Experience

Legal Aid Society of Greater Cincinnati

• United States
• Legal Services
• 1 - 100 Employee

• Chief Financial Officer

  • Jun 2022 - Present

  Cincinnati, Ohio, United States



Cincinnati Metro

• United States
• Truck Transportation
• 100 - 200 Employee

• Interim Chief Financial Officer

  • Jul 2021 - Jun 2022

• Director of Financial Planning and Analysis

  • Mar 2017 - Jun 2022

  Cincinnati, Ohio Responsible for consolidating reporting for all operating divisions, month-end financials, annual budgets and financial analysis. - Partnered with Executive Team, Planning & Operations to develop the ten year operating and cash flow forecast for the Reinventing Metro Plan to support the need for Metro to move from funding through city earnings tax to a county sales tax levy. - Successfully worked across the organization to manage the annual budget process to meet key deadlines with the… Show more Responsible for consolidating reporting for all operating divisions, month-end financials, annual budgets and financial analysis. - Partnered with Executive Team, Planning & Operations to develop the ten year operating and cash flow forecast for the Reinventing Metro Plan to support the need for Metro to move from funding through city earnings tax to a county sales tax levy. - Successfully worked across the organization to manage the annual budget process to meet key deadlines with the SORTA Board and the City.



Mercy Health

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

• Sr. Revenue Analyst

  • Feb 2014 - Mar 2017

  - Support the patient accounts receivable reserve calculation process including preparing journal entries, reconciling general ledger accounts, and analyzing variances - Prepare and analyze reports designed to monitor and identify trends in net revenue - Identify improvements to the net revenue reserving processes - Liaison with Market CFOs and Site Finance Directors to facilitate the exchange of information, obtain support for net revenue related issues, and explain variances and… Show more - Support the patient accounts receivable reserve calculation process including preparing journal entries, reconciling general ledger accounts, and analyzing variances - Prepare and analyze reports designed to monitor and identify trends in net revenue - Identify improvements to the net revenue reserving processes - Liaison with Market CFOs and Site Finance Directors to facilitate the exchange of information, obtain support for net revenue related issues, and explain variances and Market issues - Maintain data integrity of the reserve calculation software by updating core tables, reconciling data to source systems, and assisting Information Technology with software upgrades - Produce audit schedules for net revenue related areas as required for the annual financial statement audits - Participate in close calls and present monthly financial results and variances to Senior Management Show less



Cengage Group

• United States
• E-Learning Providers
• 700 & Above Employee

• Sr Financial Reporting Analyst

  • Jul 2013 - Feb 2014

  mason, ohio Responsible for analytical and reporting support for the Credit & Collections and Accounts Payable departments. - Created cash forecast for weekly cash receipts on open receivable by customer used by corporate office for cash planning during Chapter 11 bankruptcy. - Developed a variance report by major customer with drilldown to invoice for budget vs. actual cash receipts identifying key drivers in variances to budgeted cash receipts. - Worked closely with company leadership in… Show more Responsible for analytical and reporting support for the Credit & Collections and Accounts Payable departments. - Created cash forecast for weekly cash receipts on open receivable by customer used by corporate office for cash planning during Chapter 11 bankruptcy. - Developed a variance report by major customer with drilldown to invoice for budget vs. actual cash receipts identifying key drivers in variances to budgeted cash receipts. - Worked closely with company leadership in developing reports to streamline monthly reporting. Show less



Assurex Health

• United States
• Biotechnology Research
• 1 - 100 Employee

• Sr. Financial Analyst

  • Jun 2012 - May 2013

  Mason, Ohio Responsible for the reporting of monthly results, plan and forecast as well as the analysis and reporting of variances to plan and forecast to company leadership and the Board of Directors. - Used strong data mining and excel skills to develop a statistical model for forecasting revenue trends based on past cash collections by payer and product. - Developed a daily flash report for revenue and cash collections by insurance payer and product. - Led accounting team to deliver complete… Show more Responsible for the reporting of monthly results, plan and forecast as well as the analysis and reporting of variances to plan and forecast to company leadership and the Board of Directors. - Used strong data mining and excel skills to develop a statistical model for forecasting revenue trends based on past cash collections by payer and product. - Developed a daily flash report for revenue and cash collections by insurance payer and product. - Led accounting team to deliver complete financial statements and analysis by 3rd business day of the following month (prior to arriving financials were not finalized until the 3rd week of the following month). - Worked closely with external auditors and received their approval on revenue reimbursement model used to accrue revenue based on historical trends. - Developed model for forecasting cash flows based on revenue projections and key metric indicators. - Analyzed and identified 4 key payer groups used for pricing and volume strategies in the 2013 planning process. - Developed a complete monthly management package with trends and KPI’s used to report results to the Board of Directors. - Worked closely with company leadership to standardize company metrics and on special projects. Show less



