Experience

Graham Healthcare Capital

• United States
• Financial Services
• 1 - 100 Employee

• Senior Vice President Finance

  • Jul 2023 - Present



U.S. Urology Partners

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Vice President Finance

  • Sep 2022 - Jul 2023

  • Lead all aspects of financial planning, forecasting, modeling and analysis for Income Statement, Balance Sheet and Cash Flow • Accountable for presentation materials to senior management, monitor and provide management reporting on plan performance including interpretations and analysis of actual financial performance versus plan • Collaborate and partner with key stakeholders to translate business strategies and objectives into financial outcomes • Be a centralized finance lead throughout M&A activity including deal construct/close, integration, post-close value capture • Collaborate with operating teams and provide recommendations to achieve financial targets as well as drive improved profitability or operational efficiency • Manage team members to meet time-sensitive project and analysis deadlines • Effectively communicate results and outlook for the business. Develop and continuously improve key financial metrics and analysis to support the changing needs of the business and functions supported • Develop, maintain and establish key performance measures (financial and non-financial) to support long term performance and strategic objectives • Recommend and/or support process improvements both financially and operationally to enable growth • Manage the improvement and maintenance of the financial planning and forecasting system • Actively help develop skills and capabilities of the FP&A team members and assist each achieve their career goals • Lead the FP&A team to identify and implement process and systems to support scaling of the business • Contribute to the growth and culture of a high-performing team Show less



Tivity Health

• United States
• Wellness and Fitness Services
• 300 - 400 Employee

• Executive Director, Financial Planning & Analysis

  • Mar 2022 - Sep 2022

• Senior Director of Financial Planning & Analysis

  • Oct 2021 - Mar 2022

• Director of Financial Planning and Analysis

  • Oct 2019 - Oct 2021

  • Analyze, prepare, and present sufficient variance analysis based on actual results to historical results, budgets, and forecasts.• Present monthly results against budget and forecast to the CFO in the monthly close meeting.• Prepare Departmental Financial statements and meet with Executive team members each month to discuss monthly results for their respective area and discuss variances and forecast adjustments.• Prepare accurate monthly forecasts and report the consolidated results back to the Executive Officer Team (EOT).• Manage financial planning and analysis activities to identify risks and opportunities and contribute to the achievement of the organization’s short and long-term financial goals.• Manage a Senior Financial Analyst to directly provide financial process support to the leadership team.• Manage the budgeting process resulting in the annual preparation of a budget including development of underlying budget assumptions, meeting with budget owners, and coordinating activities throughout the organization.• Successfully implemented Adaptive Insights as the new budgeting application in 2020 to enhance the budgeting process, reporting, and analysis• Support Accounting team during month end close to ensure that financial results for the month are accurate and align with management expectations.• Provide decision making support and improve the financial/accounting expertise throughout the organization.• Conduct ad-hoc planning and analysis as required to support senior management.• Assist in the creation of Board presentations and MD&A analysis for SEC reporting Show less



Kraft Enterprise Systems, LLC

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

• CFO

  • Jan 2019 - Oct 2019

  - Responsible for managing the company's finances, including financial planning, management of financial risks, record-keeping, and financial reporting.- Providing leadership, direction and management of the organization- Providing strategic recommendations to members of the executive management team- Managing the processes for financial forecasting and budgets, and responsible for the preparation of all financial reporting- Advising on long-term business and financial planning Show less

• Senior Consultant - Adaptive Insights

  • Sep 2018 - Dec 2018

  • Perform requirements gathering and documentation for new implementations• Review and analyze client-provided planning objectives and engineer them• Provide guidance to clients regarding best practices in forecasting and planning to be incorporated into their planning model• Provide training to clients and related documentation• Build and maintain strong relationship with clients to ensure customer satisfaction• Provide post-implementation support• Identify areas of opportunity to assist clients in their business planning needs both system related and otherwise Show less



Compassus

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

• Director of Accounting

  • Sep 2012 - Sep 2018

  • Directly responsible for integrating the back office Accounting functions to the Brentwood, TN Home Office after three large acquisitions which required hiring, training, and business knowledge transfer • Manage Month End Close process by ensuring the timely completion of necessary journal entries, accounting reconciliations, consolidations, and financial analysis • Successfully implemented Great Plains as the new general ledger system in January 2016 to support a fast-paced, growing company • Implemented new financial reporting system (Global Software Spreadsheet Server) in 2014 to solve increased reporting and analytical needs • Lead monthly close meetings with CFO, CEO, COO, and VP Controller to discuss financial results • Work with various leaders in the organization regarding integration initiatives • Manage a General Ledger team of 8 staff members • Responsible maintaining the chart of accounts and being the system admin for the general ledger application • Main contact for external auditors during annual audits • Prepared multiple analytical schedules relating to P&L analysis, trend reports, and budget versus actual comparisons Show less



