Experience

PACS | Providence Administrative Consulting Services

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

• Finance Manager

  • Nov 2021 - Present



Plum Healthcare Group, LLC

• Finance Manager

  • Sep 2014 - Nov 2021

  • Negotiated and executed two term loan refinancing episodes in four years, each worth over $400 million.• Create and deliver the Monthly Operating Report package summarizing key performance highlights for the Executive Leadership Team, drilling in on variances to plan, prior year, and TTM averages.• Developed a detailed accounts receivables dashboard to track aging balances, days sales outstanding, cash collections, and write-offs across more than 60 skilled nursing facilities throughout CA, UT, and NV.• Generate full consolidated GAAP reporting including monthly income statement, balance sheet, and statement of cash flows to internal shareholders and external creditors, while ensuring compliance with loan terms and covenants.• Utilize Hyperion Essbase to perform complex analysis and build ad hoc reporting to drive CFO decision making, ranging from cash management and same-store comparisons, to new build pro forma P&Ls and acquisition targets.



UPMC

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

• Lead Financial Analyst, UPMC Mercy and UPMC McKeesport

  • Jul 2013 - Sep 2014

  • Provided direct analytic and modeling support to the VP Finance/CFO of two business units with combined annual operating revenue exceeding $500 million.• Acted as business process consultant to executive administrators including CEOs, COOs, and CNOs in managing hospital operations across 700 beds and 30,000 annual admissions.• Developed budgets and managed productivity for over 350 distinct departments comprising 3,400 FTEs.

• Senior Financial Analyst, UPMC McKeesport

  • Jul 2012 - Jun 2013

  • Developed budgets and managed performance of over 40 direct departments and over 60 indirect departments at a 225-bed medical and surgical teaching hospital with explicit goals of cost reduction and continuous improvement.• Transformed complex statistical and financial data into meaningful analysis for external reporting as well as members of executive leadership, including the hospital President and the VP Finance/CFO.



Penn State University

• United States
• Higher Education
• 700 & Above Employee

• MBA Graduate Assistant

  • Aug 2011 - Jun 2012

  Career and Corporate Connections Career and Corporate Connections



Pfizer

• Events Services
• 1 - 100 Employee

• Summer MBA Associate, Finance Decision Support CoE

  • Jun 2011 - Aug 2011

  • Reported directly to the Vice President Finance, Global Decision Support CoE Lead.• Developed and implemented a Knowledge Management strategy and training program to promote full adoption of systems and processes across the Global CoE, minimizing employee time and effort.• Performed process shadowing and created standard operating procedures (SOPs) to standardize workflows executed by Specialized Analysts in the North America CoE, ensuring effective business continuity strategy.• Prepared and delivered a final case study presentation to Finance Rotational Program leadership, providing strategic guidance with regard to promising business unit divestitures/spin-offs.



PPG Industries

• Utilities
• 100 - 200 Employee

• General Accountant, Glass/Fiberglass/Chemicals

  • Apr 2009 - Aug 2010

  • Coordinated approval of ACTs (Authorizations for Capital Transactions) from company CEO, Executive Committee and Board of Directors ranging up to $15 million, while improving efficiency and accountability of workflow.• Prepared financial reporting and drill down analysis for monthly controllership meetings with Senior Vice Presidents, as well as members of the Strategic Planning & Operations team, to provide accurate monthly guidance.• Performed analyst duties for Glass Other discontinued operations including preparing monthly and full-year cash flow and P&L forecasting, deviation analysis and ad hoc modeling with a focus on realistic, achievable benchmarks.• Calculated and entered monthly journal entries and accruals to ensure accurate GAAP reporting.

• Financial Leadership Development Program, Glass/Fiberglass/Chemicals

  • May 2008 - Apr 2009

  • Managed and executed a $25 million depreciation entry in conjunction with the divestiture of the company’s Automotive Replacement Glass business unit, confirming accurate fixed asset accounting.• Led an initiative to modernize annual company-wide planning process by utilizing a central SharePoint hub and streamlining communication between functional areas.• Developed an Excel-based model to track timeliness and accuracy of monthly and quarterly closing activities, reducing number of late trial balance submissions by nearly half.• Forecasted full budgets for six departments comprising the Glass, Fiberglass and Chemicals controllership.

• Professional Intern, Global Treasury

  • May 2007 - Aug 2007

  • Programmed a Microsoft Access database to automatically generate opening and closing letters for over 1,000 global PPG bank accounts, eliminating paper copy and countless hours of employee data entry.• Presented final report on summer accomplishments to Financial Leadership Development Committee of 25 managers at conclusion of assignment, providing guidance on internship program enrichment and expansion. • Programmed a Microsoft Access database to automatically generate opening and closing letters for over 1,000 global PPG bank accounts, eliminating paper copy and countless hours of employee data entry.• Presented final report on summer accomplishments to Financial Leadership Development Committee of 25 managers at conclusion of assignment, providing guidance on internship program enrichment and expansion.