Experience

Family Service Association of Bucks County

• United States
• Individual and Family Services
• 1 - 100 Employee

• Chief Financial Officer

  • Jul 2019 - Present

  • Responsible for accurate financial statements in accordance with generally accepted accounting principles. • Distribution of financial information including budget variances, financial forecast. • Develop and manage business plan. • Establish polices in conjunction with Chief Executive Officer and Board Committee. • Review current and new contracts for compliance, timeliness and proper documentation. • Manage physical plant, fixed assets, inventory and purchasing. • Ability… Show more • Responsible for accurate financial statements in accordance with generally accepted accounting principles. • Distribution of financial information including budget variances, financial forecast. • Develop and manage business plan. • Establish polices in conjunction with Chief Executive Officer and Board Committee. • Review current and new contracts for compliance, timeliness and proper documentation. • Manage physical plant, fixed assets, inventory and purchasing. • Ability to problem solve, communicate to all levels of staff and Board Committee. • Oversee fiscal staff. • Work closely with Chief Executive Officer. • Manage year end external audit. • Work with Program leaders to develop annual budgets, ongoing review of operations and commitment to strong clinical and financial results. • Senior Staff member. Show less • Responsible for accurate financial statements in accordance with generally accepted accounting principles. • Distribution of financial information including budget variances, financial forecast. • Develop and manage business plan. • Establish polices in conjunction with Chief Executive Officer and Board Committee. • Review current and new contracts for compliance, timeliness and proper documentation. • Manage physical plant, fixed assets, inventory and purchasing. • Ability… Show more • Responsible for accurate financial statements in accordance with generally accepted accounting principles. • Distribution of financial information including budget variances, financial forecast. • Develop and manage business plan. • Establish polices in conjunction with Chief Executive Officer and Board Committee. • Review current and new contracts for compliance, timeliness and proper documentation. • Manage physical plant, fixed assets, inventory and purchasing. • Ability to problem solve, communicate to all levels of staff and Board Committee. • Oversee fiscal staff. • Work closely with Chief Executive Officer. • Manage year end external audit. • Work with Program leaders to develop annual budgets, ongoing review of operations and commitment to strong clinical and financial results. • Senior Staff member. Show less



COMHAR, Inc.

• United States
• Individual and Family Services
• 200 - 300 Employee

• Chief Financial Officer

  • Jan 2018 - Jul 2019

  * Responsible for the overall financial function of COMHAR, Inc. and all companies Affiliated. This position is an executive level position reporting and working closely with the CEO. * Oversees financial control and reporting of investment management. * Effectively communicates with all levels of operations and Board of Directors. * Maintains all insurance policies including general and professional liability, fire and property, auto and workers compensation. Reviews all… Show more * Responsible for the overall financial function of COMHAR, Inc. and all companies Affiliated. This position is an executive level position reporting and working closely with the CEO. * Oversees financial control and reporting of investment management. * Effectively communicates with all levels of operations and Board of Directors. * Maintains all insurance policies including general and professional liability, fire and property, auto and workers compensation. Reviews all policies to ensure adequate coverage and accuracy. * Presents and reports to Board of Directors all relevant financial information for all companies. * Develops close relationships with Bankers and Auditors, as well as with Legal. * Facilitates year-end financial audit for all companies and retirement plan. * Monitors financial covenants established by lenders. * Accountable for managed care contracts, leases, staffing agency contracts and other agency contracts and agreements. * Approves cost allocation plan.

• Controller

  • Apr 2001 - Jan 2018

  * Oversee financial operations in the following departments: General Ledger; Payroll; Accounts Payable; Accounts Receivable; Billing; Budgeting; Cash Management. * Manage many areas of fiscal department including general ledger, accounts payable, payroll, budgeting, cash management, and billing, accounts receivable and central registration for outpatient services. Responsible for $38 million BH and ID adult and children’s organization as well a staffing agency and 5 HUD mortgage… Show more * Oversee financial operations in the following departments: General Ledger; Payroll; Accounts Payable; Accounts Receivable; Billing; Budgeting; Cash Management. * Manage many areas of fiscal department including general ledger, accounts payable, payroll, budgeting, cash management, and billing, accounts receivable and central registration for outpatient services. Responsible for $38 million BH and ID adult and children’s organization as well a staffing agency and 5 HUD mortgage companies. * Manage with open door policy. Work with staff; require staff to be dependable and accountable. * Work closely with directors and program directors to monitor budget vs. actually expenditures and development of new programs. * Report directly to Chief Financial Officer. Member of executive council (senior management team). * Responsible for all company audits, over see all parts of audit from prelim to final audit report. * Implemented new payroll system, general ledger and accounts payable system and currently in the process of implementing billing and accounts receivable system.



NHS Human Services

• Mental Health Care
• 700 & Above Employee

• Fiscal Director/Budget Manager

  • Jan 1988 - Apr 2001

  * Involved in reorganization plan for the Suburban Region. Changing from county base system to a product base organization. Responsible for projecting operations budgets under new structure. * Work with Executive Director in managing an operations budget of $8 million for Montgomery County. Programs include wraparound, outpatient, partial hospitalization MR services and various other services. * Financial planning department responsible for compiling corporate budgets for… Show more * Involved in reorganization plan for the Suburban Region. Changing from county base system to a product base organization. Responsible for projecting operations budgets under new structure. * Work with Executive Director in managing an operations budget of $8 million for Montgomery County. Programs include wraparound, outpatient, partial hospitalization MR services and various other services. * Financial planning department responsible for compiling corporate budgets for executive office and corporate board. Show less * Involved in reorganization plan for the Suburban Region. Changing from county base system to a product base organization. Responsible for projecting operations budgets under new structure. * Work with Executive Director in managing an operations budget of $8 million for Montgomery County. Programs include wraparound, outpatient, partial hospitalization MR services and various other services. * Financial planning department responsible for compiling corporate budgets for… Show more * Involved in reorganization plan for the Suburban Region. Changing from county base system to a product base organization. Responsible for projecting operations budgets under new structure. * Work with Executive Director in managing an operations budget of $8 million for Montgomery County. Programs include wraparound, outpatient, partial hospitalization MR services and various other services. * Financial planning department responsible for compiling corporate budgets for executive office and corporate board. Show less