American HomePatient

• Hospitals and Health Care
• 500 - 600 Employee

• Manager of Budgeting and Financial Analysis

  • Jul 2010 - Sep 2012

  • Design and oversee the preparation of the monthly financial reporting package for Senior Management • Prepare statistics and various calculations related to monthly financial results • Participate in the preparation of the monthly revenue and income flash reporting • Design and maintenance of monthly financial statement package for the field, including branches, units and areas • Oversee distribution process and procedures of the field financial package to ensure accurate and timely receipt by the appropriate manager • Key contact for Area Vice Presidents on issues related to financial packages, budgeting, understanding financial statement information, and designing ad-hoc reports as needed or requested • Develop and maintain field budgeting process using various budget applications • Implement field budgeting process and procedures on an annual basis. Prepare drafts of supporting schedules and analyses. Work closely with COO and field management to analyze field budgets, make changes, and prepare reconciliations • Implemented Adaptive Planning as the new budgeting application in 2011 to enhance the field budgeting process, reporting, and analysis • Design, maintain, and upgrade chart of accounts, reporting trees, hierarchies, and “rollups” within Oracle Financials and other reporting systems • Report directly to VP of Finance • Train and develop staff of two Senior Financial Analysts Show less



Spheris/MedQuist

• Accounting Manager

  • Apr 2008 - Jul 2010

  • Prepare the internal Board of Directors package each month along with various analytical reports and the management discussion and analysis (MD&A) • Produce 10K and 10Q ‘F’ pages and footnotes along with supporting schedules including the press release • Perform various Financial Reporting functions including due diligence work and investor reporting • Report directly to the Chief Accounting Officer • Manage Month End Close process by ensuring the timely completion of necessary journal entries, accounting reconciliations, consolidations, and financial analysis. • Maintain accountability over the general ledger and subsidiary ledgers. • Oversee daily Accounts Payable, Purchasing, and Fixed Asset activities. • Serve as the liaison to external auditors, including the coordination of external audit activities and the preparation and delivery of audit schedules. • Aid in the implementation and monitoring of internal control over financial processes to ensure compliance with internal policies and procedures and statutory requirements (Sarbanes-Oxley). • Train and develop the Accounting Staff. Show less



Spheris

• Hospitals and Health Care
• 200 - 300 Employee

• Budget and Financial Analyst

  • Jun 2007 - Mar 2008

  • Managed reporting for all operating and capital budgets. • Met with Executives, Vice Presidents, Directors, and Managers on a monthly basis to discuss budget versus actual variances • Worked with Management to reforecast expenses for the remainder of the year. • Acted as the Budget Administrator for the annual budgeting process • Worked with the Accounting Department at month end to review general ledger activity and check the accounting treatment of expenses. • Managed reporting for all operating and capital budgets. • Met with Executives, Vice Presidents, Directors, and Managers on a monthly basis to discuss budget versus actual variances • Worked with Management to reforecast expenses for the remainder of the year. • Acted as the Budget Administrator for the annual budgeting process • Worked with the Accounting Department at month end to review general ledger activity and check the accounting treatment of expenses.



Gaylord Entertainment Company

• United States
• Hospitality
• 700 & Above Employee

• Financial Analyst - Project Accounting

  • Jan 2007 - Jun 2007

  • Managed the budgeting and forecasting for all capital projects with input from Project Managers and the Fixed Asset Manager.• Performed monthly and quarterly analyses for corporate departments, SOX, and SEC filings. • Guaranteed the accuracy of all capital expenses by performing daily accounting activities and monthly financial analysis. • Responsible for the development and design of end user project reports and end user training.

• Senior Analyst - Accounting Projects

  • 2006 - Jan 2007

  • Worked closely with corporate and operational departments to design and implement accounting policies and SOPs.• Responsible for the project planning process, approving project deliverables, and reporting deliverables. • Coordinated resource assignments, managed risks, resolved issues, and involved appropriate project resources in order to meet project deadlines.

• Financial Accountant

  • Jul 2005 - 2006

  • Managed six locations by performing month end close procedures, journal entry preparation, and balance sheet reconciliations.• Responsible for variance analysis and financial statement distribution.• Assisted with both internal and external audits.