Experience

VMS BioMarketing

• United States
• Advertising Services
• 100 - 200 Employee

• Executive Director of Finance

  • Sep 2021 - Present



Optum

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

• Director of Finance

  • Jul 2019 - Apr 2021

  - Equian LLC acquired by Optum in July 2019 - Role expanded to be responsible for monthly and quarterly forecasting of revenue and expenses for all Non-Clinical solutions in the company's Payment Integrity operations - Acted as Finance liaison between Operations and the rest of the organization - Served as a key member of the integration team that was primarily focused on the operational and financial alignment of overlapping clients between Optum and Equian in this product space Show less



Equian

• United States
• Information Services
• 200 - 300 Employee

• • Apr 2015 - Jul 2019

  - Responsible for monthly and quarterly forecasting of revenue and expenses for a emerging product family- Responsible for reconciliation of revenue and expenses recorded in the GL against multiple source systems to ensure completeness and accuracy of reported financial results- Created and administered comprehensive incentive compensation program for divisional operations employees

• • Apr 2014 - Apr 2015

  - Expanded oversight of Accounting staff to include Accounts Receivable Manager and associated collections staff- Expanded role to become primary owner and consolidator of the company’s annual financial budget- Continued to build on integration experience through participating in the financial and operational integration of company's acquisitions

• • Sep 2012 - Apr 2014

  - Oversaw the preparation of monthly internal financial statements, all month-end closing journal entries, and account reconciliations- Oversaw all staff accountants- Assisted CFO and VP of Finance in the preparation of the company’s annual budget- Led and/or participated in the integration of multiple acquired companies’ accounting records and processes into the parent company’s policies

• • Feb 2011 - Sep 2012

  - Primary responsibility for month-end closing journal entries and account reconciliations- Prepared requested deliverables to facilitate the completion of the company's external financial statement audit- Participated in the integration of acquired companies’ accounting records and processes- Successfully spearheaded the reconfiguration of the company’s GL account structure to operate more cohesively with the constantly evolving portfolio of customer solutions resulting from continuing acquisitions Show less



KPMG

• Canada
• Accounting
• 700 & Above Employee

• • Jul 2009 - Feb 2011

  - Daily responsibilities included the execution and completion of client audit engagements, which involved overseeing and reviewing the work of audit associates- Led integrated audits for two large international SEC foreign filers- Led and participated in financial statement audits for several non-public clients, including a not-for-profit hospital, a mid-sized municipal government, and a small metal-parts manufacturer- Led OMB Circular A-133 audit of several federally funded programs for a large municipal government Show less

• • Sep 2007 - Jul 2009