Solutions Director

• Jan 2023 - Present

Solutions Consultant

• Sep 2021 - Feb 2023

National Director, Finance

• Oct 2017 - Aug 2021

Provided leadership to develop, operate and improve the performance of all expenses of the organization, including but not limited to accounts payable, payroll, capital management, employee T&E expenses, and vendor management. Implemented a customer services business accountable for delivering a portfolio of financial and accounting services to both the campuses and central office functions. • Centralized financial services from 13 campuses to central office in 9 months, resulting in a savings of $500k annually to the organization. • Improved payroll process by elimination of unnecessary tasks after transition to Workday Payroll. • Lead initiative for third party audit of duplicate payments, resulting in $130k in recovered payments. • Participated in bond financing effort in order for organization to raise funds for major construction projects at campuses. • Managed the accounting team and the monthly close process for several months during a departmental transition. • Managed the change of our fiscal year in our financial systems as well as testing, communication and documentation of the process. • Led the tracking and reporting of COVID-19-related spend for all 13 locations within the organization. Responsible for applying for all loans and grants, as well as tracking costs for periodic reporting on monies received. Show less

Business Process and Transaction Manager

• May 2014 - Sep 2017

Directed the activities of four individuals and indirectly their seventeen direct reports. Performed reviews, coached staff, and improved quality of the hiring process. Worked with Director of Tax and Accounts Payable as well as Corporate Controller to lead successful implementation of accounting related improvement projects. • Managed the design and implementation of a new scanning tool for invoices and other accounting documents. • Worked actively with IT staff members on ongoing maintenance of Lawson financial system. • Lead RFP process for replacement of third party auditors. • Managed the audit process of third party audit firms. • Managed the design and implementation of moving our p card and indirect invoice spend to the Concur platform. • Lead initiative for improvement of vendor trade fund management process. • Managed compliance of retailers’ returns process. • Renegotiated annual rebates on corporate cards and purchasing cards, resulting in an increase of over $175k annually. Show less

Financial Systems Project Manager

• Oct 2011 - May 2014

Lead project teams, including Finance and IT staff members, as well as internal and external consultants. Review external consultant invoices and reported project financial status to CFO. Work closely with IT to automate manual cutover tasks. • Managed the design and implementation of PeopleSoft Financials & Hyperion Planning ERP system.• Collaborated with internal team to develop an external consultant travel policy.• Assisted A/P team and external consultants with vendor conversion and vendor master cleanup efforts.• Supported internal Accounting team with ledger conversion efforts.• Developed and conducted training for all corporate users of the new system.• Worked closely with IT, ensuring the proper translation of what needed to happen on the IT systems in order for the Finance project to be successful. Show less

Accounts Payable Manager

• Apr 2010 - Oct 2011

Managed the activities of eight staff members, reviewing work, performing reviews, and coaching staff. Supported and ensured timely and accurate invoice processing. Closed the accounts payable sub-ledger weekly, validated content, and resolved various issues. Controlled the W9 and 1099 process. Identified and reconciled issues with the trial balance and aged trial balance.• Created zero run cycle to clean up zero balances in vendor file.• Improved processing by encouraging receipt of electronic invoices.• Involved in enforcing the travel policy, resulting in $675k in savings in the first year.• Managed project for the CFO and successfully doubled productivity on the team.• Led the implementation of a travel and expense reporting tool for the entire company, resulting in $400k in savings annually.• Developed and conducted training for all company users of expense reporting tool. Show less

Senior Accountant

• Oct 2006 - Mar 2010

Prepared monthly reporting package for internal financial statements. Assisted with analyzing financial statements on a monthly basis and report on variances. Performed accounting for profit sharing plan and prepared reporting package for auditors. Completed monthly journal entries and account reconciliations.• Reconciled intercompany accounts with Canadian company and majority owned subsidiary.• Performed testing and accounting for company inventory after bi-annual physical inventories• Prepared analysis reports for various departments within the company on a monthly and quarterly basis.• Performed testing and accounting for company inventory after bi-annual physical inventories.• Assisted with accounting challenges of first international operations. Show less

Senior Auditor

• 2003 - 2006

Supervised, trained, and evaluated audit staff. Assisted in recruiting and hiring. Planned, performed, and concluded audit, review, and compilation activities. Prepared tax returns for partnerships, C corporations, S corporations, limited liability companies, nonprofit organizations and individuals • Informed client management of operational deficiencies and provided suggestions for improvement • Researched new standards and assisted in implementing new accounting and reporting pronouncements. Show less