Experience

Wintergreen
• United States
• Hospitals and Health Care
• 1 - 100 Employee
• Senior Consultant

  • Mar 2023 - Present


Stroudwater | A leading national healthcare consulting firm

• Senior Consultant

  • May 2019 - Feb 2023

  Portland, Maine Area



Cuba Memorial Hospital

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Finance Director

  • Feb 2017 - May 2019

  • Serve as the top financial officer for the Hospital and assume broad responsibility for the hospital’s financial plans and policies. • Prepare, present and interpret financial reports to senior management team, Board of Trustees and governmental agencies. • Counsel management on fiscal control and profitability. • Maintain full awareness of the Hospital’s financial condition and provide the basis for strategic planning and management decisions.

• Accounting Manager

  • May 2015 - Feb 2017

  Cuba, NY • Managed the Fiscal department, prepared monthly financial statements, and aided in budget creation and efficiency measures. • A strategic problem solver and resident 'fixer', tackling projects from internal audits of accounts to fleshing out a strategic marketing campaign and everything in between. • Assisted with annual Federal and State Cost Reports and numerous other mandatory surveys, grant applications and audits. • Co-headed a collaborative effort with similar facilities… Show more • Managed the Fiscal department, prepared monthly financial statements, and aided in budget creation and efficiency measures. • A strategic problem solver and resident 'fixer', tackling projects from internal audits of accounts to fleshing out a strategic marketing campaign and everything in between. • Assisted with annual Federal and State Cost Reports and numerous other mandatory surveys, grant applications and audits. • Co-headed a collaborative effort with similar facilities across the state in hopes of creating an affiliation playbook as healthcare continues to trend in the direction of consolidation. • Attended monthly board meetings.

• Senior Accountant

  • Apr 2014 - May 2015

  Cuba, NY • Supported the Chief Financial Officer in all areas while performing various data entry tasks, report creation, data manipulation and financial analysis using the Microsoft Office suite and other software database programs.



Private

• United States
• Real Estate

• Investment Manager/Analyst

  • Sep 2009 - Jan 2019

  Olean, NY • Perform fundamental analysis of key company financial metrics used in valuation models. Use technical analysis in a ‘top down approach’ to examine financial indices, sectors and individual stocks to make informed decisions using historical trends that may indicate expected future price movement. • Treat trading and investing like the business that it is. • Continually stay up to date with headlines and circumstances unfolding in the financial markets.



Community Bank, N.A.

• United States
• Financial Services
• 700 & Above Employee

• Commercial Credit Analyst

  • 2011 - 2012

  • Analyzed financial statements and agency reports of current and prospective borrowers and evaluated the short and long-term prospects of borrowers via written Credit Offering Memorandums.