Experience

Core Knowledge Foundation

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Accounting Manager

  • Aug 2023 - Present

  United States


Jermi Foods & Spices, Inc.
• CFO at Jermi Foods & Spices, Inc.

  • Oct 2021 - Present

Jermi Media
• CFO

  • Jan 2020 - Present

Jermi Foundation
• Construction
• Treasurer & CFO

  • Jan 2020 - Present

McCallum & Kudravetz, PC
• United States
• Law Practice
• 1 - 100 Employee
• Office Administrator

  • Jun 2020 - May 2023


University of Virginia

• United States
• Higher Education
• 700 & Above Employee

• Department Administrator

  • Apr 2004 - Jan 2020

  Charlottesville, VA Responsible for managing the fiscal and administrative operations of the Department of Family Medicine. Specific duties of this faculty position include: Budgeting and Finance: financial planning, forecasting, budgeting, reporting, analyzing, and overall financial management of the department. Supervision: human resource management – hiring, firing, conflict management, establishing new positions, offer letters, performance evaluations, and interpret rules and regulations of the… Show more Responsible for managing the fiscal and administrative operations of the Department of Family Medicine. Specific duties of this faculty position include: Budgeting and Finance: financial planning, forecasting, budgeting, reporting, analyzing, and overall financial management of the department. Supervision: human resource management – hiring, firing, conflict management, establishing new positions, offer letters, performance evaluations, and interpret rules and regulations of the University and School of Medicine. General Administration: strategic planning, program development, service expansion, faculty and staff recruiting, institutional support of the department, serve as a resource to faculty, and represent the department in appropriate institutional forums. Instruction and Education: teach family practice resident about practice management and health care finance, teach faculty about budgeting and finance. Scholarship: participate in scholarly activities appropriate to my area of expertise to include presenting at local, national, and regional meetings, publishing in journals and books, and research activities.

• Department Administrator

  • Aug 2002 - Mar 2004

  Responsible for managing the fiscal and administrative operations of the Department of Molecular Physiology and Biological Physics. Specific duties include: Responsible for all fiscal aspects of the department including planning, budget preparation, analysis, and financial reporting. Perform all aspects of human resource management: supervision, hiring, firing, conflict management, establishing new positions, offer letters, performance evaluations, and interpret rules & regulations… Show more Responsible for managing the fiscal and administrative operations of the Department of Molecular Physiology and Biological Physics. Specific duties include: Responsible for all fiscal aspects of the department including planning, budget preparation, analysis, and financial reporting. Perform all aspects of human resource management: supervision, hiring, firing, conflict management, establishing new positions, offer letters, performance evaluations, and interpret rules & regulations of the University and School of Medicine. Set expectations and infrastructure of the department to operate in an efficient and effective manner. Use interpersonal skills to ensure effective communications, efficient distribution of departmental fiscal workloads and maintenance of professional standards of operation for the department. Coordinate space renovation and assist faculty with planning of new space. Initiate and supervise the UVA biennial inventory and reconciliation.

• Division Administrator

  • Jun 2001 - Jul 2002

  Responsible for managing the financial business operations of the Division of General Medicine, Geriatrics and Palliative Care. Specific duties include: Coordinate fiscal activities through budget development and monitoring for clinical, academic, and research activities Develop business plans for new programs and initiatives Prepare and analyze financial reports and data Approve expenditures and purchasing and develop accounting systems Personnel supervision and… Show more Responsible for managing the financial business operations of the Division of General Medicine, Geriatrics and Palliative Care. Specific duties include: Coordinate fiscal activities through budget development and monitoring for clinical, academic, and research activities Develop business plans for new programs and initiatives Prepare and analyze financial reports and data Approve expenditures and purchasing and develop accounting systems Personnel supervision and administration Oversee facilities maintenance and service contracts Conduct assessments of equipment, space utilization and needs Inventory control Develop policies and procedures



Qual Choice of Virginia

• Director of Financial Planning and Analysis

  • Jun 1999 - May 2001

  Qual Choice of Virginia Lead all aspects of financial planning and analysis for major health-services organization and its subsidiary with gross revenues of more than $140 million. Specific duties include: Supervision and integration of financial planning, budgeting, and cash-management processes. Manage and streamline procedures involved with physician settlement and pricing adequacy. Preparation and submission of monthly, quarterly, and annual filings to insurance regulatory authorities. Work with… Show more Lead all aspects of financial planning and analysis for major health-services organization and its subsidiary with gross revenues of more than $140 million. Specific duties include: Supervision and integration of financial planning, budgeting, and cash-management processes. Manage and streamline procedures involved with physician settlement and pricing adequacy. Preparation and submission of monthly, quarterly, and annual filings to insurance regulatory authorities. Work with fellow senior management on special projects and initiatives. Show less



University of Cincinnati

• United States
• Higher Education
• 700 & Above Employee

• Department Administrator

  • Jan 1994 - Jan 1999

  Cincinnati, OH Managed financial operations for $35 million operation which involved day-to-day supervision of accounting functions as well as management of funds related to both university and corporate activities. Specific areas of responsibility included: Budget preparation, financial reporting and analysis, billing and collections, physician compensation management, personnel administration, research grant management, and clinical drug study supervision. Financial consultation in the areas of… Show more Managed financial operations for $35 million operation which involved day-to-day supervision of accounting functions as well as management of funds related to both university and corporate activities. Specific areas of responsibility included: Budget preparation, financial reporting and analysis, billing and collections, physician compensation management, personnel administration, research grant management, and clinical drug study supervision. Financial consultation in the areas of cost containment and program evaluation for the department that allowed the department to achieve overall goals and retain staff during a period of reduced physician reimbursement and an erosion of research funding.

• Controller

  • Jan 1985 - Jan 1994

  Cincinnati, OH Responsible for all accounting and finance functions including budget preparation, financial reporting, accounts payable, accounts receivable, cash management, payroll, purchasing, and fund management for the department of 22 individual divisions. Conceived, developed, and implemented a monthly reporting system that saved the department more than $1 million by more closely monitoring the financial performance of various divisions and functions and significantly reducing unfunded research.



Unisys Corporation

• United States
• 1 - 100 Employee

• Financial Analyst

  • Jan 1984 - Jan 1985

  Cincinnati Worked closely with the organization’s controller in financial forecasting, budgeting, and on special projects.



Unisys

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

• Credit and Collections Manager

  • Jan 1982 - Jan 1984

  Cincinnati Managed all functions involved with cash collections, forecasting, and reporting. Recognized as “best in the Midwest Region” for managing accounts receivable.

• Branch Financial Manager

  • Jan 1981 - Jan 1982

  Cincinnati, OH Supervised order/billing processing, accounts receivable, accounts payable, inventory and report reconciliation. Increased profitability by implementing new inventory management controls and enhancing accounts receivable systems to improve cash flow.

• Branch Administrative Manager

  • Jan 1981 - Jan 1982

  Cincinnati, OH Supervised order/billing processing, accounts receivable, accounts payable, inventory and report reconciliation.