Experience

Foundation for Louisiana

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

• Chief Financial Officer

  • Oct 2017 - Present



Louisiana Public Health Institute

• United States
• Public Health
• 1 - 100 Employee

• Finance and Operations Manager

  • 2014 - 2016



Jefferson Community Health Care Centers, INC.

• Hospitals and Health Care
• 1 - 100 Employee

• Chief Financial Officer

  • Jun 2010 - Jul 2013

  Manage the financial operations of three (3) community health clinics and all associated cost centers. Responsibilities included providing leadership in areas of patient financial services, short-and long-term financial planning, operational budgeting, revenue generation and expense management, financial analysis, financial operations, and information systems. Gathered and analyzed financial data and information to ensure financial health of clinics. Developed and implemented internal controls, budget variance reports, streamlined payroll processing and vendor payments, achieving recognition as a low risk investment with banking partner and attaining an unqualified audit opinion with no finding. My team and I successfully secured funding deemed forfeit and mended troubled relationship with major funder. Prepared annual Medicare Cost Report and various other annual and quarterly reports. Automated employee time management and fixed assets, implemented web based timekeeping system while maintaining internal controls and audit trial. Prepared monthly, quarterly and annual financial statements, budget to actual variances, payroll taxes and quarterly 941 filing. Prepared budgets by location, department and companywide, researched all variances +-10% of monthly budget, reconciled bank statements and general ledger accounts, monthly. Show less



SYGNVS

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Project Manager/ Accounting Systems Consultant

  • Nov 2007 - Jun 2010

  Managed, implemented, trained and provided technical support for accounting, time management and purchase requisition software for client base that included governmental, parish, medical, school districts and levee board entities. Developed and implemented policies and procedures, operational budgets, financial statements, variance analysis, account analysis and preparation of monthly bank reconciliation’s, and audit preparation for clients. Streamline client’s month/end close resulting in reduced field work for external auditor, decreased audit findings, decreased audit fees, and increasing new grant opportunities .Developed and implemented policy and procedures for distributing cost per cost center. Manage project implementation ensuring accurate timely completion within budget and per specifications, as set by software manufacture and client Show less



Vietnam Veterans of San Diego

• San Diego, CA

• Chief Financial Officer

  • May 2005 - Oct 2007

  Responsible for financial, operational and construction projects, policies and procedures, cash management, internal and external compliance, annual budgeting and monthly budget to actual, also, involved in fund raising aspect of the organization. Completed an accounting software system conversion, implemented procedures for submitting cost reimbursements to various funders (including Veterans Affairs, DOL, local and state funders), automated cost allocation by funder and cost center, and negotiated indirect cost rate agreement with DOL. Managed staff of 6, monitoring thirty-five plus operating grants for Grant Compliance, Accounts Payable and Receivable, Payroll, Banking, Internal Controls, Budgeting/Forecasting, Cost Allocation, Audit and General Accounting, preparing the monthly financial statements, annual audit, monthly board report, job costing and construction accounting, developed an allowable cost matrix to accurately record expenses by fund and location resulting in a 75% reduction of aged accounts receivable, greater percentage of cost reimbursement and improved cash management. Streamline month/year end close, increased production by reducing month end close from 15 to 7 days. Automated fixed asset management and bi-weekly payroll, maintained general ledger and prepared account and bank reconciliations monthly. Show less



Sage

• United Kingdom
• Software Development
• 700 & Above Employee

• Regional Account Manager

  • 2002 - 2004

  Provides oversight on all administrative and financial management activities for the Primary Care Capacity Program a $47M budget, expanding the Gulf Coast Region. Financial and compliance management of 35+ contracts, subcontracts and projects. Management of programmatic expenditures, drawdowns, budgets and audit reports. Provide financial and operational assistance/insight to FQHC’s across the Gulf Coast. Provides oversight on all administrative and financial management activities for the Primary Care Capacity Program a $47M budget, expanding the Gulf Coast Region. Financial and compliance management of 35+ contracts, subcontracts and projects. Management of programmatic expenditures, drawdowns, budgets and audit reports. Provide financial and operational assistance/insight to FQHC’s across the Gulf Coast.



MIP

• Financial Services
• 400 - 500 Employee

• Regional Account Manager

  • 1996 - 2002

  Manage 20 + Field Consultants within various Regions throughout the United State. Assist and train clients on Fund Accounting Software Application. Assist clients with Marketing plans, Annual Budgeting, Conduct Seminars and remote presentations. Develop and Implement National Account Program for National Business Partners. Train clients on application of the Non Profit Industry Accounting practices and procedures, OMB Circular A-133, internal controls and cost allocations. Manage 20 + Field Consultants within various Regions throughout the United State. Assist and train clients on Fund Accounting Software Application. Assist clients with Marketing plans, Annual Budgeting, Conduct Seminars and remote presentations. Develop and Implement National Account Program for National Business Partners. Train clients on application of the Non Profit Industry Accounting practices and procedures, OMB Circular A-133, internal controls and cost allocations.



Transit Management of Southeast Louisiana

• Director of Accounting

  • 1983 - 1993

  Managed department of thirty-three employees, designed, develop and implement companies accounting practices following GAAP, Developed and monitored departmental operating budget, Prepared annual accounting reports for Federal Transit Administration, Monitored and reviewed preparation of Monthly Financial Reports, Verified recording of Interagency, Inter-company, Bond Funding and Federal Grants Managed department of thirty-three employees, designed, develop and implement companies accounting practices following GAAP, Developed and monitored departmental operating budget, Prepared annual accounting reports for Federal Transit Administration, Monitored and reviewed preparation of Monthly Financial Reports, Verified recording of Interagency, Inter-company, Bond Funding and Federal Grants