Experience

Colonial Williamsburg Foundation

• United States
• Museums, Historical Sites, and Zoos
• 700 & Above Employee

• Director, Budget Financial Planning & Analysis

  • Mar 2017 - Present

  Leads the budgeting, forecasting, long-term planning, implementation, and business strategic analysis of the financial team. Responsible for financial analysis, modeling, forecasting and reporting efforts to ensure efficient financial operations. Reviews analysis results, develops insightful suggestions for sourcing, cost reduction and leads strategic business decisions. Responsible for written summaries and compilation of dashboard metrics and signature event financial reports. Serves on the business development and guest experience committees to create functional strategies, objectives, policies and procedures in support of the budget development and financial infrastructure.

• Manager, Financial Planning, Reporting and Budget

  • Feb 2016 - Mar 2017

  Manage and direct all activities and personnel responsible for: the preparation and maintenance of the operating and capital budgets; the preparation of written monthly variance analysis of the income statement, and statement of financial position to be included with the monthly financial reports; the preparation of long and near term forecasts for income statement, statement of financial position and statement of cash flows; provides assistance in developing strategic plans; review and analysis of major capital expenditures and new projects; and other tasks that would be appropriately assigned to this department.

• Sr. Financial & Business Analyst

  • Oct 2006 - Feb 2016

  Prepares operating and capital budgets. Develops long-range strategic plan and financial forecasts using ad hoc reporting and analytical tools. Monitors and measures trending of economic statistical indexes for use in forecast projections. Prepares return on investment analysis of major capital projects and pro-forma income statement projections on new business ventures. Performs analysis of post-project performance against initial return and proposes necessary changes to operations to remedy deficiencies. Performs monthly analysis of multi-million dollar operating results. Recommends ticket structure changes to achieve budget or forecast. Writes monthly variance summary for executive management. Provides quarterly information for the Board of Trustees reports. Reviews and approves staff requests and purchase orders to ensure adherence to budgeted levels and compliance to purchasing policy. Monitors the disposition of fixed assets assigned to the division, including coordination of disposal or transfer of assets. This position is a matrix management position which reports to various levels of executive management.

• Sr. Financial Analyst - Finance and Budget

  • Jul 2005 - Oct 2006

  Served as consultant on budgeting and financial matters for various divisions throughout the foundation. Assisted divisions in achieving their financial goals and performance measures which includes development of ad hoc statistical and financial models and reports. Prepared operating departmental budgets and forecasts which includes but not limited to salary information, income, operating expense budget and capital budget. Since the infancy stage of implementation, held the administrator role for an asset accounting sub-ledger system to accurately record the creation of capital assets across the foundation. This role involved extensive technical report writing.



CareFirst BlueCross BlueShield

• United States
• Insurance
• 700 & Above Employee

• Sr. Accountant

  • Aug 2003 - Jun 2005

  Prepares annual budget financial statement package. Develops tools to analyze past and present financial results and projects revenues and expenditures to compile rolling 12-month forecast. Performs analysis on actuarial medical reserving tables. Assists in preparation of month end financial statement packages. Advises management on impacts to the underlying assumptions to the budget forecasts. Performs general ledger account reconciliations. Acts as year-end audit coordinator to ensure compliance with Sarbanes Oxley Section 404.



UnitedHealth Group

• Hospitals and Health Care
• 700 & Above Employee

• Contract / Financial Analyst - Network Management

  • Mar 2001 - Aug 2003

  Performs financial analysis and assists in the administration of contract negotiations of hospitals and large physician groups including: fee analysis and consolidation models for each provider/group,pricing measurements of inpatient and outpatient facility settings, ambulatory surgery centers, DME and physician(s) groups for contract negotiations. Prepares financial analysis for Vice President of Network Management and CEO consisting of reporting trend drivers of medical services as it relates to utilization and pricing. Evaluates results with bench-marking tools as well as medicare reimbursement. Responsible for the development and monitoring of the medical expense action plans for the entire plan to ensure compliance with scorecard expectations. Develops tools, such as profiling reports and census data analysis, to assist in management of medical expenses. Prepares and manages the medical unit cost budget for the plan. Hires, trains and manages the work of financial analyst.

• Sr. Financial Analyst, Finance Department

  • Aug 1997 - Mar 2001

  Handled various responsibilities within the Finance department from preparation of the statement of cash flows to full written presentation of the month end Financial Close package. Prepared a preliminary month end expense report to check for accuracy in our medical reserving process. Analyze the month end medical reserving packages by cost category. Monitored and maintained accuracy of analytical measurements of financial results and reported those results to CFO and CEO. This would include reported and restated results against budget; trending by month, quarter and year over year; measurement of enrollment shifts ; revenue by PMPMs; and medical costs by category on a PMPM level. Worked closely with all levels of management by providing analysis to detect financial impacts. This included, but not limited to the following: generation of platform reporting for preliminary snapshots and assurance of revenue by market(legal entity); trending of underwriting revenue reports to ensure Corporate Accounting accuracy/reasonableness; tracking and reporting close(sales)ratios; tracking and maintenance of cash and claims inventory levels; tracking and reporting of reinsurance claims and generation and analysis of membership trends on a point-in-time basis by market. Additionally, provided financial analysis of provider contracts for the VP of Network Management. Finally, managed the plan billing and accounts receivable for the plan. This involved meeting or contacting groups and/or members to collect premiums to ensure DSO remained at a low level. Devised a policy and procedure providing direction on collections whereby reducing DSO from 8.3 days to 4.2 days in one year.

• Accounts Receivable Manager

  • Sep 1995 - Aug 1997

  Responsible for overseeing and managing all billing, cash receipts, broker commissions payments and account reconciliation and collections. This included directing and overseeing the efforts of over 14hourly staff employees and 2 supervisors. Responsible for the accuracy of monthly revenue reports, adjustment reports and aging reports as well as related journal entries.



Circuit City

• Technology, Information and Internet
• 700 & Above Employee

• Operations Manager, Store

  • Aug 1993 - Sep 1995

  Responsible for supervision of the daily activities of 4 managers and 25 hourly staff. Managed the Human Resources for over seventy store employees. Managed property as it relates to internal capital expenditures as well as grounds maintenance. Generated inventory control reports in order to prevent shrinkage. Accountable for managing inventory levels equating to over $2.3M. Analyzed the store profit and loss report variances. Responsible for meeting Gross Margins targets in budget. Ensured compliance of the store accounts receivable report.

• Construction Cost Accountant, Corporate Office

  • May 1991 - Aug 1993

  Tracked purchase and resulting payment of new store fixtures and other construction items totaling over $100M per year to assure compliance with purchase order terms and guard against over-payment. Prepared status reports on various retrofit programs undertaken each year. In addition, I developed computer programs tracking construction workflow that improved accountability and responsiveness. I worked closely with all levels of department personnel as well as a number of outside vendors.