Director of Finance & Consulting

• Apr 2023 - Present

Finance Manager

• Jan 2014 - Mar 2023

Oversees all financial activities and serves as partner to corporate finance and management stakeholders across the company, ensuring transparent communication and oversight ➢ Financial Management: Oversees all financial activities, including project budgets, quarterly forecasting, client profitability, client invoicing, and reporting to corporate parent➢ Cross-functional Collaboration: Maintains close relationships with the program and project managers to enhance understanding of department specific business performance ➢ Corporate Initiatives: Funnels analysis to corporate leadership on the performance against plan of the business unit, including variance analysis, opportunities and headwinds impacting future performance➢ KPI-driven: Works closely with consulting executive team to increase profitability through strategic pricing, aggressive bench management and controlled subcontractor costs➢ Variance Analysis: Provides variance analysis and commentary to Consulting group’s GM and corporate leadership to better understand discrepancies between forecasted and actual results➢ Operational Efficiency: Automates various tasks, including productivity compensation calculations, project profitability reporting and interface file creation to streamline and truncate time spent ➢ System Integration: Selected, procured and implemented professional service management system, further integrated system to meet ASC 606 requirements for contract to revenue tracking Show less

Financial Analyst Manager

• Jun 2009 - Jan 2014

While still performing my duties in my prior position, Emdeon sought to leverage my financial background by adding Financial Planning and Analysis for the Image Data Capture Service (IDCS) operations to my duties. Currently I am focused on providing FP&A services to IDCS, Emdeon Consulting Services and Emdeon Government Sales business units within the Payer Services division. These duties rely heavily on Excel for tracking and identifying trends in revenue and volume as well as reporting results. I also maintain several Access databases to combine datasources. These databases assist in reporting revenue and expenses where Emdeon systems either lack capability or are too cumbersome to be effective. My reporting audience includes Regional Vice Presidents, Client Directors and Sales Reps within Payer Services. Show less

Reporting Analyst/DBA for EDI Growth Services

• Jun 2008 - Aug 2010

As in my previous position, I utilized MS SQL Server and MS Reporting Services, but with my efforts concentrated on one department, EDI Growth Services. I also utilized Access to combine data sets from separate systems as I was no longer able to effect changes in a data warehouse in my new position. Excel became a prominent tool to provide centralized dashboards to outbound call reps, perform analysis for new programs and performance reviews. In this role I was called upon to develop performance metrics for call reps and overall metrics to determine effectiveness of our programs both to Emdeon and the clients (typically insurers trying to eliminate paper claims). Show less

Reporting Analyst/DBA for Operations

• May 2005 - Jun 2008

Using primarily MS SQL Server and MS Reporting Services I created and maintained a wide variety of reporting from a data warehouse and several host systems. I developed reports to help speed work-flow, manage processes and report on various metrics throughout Emdeon’s Operations division. These reports were used at all levels from front line call center reps to the Vice President of Operations. My efforts were end-to-end: gathering requirements, determining data sources, extracting data, QA data, develop the report and work with end-users to refine the end report. Typical data sources include Oracle (including Siebel CRM and Oracle Financials), IBM Infromix databases and other internally developed applications Show less

Financial Analyst/DBA

• Oct 2002 - Mar 2005

I was hired specifically because of my financial background coupled with my strong technical skills with MS Access and Excel. My supervisor and I worked to build a revenue and transaction database along with a variety of related reporting. The revenue and transaction database provided the backbone of reporting actual results vs. forecasts/budgets. The database was also used to develop forecasting and budgeting tools as well as what-if scenarios for different potential business strategies and is still widely used at Emdeon today. Developed tools for what-if reporting that were used to evaluate financial impact of various strategies. Show less

Owner

• Oct 2001 - Oct 2002

While being self-employed I offered income tax preparation and accounting services. I also supported MS Access databases including development, modification and deployment of front-end GUI applications for users. While being self-employed I offered income tax preparation and accounting services. I also supported MS Access databases including development, modification and deployment of front-end GUI applications for users.

Implementation and Training Manager

• Jun 2000 - Oct 2001

My primary duties involved installation, training and support of MAS90 and MAS200 Accounting and Business Management software. New installations required analysis of the customer's business needs to determine the optimum setup of the various installations. Data also would need to be converted from a variety of applications and imported into MAS90/MAS200. Depending on a client's reporting requirements I created custom reports using the proprietary report writer, MS Access or MS Excel. On one occasion I created a method to connect UPS World Ship application to MAS90 to increase shipping efficiency and accuracy for the client. Show less

Vice-President of Finance/Controller

• Jul 1998 - Jun 2000

While in this position I was responsible for all accounting and HR functions. I began with just one staff member and had a maximum of 7 as the company grew. Econotech utilized Excel workbooks within Lotus Notes to gather financial budgeting and forecasting data. The system I inherited was not being maintained and had not been through a QA process. I instituted policies and procedures to standardize each region’s data input and to verify the roll-up process from the regions to the consolidated forecast. Show less

Controller/Network Administrator

• Jun 1991 - Jun 1998

I was responsible for all accounting and HR functions as well as supervising a Novel network (started with 5 users and expanded to 15). During my tenure I devised and implemented an inventory costing system with dBase IV which was later migrated to MS Access. This system became the backbone of several other systems (some inherited, some developed from scratch) including order tracking, material requirements reporting, custom package labeling and stenciling, job production set-up sheets, machine and equipment maintenance scheduling. I also automated fixed asset tracking (FAS 1000) and employee time cards (ADP Kronos). In this position I managed team of between 2 and 5 individuals and always ran a lean, effective department. Show less

Staff CPA

• Aug 1988 - Jun 1991

I began as a part-time intern and upon graduation in May of 1989 I became part of the full-time staff. As one of the more computer literate staff members I automated several data gathering processes for clients to streamline reporting. I was responsible for custom reporting on several different accounting platforms utilized internally and at client sites. I began as a part-time intern and upon graduation in May of 1989 I became part of the full-time staff. As one of the more computer literate staff members I automated several data gathering processes for clients to streamline reporting. I was responsible for custom reporting on several different accounting platforms utilized internally and at client sites.