Experience

Manhattan Restorative Health Sciences
• United States
• Medical Practices
• 1 - 100 Employee
• Director of Finance and Business Management

  • Jun 2023 - Present


Cook The Books

• United Kingdom
• Accounting

• Owner

  • Apr 2017 - Present

  Cook The Books provides specialized financial and administrative services for the hospitality industry, backed by over 10 years of experience in hospitality start-up and restructuring. Let us help you start and grow your hospitality business today. Cook The Books provides specialized financial and administrative services for the hospitality industry, backed by over 10 years of experience in hospitality start-up and restructuring. Let us help you start and grow your hospitality business today.



ClearMD

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

• VP of Finance

  • Feb 2022 - Apr 2023

  In this current job role, I execute financial structure across the organization during first-year of the start-up phase, including FP&A, accounting, reporting, payroll, and business strategy. I develop and oversee company's financial system, KPIs metrics, AP/AR, month-end close, and tax objectives. I collaborate with CEO, president, and department heads to facilitate department and corporate initiatives through continuous organization growth. • Transitioned company's cash-based accounting to accrual accounting via the NetSuite platform for beginning of 2023 fiscal year. • Enforced cost and inventory management protocols; minimizing $1MM spending within nine months. • Built multi-tier benchmarking probability application to predict success of new location expansion for medical health clinics. • Developed algorithm with reporting system to forecast revenue cycles resulting in 40% reduction in reporting time and 20% expansion in revenue predictability. Show less



Comprehensive Spine & Pain Center of New York

• Director Of Finance, Administration, & IT

  • Sep 2019 - Feb 2022

  During this tenure, I deployed financial strategy and established financial infrastructure for medical practice with four main and 10 satellite offices across NYC Boroughs and Nassau County. Additionally, I created action plans and applied processes to enhance individual site performance and solve customer service issues for operational efficiency. • Tracked business P&L, covering customized site budgets, in-depth analysis, and management of staffing, clinic capacity, ROI, margins, service offerings, and KPI metrics. • Formulated corporate growth strategy to secure underperforming medical practices responsible for delivering services in line with pain management procedures. • Directed revenue growth through execution of engaging social media strategy projected to maximize 5% customer base, client retention, and customer satisfaction as well as $750K top line revenue in 12-month period. Show less



Popojito MedMex Kitchen, Donjito

• Director Of Finance and Operations, GM

  • Mar 2018 - Sep 2019

  Over course of this period, I liaised with two managers and chefs to define and incorporate SOPs for front/back of house detailing training, efficiency flow, inventory/cost management, menu creation, HR, marketing, and business development. • Controlled finances and operations for restaurant group with predicted $5M+ annual revenues. • Supported start-up of two restaurants over first year of existence: reaching breakeven point within ten months. Over course of this period, I liaised with two managers and chefs to define and incorporate SOPs for front/back of house detailing training, efficiency flow, inventory/cost management, menu creation, HR, marketing, and business development. • Controlled finances and operations for restaurant group with predicted $5M+ annual revenues. • Supported start-up of two restaurants over first year of existence: reaching breakeven point within ten months.



8 North Broadway

• United States
• Restaurants

• Director of Operations, GM

  • Jul 2017 - Jun 2018

  In this period, I was appointed to impose back-end management infrastructure, encompassing financial/inventory management, POS integration, marketing and branding, HR, and business development across three restaurant locations with $3M+ annual sales. I guided FOH and BOH teams on cost control management, product knowledge, and customer presentation. • Optimized 30% cost management and formed positive cash flow after seven months to pay down six-figure debt in twelve-month period. In this period, I was appointed to impose back-end management infrastructure, encompassing financial/inventory management, POS integration, marketing and branding, HR, and business development across three restaurant locations with $3M+ annual sales. I guided FOH and BOH teams on cost control management, product knowledge, and customer presentation. • Optimized 30% cost management and formed positive cash flow after seven months to pay down six-figure debt in twelve-month period.



