Experience

Forbes Nonprofit Council
• United States
• Civic and Social Organizations
• 1 - 100 Employee
• Member

  • Jan 2020 - Present


Public Health Institute of Metropolitan Chicago

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

• Chief Financial Officer

  • Feb 2020 - Present

  Chicago

• Deputy Director of Finance

  • Oct 2018 - Feb 2020

  Greater Chicago Area



Varmal Consulting

• United Kingdom
• Information Technology & Services

• Interim CFO

  • 2018 - Feb 2020

  Greater Chicago Area Forensic Accounting for legal proceedings



Christian Community Health Center

• United States
• Hospitals and Health Care
• 100 - 200 Employee

• Director of Finance

  • Dec 2017 - Jan 2020

  Greater Chicago Area



Neighborhood Housing Services of Chicago

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

• Interim Financial Controller

  • Aug 2017 - Nov 2017

  Greater Chicago Area



Windham Mountain Resort

• United States
• Hospitality

• Financial Controller

  • Oct 2015 - Apr 2017

  Albany, New York Area Hands on position for a multiple entity private Equity Company with over 100 different revenue streams including residual and passive income. • Responsible for monthly consolidated financial statements and performance measures report for organization with four entities, 24 business locations • Supervised the weekly payroll processing, allocation and reporting for 1000 employees • Reduced reporting time from 20 to 10 days • Simplified the process for determining an accurate COGS… Show more Hands on position for a multiple entity private Equity Company with over 100 different revenue streams including residual and passive income. • Responsible for monthly consolidated financial statements and performance measures report for organization with four entities, 24 business locations • Supervised the weekly payroll processing, allocation and reporting for 1000 employees • Reduced reporting time from 20 to 10 days • Simplified the process for determining an accurate COGS during busy seasons and refined cost allocation process • Reduced customer wait times while increasing customer service • Researched regulations and ensured compliance with sales tax regulations on sales, services and capital projects to eliminate penalties for noncompliance • Designed, implemented and monitored risk based internal control systems for financial reporting to comply with GAAP • Reviewed contracts for capital lease and revenue recognition • Created accounting and cash handling manual and training program for new hires. • Supervised a team of 14 direct reports, including hiring, firing and performance reviews • Prepared and managed budgets for three departments, reduced expenses by 20% with near perfect compliance. • Managed external audits for four entities, assisted with K-1 filings and with income tax returns. • Calculated investment gains and losses for land and property sales, managed construction in progress, and construction of fixed assets • Analyzed trade, note, interest and consignment receivables Show less



Living Solutions and Services

• United States

• Executive Director

  • Mar 2013 - 2015

  Greater San Diego Area Public role rebranding not for profit providing housing and services for the medically fragile mentally ill • Responsible for strategic planning, financial forecasting, growth planning, cash management strategies • Managed construction in progress • Three statement financial modeling • Evaluated risk and analyzed the feasibility of new business ventures, service expansions, and continuation of services offered by the nonprofit organization • Responsible for proper billing of… Show more Public role rebranding not for profit providing housing and services for the medically fragile mentally ill • Responsible for strategic planning, financial forecasting, growth planning, cash management strategies • Managed construction in progress • Three statement financial modeling • Evaluated risk and analyzed the feasibility of new business ventures, service expansions, and continuation of services offered by the nonprofit organization • Responsible for proper billing of fee for service revenue in accordance with contracts and rate advocacy Show less



Kennon S. Shea & Associates

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Controller

  • Apr 2010 - Mar 2013

  El Cajon, CA 92020 Responsible for monthly consolidated financial statement and budget variance analysis, performance measures and joint cost allocations for organization with 15 legal entities • Supervised a team of six direct reports including hiring, firing and performance reviews and developed staff accountants to senior roles • Managed a team of 20 medical billers, closing their books, reconciling patient receivables and reviewing all claim adjustments to advocate for correct rates. • Taught… Show more Responsible for monthly consolidated financial statement and budget variance analysis, performance measures and joint cost allocations for organization with 15 legal entities • Supervised a team of six direct reports including hiring, firing and performance reviews and developed staff accountants to senior roles • Managed a team of 20 medical billers, closing their books, reconciling patient receivables and reviewing all claim adjustments to advocate for correct rates. • Taught reconciliation and closing techniques for accounting and billing departments and reduced month end close from 10 to 5 days • Analyzed receivables and bad debt allowance, making monthly adjustments • Designed and implemented risk based internal control systems for financial reporting and employee reimbursements to increase transparency • Allocated admin and marketing costs • Managed external audits and regulatory Medicare cost reports for 11 acute care facilities ensuring compliance with OMB for Medicare. • Participated in strategic planning, including forecasting, tax and captive insurance planning, due diligence and cash management strategies. • Processed weekly payroll and private pay billing for two home health care companies • Managed projects in progress, draw downs and debt covenants. Show less



The Salvation Army

• United States
• Non-profit Organizations
• 700 & Above Employee

• Senior Accounting Manager

  • Aug 2006 - Oct 2009

  Chicago Managed the Internal Audit Department producing 100 internal audit reports annually • Supervised a team of six direct reports including hiring, firing and performance reviews • Coordinated month end close, budget compliance and financial performance measures reports for 43 locations. • Lead division-wide accounting training for GAAP and OMB compliance • Reconciled the construction and trust ledgers and analyzed budget variances • Reviewed and reconciled all grant and… Show more Managed the Internal Audit Department producing 100 internal audit reports annually • Supervised a team of six direct reports including hiring, firing and performance reviews • Coordinated month end close, budget compliance and financial performance measures reports for 43 locations. • Lead division-wide accounting training for GAAP and OMB compliance • Reconciled the construction and trust ledgers and analyzed budget variances • Reviewed and reconciled all grant and fee-for-service contracts for 40 locations to record revenue donor restrictions. • Taught budget preparation to new officers • Determined and/or tested functional expense allocations • Ensured compliance with FEMA, Dept. of Aging, and DCEO grants • Prepared Statement of Federal Awards (SEFA) and managed multiple OMB A-133 audits • Performed division IT and payroll audits • Managed all division external audits, preparing footnotes and schedules • Prepared all division regulatory reports and schedules to meet federal, state and local requirements Show less



Plante Moran

• United States
• Accounting
• 700 & Above Employee

• Audit Senior

  • Jul 2005 - Aug 2005

  Chicago • Performed financial statement audits for large publicly held corporations and medium-sized privately owned companies • Liaison between Supervisor, Staff Accountants and clients • Assisted with preparation of financial statements, tax filings, audit reports, footnotes and schedules. • Tested functional expense allocations • Performed OMB A-133 audits for large not for profits