Experience

LBMC Procurement Solutions, LLC

• United States
• Transportation, Logistics, Supply Chain and Storage
• 1 - 100 Employee

• Vice President of Finance, LBMC Procurement

  • Jul 2018 - Present

  LBMC Procurement’s fractional outsourced team is a boutique solution that removes scale as an obstacle for clients. With aggregation & strategic analysis of operational spend, we can help businesses better monitor costs, report expenses, and do more with less effort. LBMC Procurement’s fractional outsourced team is a boutique solution that removes scale as an obstacle for clients. With aggregation & strategic analysis of operational spend, we can help businesses better monitor costs, report expenses, and do more with less effort.


LBMC W Squared
• United States
• Financial Services
• 1 - 100 Employee
• Vice President, Accounting and Client Services at LBMC W Squared

  • Aug 2017 - Dec 2019


W Squared

• Outsourcing and Offshoring Consulting
• 1 - 100 Employee

• Vice President, Accounting and Client Services

  • Oct 2014 - Jul 2017

  W Squared’s outsourced solutions including technology managed services, healthcare information technology, finance and accounting, and human resources and payroll solutions remove scale as an obstacle for clients. Integrated as a comprehensive suite, the solutions provide a complete corporate back office; selected individually each solution provides resolutions to barriers inhibiting growth. A step beyond traditional business process outsourcing (BPO), W Squared provides not only process… Show more W Squared’s outsourced solutions including technology managed services, healthcare information technology, finance and accounting, and human resources and payroll solutions remove scale as an obstacle for clients. Integrated as a comprehensive suite, the solutions provide a complete corporate back office; selected individually each solution provides resolutions to barriers inhibiting growth. A step beyond traditional business process outsourcing (BPO), W Squared provides not only process expertise, but also business expertise creating a Business Process Partner (BPP) relationship. W Squared allows its clients to focus on their core competencies.

• Director of F&A Operations

  • Jun 2013 - Sep 2014

  W Squared’s outsourced solutions including technology managed services, healthcare information technology, finance and accounting, and human resources and payroll solutions remove scale as an obstacle for clients. Integrated as a comprehensive suite, the solutions provide a complete corporate back office; selected individually each solution provides resolutions to barriers inhibiting growth. A step beyond traditional business process outsourcing (BPO), W Squared provides not only process… Show more W Squared’s outsourced solutions including technology managed services, healthcare information technology, finance and accounting, and human resources and payroll solutions remove scale as an obstacle for clients. Integrated as a comprehensive suite, the solutions provide a complete corporate back office; selected individually each solution provides resolutions to barriers inhibiting growth. A step beyond traditional business process outsourcing (BPO), W Squared provides not only process expertise, but also business expertise creating a Business Process Partner (BPP) relationship. W Squared allows its clients to focus on their core competencies.



Asurion

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

• ETE Manager - Billing Operations

  • Jun 2012 - Apr 2013

  The End-to-End Subscriber Billing team collaborates across functions within Asurion to meet and exceed subscriber expectations for billing services. This role is integral to Asurion’s overall monitoring, controls, and billing quality reporting that pertain to the client programs and projects that are supported by this team as well as Asurion’s overall product strategy. This position works with, establishes credibility with, and works cross-functionally with other groups –Finance, Marketing,… Show more The End-to-End Subscriber Billing team collaborates across functions within Asurion to meet and exceed subscriber expectations for billing services. This role is integral to Asurion’s overall monitoring, controls, and billing quality reporting that pertain to the client programs and projects that are supported by this team as well as Asurion’s overall product strategy. This position works with, establishes credibility with, and works cross-functionally with other groups –Finance, Marketing, IT, Client Services and Care. ESSENTIAL DUTIES AND RESPONSIBILITIES • Analyze the E2E Subscriber Billing metrics, including enrollment, billing, customer communications any deviations from processes • Modify and analyze results from complex SQL queries in order to execute monitoring and control responsibilities within designated programs • Perform Root-Cause Analysis on E2E Subscriber Billing deviations, summarizing findings from data analysis and report out • Deliver and implement predictive innovative analytical projects in order to assist E2E Subscriber Billing in continuous improvements on all systems • Perform data analysis on large data sets pulled from a variety of systems • Analyze and understand data from multiple sources and identify data anomalies/issues that could be caused by system transaction processing failures • Participate in projects in collaboration with IT to replicate and automate numerous reports and analyses integrating numerous disparate systems currently being used across E2E Subscriber Billing • Recommend prioritization to the E2E Subscriber Billing team on improvements to the customer experience in billing within a multi-channel contact environment • Develop and report monthly variance explanations to plan for E2E Subscriber Billing Initiatives • Assist in the design and development of billing model processes and scenarios • Work with cross-functional teams to implement controls and enhance billing experience • Develop and lead staff

