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Chief Financial Officer / Senior Vice President Resume

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Blauvelt, NY

SUMMARY:

  • Dynamic Chief Financial Officer who leads financial operations, organizational development, funding acquisition and M&A support for growing healthcare and human services organizations. Leads and collaborates with cross - functional teams, Boards, C-level executives, government agencies and community entities to implement solutions that optimize performance.
  • Strong expertise in general accounting, budgeting, risk management, corporate governance and regulatory compliance. Selected achievements:
  • Introduced multiple programs into Connecticut for CP of Westchester after working with another state agency to share operations and provide new agency revenue stream, representing $1.5M in new volume.
  • Negotiated 50% increase in line of credit for Saint Dominic’s with interest rate decrease of 0.75% after soliciting competing bank proposals.
  • Smoothly navigated merger and acquisition of two agencies, representing $2M, for Confidential ’s, including system and cultural integrations.
  • Collaborated with COO at Confidential ’s to increase school solutions by 20% that enhanced capacity and tuition rates.
  • Heavily involved in the acquisition, financing and redevelopment of over $50M in property development over the course if career

EXPERTISE IN:

Strategic Planning

Operational Excellence

Financial Acumen

Continuous Improvement

Governmental Relations

Employee Benefits

Clinical Operations

Redundancy Minimization

Board Accountability

Banking Relationships

KPI Metric Analysis

Team Leadership

Business Forecasting

Funding Acquisition

Medicaid Funding

Government Grants

Increasing Market Position and Enhancing Efficiencies

PROFESSIONAL EXPERIENCE:

Confidential, Blauvelt, NY

Chief financial officer / Senior vice president

Responsibilities:

  • Specially brought on to stabilize financial operations and provide better Board reporting. Direct 15-person team in coordinating all financial operations and corporate governance.
  • Serve as agency liaison on financial matters with different government offices and other federal, state and local funders.
  • Recently negotiated 50% increase in line of credit with decrease in interest rate of 0.75% through contact with competing bank offerings.
  • Expanded school program offerings by 20% with COO in order to increase capacity and tuition rates.
  • Intimately involved in the agency’s conversion from grant based income to fee based managed care

Confidential, Valhalla, NY

Controller

Responsibilities:

  • Hired to eliminate backlog of government reporting and annual audit requirements.
  • Managed all fiscal and annual governmental reporting aspects.
  • Collaborated with senior management and Board to design and implement full range of operating policies and procedures.
  • Successfully revamped audit and government reporting from scratch within one month of hiring, resolving 60 days behind status and eliminating fines.
  • Updated and restructured payroll reporting to simplify future reporting activity.

Confidential, North Salem, NY

CFO

Responsibilities:

  • Hired to Provide financials oversight and to eliminate backlog of government reporting and annual audit requirements.
  • Led financial operations, along with annual independent audit and government reporting tasks.
  • Performed due diligence to evaluate potential acquisition targets and later helped in smoothly integrating two small firms, representing $2M in annual revenue.
  • Stayed on past contract schedule to recommend and identify highly qualified, full-time CFO.
  • Recruited to revamp financial functions and collaborate with senior leadership in all daily operations.
  • Directed all fiscal, budgeting and property management aspects.
  • Acted as agency liaison on financial issues with various government entities.
  • Closely liaised with Board on all corporate governance issues.
  • Worked with Board and senior management to increase overall agency direct care base salaries by 20%.
  • Streamlined independent audit process, decreasing completion from over five months to less than 45 days

Confidential, Stamford, CT

Chief Financial Officer

Responsibilities:

  • Challenged with stabilizing financial department, resolving supportive housing programs facilitated organizational merger between two agencies.
  • Led 15 staff in handling all fiscal, budgeting, personnel, IT and facilities functions, as well as being accountable for finances and funding for three supportive housing projects.
  • Successfully piloted the acquisition and integration of two agencies into parent corporation.
  • Instituted spending and operational changes that extended LIHTC funding reserves by five years.
  • Active member of team tasked with preparing tax credit application for two supportive housing projects; also completed certificate program to create supportive housing resource.
  • Saved over $100K annually with extensive cost reduction measures; also doubled size of IT network

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