Experience

Community Living Services

• Consumer Services
• 100 - 200 Employee

• Finance Director

  • Jan 2018 - Present

  Pleasant Ridge, Michigan, United States As a part of Community Living Services’ Executive Leadership Team, is responsible for evaluating and directing all organizational decisions to ensure quality service delivery for all individuals served throughout the public health system in Oakland, Wayne, Kent, and Macomb Counties. Works directly with the COO and CEO to develop annual budget models, provide ad hoc analysis, contingency forecasting, and cost integrity reporting. Constructs strategic fiscal year budget targets, monitors… Show more As a part of Community Living Services’ Executive Leadership Team, is responsible for evaluating and directing all organizational decisions to ensure quality service delivery for all individuals served throughout the public health system in Oakland, Wayne, Kent, and Macomb Counties. Works directly with the COO and CEO to develop annual budget models, provide ad hoc analysis, contingency forecasting, and cost integrity reporting. Constructs strategic fiscal year budget targets, monitors performance in relation to targets, and continuously initiates strategies to raise overall efficiency while simultaneously seeking innovative ways to minimize costs and maximize outcomes. Oversees entire Finance Department for the Oakland County, Kent County, and Macomb County Divisions. Develops cost projection methodologies and financial analysis tools to align capitated budgets with business goals; focuses on total organizational coordination to improve processes, streamline operations, and increase reliability. Coordinates with multi-disciplinary leadership team, including finance, clinical, and operations staff. Provides effective cross-departmental direction and develops finance personnel while managing multiple project deadlines; establishes policies and procedures, administers all aspects of external contracts ensuring adherence to contractual expectations, conducts financial audits, and develops fiscal intermediary protocols. Cultivates a collaborative accounting team to document and oversee all business practices and procedures related to the self-direction of individualized budgets for individuals served in Oakland/Kent/Macomb County. Directly responsible for all accounting procedural oversight, including month-end closing processes, preparation of accurate financial statements for use by internal and external stakeholders, general ledger maintenance, and all accounts receivable and accounts payable functions. Show less



Fortis Energy Services, Inc.

• United States
• Oil and Gas
• 1 - 100 Employee

• Accounting Manager

  • Dec 2016 - Dec 2017

  Troy, MI Directly responsible for month-end closing and guaranteeing the accuracy of monthly and annual financials, including balance sheet and profit and loss statements, used in reporting to all stakeholders. Collaborated directly with VP Finance and CEO to pursue key metrics tied to EBITDA growth, develop annual budget models, contingency forecasts, and capital expenditure scenarios. Monitored covenant compliance and provisional debt consequences of future growth opportunities. Increased efficiency… Show more Directly responsible for month-end closing and guaranteeing the accuracy of monthly and annual financials, including balance sheet and profit and loss statements, used in reporting to all stakeholders. Collaborated directly with VP Finance and CEO to pursue key metrics tied to EBITDA growth, develop annual budget models, contingency forecasts, and capital expenditure scenarios. Monitored covenant compliance and provisional debt consequences of future growth opportunities. Increased efficiency and promoted growth by implementing continuous improvement in accounting functions, and oversaw development of accounting personnel while guiding accounts receivable and accounts payable functions.

• Senior Accountant

  • Mar 2014 - Dec 2016

  Bloomfield Hills/Troy, MI Ensured accuracy of the balance sheet and profit and loss statements while guiding month-end closing processes. Responsible for management and oversight of the general ledger and preparation of monthly and annual financial statements. Executed bank reconciliations, directed all accounts receivable/accounts payable functions, and worked directly with VP of Finance and CEO to evaluate organizational performance and develop long-term strategies. Implemented and oversaw new accounting processes to… Show more Ensured accuracy of the balance sheet and profit and loss statements while guiding month-end closing processes. Responsible for management and oversight of the general ledger and preparation of monthly and annual financial statements. Executed bank reconciliations, directed all accounts receivable/accounts payable functions, and worked directly with VP of Finance and CEO to evaluate organizational performance and develop long-term strategies. Implemented and oversaw new accounting processes to improve efficiency in administering all capital expenditures and fixed assets purchases. Earned multiple letters of commendation and discretionary bonuses from VP Finance recognizing dedication to the company, enthusiasm, and a can-do attitude when taking on new projects.