MTK Tavern

• United States
• Restaurants

• Owner

  • Dec 2011 - Mar 2016

  Throughout this period, I administered FOH and BOH staff training, vendor negotiations, food and beverage and inventory management, menu development, payroll, accounting, insurance, marketing, business development, and health and sanitation for top gastropub and live music venue. • Re-branded previous business by expanding demographic and elevating 50% revenue after 14 months. • Retained cost management below industry standards of 23% food, 20% liquor/beer, and 30% labor costs. • Augmented business revenue from $500K to $2M in two years and generated $2M in sales with cumulative average growth rate of 40% over four years. Show less



Harris Connect, LLC

• Vice President of Operations and Business Development

  • Jan 2006 - Jun 2011

  Responsible for development and management of business and sales functions. Negotiated business partnerships, provided project management, drafted operational and financial strategic initiatives, as well as sales compensation plans. Oversaw staff of four that conducted analytics and reporting, contract management, capital project approval, budgeting and forecasting, receivables and payables, and due diligence. Addressed issues with internal and external customers. - Negotiated and developed three partnership agreements in the fundraising and mobile business units with expected returns of $5-$7M in added revenue growth in the next two years.- Directed Salesforce implementation process across all sales and client relations departments resulting in cost savings of $1 million + from reductions and efficiencies while increasing sales ROI by 114% over a 2 year period.- Partnered in the development of a new strategy for process management, reducing delivery time of new builds by 1 month while catapulting annual revenue by $500K.- Designed new benchmarking strategy for sales compensation plans, creating additional incentive for sales staff while ensuring added costs were neutral to bottom line. - Established move-time tracking software for project management from server-based to Web- based platform, resulting in cost-effective, user-friendly system. Show less

• Director of Financial Planning & Analysis

  • Oct 1999 - Dec 2005

  Supervised 3 staff members and reported to CFO while directing corporate budget and reforecast process, managing EBITDA and cash flow schedules, and providing analysis for strategic initiatives. Fielded ad-hoc analysis requests from various business units, and guided consolidation of corporate monthly financial package. Financial Highlight:- Developed activity-based costing model, assisting in implementation of process change and reducing operational costs by $3.2M.



Oasis Residential, Inc.

• Vice President - Financial Operations

  • May 1996 - Apr 1998

  - Directed company’s annual budgeting process totaling $1.2 billion in assets and incorporating over 50 corporate and satellite offices. - Worked with VP of Operations on the day-to-day supervision of all offices and employees. - Managed operational and financial analysis in the areas of corporate forecasting and pro-forma planning, revenue and expenses, profit and loss variance, ROI, and marketing and demographics. - Instrumental in development of financial training programs for managers and sales associates. - Supported the coordination of the structural and cultural reorganization of the company’s operations resulting in improved financial and operational management of the individual offices. - Developed and managed bonus/incentive and performance awards programs Developed new sales and marketing strategy, resulting in $15MM revenue increase in soft market. - Supervised the monthly restructuring of product pricing to achieve corporate forecasts. Show less



Bernard C. Harris Publishing Co., Inc.

• Senior Operations Analyst

  • Jan 1995 - Jan 1996

  - Supervised $30 million budget of Client Services and Operations Department. - Created financial performance reporting system, which monitored all facets of company’s revenue generation and was instrumental in helping the organization improve its bottom line. - Managed revenue forecasting, capacity utilization, sales quotas, and labor rates for National Telemarketing Department. - Developed models for monitoring revenues, expenses and cost control measurements. - Supervised $30 million budget of Client Services and Operations Department. - Created financial performance reporting system, which monitored all facets of company’s revenue generation and was instrumental in helping the organization improve its bottom line. - Managed revenue forecasting, capacity utilization, sales quotas, and labor rates for National Telemarketing Department. - Developed models for monitoring revenues, expenses and cost control measurements.