Experience

RDAbbott

• United States
• Chemical Manufacturing
• 1 - 100 Employee

• Director of Finance

  • Nov 2020 - Present

  Managing staff of five, responsible for all accounting functions, including G/L, period closings, financial reporting, and tax filings for domestic and foreign operations. • Domestic operations consist of separate distributorship and manufacturing enities, while foreign operations are comprised of distributorships in Mexico and Canada. • Finance lead for implementation of new Sage X3 ERP software. • Standardized product catalog across four companies. • Brought Company into compliance for Sales Tax filings in 34 states. • Responsible for banking relationships. Show less



Universal Mental Health Services

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

• Regional Financial Controller

  • Oct 2019 - Dec 2019

  Acute hospital controller providing assistance for all accounting functions, including G/L, period closings, financial reporting, and annual budgeting process. • Identified $5m in savings during first 90 days. Acute hospital controller providing assistance for all accounting functions, including G/L, period closings, financial reporting, and annual budgeting process. • Identified $5m in savings during first 90 days.



California Specialty Pharmacy

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

• Corporate Controller

  • 2016 - 2019

  $60M Multi-State Specialty Pharmacy & Infusion Provider, focused in delivering high-touch patient-centered services and progressive medicine in Sterile Compounding, Non-sterile Compounding, Clinical Trails, and Patient Care Coordination. • Established GAAP compliant Finance/Accounting Department, supervising two direct reports with responsibility for all accounting functions, including G/L, period closings, financial reporting, A/P, A/R, annual budgeting process, developing financial analytics, and instituting internal controls. • Professionalized inventory function, implementing policies and process to improve purchasing, receiving and regularly scheduled physical counts, including PO authorizations, A/P integration, and documentation. • Reviewed accounts receivables documentation and aging to identify credit risk and high concentration and implemented commercial collections standards, reducing contracted past due accounts to $0 over 45 days past due. • Created and implemented cash management process and reporting for disbursements and receipts to provide daily visibility to ownership of cash position. • Selected and transitioned general ledger to new data base and architected and implemented a new chart of accounts to support management accounting reporting. • Developed and implemented multi-scenario budgeting model providing flexibility and contingency planning. • Implemented new Business Intelligence software platform (CareTrend) to provide detailed analytics, streamline prescription processing, pharmacy workflows, reimbursement, and reporting. • Led staff of two in developing business analytics capability, including executive management reporting addressing therapeutic level margin analysis, cost trending, and performance metrics for sales and pharmacy fulfillment staff. • Managed external accounting reviews and compliance audits, coordinating with cross-functional teams in maintaining and providing appropriate documentation and training. Show less



Kaiser Permanente

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Director of Finance- Financial Planning & Analysis

  • 2006 - 2016

  A $9B Division of Nationally Integrated Health Care System, Kaiser Permanente is recognized as a leading American health care provider and not-for-profit health plan, currently serving 12.2million members in 8 states and the District of Columbia. • Led staff of seven in creation and implementation of monthly analytical and financial reporting. • Responsible for development, implementation, and monitoring annual Outpatient Pharmacy budgets, encompassing six national regions, 40 hospitals and over 225 retail pharmacy locations. Provided FP&A support to executive and operational management, including ad-hoc reporting and strategic business case support/analysis, data and analysis for Actuarial Services, and reports and analysis for Board presentations. • Created and implemented Northern & Southern California monthly and strategic long-term forecasting models, providing executive and operational management with trended, forecasted, and operational data in financial and graphic formats. • Led initiative to standardize Outpatient Pharmacy chart of accounts, accounting processes, and reporting across entire Kaiser Permanente organization. • Played key role in transitioning Northern & Southern California to new financial software program. • Published several white papers in support of initiatives, including Alignment and Standardization of Financial Reporting for Northern & Southern California. • Aligning Costs to Revenue – Centralized Distribution Refill Centers’ Revised Allocation Plan. • Created new expense allocation template allowing for clear audit trail, greatly reducing time required by accounting department to execute budget allocations. • Graduate of Kaiser Financial Leadership Team training. Show less



Globe Shoes, North America

• Assistant Controller

  • 2005 - 2006

  $48M Osata Enterprises, Inc., dba Globe Shoes, is a global producer and distributor specializing in purpose-built apparel, footwear and skateboard hardgoods brands for the boardsports, street fashion and workwear markets worldwide. • Led staff of five in development of Business Analytics and Ad-Hoc reporting, including margin analysis, standard cost variance analysis, and actual vs. budgeted performance. Established cash internal controls and processes, and responsible for annual budgeting process. • Revised and improved financial reporting process by implementing consolidated and department-level reporting and incorporating the annual budget into the financial reporting system. • Audited standard costing system and process, implementing new processes that substantially reduced standard cost variances. • Worked closely with Australian parent company with foreign currency translation of financial results. Show less



Sierra Concepts, Inc.

• Director of Finance

  • 2004 - 2005

  $500M distributor of CNC machine tools, robotic automation solutions, and engineering consulting services including process and set-up optimization and new technology integration. Its name changed to Ellison Technologies, Inc. in 2006. • Responsible for financial reporting, annual budgeting process, treasury functions and banking relationships. • Worked closely with CFO to successfully spin out original parent company (twenty-six subsidiaries) into three separate surviving parent entities. • Increased cash availability on factored Accounts Receivable by $1M in first four months by building relationship with bank auditors. • Produced separate financials and consolidation of twenty-six entities before spin-out of original company. • Performed financial review of Czechoslovakian manufacturing division, including foreign currency conversion. Show less



Craig Tools, Inc.

• United States
• Appliances, Electrical, and Electronics Manufacturing

• Corporate Controller

  • 2001 - 2004

  A $4M supplier of rotary cutting tools to the manufacturing industry worldwide, focused on the airframe industry while also serving the automotive, machine tool, hydraulic valve and machine shop environments. • Responsible for development, analysis, and forecasting of manufacturing financial processes for domestic and foreign operations in the United Kingdom and Mexico. • Created and implemented standardized burden cost process, resulting in an increase in gross profit of 10% in first two months of employment by reducing standard cost variances. Process was also implemented in the United Kingdom and Mexico operations. • Responsible for upgrade of IT network and implementation of new financial reporting system. • Responsible for human resources and payroll. Show less



Direct Stock Market, Inc.

• United States
• Real Estate

• Corporate Controller

  • 1999 - 2001

  $16M Internet Private Equity Start-Up offering financial services for public offerings and private placements for small and emerging companies and provides tools, information, education, and resources to investors and equity capital seekers. • Established Finance/Accounting Department, directly supervising staff of three. Responsible for leading all accounting functions, including period closings, financial reporting & forecasting, HR including payroll, establishing internal controls, budgetary and cash management processes, financial reporting, investor relations and engaging and liaising with external accounting firm performing audits, including consolidation of four entities. Show less