Experience

Beacon Mobility

• United States
• School and Employee Bus Services
• 100 - 200 Employee

• Senior Financial Analyst

  • Oct 2023 - Present



Cooley Dickinson Hospital

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

• Senior Financial Analyst, Budgeting and Productivity

  • Dec 2019 - Oct 2023



World Learning

• United States
• Non-profit Organizations
• 500 - 600 Employee

• Program Finance Manager

  • Jan 2018 - Dec 2019

  •Oversee and manage budgeting process including creation, revision, multiple review stages, and final implementation for over 200 budgets and sub-budgets in 24 different currencies from 30 different countries totaling over 33 million dollars.•Set/update program pricing using industry pricing data, financial projections, program demand, program performance history, and program specific competition.•Create in-depth multi-year budget and revenue projection data, including alternative location budgets and contingency budgets to submit to accreditation body, New England Association of Schools and Colleges, for approval.•Provide quarterly financial data and analysis updates to CFO.•Provide on demand financial and budget analysis and reports to senior management.•Create and present in-depth budget projections and historical analysis including break-even analysis, net income margin, and comparative budget and data analysis.•Complete yearly audits of program financial reporting.•Create new project budgets utilizing data from multiple stakeholders, research, and historical data.•Create in-depth financial analysis for and run “program Go/No-Go meetings”, occurring three times a year.•Create custom Excel forms and templates for financial reporting and budgeting.•Manage and oversee project fund disbursement, including hedged currency management.•Oversee and approve tax and compliance payments in over 30 different countries. Show less

• Staff Accountant

  • Feb 2015 - Jan 2018

  •Provided financial review of payment requests and employee expense reports to ensure accuracy as well as finance policy compliance.•Provided new employee training for finance policies and procedures.•Reconciled bank and general ledger accounts.•Completed end of month adjusting Journal Entries.•Reviewed and submitted program financial data in financial software.•Designed Excel workbooks utilizing VLOOKUP, IF statements, and Macros to streamline and simplify tasks.•Processed ADP payroll for entire organization, approximately 500 employees, both international and domestic.•Collaborated with staff to problem solve financial reporting issues and created and implemented long term solutions.•Develop and maintain a financial software instructional support library of videos and supplementing documents to ensure proper and timely expense reporting. Show less



AL'S Towing and Repair LLC

• Vernon, Vermont

• Business Manager

  • Sep 2011 - Jan 2014

  - Complete and oversee all of the company’s financial transactions. - Manage, reconcile, and audit accounts payable, accounts receivable, and collections. - Administer weekly payroll for five employees. - Analyze and compile weekly and monthly reports, including Profit and Loss, Sales, and Balance Sheet. - Document all federal and state reports such as tax withholding, driver logs, and Vermont Department of Labor compliance. - Manage all federal and state Department of Transportation compliance. - Develop and implement a successful eighteen month plan which doubled sales while increasing profit margin by more than five percent - Negotiate a 12 month contract with Geico Emergency Roadside Services, AAA, and Agero. - Create and orchestrate marketing campaign that included guerilla marketing, social media, website redesign, and community based marketing. - Oversee all aspects of fleet maintenance for seven vehicles. Show less