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Innovative Financial Executive and Corporate Controller offering 16+ years of success in operational finance and accounting. Proven ability to collaborate with C-suite teams on financial strategic planning to achieve business goals. Strengths in change management, setting strategic vision, and leading high-performance teams. Known for analytical problem solving, articulate communication skills, and ability to thrive in high-stakes environments.
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Albireo Energy – Birmingham, AL,
HSM is $136M healthcare management company managing 21 skilled nursing and assisted living facilities across United States.
- Manage forecasting and administration of $135M budget; accounting, payroll (2,500 employees), and financial reporting; 5500 filings for 401(k), and annual/monthly financial close processes for 47 sets of books with consolidation.
- Lead and provide strategic direction for team of 42 employees, supporting team through change management and departmental restructuring.
- Facilitate training and professional development for team members across multiple states.
- Direct financial strategic planning, implementation of policies and procedures, and efforts to reduce organizational risk and costs.
- Conduct internal audits, facilitate external audits (HUD, 401K, & financial), and implement recommendations.
- Standardize and document accounting policies and procedures, including authoring companywide manual.
- Project manage implementation of accounting software, including training and support.
- Coordinate Medicare and Medicaid cost reports across multiple states.
City Of Tulare – Tulare, CA,
Since 1986, United Way of Citrus County has been radically improving lives by creating lasting change to meet needs of underserved communities. Served as interim CEO during 2012 search for permanent placement.
- Established strategic plans for financial operations to reach organizational goals.
- Managed organizational budget with attention to cost savings.
- Oversaw strategy and execution for fundraising efforts.
- Delivered financial models, reports, and statements to executive team to inform decision making.
- Prepared and analyzed monthly financial reports and dashboards for all programs.
- Analyzed business trends and forecasts; partnered with executives to adjust budgets to maximize growth.
- Drove alignments between campaign and financial software to increase efficiency and accuracy.
- Served on National Planning Committee for Finance and Human Resources Forum (2013, 2014, 2015).
Abbott Laboratories – Bend, OR,
Suncoast Environmental Controls is supplier of electrical equipment.
- Managed day-to-day financial operations, including accounting, tax preparation, financial reporting, statement preparation, GL journals, and reconciliations.
- Streamlined tax processes and added federal and sales tax tracking for multiple states.
- Developed and implemented accounting, payroll, financial modeling, and collections systems to greatly improve efficiency and profitability.
- Educated staff on necessary actions to achieve strategic goals.
- Leveraged market trends and industry surveys to compile data for exploring revenue generating and growth opportunities.
FINANCE SPECIALIST
Florida Army National Guard - St. Augustine, FL
Saint Leo University - Saint Leo, FL,
Grand Canyon University - Phoenix, AZ,
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School Attended
- Saint Leo University
- Grand Canyon University
Job Titles Held:
- Corporate Controller
- Chief Financial Officer
- Senior Finance Manager
Degrees
- Master of Business Administration (MBA) in Accounting
- Bachelor of Science in Accounting
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