• ETE Sr. Business Analyst

  • Dec 2011 - Jun 2012

  This role acts as the subject matter expert within the End-to-End Subscriber Billing Operations team to contribute to Asurion’s success in providing a high level of timeliness, accuracy and completeness to all billing programs. As the senior analyst worked cross functionally with Finance, Marketing, IT, Client Services, and Care within Asurion to meet and exceed subscriber expectations for billing services, as well as contribute to Asurion’s overall product strategy by driving continuous… Show more This role acts as the subject matter expert within the End-to-End Subscriber Billing Operations team to contribute to Asurion’s success in providing a high level of timeliness, accuracy and completeness to all billing programs. As the senior analyst worked cross functionally with Finance, Marketing, IT, Client Services, and Care within Asurion to meet and exceed subscriber expectations for billing services, as well as contribute to Asurion’s overall product strategy by driving continuous improvement within the team billing functions and participating as the billing lead on Asurion project teams. ESSENTIAL DUTIES AND RESPONSIBILITIES • Manipulate and analyze results from complex SQL queries to root cause, mitigate, and continuously improve deviations that impact billing timeliness, accuracy and completeness • Summarize and report out findings from data analysis • Deliver and implement predictive innovative analytical projects in order to assist E2E Subscriber Billing in continuous improvements on all systems • Act as the team expert to analyze and understand data from multiple sources and identify data anomalies/issues that could be caused by system transaction processing failures • Participate in projects in collaboration with IT to replicate and automate numerous reports and analyses integrating numerous disparate systems currently being used across E2E Subscriber Billing • Recommend prioritization to the E2E Subscriber Billing team on improvements to the customer experience in billing within a multi-channel contact environment. • Develop and report monthly variance explanations to plan for E2E Subscriber Billing Initiatives • Assist in the design and development of billing model processes and scenarios • Work with cross-functional teams to implement controls and enhance billing experience.



Walgreens

• United States
• Retail
• 100 - 200 Employee

• Supplier Information and Analysis Manager

  • Apr 2011 - Jan 2012

  Creation and Management of Contract Database for Supplier Tracking and Quantification purposes Identification of supplier spend and data across multiple divisions and categories to provide information to leverage supplier agreements and decision making Prepare and analyze spend reports (weekly/monthly/annually) for all levels of management, as well as preparation of charts, tables, and other exhibits for use in reporting results Support the procurement organization toward savings… Show more Creation and Management of Contract Database for Supplier Tracking and Quantification purposes Identification of supplier spend and data across multiple divisions and categories to provide information to leverage supplier agreements and decision making Prepare and analyze spend reports (weekly/monthly/annually) for all levels of management, as well as preparation of charts, tables, and other exhibits for use in reporting results Support the procurement organization toward savings goals to best facilitate the business needs of the Health & Wellness Division Review the operational data specific to assigned projects. Reconciles differences and inconsistencies in the operational data being reported within the various corporate financial systems Assist in developing the strategy for the identification, qualification and selection of service, material, or product suppliers Show less Creation and Management of Contract Database for Supplier Tracking and Quantification purposes Identification of supplier spend and data across multiple divisions and categories to provide information to leverage supplier agreements and decision making Prepare and analyze spend reports (weekly/monthly/annually) for all levels of management, as well as preparation of charts, tables, and other exhibits for use in reporting results Support the procurement organization toward savings… Show more Creation and Management of Contract Database for Supplier Tracking and Quantification purposes Identification of supplier spend and data across multiple divisions and categories to provide information to leverage supplier agreements and decision making Prepare and analyze spend reports (weekly/monthly/annually) for all levels of management, as well as preparation of charts, tables, and other exhibits for use in reporting results Support the procurement organization toward savings goals to best facilitate the business needs of the Health & Wellness Division Review the operational data specific to assigned projects. Reconciles differences and inconsistencies in the operational data being reported within the various corporate financial systems Assist in developing the strategy for the identification, qualification and selection of service, material, or product suppliers Show less



