FINANCIAL OPERATIONS MANAGER - SIMMONS CANCER CENTER
Strategic and analytical finance professional with 10+ years of success in financial management, financial reporting, analysis, and project management. Exceptional background utilizing data from diverse financial and information systems to build tools and forecasting models that remarkably improve organizational decision making capabilities. Demonstrated track record providing comprehensive financial forecasting, budgeting, analysis, and accounting to senior management. Skilled communicator, able to build strong working relationships.
Microsoft Office (Excel, Word, Outlook, PowerPoint, and Access), Cognos (Powerplay),
UT Southwestern Medical Center Dallas, TXFinancial Operations Manager - Simmons Cancer Center10/2015 to Current
Oversee monthly financial reporting for the Academic & Research components by supervising the production and analysis of monthly reports for faculty, shared resources and clinical research.
Prepare annual shared resource and clinical resource budgets with a thorough understanding of all sources of funding (NCI, institutional cost, cost recovery, extramural).
Prepare revenue and expense forecasts, monitor private fund and endowment income, and ensure maximized cost recovery on all subledgers.
Manage daily financial and accounting operations, activities and projects including relevant multi-disciplinary extramurally funded projects such as Cancer Center Support Grant, Cancer Biology Training Grant, and CPRIT.
UT Southwestern Medical Center Dallas , TXSenior Financial Analyst - Human Resources07/2014 to 09/2015
Provide direct proactive financial support in terms of budget development, performance analyses and operational/strategic financial analyses by managing the allocation of finances through the completion of monthly financial management reports, and management of department expenditures and other related fund activities.
Development of the annual budget and preparation of P & L financial schedules that support the annual budget development, fiscal year end forecasts, and monthly financial results.
Administer special trend analysis, comparison schedules, variance reports, including the design, preparation, and distribution of ad hoc reporting.
Monitor cost recovery and identify areas of poor performance, present findings, and make recommendations to upper management to optimize financial effect on business practices and future initiatives.
Maintain controls for policies and procedures for reporting system/financial system.
Request, input and review Contracts/MSAs relative to external staff agencies, consulting services, outsourced recruitment, and miscellaneous services.
Manage/Supervise direct report(s) tasks/responsibilities and provide education, career development opportunities and administer annual evaluations.
Accomplishments Designed a monthly method of reporting to outline budget, revenue/expenses, and deficit/surplus with YOY comparison and trending.
Recommended procedure changes to streamline the tuition reimbursement program process; including implementation of an Access database for file management.
Completed salary analysis resulting in a department savings of $120K in fringe benefit cost.
Rush University Medical Center Chicago, ILFinancial Analyst - College of Nursing04/2013 to 10/2014
Assigned to oversee the allocation of funds from the Graduate Nursing Education Demonstration; a federal initiative to grow the base health care providers by increasing the provision of qualified clinical training to APRN students.
Developed the annual budget relative to FTEs supported by RUMC and GNE in addition to budgeting and monitoring expenditures of the demonstration.
Generated detailed monthly reported related to percent effort and FTE salary, fixed costs, distribution of site payments, and miscellaneous expenses.
Reviewed YOY trends, variances, provide detail and justification summaries for CMS increases/decreases.
Collaborated with Faculty/Staff and external contacts to negotiate site contracts.
Accomplishments Designed and implemented new financial reporting mechanisms from manual processes to automated process within two months of hire date.
Created financial reporting database in MS Access related to the special needs of the demonstration for tracking student clinical hours, and invoicing.
Heritage International Christian ChurchChicago, ILFinance Manager01/2010 to 07/2012
Managed the finance team responsible for accounting and associated auditing duties.
Performed central accounting activities related to accounts payable, accounts receivable, cash management, payroll, and general accounting.
Prepared annual budget and forecast.
Maintained purchase order system and supervised investments and cash reserves.
Established cash controls and maintained daily transactions, general ledger, and prepared internal financial statements.
Administered month-end close process, bank reconciliation, processed and reviewed payroll.
Accomplishments Improved internal control efficiency and risk reduction by presenting expected audit scenarios.
Developed and implemented new finance processes and procedures for auxiliary services and other affiliated entities to establish financial goals and objectives.
Pregis CorporationDeerfield, ILFinancial/Sales Analyst11/2005 to 04/2010
Prepared and analyzed financial plans, forecasts models, and reports.
Provided support through information analyses (e.g.
current processes, actual vs.
budget, etc.); preparation of operational data/analyses for publication to various constituents throughout company (Management, Sales, Product Management, Operations, etc.).
Improved financial status by analyzing results and variances; identifying trends; recommending actions.
Created financial decision support for Financial Planning & Analysis.
Supported sales, finance, and organization executives globally by processing and reporting month, quarterly, and year end close, forecasting, AOP, KPI, commissions/bonuses, and rebates.
Performed ad-hoc reporting, analyses, and problem resolution.
Accomplishments Conversion of several manual processes into automated reporting processes.
Increased productivity by developing automated applications; eliminating duplications; coordinating information requirements.
Designed a user friendly reporting tool for over 75 sales representatives to review performance metrics on forecast, lost orders, performance against quota, products, and market segments.
DBA:Healthcare Management2018Walden University
MBA:Finance2015Keller Graduate School of ManagementGPA: Keller Graduate School of Management
Sigma Alpha Pi - The National Society of Leadership and SuccessSigma Alpha Pi - The National Society of Leadership and Success
Bachelor of Science:Finance/AccountingDeVry University
Sigma Alpha Pi - The National Society of Leadership and Success
Texas Notary Public Commission expires March 23, 2019)