Experience

STONE Diagnostics

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Chief Financial Officer

  • 2022 - Present

  Destin, Florida, United States



Insight Medical Genetics

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Fractional Chief Financial Officer

  • Mar 2021 - Dec 2021

  Chicago, Illinois, United States ★ Key Result Areas ★ ✔Managed financial planning and budget (with focus on growth) with private equity group. Partnered with multi-level board to drive the strategic goals of the company; Serve as key member of the executive team, responsible for driving the vision and objectives of the company ✔Oversaw the implementation of financial reporting systems; Bill.com, QB to facilitate the strategic plan provided to key stakeholders with insights into business operations through real-time… Show more ★ Key Result Areas ★ ✔Managed financial planning and budget (with focus on growth) with private equity group. Partnered with multi-level board to drive the strategic goals of the company; Serve as key member of the executive team, responsible for driving the vision and objectives of the company ✔Oversaw the implementation of financial reporting systems; Bill.com, QB to facilitate the strategic plan provided to key stakeholders with insights into business operations through real-time analytics and dashboards. ✔Managed budget and vendor relations for company through financial restructuring. ✔Monitored and reviewed expenses and costs such as overhead and wages to consistently target 25% gross profit margin and controlled below line expenses such as, marketing, sales, and insurance to maximize net profit. Show less



Kaplan Professional

• United States
• Education Administration Programs
• 200 - 300 Employee

• Executive Consultant

  • Sep 2017 - Mar 2020

  Alpharetta, Ga ★ Key Result Areas ★ ✔Oversaw the system implementation and data collection in preparation of the ASC 842 and IFRS 16 which included implementation of cloud based Global Lease Accounting Software Solutions ERP system CoStar, project timeline objectives, system implementation strategy, training, testing, and GO Live. ✔Oversaw the transition of subsidiary to shared services which included review end‐of‐moth and year‐end closing functions, financial analysis, reporting, and monthly account… Show more ★ Key Result Areas ★ ✔Oversaw the system implementation and data collection in preparation of the ASC 842 and IFRS 16 which included implementation of cloud based Global Lease Accounting Software Solutions ERP system CoStar, project timeline objectives, system implementation strategy, training, testing, and GO Live. ✔Oversaw the transition of subsidiary to shared services which included review end‐of‐moth and year‐end closing functions, financial analysis, reporting, and monthly account reconciliations with shared services team until full integration was completed. ✔Planned, organized, prioritized, and managed multiple work efforts between departments and multiple business units within Shared Services Team. Show less



CSI Laboratories

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

• Vice President of Finance

  • 2012 - 2017

  Atlanta, Ga ★ Key Result Areas ★ ✔Managed the accounting, financial, billing departments with assets over $250M. ✔Worked closely with an executive management team of eight to grow top time revenues in a five-year period with new customer acquisition, new product launches, and organic growth. ✔Implemented a new financial system integrating with customized IT technology resulting in an increase in automation by 60% and a streamlined close process. ✔Spearheaded organizational restructuring… Show more ★ Key Result Areas ★ ✔Managed the accounting, financial, billing departments with assets over $250M. ✔Worked closely with an executive management team of eight to grow top time revenues in a five-year period with new customer acquisition, new product launches, and organic growth. ✔Implemented a new financial system integrating with customized IT technology resulting in an increase in automation by 60% and a streamlined close process. ✔Spearheaded organizational restructuring including labor cost and long-term debt resulting in a 10% EBITDA increase. ✔Directed preparation and evaluation of long-range plans, business plans, operating and capital budgets and periodic financial forecasts including preparation of organization’s GAAP-basis 5-year annual operating plan. ✔Spearheaded due diligence resulting in a $60M LOI, 12 times EBITDA. ✔Oversaw the restructuring of the managed care process – capturing a 20% increase in cash collections, reducing DSO by 25% and gaining 110 new managed care contracts with insurance groups, such as Aetna, United Healthcare, and BCBS Anthem plans. ✔Selected and engaged consultants, auditors, and investors. Managed all external professional relationships. Show less



Mary Hall Freedom House

• Financial Controller

  • 2011 - 2012

  Atlanta, Ga ★ Key Result Areas ★ ✔Provided strategic advice and real-time analytics to key stakeholders to facilitate executive decision making. ✔Served as business partner to the Executive Director on the organization’s financial, budgeting, and administrative processes including HR, payroll, benefits with emphasis to continuously developing and improving internal and external systems and relationships. ✔Oversaw a multi-million-dollar budgeting, financial forecasting, and cash flow for… Show more ★ Key Result Areas ★ ✔Provided strategic advice and real-time analytics to key stakeholders to facilitate executive decision making. ✔Served as business partner to the Executive Director on the organization’s financial, budgeting, and administrative processes including HR, payroll, benefits with emphasis to continuously developing and improving internal and external systems and relationships. ✔Oversaw a multi-million-dollar budgeting, financial forecasting, and cash flow for administration, existing programs, and proposed new sites while ensuring timely reporting to senior management and the BOD. Show less



Barry Real Estate Companies

• United States
• Leasing Non-residential Real Estate
• 1 - 100 Employee

• Financial Controller

  • 2007 - 2010

  Atlanta, Ga ★ Key Result Areas ★ ✔Oversaw implementation of ERP system with complex chart of accounts for multiple projects. ✔Oversaw financial accounting and reporting for 25 million square feet of company owned and third-party managed properties which included multiple investors and lenders. ✔Managed 10‐15 construction projects with up to $500M in outstanding loans spanning multiple lenders. ✔Oversaw payroll and benefits.



Tampa Bay Times

• United States
• Newspaper Publishing
• 300 - 400 Employee

• Senior Staff Accountant

  • 2006 - 2007

  St Petersburg, Florida, United States



Echelon Real Estate Services LLC

• United States
• Real Estate
• 1 - 100 Employee

• Senior Staff Accountant

  • 2005 - 2006

  St Petersburg, Florida, United States



First Advantage

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

• Accounting Supervisor

  • 2001 - 2005

  St Petersburg, Florida, United States