Motivated finance professional that develops strategic alliances with organization leaders to effectively develop and support key business initiatives and strategic goals. Excellent planning, analytic, budgeting, and business management skills. Demonstrated problem solver that enjoys finding creative solutions in changing fast paced environments. Committed to building and retaining high performance teams by coaching, developing and motivating skilled professionals.
Builds High Performing Accountable Teams
New Business/Process Implementation
Coach, Motivate, and Mentor Leaders
Present financial statements and budget to the Finance Committee and Board of Directors during CFO transitions.
On-boarding and knowledge transfer to Interim CFO and CFO.
High Performance Training and Coaching Certification.
Reduced the accounting close process by three business days by improving processes and creating a culture of accountability around financial reporting time frames.
Redesigned the budget and forecasting process to enhance modeling, assist in projecting ROI on capital and project requests, reduction of manual inputs improving the timing of the budget process by three weeks, and reducing meeting time by 12 hours for 7 executives and 16 directors.
Designed and implemented a ledger system to report performance by line of business, inform all associates on operating performance, and enhance line of business decision making.
Identified process improvements to increase capacity and reduce administrative expense.
Streamlined manual statutory reporting process and reduced monthly reporting turn around time by two days.
Implemented financial summary statement for C-Suite executives to disseminate monthly financial reporting.
Implemented monthly financial review process to encourage discussions on financial performance and annual initiatives.
Director of Financial Reporting04/2015 to CurrentHealth New England, Inc.Springfield, MA
Co-led design and implementation of Health New England's NAIC Model Audit Rule compliance and monitoring program, including risk assessment, documentation of process controls, routine monitoring, and corrective action plans.
Developed reporting to monitor financial performance of new pharmacy benefit manager contract. Developed projections with Director of Pharmacy to track contract performance and pharmacy management initiative performance.
Implemented a process to monitor rate and volume performance for current month and current year to assist executive team in decisions to drive positive performance.
Responsible for managing a team of 14 including management and individual associates, performing skills gap assessments, providing training and coaching, and ensuring that the organization has the right talent to execute and provide analysis on strategic initiatives to impact future performance.
Participate on a cross-functional team to design provider payment strategies with an emphasis on provider engagement, financial analysis, shared savings and alternative payment methodologies.
Review of accruals and payments to provider groups based on contracted incentive programs and goals.
Participate on two pillar teams to develop strong leaders and grow membership base to deliver on long term strategic goals.
Consult with underwriting department on an internal audit of all medical inputs used to develop merged market and large group premium rates to ensure accurate rate development.
Provide actuarial support across the organization related to regulatory filings, rates, and liability development.
Serve as the CFO for newly formed Baystate Healthcare Alliance ACO.
Interim CFO02/2017 to 05/2017Health New England, Inc.Springfield, MA
Serves as Chief Financial Officer of the firm.
Oversees preparation of all internal and external financials as well as all financial
regulatory and tax filings.
Serves as a key member of the Senior Management Team, helping to set strategic direction and monitor
financial performance over a multi-year time horizon.
Assists in risk management and internal audit of procedures and processes.
Works cooperatively with medical area to implement medical management initiatives and rating and underwriting to ensure the
financial stability of the firm.
Presents financials and other relevant information to the Board of Directors on a regular basis.
financial advice to the CEO and senior management team.
Manager of Financial Reporting07/2014 to 04/2015Health New England, Inc.Springfield, MA
Managed quarterly and annual regulatory and statutory reporting functions including review of all regulatory financial reports for three insurance companies including NAIC filing (blue book), medical loss rebate reporting, ACA reporting for transitional reinsurance, and risk corridor, and external reports to Federal and State entities (Medicare & Medicaid) in accordance to established deadlines.
Provided leadership and oversight for all accounting and general ledger activities, financial reporting and analysis, and budget activities for a $900 million regional health plan.
Prepared and coordinated the review of financial information for Health New England's Board of Directors, committees, senior management, and external customers on a monthly basis.
Review and coordinate administrative, other medical expense, and pharmacy rebate submissions to actuaries for Medicare bid submissions
Implementation and oversight of transition to non-profit 990 tax filing for Health New England, Inc. including working with external tax consultants and review of initial 990 filing.
Financial implementation leader for Minuteman Health (Massachusetts) Third Party Administrative Services project.
Accounting Manager01/2008 to 07/2014Health New England, Inc.Springfield, MA
Participated on a cross functional team that identified external vendors, created processes and controls to monitor compliance with Medicare regulations.
Designed and implemented an accounting system to track, monitor and report financial information for start up Medicare line of business.
Enhanced external reporting to parent company to deliver financial information that improved decision quality.
Implemented accounting processes and controls to ensure CMS and state regulations were implemented and followed for Medicaid line of business.
Created and designed measures and metrics to monitor and track performance, identified opportunities for improvements, and implemented new processes including automating accounts receivable processes which increased capacity by 46%.
Responsible for leading all financial activities related to the balance sheet including cash, accounts receivable, fixed assets, accounts, payable and treasury functions. Managed all activities related to the income statement including revenue, medical expenses, and sg&a expenses for four companies.
Increased revenue $700K from 2010 to 2015 by leading a cross-functional team to implement a monthly reconciliation of daily enrollment and payment information for Massachusetts Medicaid line of business.
Accounting Supervisor10/2006 to 12/2007Health New England, Inc.Springfield, MA
Supervised a team of six accounting associates, developed goals, monitored performance, and created growth and training opportunities to promote team strengths.
Enhanced the process to review and calculate changes to provider contracts, including calculation for surplus, capitated agreements, and pay for performance incentives.
Responsible for the preparation of consolidated financial statements.
Coordinate cross departmental audit deliverables and work with external auditors to ensure timely completion of audited financial statements.
Senior Accountant10/2000 to 09/2006Health New England, Inc.Springfield, MA
Cash management activities including coordination, implementation and training for new Bank of America services.
Implementation of FAS2000 capital and expense tracking system.
Implementation of billing module in general ledger to automate ASO billing process.
Senior Accountant12/1999 to 10/2000Sisters of Providence Health SystemHolyoke, MA
Preparation of 990 tax returns for two entities.
Trained and supervised two staff accountants.
Developed conversion process to assist in general ledger system implementation.
Staff Accountant02/1999 to 12/1999Sisters of Providence Health SystemHolyoke, MA
Designed and maintained capital tracking system for Mercy Hospital
Documented standard procedures for SPHS Corporate and Brightside general ledger accounting.
MBA: Business Administration2014Our Lady of the Elms CollegeChicopee, MA, USA3.7 GPA
Bachelor of Science: Business Administration1998Westfield State CollegeWestfield, MA, USA