Experience

Boston Orthopaedic & Spine

• United States
• Medical Practices
• 1 - 100 Employee

• Director of Finance

  • Jun 2023 - Present



Oracle

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

• Senior Healthcare Solution Engineer

  • Jul 2019 - Jun 2023



Boston Medical Center HealthNet Plan/Well Sense Health Plan

• United States
• Hospitals and Health Care
• 200 - 300 Employee

• Senior Budget Analyst

  • Mar 2012 - Jun 2019

  • Guided managers and senior leadership through in-depth introduction booklet on how the Oracle Budgeting tool works and informed the managers and senior leadership of the budget deadlines. • Reviewed and provided feedback to Managers, VPs, and Executives for additional headcount requests through a collaborative, narrative process which also included review of additional benchmark support for the requests. • Managed and reconciled the headcount across all product lines for each department; reviewed the new departmental hierarchy while simultaneously updating Oracle and creating a new org chart. • Collaborated with each department’s HR Rep on departmental requests for additional headcount to validate the additional headcount request. • Developed a “Staff Approval” process flowchart for all off-cycle headcount budget additions within Oracle. • Designed and executed a process for requesting new positions within the budget process. • Implemented Oracle Planning and Budgeting cloud software for the FY19 Budget process. • Developed and maintained product cost allocation model that ensured the costs of each product by expense category is accurately stated and reported to senior management. • Developed a reconciliation process for the Health Safety Net Surcharge (HSN) in collaboration with the Office of Health and Human Services of the Commonwealth of Massachusetts. • Implemented and managed the full FY18 Budget process cycle from kickoff memo to budget meeting facilitation to budget upload into Lawson G/L. • Created a new methodology for reporting project expenses in the General Ledger and automating delivery of expense reports on a monthly schedule via email to various business owners and other interested parties. • Contributed to the preparation of quarterly and annual reports for regulators and other parties such as MassHealth and the Massachusetts Division of Insurance (DOI). Show less



Harvard Medical School

• United States
• Higher Education
• 700 & Above Employee

• Senior Financial Analyst

  • Feb 2010 - Jan 2012

  •Streamlined the tenure fund transfer process by creating new database relationships that allowed for the reporting process to transition from an annual to a monthly basis. •Performed variance analyses (e.g. budget vs. actual and prior, multi-year trends) and identified variances with resolution. •Developed reports to resolve a variety of business problems such as department wealth through optimizing data for ad-hoc request. •Established policies, procedures and controls related to departments accounting and finance functions. •Developed strong relationships with the finance managers through the level of reporting I provide and regular communication that is both cooperative and direct. Show less



Partners HealthCare

• CHARLESTOWN, MA

• SYSTEMS ANALYST II

  • Aug 2006 - Feb 2010

  •Monitored capital spending trends, performed cash flow analysis and reported results to Senior Management. •Translated raw budget data into detailed financial reports to provide PHS corporate with necessary analytical support of monthly, quarterly, and annual financial packages. •Researched expense and revenue variances, developed scenarios for resolving variances. •Analyzed departmental budgets by creating ad hoc queries and reporting on them for PHS Corporate Budget process. •Responsible for the production, review, and accurate distribution of the position control package (which contained sensitive confidential payroll data). Show less



Harvard University

• United States
• Higher Education
• 700 & Above Employee

• Financial Analyst

  • Sep 2001 - Jun 2006

  •Performed financial analyses and prepared accounting schedules to accurately reflect Harvard’s capital asset portfolio for financial planning and reporting purposes. •Managed and performed accounting functions necessary to achieve accurate and timely financial results and reports for the Harvard community. •Executed accounting functions related to Oracle month-end close process. •Manually posted monthly equipment accounting entries and monitored accurate recording of automated balancing entries. •Designed and tested standard report enhancements related to Oracle fixed asset reports; created related ad hoc queries and reports. Show less