Experience

Allovue

• United States
• Education Management
• 1 - 100 Employee

• Vice President of Finance

  • Aug 2019 - Present

  Baltimore, Maryland - Engage with other members of leadership to raise the financial acumen of the organization, including presenting semimonthly KPI updates including cash forecasts/runway, burn and days in AR - Responsible for company compliance including statutory reporting, annual 409A valuations, and maintenance of appropriate insurance coverage - Responsible for all accounting and finance functions including month-end close, account reconciliations, payroll, accounts payable, invoicing, revenue… Show more - Engage with other members of leadership to raise the financial acumen of the organization, including presenting semimonthly KPI updates including cash forecasts/runway, burn and days in AR - Responsible for company compliance including statutory reporting, annual 409A valuations, and maintenance of appropriate insurance coverage - Responsible for all accounting and finance functions including month-end close, account reconciliations, payroll, accounts payable, invoicing, revenue recognition, equity reporting, and investor reporting - Prepare and present financial results at quarterly board meetings - Support fundraising efforts including M&A and debt due diligence - Lead compensation planning for all employees, including variable compensation - Led initiatives to streamline payroll and 401k processes, reducing administrative costs by over 50% - Led initiatives to outsource dunning processes and implemented early pay discounts, accelerating receivables by an average of 20 days. Show less



Veolia North America

• United States
• Environmental Services
• 700 & Above Employee

• Finance Manager

  • Jul 2017 - Dec 2019

  Baltimore, Maryland - The South Region of Veolia North America (now Vicinity), a district energy company, maintained 150+ customers and averaged annual revenues of $80M during my tenure. - Helped secure a 10-year renewal with expanded service for the region’s largest customer. - Managed and trained a Junior Financial Analyst and Finance Intern, promoting internal service standards, reporting accuracy, and competence in analysis - Lead the month-end close process for the region, including forecasting… Show more - The South Region of Veolia North America (now Vicinity), a district energy company, maintained 150+ customers and averaged annual revenues of $80M during my tenure. - Helped secure a 10-year renewal with expanded service for the region’s largest customer. - Managed and trained a Junior Financial Analyst and Finance Intern, promoting internal service standards, reporting accuracy, and competence in analysis - Lead the month-end close process for the region, including forecasting results and preparing detailed analyses for region and division management - Developed annual budget and re-forecasts for all of the region’s business units - Monitored and reported on plant and distribution efficiencies - Supported operations with expense and capital spending analyses - Facilitated internal control testing of account management and inventory management processes Show less



Bridgestone Americas

• United States
• Motor Vehicle Manufacturing
• 700 & Above Employee

• Region Finance Leader

  • Oct 2016 - May 2017

  Owings Mills, Maryland, United States - The Baltimore Region of Bridgestone Retail Operations (Firestone & Tires Plus stores) was comprised of 79 stores and had annual revenues of $120M - Provided financial mentoring and training for all regional, area, and store personnel - Identified profitability opportunities and made recommendations for improved efficiencies and performance - Collaborated with region and store management to implement strategic initiatives - Maintained accurate financial statements at the regional… Show more - The Baltimore Region of Bridgestone Retail Operations (Firestone & Tires Plus stores) was comprised of 79 stores and had annual revenues of $120M - Provided financial mentoring and training for all regional, area, and store personnel - Identified profitability opportunities and made recommendations for improved efficiencies and performance - Collaborated with region and store management to implement strategic initiatives - Maintained accurate financial statements at the regional, area, and store levels through ongoing financial reviews and monthly evaluations - Prepared monthly P&L forecasts, presenting results to senior leadership - Reviewed and approved all region spending Show less



Transamerica

• United States
• Financial Services
• 700 & Above Employee

• Financial Analysis Manager

  • Feb 2014 - Sep 2016

  Baltimore, Maryland Area - Lead the finance function for the newly formed Transamerica Direct business unit, which averaged $2M of new annualized premium during my tenure. - Managed a team of two financial analysts - Collaborated with various departments to lead a project to enable standalone financial reporting for the business unit - Performed sales and marketing KPI analyses, communicating the drivers of significant variance to business unit management - Led the annual budget process

• Sr. Financial Analyst

  • Sep 2008 - Feb 2014

  Baltimore, Maryland Area - The Health block of business within the Life and Protection division of Transamerica was comprised of 5 business units with new annualized premium as high as $800M during my tenure - Designed and implemented quarterly, product-level income statement roll forwards (Statutory and IFRS), providing commentary on significant variances - Prepared sales, loss ratio, operating expense, and headcount analysis for senior management - Developed budget models and shepherded the medium-term plan… Show more - The Health block of business within the Life and Protection division of Transamerica was comprised of 5 business units with new annualized premium as high as $800M during my tenure - Designed and implemented quarterly, product-level income statement roll forwards (Statutory and IFRS), providing commentary on significant variances - Prepared sales, loss ratio, operating expense, and headcount analysis for senior management - Developed budget models and shepherded the medium-term plan process for the Health block and presented findings to division management - Wrote and updated annually, the business process documentation for the Capital Reporting Process for the Transamerica Life & Protection division - Coordinated audits with external auditors

• Sr. Sarbanes Oxley/Operational Risk Management Auditor

  • Mar 2006 - Sep 2008

  Baltimore, Maryland, United States - Performed control testing and analytical procedures on all routine and non-routine processes within SOX scoping for the Health block - Authored all routine process documentation for the Australia and Hong Kong operations - Assisted process owners in the revision of business process documentation and provided input on control and process redesign - Aggregated and analyzed operational loss-event data for the ORM Loss Database



CareCentric

• Software Development
• 1 - 100 Employee

• Staff Accountant

  • Mar 2005 - Feb 2006

  Owings Mills, Maryland, United States - General ledger accountant for 17 healthcare and senior living facilities in IL, TX, and AR - Performed monthly income statement preparation and reviews - Performed monthly bank, balance sheet, accounts receivable, accounts payable, cash, and fixed asset reconciliations - Worked closely with facilities’ administrators to manage expenses and stay within budget