducted comprehensive review of all mortgage and loan transactions for financial accuracy. • Generated cash flow statements and profit and loss reports. • Streamlined management of… Show more • Executed all finance and accounting functions for mortgage, construction, and real estate sales transactions; accounted for all construction in process. • Established Company’s first direct deposit system for employee payroll payments. • Led reconciliation processes for six bank accounts. • Conducted comprehensive review of all mortgage and loan transactions for financial accuracy. • Generated cash flow statements and profit and loss reports. • Streamlined management of payroll, taxes, accounts payable, and collecting on account receivables. Show less • Executed all finance and accounting functions for mortgage, construction, and real estate sales transactions; accounted for all construction in process. • Established Company’s first direct deposit system for employee payroll payments. • Led reconciliation processes for six bank accounts. • Conducted comprehensive review of all mortgage and loan transactions for financial accuracy. • Generated cash flow statements and profit and loss reports. • Streamlined management of… Show more • Executed all finance and accounting functions for mortgage, construction, and real estate sales transactions; accounted for all construction in process. • Established Company’s first direct deposit system for employee payroll payments. • Led reconciliation processes for six bank accounts. • Conducted comprehensive review of all mortgage and loan transactions for financial accuracy. • Generated cash flow statements and profit and loss reports. • Streamlined management of payroll, taxes, accounts payable, and collecting on account receivables. Show less



Enterprise

• United States
• Travel Arrangements
• 700 & Above Employee

• Intern - Management in Training

  • May 2006 - Aug 2006

  • Refined customer service skills by renting and up selling car services. • Planned, researched, and presented competition analysis for Enterprise to area managers. • Organized a marketing event for an established client. • Won Enterprise Rent-A-Car internship scholarship. • Refined customer service skills by renting and up selling car services. • Planned, researched, and presented competition analysis for Enterprise to area managers. • Organized a marketing event for an established client. • Won Enterprise Rent-A-Car internship scholarship.