Experience

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  MetroPlusHealth

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

  • Manager of Compliance Auditing

    • Sep 2021 - Present

    Assessed ongoing compliance with New York State’s Model Audit Rule regulation addressing accuracy in financial reporting across health insurance plans sponsored by the City of New York. Created an app using Quickbase to serve as a central repository for internal control specifications, the annual testing and review workflow, and all audit testing documentation.

  • Compliance Auditor

    • Jun 2020 - Sep 2021

    Doubled the size of the organization’s annual testing of financial reporting activities to 32 internal controls based upon the outcome of annual risk assessments covering ten business processes.

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  Li-Lac Chocolates

  • Brooklyn, NY

  • Business Development Manager

    • May 2019 - Jan 2020
    • Brooklyn, NY

    Oversaw day-to-day eCommerce fulfillment, retail store management, and customer service functions. Analyzed available shipping and online order data to streamline processes and promote revenue growth.

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  Kaiser Permanente

  • Senior Director of Benefits Compliance

    • Apr 2017 - Oct 2018

    Responsible for risk and compliance activities surrounding approximately three dozen defined benefit, defined contribution, and health and welfare plans covering nearly 200,000 employees with combined assets, liabilities and annual expenses of approximately $50 billion.

  • Director of Community Benefit Financial Reporting

    • Apr 2012 - Apr 2017

    Managed financial reporting, budgeting and forecasting for over $2 billion of annual spending supporting the organization’s mission to invest in programs strengthening local communities.

  • Director of HR Compliance & Enterprise Risk Management

    • Jul 2010 - Apr 2012

    Enhanced the structure of internal controls associated with more than $10 billion of employee pension plans.

  • Compliance Consultant & Lead

    • Feb 2008 - Jul 2010

    Performed strategic end-to-end assessments of the strength of internal controls surrounding a range of financial activities and processes.

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  East Tennessee Heart Consultants

  • Knoxville, TN

  • Chief Financial Officer

    • May 2006 - Dec 2007
    • Knoxville, TN

    Managed accounting and finance responsibilities for a 40-physician cardiology practice generating $40 million in annual collections.

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  Parson Consulting

  • Houston, TX

  • Lead Consultant

    • Apr 2004 - May 2006
    • Houston, TX

    Contributed to a variety of project-oriented engagements for the firm’s clients. These included documenting internal controls and performing financial analysis for a major health care provider, a Fortune 100 insurance company, and the British National Health Service.

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  IDT Corporation

  • Newark, NJ

  • Divisional Financial Controller

    • Jan 2003 - Feb 2004
    • Newark, NJ

    Oversaw the monthly financial reporting cycle for a division of a large telecommunications company.

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  Viatel Communications

  • New York, NY

  • Director Of Accounting

    • Jun 2000 - Dec 2002
    • New York, NY

    Prepared quarterly 10Q and annual 10K filings in accordance with requirements of the Securities and Exchange Commission (SEC).

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  Kozmo.com

  • New York, NY

  • Director of Cash Management

    • Jul 1999 - Jan 2000
    • New York, NY

    Established cash management and accounts payable process for tracking, investing, and drawing from $115 million of venture capital funding.

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  The Louisiana Clinic

  • New Orleans, LA

  • Chief Financial Officer

    • May 1993 - Mar 1999
    • New Orleans, LA

    Supervised the financial aspects of the reorganization of a single-specialty medical practice into a multi-specialty clinic.

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  Coopers & Lybrand (Now PwC)

  • Chicago, IL

  • Associate

    • Mar 1992 - Jan 1993
    • Chicago, IL

    Contributed to a project for the Resolution Trust Corporation involving general ledger analysis and asset valuation for failed savings and loan institutions.

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  JMB Realty Corporation

  • Chicago, IL

  • Partnership Accountant

    • Oct 1987 - Jan 1992
    • Chicago, IL

    Managed financial accounting and analyzed portfolio values for syndicated real estate limited partnerships investing in commercial, retail, and residential properties.