SENCO

• United States
• Construction
• 100 - 200 Employee

• Manager Financial Planning & Analysis

  • Sep 2007 - Jun 2012

  Responsible for the analysis of the monthly results and analysis of on-going projects for the Industrial, Distributor and Retail divisions of Senco.  Developed a process to forecast consolidated income and cash flows on a monthly basis.  Led implementation of Hyperion for financial reporting  Initiated a variable contribution margin approach to pricing in both divisions.  Worked closely with marketing on implementation of pricing strategies for sales channels.  Analyzed… Show more Responsible for the analysis of the monthly results and analysis of on-going projects for the Industrial, Distributor and Retail divisions of Senco.  Developed a process to forecast consolidated income and cash flows on a monthly basis.  Led implementation of Hyperion for financial reporting  Initiated a variable contribution margin approach to pricing in both divisions.  Worked closely with marketing on implementation of pricing strategies for sales channels.  Analyzed impact by customer for gross to net revenue adjustments.  Reported monthly results of sales promotions by product and customer.  Implemented price/volume/mix variance analysis by customer and item.  Developed monthly management reporting for sales channels, product line and key customers.  Responsible for the consolidation of the annual business plan and quarterly forecast.  Worked closely with company leadership in many special projects.  Promoted awareness and identification of Lean/Six Sigma projects, calculation and validation of project financials  Reported deployment results and prepared strategy deployment plans for the company Show less



Eagle Reality Group a subsidiary of Western Southern & Financial Group -

• Sr Financial Analyst

  • Dec 2004 - Sep 2007

  Responsible for the preparation of the Company’s monthly general ledger entries, account reconciliations, financial statements, budget and forecast reporting.  Assisted in a project to dramatically expand the company’s third party business in the coming seven to ten years.  Initiated the streamlining of inter-company charges between Eagle and other companies.  Developed a process to better track and control recording of trade receivables.  Worked closely with the Parent’s… Show more Responsible for the preparation of the Company’s monthly general ledger entries, account reconciliations, financial statements, budget and forecast reporting.  Assisted in a project to dramatically expand the company’s third party business in the coming seven to ten years.  Initiated the streamlining of inter-company charges between Eagle and other companies.  Developed a process to better track and control recording of trade receivables.  Worked closely with the Parent’s accounting department to enhance Eagle’s reporting to provide better and more timely information on a monthly basis. Show less



Prysmian Group

• Italy
• Manufacturing
• 700 & Above Employee

• Manager of Financial Reporting

  • Oct 1992 - Oct 2004

  Highland Heights, KY Responsible for the oversight of the Company’s consolidated financial statements for external, internal, budget and forecast reporting. Prepared draft for the MD&A and key footnote disclosures for SEC filings. Managed three direct reports and was responsible for five indirect reports.  Developed the documentation of controls for consolidation, corporate general ledger month-end processes and external reporting, working directly with external auditors for Sarbanes-Oxley compliance. … Show more Responsible for the oversight of the Company’s consolidated financial statements for external, internal, budget and forecast reporting. Prepared draft for the MD&A and key footnote disclosures for SEC filings. Managed three direct reports and was responsible for five indirect reports.  Developed the documentation of controls for consolidation, corporate general ledger month-end processes and external reporting, working directly with external auditors for Sarbanes-Oxley compliance.  Analyzed financial results of company performance compared to budget, forecast and year over year by product channels, major product groups, operations, customers, and externally reported business segments.  Assisted company leadership in many special projects.  Key contributor in a cross-functional project which led to the implementation of the Business Objects Database software, which enabled product channels and sales leaders to collect and drill down company actual results and forecast for more accurate and consistent analysis.  Compilation of financial statements for Guarantor footnote disclosure for SEC filings.  Initiated reconciliations and controls for a complex company and country entity structure of investment in subsidiary accounts for equity reporting.  Coordinated the restatement of financial statements for the discontinuation of a business segment.  Composed the monthly commentary for analysis of results by business segment over prior year and forecast.  Responsible the consolidation of the financial statements to report a global acquisitions and divestitures.  Directed international finance managers on the consolidation package to use for reporting their consolidated results.  Compiled company pro-forma financial statements for press release statements and footnote disclosure in SEC filings. Show less