Experience

Chartiers Center

• United States
• Mental Health Care
• 1 - 100 Employee

• Chief Financial and Information Officer

  • Sep 2014 - Present

  Bridgeville, PA Manage all financial operations with a focus on profitability, efficiency, and sustainability. Handle hiring, team training, change management plans, EHR and IT oversight, HIPAA security, A/R, A/P, cash flow, audits, balance sheets, internal controls, reporting, and other accounting functions. ► Led a team of 3 direct reports while managing a budget of $11M ► Streamlined and automated processes, resulting in over $100K in annual savings and a 70% reduction in errors ► Saved… Show more Manage all financial operations with a focus on profitability, efficiency, and sustainability. Handle hiring, team training, change management plans, EHR and IT oversight, HIPAA security, A/R, A/P, cash flow, audits, balance sheets, internal controls, reporting, and other accounting functions. ► Led a team of 3 direct reports while managing a budget of $11M ► Streamlined and automated processes, resulting in over $100K in annual savings and a 70% reduction in errors ► Saved 8 hours per week by implementing an online ticketing system ► Reduced manual process by 8 hours per week after launching a new budgeting tool and training users on usage ► Designed an SOP to increase patient satisfaction, limit unnecessary paperwork, and improve workflow efficiency ► Saved $3K per month after implementing a VoIP system with mobile apps and teleconference meetings ► Designed an automated appointment reminder software, which increased the appointment show percentage by 10% and eliminated the need for half a FTE, saving $20K per year

• Chief Information and Compliance Officer

  • Sep 2013 - Sep 2014

  Bridgeville, PA Directed all technology, infrastructure, and compliance activities. Managed compliance issues, audits, and initiatives with a detail-oriented approach to support business operations. ► Conceptualized and facilitated agency-wide compliance trainings for 120 existing and new employees ► Authored a new SOP to ensure compliance, which was critical to pass of 100% of all audits ► Formed a compliance committee of 15 individuals to review and revamp compliance manual and… Show more Directed all technology, infrastructure, and compliance activities. Managed compliance issues, audits, and initiatives with a detail-oriented approach to support business operations. ► Conceptualized and facilitated agency-wide compliance trainings for 120 existing and new employees ► Authored a new SOP to ensure compliance, which was critical to pass of 100% of all audits ► Formed a compliance committee of 15 individuals to review and revamp compliance manual and policies ► Created ad-hoc teams that investigated and resolved 15 compliance related issues



Apogee IT Services (Formerly PC Network Services and CMIT Solutions - Boston)

• Accounting and Quality Improvement Manager

  • Jun 2012 - Aug 2013

  Sewickley, PA Oversaw all accounting and financial operations, including budgeting, forecasting, reporting, compliance, financial statement creation, due diligence, and audit assistance, as well as IT system administration. Identified and capitalized on opportunities for continuous improvement. ► Supervised 3 direct reports while providing accounting oversight at an organization with $5M in annual revenues ► Improved accuracy and efficiency in forecasts, and saved $200K by implementing an… Show more Oversaw all accounting and financial operations, including budgeting, forecasting, reporting, compliance, financial statement creation, due diligence, and audit assistance, as well as IT system administration. Identified and capitalized on opportunities for continuous improvement. ► Supervised 3 direct reports while providing accounting oversight at an organization with $5M in annual revenues ► Improved accuracy and efficiency in forecasts, and saved $200K by implementing an inventory tracking module ► Saved 6 hours per week by sending out automatic A/R reminders to clients every 30 days ► Streamlined the internal quoting and proposal system, which saved 4 hours per week ► Increased annual revenues by $100K after developing a database that measured quality and cost of services Show less

• Project Administrator and Financial Analyst

  • Jun 2010 - May 2012

  Bridgeville, PA Served as the Project Manager for the enterprise implementation of Qualifacts Electronic Health Record, and led the development and facilitation of employee training and processes, as well as best practices for clinical, administrative, and fiscal programs. Collaborated with the CEO on strategic decisions to support compliant, profitable operations. ► Supervised 2 high-performance direct reports in the accounting department ► Created templates for financial statements that saved 8… Show more Served as the Project Manager for the enterprise implementation of Qualifacts Electronic Health Record, and led the development and facilitation of employee training and processes, as well as best practices for clinical, administrative, and fiscal programs. Collaborated with the CEO on strategic decisions to support compliant, profitable operations. ► Supervised 2 high-performance direct reports in the accounting department ► Created templates for financial statements that saved 8 hours per month by gathering information more effectively ► Integrated a new EHR system with a new general ledger system, which saved $100K annually ► Analyzed historical data and relevant trends to support financial forecasting, and contributed to 10% YOY growth ► Implemented an IT infrastructure with emails and network drives to eliminate paper documents and storage ► Developed and executed staff training programs on new IT and financial systems and processes, which increased workflow efficiency and saved approximately 10 hours per week Show less