Take Care Health Systems

• Accounts Payable Manager

  • Aug 2006 - Mar 2011

  Management of up to 6 AP Coordinators processing all of the company activity and feeding the job-cost application for billing (on average $1M invoices weekly) Performed as a "super-user" (i.e. subject matter expert) thru the successful Financial System transition from Coda Financials to Microsoft Dynamics SL. Including designing all "As Is" and "To Be" processes maps, structuring of the AP Module within Dynamics, and training of all users within the new system Assisted in the outsourcing… Show more Management of up to 6 AP Coordinators processing all of the company activity and feeding the job-cost application for billing (on average $1M invoices weekly) Performed as a "super-user" (i.e. subject matter expert) thru the successful Financial System transition from Coda Financials to Microsoft Dynamics SL. Including designing all "As Is" and "To Be" processes maps, structuring of the AP Module within Dynamics, and training of all users within the new system Assisted in the outsourcing of the AP Department to GenPact Processing Company. Transition encompassed a full Policy and Procedure training and audit as well as ensured proper communication of updated procedures & timelines Implementation of new Expense Reporting Procedures, Corporate Travel Card (Amex), and Travel Policies/Procedures, including training and support for the new processes Acquisition of ProFitness Health Solutions (effective 6/08 assuming all AP activities) Acquired by Walgreens while merging with Whole Health Management (effective 9/08 assumed all AP activities of WHM) Realignment of the AP Department to parallel the current corporate business structure from a Corporate Entity structure to Regionalized configuration Design, Analyze, and Reporting of AP Metrics for monitoring, awarding, and assisting in productivity of AP Coordinators 1099-Misc Processing, Auditing, Reporting to the IRS and Supplier Automation of a subset of vendors invoicing to streamline processing Show less Management of up to 6 AP Coordinators processing all of the company activity and feeding the job-cost application for billing (on average $1M invoices weekly) Performed as a "super-user" (i.e. subject matter expert) thru the successful Financial System transition from Coda Financials to Microsoft Dynamics SL. Including designing all "As Is" and "To Be" processes maps, structuring of the AP Module within Dynamics, and training of all users within the new system Assisted in the outsourcing… Show more Management of up to 6 AP Coordinators processing all of the company activity and feeding the job-cost application for billing (on average $1M invoices weekly) Performed as a "super-user" (i.e. subject matter expert) thru the successful Financial System transition from Coda Financials to Microsoft Dynamics SL. Including designing all "As Is" and "To Be" processes maps, structuring of the AP Module within Dynamics, and training of all users within the new system Assisted in the outsourcing of the AP Department to GenPact Processing Company. Transition encompassed a full Policy and Procedure training and audit as well as ensured proper communication of updated procedures & timelines Implementation of new Expense Reporting Procedures, Corporate Travel Card (Amex), and Travel Policies/Procedures, including training and support for the new processes Acquisition of ProFitness Health Solutions (effective 6/08 assuming all AP activities) Acquired by Walgreens while merging with Whole Health Management (effective 9/08 assumed all AP activities of WHM) Realignment of the AP Department to parallel the current corporate business structure from a Corporate Entity structure to Regionalized configuration Design, Analyze, and Reporting of AP Metrics for monitoring, awarding, and assisting in productivity of AP Coordinators 1099-Misc Processing, Auditing, Reporting to the IRS and Supplier Automation of a subset of vendors invoicing to streamline processing Show less



