Experience

Suburban Orthopaedics

• United States
• Medical Practices
• 1 - 100 Employee

• Chief Financial Officer

  • Jan 2022 - Present

  •Financial Leadership Driving P&L improvements through top line revenue growth and overall cost control initiatives Identifying and implementing process improvement measures Creating revenue models to accurately track and manage Accounts Receivable balances Creating Dashboards which capture trended provider performance •Strategic Initiatives Redefining payer mix for optimal revenue recognition and cash flow… Show more •Financial Leadership Driving P&L improvements through top line revenue growth and overall cost control initiatives Identifying and implementing process improvement measures Creating revenue models to accurately track and manage Accounts Receivable balances Creating Dashboards which capture trended provider performance •Strategic Initiatives Redefining payer mix for optimal revenue recognition and cash flow improvement Identifying long term revenue enhancements such as revised fee schedules and aggressive contracting Improving the business conversion outlook and proforma with improved EBITDA performance •Business Management Ensuring adequate and cost-effective business insurance and risk management coverage Convert and upgrade our internal IT management system to Office 365 for improved HIPAA compliance, efficient data management and conversion of EMR Show less



Symetria Health

• Vice President Finance/Interim CFO

  • Mar 2018 - Jan 2022

  Naperville, IL Accounting • Ensure timely and accurate month-end close • Analyze/understand the results and communicate business implications • Develop account and system reconciliation processes Financial Planning and Analysis Revenue Cycle Management • Ensure timely and accurate billing for services, and develop structured action plans for claim denials • Ensure that cash received is posted to claims daily and properly reconciled • Reduce DSO and improve accounts receivable… Show more Accounting • Ensure timely and accurate month-end close • Analyze/understand the results and communicate business implications • Develop account and system reconciliation processes Financial Planning and Analysis Revenue Cycle Management • Ensure timely and accurate billing for services, and develop structured action plans for claim denials • Ensure that cash received is posted to claims daily and properly reconciled • Reduce DSO and improve accounts receivable aging Accounts Payable and Payroll Accounting and Billing System Implementations Avea billing, Netsuites Accounting Corporate Financial Policies, Procedures and Controls Show less



ITxM

• Director of Finance

  • Aug 2011 - Jun 2017

  Rosemont, IL -Profitability modeling -Preparation of fiscal Revenue, Operating and Capital budgets; monthly forecasts and fiscal projections -Perform financial analysis (lease vs. buy, cost/benefit, ROI, due diligence, ad-hoc analysis) -P&L Actual vs. Budget explanations for discussions with Sr. Management, development of reporting tools (Daily Dashboards, Key Performance Indicator Reports(KPI) and performance ranking reports). -Maintain operating statistical data cubes for the… Show more -Profitability modeling -Preparation of fiscal Revenue, Operating and Capital budgets; monthly forecasts and fiscal projections -Perform financial analysis (lease vs. buy, cost/benefit, ROI, due diligence, ad-hoc analysis) -P&L Actual vs. Budget explanations for discussions with Sr. Management, development of reporting tools (Daily Dashboards, Key Performance Indicator Reports(KPI) and performance ranking reports). -Maintain operating statistical data cubes for the organization; publish daily statistical results. -Identify opportunities to enhance revenue from product distribution using customer sales statistics. -Develop Cost per Unit (CPU) models and metrics; drive CPU as a standard performance measure. -Develop and implement strategies which align corporate goals and objectives with company resources and customer requirements. Show less



Autotrader US

• United States
• Advertising Services
• 700 & Above Employee

• Division Finance Manager

  • Jun 2005 - Dec 2010

  -Prepared annual line item operating budgets and monthly forecasts based on sales trends and business metrics. -Prepared monthly P&L analysis with variance explanations; advised directors of risks and opportunities. -Developed and prepared various reporting, bench-marking and analysis tools to assist the management team in increasing productivity and market penetration; identified opportunities for revenue growth via core and campaign products. -Identified key metrics and… Show more -Prepared annual line item operating budgets and monthly forecasts based on sales trends and business metrics. -Prepared monthly P&L analysis with variance explanations; advised directors of risks and opportunities. -Developed and prepared various reporting, bench-marking and analysis tools to assist the management team in increasing productivity and market penetration; identified opportunities for revenue growth via core and campaign products. -Identified key metrics and business drivers. -Managed monthly sales commission process -Performed one-on-one meetings with district sales managers; presented monthly and quarterly results at regular update meetings. Show less



Black Box

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Regional Finance Manager

  • Aug 2003 - May 2005

  -General ledger, monthly financial statement preparation, managed A/R, A/P, payroll and applicable tax payments and filings, monthly account reconciliations. -Cash Management – ensured proper funding of payroll tax disbursement accounts via wire transfer and ACH deposits. Reconciled inter-company cash borrowings, receivables and payables. Cash flow analysis. -Prepared P&L analysis with variance explanations, prepared monthly revenue and expense forecasts, cash flow analysis, DSO… Show more -General ledger, monthly financial statement preparation, managed A/R, A/P, payroll and applicable tax payments and filings, monthly account reconciliations. -Cash Management – ensured proper funding of payroll tax disbursement accounts via wire transfer and ACH deposits. Reconciled inter-company cash borrowings, receivables and payables. Cash flow analysis. -Prepared P&L analysis with variance explanations, prepared monthly revenue and expense forecasts, cash flow analysis, DSO analysis, inter-company job cost analysis, ad-hoc reporting. Show less



Ameriking/Burger King

• Accounting and Tax Manager

  • 2001 - 2003

  -Accounting - General Ledger, impairment analysis, account reconciliations -Tax Compliance - sales and use tax returns, personal property tax returns, real estate property taxes -Project Analysis - capital spending, repair and maintenance, cost allocations, leasehold improvements



Emerson

• United States
• Industrial Machinery Manufacturing
• 700 & Above Employee

• Regional Finance Manager

  • Jun 2000 - Dec 2001

  -Accounting – G/L, A/P and A/R, period end close, monthly P&L analysis, cash flow forecasting, financial reporting, account reconciliations, financial statements -Budgets and Forecasts -Tax Compliance



American Medical Association-Solutions

• Operations and Finance Manager

  • Mar 2000 - Oct 2000

  -Developed/prepared monthly P&L analysis package -Prepared pricing models



Envirotest Illinois

• Controller

  • Jan 1998 - Mar 2000

  -Accounting – G/L, A/P and A/R, period end close, monthly P&L analysis, cash flow forecasting, financial reporting, account reconciliations, financial statements -Budgets and Forecasts -Tax Compliance -Project management



NGPL

• Sr Strategic Planning Analyst, Sr Financial Analyst

  • 1989 - 1997

  -Strategic planning and reporting -Business modeling -ROI analysis -Financial Analysis -Accounting