Community Living Services

• Consumer Services
• 100 - 200 Employee

• Accountant

  • Jan 2011 - Mar 2014

  Ferndale, MI Granted letter of commendation and discretionary award from Executive Director recognizing efficiency, high quality, responsiveness, problem solving, and willingness to take on extra duties. Managed all accounts payable and accounts receivable, assisted with month-end closings, administered all external contracts financial reporting, tracked budget projections on individual and aggregate levels, and established and performed audit functions. Developed and implemented new accounting processes to… Show more Granted letter of commendation and discretionary award from Executive Director recognizing efficiency, high quality, responsiveness, problem solving, and willingness to take on extra duties. Managed all accounts payable and accounts receivable, assisted with month-end closings, administered all external contracts financial reporting, tracked budget projections on individual and aggregate levels, and established and performed audit functions. Developed and implemented new accounting processes to organize and track receivables and detailed financial reporting for all external contracts for monthly presentation to the Board, established check-and-balance systems analyzing budget authority which was shared in State and National venues, and conducted fiscal trainings for internal and external stakeholders. Show less



Internet Global Data Solutions

• Contract Staff Accountant/Intern

  • Jun 2010 - Dec 2010

  Clarkston, MI Recorded and maintained accurate expense accounting on the general ledger, created and implemented an accounting training manual that reduced processing time by 25 percent, managed all cash account balances including daily deposits, transfers, and reconciliation of multiple bank and liability accounts, initiated the generation of client invoices, and processed accounts receivable and accounts payable functions.



Terry A. Redman

• Contract Staff Accountant/Analyst

  • Jan 2009 - May 2009

  Clarkston, MI Independent contractor responsible for supporting CFO with various complex accounting and budgeting projects, including the preparation of 2009 client revenue budget and the creation of a detailed and time sensitive cash-flow model for use by client to perform monthly projections. Designed and developed proprietary reports comparing actual versus budgeted hours performance, determined proper sales apportionment of 2008 cash receipts, and developed presentation of 2009 operating budget for use… Show more Independent contractor responsible for supporting CFO with various complex accounting and budgeting projects, including the preparation of 2009 client revenue budget and the creation of a detailed and time sensitive cash-flow model for use by client to perform monthly projections. Designed and developed proprietary reports comparing actual versus budgeted hours performance, determined proper sales apportionment of 2008 cash receipts, and developed presentation of 2009 operating budget for use by CFO at Board of Directors meeting. Show less



American General Finance

• Branch Manager

  • Dec 2006 - Nov 2008

  Sterling Heights, MI Acting manager of the Sterling Heights branch, including staff of three people. Accountable for branch profitability; increased combined branch production by more than $220,000 in one year, reduced combined expenses by $20,000 in less than one year, and increased retail financing dealer enrollment by 120 percent. Responsible for forecasting branch performance, managing revenues and costs, distribution of funds, and controlling daily bank deposits. Interacted with District, Division, and… Show more Acting manager of the Sterling Heights branch, including staff of three people. Accountable for branch profitability; increased combined branch production by more than $220,000 in one year, reduced combined expenses by $20,000 in less than one year, and increased retail financing dealer enrollment by 120 percent. Responsible for forecasting branch performance, managing revenues and costs, distribution of funds, and controlling daily bank deposits. Interacted with District, Division, and Regional Managers to develop branch goals; developed team oriented and collaborative work environment to better accomplish growth objectives.

• Financial Representative

  • Jun 2005 - Dec 2006

  Waterford, MI Active liaison between AIG management and current and prospective clients to facilitate lending and growth. Used keen analytical and investigative skills to select appropriate products and construct loan proposals for final approval. Fostered strong customer relationships through the application process, loan closings, and handling of payments. Evaluated credit and income profiles against ideal underwriting pre-requisites, analyzed client risk levels throughout the loan origination process, and… Show more Active liaison between AIG management and current and prospective clients to facilitate lending and growth. Used keen analytical and investigative skills to select appropriate products and construct loan proposals for final approval. Fostered strong customer relationships through the application process, loan closings, and handling of payments. Evaluated credit and income profiles against ideal underwriting pre-requisites, analyzed client risk levels throughout the loan origination process, and was responsible for the handling of cash, checks, and daily balancing of branch cash drawers.



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Jun 2004 - Apr 2005

  Birmingham, MI As an investor trainee, responsible for successfully completing a rigorous self-directed corporate study program with strict performance deadlines. After successful completion, was chosen to become a member of an existing investment group comprised of three Vice President Advisors with over 50 years of combined experience. Analyzed the varying investments of clients/prospects and implemented strategies enabling them to accomplish their financial objectives.