Experience

Episcopal Children's Services, Inc.

• United States
• Non-profit Organizations
• 300 - 400 Employee

• Director of Finance

  • Jun 2018 - Present

  Jacksonville, Florida Area • Responsible for the oversight of all day-to-day accounting, budgeting, and reporting activities, as well as approving payroll and training personnel. Direct reports include accounts receivable and reconciliation accountants. • Responsible for drawing down all government funds, particularly to fund payroll and large vendor payments, and all e-treasury cash management. • Responsible for DHHS quarterly standard financial reporting. • Maintain the chart of accounts and user access to… Show more • Responsible for the oversight of all day-to-day accounting, budgeting, and reporting activities, as well as approving payroll and training personnel. Direct reports include accounts receivable and reconciliation accountants. • Responsible for drawing down all government funds, particularly to fund payroll and large vendor payments, and all e-treasury cash management. • Responsible for DHHS quarterly standard financial reporting. • Maintain the chart of accounts and user access to Abila MIP accounting system and TD Bank to ensure data integrity and security. • Implemented paperless systems and process efficiencies such as imports to eliminate manual data entry to shorten the month-end close process by 5 days. • Instrumental in the growth of the nonprofit to the current $132M annual revenue with the addition of two Head Start grants, ARPA funding, and private grants. • Impressed ECS Board of Directors with seamless transitions through multiple CFO vacancies. • Manage and process all audit and monitoring requests from external auditors, government entities, and grantors with zero findings. • Consistently analyze financial data; produce monthly and annual key financial statements; monitor budget to actual progress and communicate with CFO regarding significant changes. • Oversee all financial, project/program and grant accounting; ensure that expenditures are consistently aligned with grant and program budgets throughout the grant/fund period; ensure accurate and timely financial reporting occurs for government, corporate, and foundation grants. • Attend policy council and other meetings as necessary to present monthly financial results. • Transitioned payroll processing from inhouse to Paylocity. Show less



Taylor Residences

• Hospitals and Health Care
• 1 - 100 Employee

• Controller

  • Mar 2016 - Jun 2018

  Jacksonville, Florida Area Responsible for overseeing all accounting functions of Taylor's six entities (nursing homes, assisted livings, independent HUD housing, management company, and foundation). This includes month-end close, year-end audits, financial statements, budgets, cost reports, tax returns, 401k and benefits administration, and HR back-up. Instrumental in implementing new time and attendance system and PBJ reporting, as well as PointClickCare.



McGregor PACE

• United States
• Medical Practices
• 1 - 100 Employee

• Finance Director

  • May 2011 - Feb 2016

  Cleveland/Akron, Ohio Area Head financial executive of McGregor PACE (Program of All-inclusive Care for the Elderly) • Educated CEO on how to interpret and analyze financial statements. • Responsible for all financial functions of PACE, including Medicare and Medicaid revenue, approval of all payments made, and IBNR (claims incurred but not reported). Prepared monthly financial statements and dashboard and presented to the parent company and Board of Directors. Implemented any report changes… Show more Head financial executive of McGregor PACE (Program of All-inclusive Care for the Elderly) • Educated CEO on how to interpret and analyze financial statements. • Responsible for all financial functions of PACE, including Medicare and Medicaid revenue, approval of all payments made, and IBNR (claims incurred but not reported). Prepared monthly financial statements and dashboard and presented to the parent company and Board of Directors. Implemented any report changes requested. • Met with department heads monthly to discuss financial results and performance compared to budget, and implemented improvement plans as needed. This turned monthly loss to profit as all departments began operating within their budget limits. • Prepared annual budgets with input from department heads and CEO. Submitted for annual Board approval. • Managed operations of our west side location as the only Director housed there. Implemented a new phone system and troubleshooted all IT and phone issues before calling in the appropriate outside party. • Instrumental in growing PACE from 181 participants to 418 participants and from 85 employees to 125 employees, including the expansion of the finance department from 2 employees to 5 employees. • Brought medical coding and accounts receivable in-house, eliminating the 5% of revenue management fee which saved approximately $50,000 monthly. • Upon hire, standardized the month end close process by putting everything in the accounting system or Excel and eliminating handwritten journal entries and account reconciliations. This shortened the month end close process from 6 days to 3 days. • Completed year-end financial statement audits, CMS audits, and Medicare Part D Bids successfully without any findings/citations. • Helped the clinical team successfully implement a new electronic medical record system. Show less



Howard, Wershbale & Co.

• United States

• CPA, Senior Accountant

  • Jun 2005 - May 2011

  Beachwood, Ohio Key member of Audit department • Performed multiple single and consolidated audits and reviews of nonprofits and privately-owned for-profit organizations (primarily HUD real estates and nursing homes) including supervision of staff accountants and interns and review of workpapers and financial statements. • Attended client Board meetings with engagement partner to present audit reports to Board members for final approval. • Performed HCAP agreed-upon procedures engagements… Show more Key member of Audit department • Performed multiple single and consolidated audits and reviews of nonprofits and privately-owned for-profit organizations (primarily HUD real estates and nursing homes) including supervision of staff accountants and interns and review of workpapers and financial statements. • Attended client Board meetings with engagement partner to present audit reports to Board members for final approval. • Performed HCAP agreed-upon procedures engagements (compliance with charity care regulations). • Prepared S-Corp, Partnership, and PPT tax returns for nonprofits and privately-owned for-profit organizations. • Member of Nonprofit Business Development Group. Attended quarterly meetings/seminars/CPE as one of the prominent nonprofit auditors of the firm. • Member of HUD Group. Prepared annual updates to HUD planning and compliance forms and audit reports. • Member of CaseWare software special interest group. One of three go-to people for technical questions and trainings. • Trained new staff and interns on CaseWare and direct cash flow method to contribute to required CPE hours. Show less