Bio
Credentials
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Project Management Professional
Project Management Institute
Experience
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NSM Insurance Group
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Conshohocken, Pennsylvania, United States
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Finance Transformation Manager
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Mar 2023 - Present
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Conshohocken, Pennsylvania, United States
Lead Finance in partnership with IT and Operations to integrate systems, ensure appropriate operation and maintenance of financial systems and maintain key data integrity and security.
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Cigna
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Greater Philadelphia
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Controllership
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Jan 2021 - Mar 2023
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Greater Philadelphia
Drive process improvements for new initiatives and baseline activities. Identify risk of financial statement misstatements, assess existence and effectiveness of controls, lead implementation of remediation recommendations.
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Cigna
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Greater Philadelphia Area
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Finance Project Manager
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2018 - 2020
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Greater Philadelphia Area
Lead efforts of Finance and Accounting teams in corporate project initiatives. Focus on successful implementation of Ariba to support and enhance Procure-to-Pay processes. Establish relevant financial controls, design system and process enhancements and implement best practices.
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Aramark
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Greater Philadelphia Area
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Director - Accounts Payable and Procure-to-Pay
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2014 - 2018
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Greater Philadelphia Area
Evaluate business initiatives for Financial Services Center of Excellence. Determine impact on transactional and business processes, control environment and reporting. Develop and implement strategies and policies promoting operational and cost efficiencies. • Collaborate with multiple business partners while spearheading deployment of new virtual card payment method and standard payment terms that benefit both company and suppliers by identifying program candidates, defining communication approach and overseeing implementation and controls.• Lead efforts to investigate and resolve aged open transactions on sub-ledger. Focus is on timely management and accurate financial presentation of open invoices and credits.
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Philadelphia Children's Alliance
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Greater Philadelphia Area
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Board Member
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2004 - 2018
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Greater Philadelphia Area
Provide strategic leadership and financial / business expertise to the Philadelphia Children's Alliance as Board Member. Served as Treasurer (2006 - 2010). Chaired Strategic Planning Committee writing 3-year strategic plan (2011). Serve on Governance Committee (2012 -present).
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Thomson Reuters
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Greater Philadelphia Area
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Director - Business Systems, Renewals Management
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2013 - 2014
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Greater Philadelphia Area
Led the management of the renewals processes, functions, data and responsibilities for the Intellectual Property and Science Division.
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United States
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Food and Beverage Services
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700 & Above Employee
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Senior Manager - Business Payment Services
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2009 - 2013
Drove the benefits of a Shared Services delivery model by leading accounts payable vendor, customer and travel payment services for the Company's North American businesses while implementing a service-level based approach and developing a world-class finance organization. Earned reputation as strong liaison with project team, service providers, IT and senior management. • Led cross-functional teams in process and system redesign as well as change management efforts to stabilize and enhance processes impacted by transformational projects. • Responsibilities encompassed Record-to-Report, Procure-to-Pay and Order-to-Cash and required understanding of requirements, controls and interdependencies of these process streams.
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Senior Manager - Customer Financial Services
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2007 - 2009
Devised and implemented team reorganization and process redesign to improve alignment of key customer-related financial responsibilities. Included oversight of customer billing and related processes and controls as well as numerous key balance sheet accounts.
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Project Manager
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2006 - 2007
Identified and led implementation of process improvement and best practices opportunities among teams in Finance and Accounting Shared Services by partnering both internally and externally.
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CIGNA International
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Greater Philadelphia Area
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Project Manager / Team Leader
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2000 - 2006
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Greater Philadelphia Area
Led team supporting global implementation of Oracle financial applications; drove process redesign to leverage system functionality. Established and executed IT priorities consistent with business direction. Coordinated efforts of internal and external, local and international, business partners; managed relationships with service providers
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Principal Consultant
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1998 - 2000
Provided functional leadership and support to the implementation of Oracle Financial applications at numerous clients. Leveraged extensive business experience as a financial professional to provide value-added analysis of business requirements. Implemented assigned financial modules and partnered with client to ensure production-readiness.
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Education
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La Salle University
Master of Business Administration - MBA, Accounting -
La Salle University
Bachelor of Science - BS, Business Administration: Finance and Management
Suggested Services
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References
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