SUMMARY:

• My career includes managing and directing either IT or Financial teams in both technical and functional areas.
• Before serving as Director of Finance Shared Services for Confidential I managed Confidential 's Oracle and Hyperion financial applications for eight years.
• This entailed coordinating all support and development and acting as liaison between IT and accounting/finance teams.
• Previously I had spent several years on the other side leading people and managing processes in the financial area.
• I have several years of accounting/financial experience including communication of financial statements and KPI metrics, coordinating budgets and developing forecasts, conducting ROI analyses, and reviewing financial impact with senior management and business leaders.
• I have worked independently, and have also managed and mentored resources from clerical to management level in both IT and Accounting.

TECHNOLOGY:

• Financial applications
• Oracle EBS (GL, FA, AR, AP, CM). ADI, WebADI, Discoverer
• Hyperion Essbase and Planning
• Quicken, Peachtree, TurboTax
• Advanced knowledge of all MS Office products; expert in Excel (pivot tables, v - lookups, macros)
• Comprehends technical concepts with Windows, Citrix, Unix, Networks, VLAN, Virtual Desktops, Domain certification,
• Accounting/Finance understanding
• GAAP, SFAS 86, cost allocations
• ROI, NPV, IRR, DCF
• Personal Traits
• Excellent communication skills, both verbal and written
• Outstanding interaction between IT and Accounting/Finance
• Strong leadership capability for mentoring and coaching staff
• Always strive to improve existing processes at minimal cost
• Very good at solving problems and addressing issues (“cleaning up the mess”)

PROFESSIONAL EXPERIENCE:

Confidential

Director of Finance

Responsibilities:

• Direct all activities within Accounts Payable and Confidential & Confidential processing and reporting with a staff of over 30 colleagues
• Manage a group of supervisors and provide overall support to other Shared Services areas.
• Responsible for maintaining an environment of solid internal controls.
• Realignment of AP Shared Services
• Design of workflow process for OCR application
• Implementation of KPI measurement and Confidential & Confidential reporting enhancements
• Revision of company's Confidential & Confidential policy

Confidential

IT Manager - Financial Applications

Responsibilities:

• In charge of both development and support of Confidential ’s financial applications.
• Direct reports between 3-8 colleagues
• Enhancement development (write requirements and manage project).
• Electronic billing with major customer at same time operational application being updated
• Development of APIs for new tax books in fixed asset module after Humana acquisition
• Manage business (accounting) during implementation of new journal entry feed from Confidential 's "EHR" billing application
• Support efforts - Responsible for application reliability
• Address and manage all major issues and communicate status with business leadership
• This also included hands-on assistance ( Confidential .g., SQL queries, functional assistance with application)
• Project management for implementation and enhancements of other corporate applications ( Confidential .g., onboarding access, purchasing request and location finder access) as well as the IT migration of an acquisition
• Includes RACI, project plans, QA and JAD sessions and am familiar with both waterfall and agile processes
• Continually research additional functionality and make recommendations to business leaders based always with cost/benefit impact at forefront
• IT project manager during Confidential ’s acquisition of a pharmacy repackaging company including network, application and telecom setup. Complex migration completed when expected
• Implementation of Facility Master application which enabled a “single source of truth” for Confidential location data. Facility Master enables public search for clinics on www. Confidential .com
• Acted as Program Manager for RTM implementation, directing efforts by multiple IT and Accounting teams for interface from practice management applications to general ledger eliminating manual journal entries and providing additional revenue and metric details
• Successfully coordinated upgrades for Hyperion (Essbase/Planning) and the Oracle database

Integration Program Manager

Confidential

Responsibilities:

• Directing the functions of general ledger, payroll, and cash disbursements accounting
• Coordination and management of annual audit, and ensuring GAAP compliance
• Proactively review issues, research appropriate FASB literature
• Conducted preparation, review, and presentation of monthly financial statements and forecasts
• Implemented paycard system to eliminate paper checks for payroll
• By implementing structure in the accounting group and re-designing reporting process we sped up month-end close by two days
• With Confidential Lifestyle Properties (landlord) staff, we developed business requirements and vision/scope documents to negotiate a consolidated, outsourced accounts payable solution

Confidential

IT Finance Manager

Responsibilities:

• Coordination of budget process for IT departments ($70M annually)
• Prepared and presented monthly forecasts and assisted with long-term financial plans
• Return on investment (ROI) analysis on major operations
• Review and approve capital expenditure requests (verify compliance and need)
• Manage allocation of shared services and communicating utilization expenses.
• Assisted with negotiation of telecommunications contracts that ultimately saved Confidential $1.2 million per year
• Aided in negotiating a consolidated licensing agreement with a major software vendor. This agreement prevented violation of license compliance, and yielded more favorable license and maintenance costs Coordinated audit of developed software: This included cleaning up old projects, and developing reliable accounting procedures for development going forward
• Greatly approved financial oversight of Confidential IT with improvements in cost allocations, ROI analysis, reporting and communication with all leadership
• Submission and distribution of financial statements to operations and senior management
• Accounts receivable, inventory, fixed asset and accrued liability oversight
• Managed Accounts Payable department
• Coordinated the design, development and implementation of an interface between billing/collection system and general ledger
• Improved process of financial reporting by developing overnight processing and publishing
• Implemented improvements to reporting distribution via Lotus Notes portals
• Assisted in Oracle 11i conversion; participated in team developing new chart of accounts and produced tests during the integration
• Developed and implemented database for payroll accounting

Confidential

Accounting Manager/Assistant Treasurer

Responsibilities:

• Financial planning/analysis, budget and forecasting
• In charge of all accounting processes, accounts receivable collections, cash management, payroll, inventory management and financial reporting
• SEC reporting
• Manage leased property - i. Confidential ., coordinate utility maintenance and repairs
• Network administration;
• Addressed VAT issues with UK customer
• Restructured general ledger to ease administrative use
• Worked with publishing firm in development of new annual report