Murray Incorporated

• Canada
• Construction
• 1 - 100 Employee

• Senior Treasury & AP Accountant

  • Dec 1999 - Jul 2006

  Funded and swept zero-balance bank accounts, monitored LIBOR and loan balances, initiated wire transfers, and supported Treasurer on development of funding strategies Responsible for reconciliation of approximately 20 balance sheet accounts including general ledger, AP commission and loan accounts Compiled and analyzed monthly Accounts Payable data to create a comprehensive financial corporate picture for distribution to CFO and lenders Assisted in monthly roll forward of financial… Show more Funded and swept zero-balance bank accounts, monitored LIBOR and loan balances, initiated wire transfers, and supported Treasurer on development of funding strategies Responsible for reconciliation of approximately 20 balance sheet accounts including general ledger, AP commission and loan accounts Compiled and analyzed monthly Accounts Payable data to create a comprehensive financial corporate picture for distribution to CFO and lenders Assisted in monthly roll forward of financial forecast Coordinated gathering and analysis of weekly reporting of the Borrowing Base Certificate for distribution to the lender. Employed this data to calculate forecast of the Available to Borrow Report Achieved 100% success rate of external interim and year-end audits through detailed, comprehensive reporting Regularly assisted users with financial software as an IT Help Contact Implemented and managed cash forecast system: Coordinated activity with IT and Accounts Receivable to develop a cash forecasting software program, ensuring accuracy and data integrity As the primary user of the system, prepared cash and debt management analysis on rolling balances of upwards of $150 million Initiated effort with Sales and IT to create new Commission Payable software program. Successfully executed and managed program, resulting in more robust reporting abilities, better management of sales force commissions and redeployment of finance clerk duties Participated in implementation of on-line process to curtail wire costs by 25% and improve AP audit trail Spearheaded effort to launch Procurement Card Program, eliminating manual purchase orders and checks and realized 40% reduction in AP and Purchasing paperwork Show less Funded and swept zero-balance bank accounts, monitored LIBOR and loan balances, initiated wire transfers, and supported Treasurer on development of funding strategies Responsible for reconciliation of approximately 20 balance sheet accounts including general ledger, AP commission and loan accounts Compiled and analyzed monthly Accounts Payable data to create a comprehensive financial corporate picture for distribution to CFO and lenders Assisted in monthly roll forward of financial… Show more Funded and swept zero-balance bank accounts, monitored LIBOR and loan balances, initiated wire transfers, and supported Treasurer on development of funding strategies Responsible for reconciliation of approximately 20 balance sheet accounts including general ledger, AP commission and loan accounts Compiled and analyzed monthly Accounts Payable data to create a comprehensive financial corporate picture for distribution to CFO and lenders Assisted in monthly roll forward of financial forecast Coordinated gathering and analysis of weekly reporting of the Borrowing Base Certificate for distribution to the lender. Employed this data to calculate forecast of the Available to Borrow Report Achieved 100% success rate of external interim and year-end audits through detailed, comprehensive reporting Regularly assisted users with financial software as an IT Help Contact Implemented and managed cash forecast system: Coordinated activity with IT and Accounts Receivable to develop a cash forecasting software program, ensuring accuracy and data integrity As the primary user of the system, prepared cash and debt management analysis on rolling balances of upwards of $150 million Initiated effort with Sales and IT to create new Commission Payable software program. Successfully executed and managed program, resulting in more robust reporting abilities, better management of sales force commissions and redeployment of finance clerk duties Participated in implementation of on-line process to curtail wire costs by 25% and improve AP audit trail Spearheaded effort to launch Procurement Card Program, eliminating manual purchase orders and checks and realized 40% reduction in AP and Purchasing paperwork Show less



Dell

• IT Services and IT Consulting
• 1 - 100 Employee

• Consultant/Accountant

  • Aug 1999 - Dec 1999

  As a consultant with Dell, supervised the program to reimburse Dell for training of newly acquired employees by the State of Tennessee Participated in aggressive launch of new Nashville facility. Assisted in creation of new processes to conduct inventory counts, forecasting and data gathering Trained on Hyperion software packaged, entrusted to learn in-house software As a consultant with Dell, supervised the program to reimburse Dell for training of newly acquired employees by the State of Tennessee Participated in aggressive launch of new Nashville facility. Assisted in creation of new processes to conduct inventory counts, forecasting and data gathering Trained on Hyperion software packaged, entrusted to learn in-house software