Experience

Nursing & Therapy Services of Colorado

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Vice President Finance

  • May 2021 - Jul 2023

  Colorado, United States • Head of finance department responsible for all corporate finance, treasury, budget, payroll, accounting, billing functions and analysis in a strategic and operational role. • Responsible for creating and presenting company financial package to the board on a monthly basis. Reported on various financial and performance metrics to business unit leaders. • Instituted a long range strategic financial plan including capital expenditures. • Implemented and directed strategic investment… Show more • Head of finance department responsible for all corporate finance, treasury, budget, payroll, accounting, billing functions and analysis in a strategic and operational role. • Responsible for creating and presenting company financial package to the board on a monthly basis. Reported on various financial and performance metrics to business unit leaders. • Instituted a long range strategic financial plan including capital expenditures. • Implemented and directed strategic investment accounts and banking relationships to improve ROI. Sole individual responsible for maintaining liquidity and monitoring cash flow on a regular basis. • Trained and directed a capable financial team while providing opportunities for career advancement. Initiated succession planning across departments to ensure operational continuity. • Redesigned the annual budget and forecast processes to allow for collaboration with business unit directors. • Established month-end close process for GAAP/IFRS compliance. • Collaborated with business unit leaders to create and determine which metrics were most important. Conveyed financial impact to their business unit. • Main point of contact with external auditors for annual audit packages and 990 filing. • Reviewed all corporate contracts for risk assessment, compliance and relevance. Liaised with outside counsel as necessary to mitigate any risks. • Managed all corporate insurance programs, including renewals and sourcing the most applicable coverage for the company. • Instrumental in changing health plan and benefit providers and programs to more broadly accepted and more applicable to employees and dependents. • Collaborated with compliance department on legislative changes, including Medicare and Medicaid changes which could impact the financial stability of the organization. • Conducted real estate feasibility analysis on existing and proposed properties. Negotiated contracts with landlords to achieve the most favorable terms possible. Show less



Catholic Health Initiatives

• United States
• Hospitals and Health Care

• R&D (Clinical Trials); Precision Medicine

  • Feb 2012 - Apr 2021

  Denver, CO • Nine years of career progression, earning three promotions from Staff Accountant to Manager. • Key member of leadership team, providing full preparation of strategic forecasts, budgets, reporting, analysis and long range strategic financial plan; managing financials to achieve targets. • Highest level finance leader overseeing financial activity for Research and Innovation (R&D), and Precision Medicine business units in a cross functional and matrixed environment. Previously supported… Show more • Nine years of career progression, earning three promotions from Staff Accountant to Manager. • Key member of leadership team, providing full preparation of strategic forecasts, budgets, reporting, analysis and long range strategic financial plan; managing financials to achieve targets. • Highest level finance leader overseeing financial activity for Research and Innovation (R&D), and Precision Medicine business units in a cross functional and matrixed environment. Previously supported Finance - ITS in a financial analyst role. • Manage and develop a high-performing team of Financial Analysts; mentored team members to promote professional growth. • Prepare and present financial data to board of directors and collaborate with executive leaders to align strategies. • Managed gaps to forecast and budget plan, implementing corrective actions in order to achieve expected targets. • Overhaul of the budget and forecast processes to implement best practices and work collaboratively. • Coordinated and managed finance functions of joint venture with Dignity Health. • Key role in finance due diligence, alignment, and integration for merger and acquisitions. • Increased profitability by improving processes to record and collect revenue. • Contributed to a 40% increase in grant funding by establishing an indirect cost rate. • Launched an enterprise license agreement initiative that led to $10M in cost savings as member of finance ITS. • Identified inconsistencies with GAAP compliance and implemented policy standards. • Lead a business analytics project, enhancing financial visibility by identifying downstream revenue to validate profitability from disparate ERP systems. • Financial SME for business unit leaders: providing insight on differentiation between operating and capital expenses and identifying budget variances. Show less



Accenture (Midcom Corp.)

• Accenture Consultant

  • Oct 2011 - Jan 2012

  Denver, Colorado, United States • Provided financial modeling for Hartford Insurance Company (client of Accenture) utilizing data from SAP system and leading a team of offshore finance individuals in a contract totaling $300M.



Thomson Reuters

• Canada
• Software Development
• 700 & Above Employee

• Thomson Reuters

  • Aug 2009 - Oct 2011

  Greater Denver Area • Primary Analyst overseeing a $100M SaaS operating budget. • Established a process to create customized reports for leaders, reducing delivery time by 80%. • Created financial models, illustrating cost savings scenarios to address existing budget gaps. • Presented monthly operating reviews explaining key drivers of revenue and expense as well as preparing SWOT analysis. • Leveraged SAP and Cognos to establish a system to track 20 international employees. • Created and… Show more • Primary Analyst overseeing a $100M SaaS operating budget. • Established a process to create customized reports for leaders, reducing delivery time by 80%. • Created financial models, illustrating cost savings scenarios to address existing budget gaps. • Presented monthly operating reviews explaining key drivers of revenue and expense as well as preparing SWOT analysis. • Leveraged SAP and Cognos to establish a system to track 20 international employees. • Created and delivered financial presentations for executive management team. Show less



Pendum LLC

• Banking
• 100 - 200 Employee

• Pendum LLC

  • Jan 2009 - Aug 2009

  Greater Denver Area • Reported to the CFO and VP of Finance while managing treasury functions. • Oversaw enterprise cash position and capital/debt structure with projection of financial results reporting back to private equity partners. • Collaborated with all departments to ensure accurate projections of revenue and expenses. • Primary liaison between investors, banks and the company. • Implemented policies and procedures to increase compliance, reduce fraud, and ensure collection of delinquent… Show more • Reported to the CFO and VP of Finance while managing treasury functions. • Oversaw enterprise cash position and capital/debt structure with projection of financial results reporting back to private equity partners. • Collaborated with all departments to ensure accurate projections of revenue and expenses. • Primary liaison between investors, banks and the company. • Implemented policies and procedures to increase compliance, reduce fraud, and ensure collection of delinquent account and future payments. Show less



Byram Healthcare

• United States
• Hospitals and Health Care
• 500 - 600 Employee

• Byram Healthcare

  • Jan 2007 - Dec 2008

  Greater Denver Area • Team Lead responsible for a $80M company-wide budget. • Contributed to strategic planning by providing relevant financial data to field managers. • Spearheaded multiple company-wide initiatives, including implementing a fixed assets system. • Managed a team of eight offshore individuals. • Reduced time to complete month-end close by 75% by creating an electronic import file for recurring transactions. • Worked with distribution to remodel inventory procedures to utilize… Show more • Team Lead responsible for a $80M company-wide budget. • Contributed to strategic planning by providing relevant financial data to field managers. • Spearheaded multiple company-wide initiatives, including implementing a fixed assets system. • Managed a team of eight offshore individuals. • Reduced time to complete month-end close by 75% by creating an electronic import file for recurring transactions. • Worked with distribution to remodel inventory procedures to utilize ordering systems to reduce errors and time spent on month-end inventory calculations. • Responsible for monthly calculation and entry of COGS into accounting system. • Identified and launched processes that reduced temporary workforce labor costs by 65%. • Lead a team of external auditors to complete accounting audits. • Provided critical staffing and KPI data to executive team to enhance business planning. Show less