Experience

Commonwealth Medicine, UMass Chan Medical School

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Finance Business Partner

  • Dec 2019 - Present

  • Analyze monthly project and business unit financial statements • Monitor and predict project run rates and trends to ensure adherence to budget • Develop project and fiscal year budgets • Act as liaison between Finance and multiple business units • Prepare journal entry packets to correct incorrect entries • Train new employees on reporting systems and organizational processes

• Project Coordinator

  • Jan 2015 - Dec 2019

  Shrewsbury, MA • Support major, complex projects by scheduling, preparing agendas, scribing and publishing meeting minutes; and autonomously managing sub-projects using formal project management methods. • Department financial support by way of invoicing for Fee-for-Service projects on a monthly basis; weekly review of employee allocation percentages; weekly running and reviewing the Accounts Receivable reports; month-end review of budgets, expenses, and salaries; and processing Personnel Action forms as… Show more • Support major, complex projects by scheduling, preparing agendas, scribing and publishing meeting minutes; and autonomously managing sub-projects using formal project management methods. • Department financial support by way of invoicing for Fee-for-Service projects on a monthly basis; weekly review of employee allocation percentages; weekly running and reviewing the Accounts Receivable reports; month-end review of budgets, expenses, and salaries; and processing Personnel Action forms as requested. • Provide assistance to the Executive Director of the Office of Program Development and Enterprise Project Management Office by way of calendar maintenance, reconciling the Travel Card, processing weekly expense reports, and other tasks as assigned. • Administrative support to the department by reviewing and processing weekly time sheets; processing mileage reimbursement reports for all employees; maintaining a well-stocked supply inventory and ordering supplies as needed; maintaining the software and equipment inventory list; and on-boarding new hires into the department. • Supported the 2015 Commonwealth Medicine Strategic Planning Retreat by scribing for the Human Capital group, as well as assisting with room setup and material preparation. • Received a Special Award Certificate for providing long-term coverage in conjunction with the regular workload while a coworker was on extended medical leave.



Energy Federation

• United States
• Renewable Energy Semiconductor Manufacturing
• 1 - 100 Employee

• Program Administrator

  • Feb 2014 - Jan 2015

  Westborough, MA • Database development • Developed Account Verification Database which was critical to the financial process • Developed and managed company-wide reporting structure: summary reports, detail reports, and data for invoicing various energy conservation programs • Liaison between Customer Service Department and key-client leadership regarding customer/program questions that arise due to evolving program policies and procedures • Trouble shoot, conduct root-cause analysis, and drive… Show more • Database development • Developed Account Verification Database which was critical to the financial process • Developed and managed company-wide reporting structure: summary reports, detail reports, and data for invoicing various energy conservation programs • Liaison between Customer Service Department and key-client leadership regarding customer/program questions that arise due to evolving program policies and procedures • Trouble shoot, conduct root-cause analysis, and drive outstanding issues toward problem resolution • Manage the full financial life cycle from receivable to payment and account reporting • Create workflows to illustrate processes from start to finish • Author and record audio for internal training purposes as well as for customer service recordings • Develop and maintain Excel workbooks which provide visibility to activities and generate efficiencies

• Data Processing Representative

  • Jun 2010 - Feb 2014

  Westborough, MA • Review and process applications; upstream invoices; and point-of-sale spreadsheets • Train new employees on work flow and processes • Manage quality control and quality assurance functions • Test and report on new data entry methods • Develop and sustain current program databases