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Focused Vice President of Finance with expertise in guiding organizational growth through robust financial strategies and management. Accomplished in recognizing operational inefficiencies and risks and improving internal controls, standards and procedures. Possess solid leadership, communication and interpersonal skills to establish rapport with all levels of staff and management. Excited to bring more than 18 year background to one of the fastest growing healthcare IT companies in the U.S.
- Financial forecasting and budgeting
- US GAAP proficiency
- Executive leadership advisement
- Profit and loss management
- Month-end and year-end closings
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- Financial document review
- Corporate strategic planning
- Financial strategy management
- Team Management
- Operational and Process Improvement
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Vice President of Finance, 01/2016 to Current
Black Butte Ranch – Sisters, OR,
- Collaborate with Product Vice Presidents to manage budgets and financial planning, delivering accurate and compliant data.
- Review internal financial and operational reports to influence strategic business planning.
- Collaborate with product leaders and staff to provide education and training on finance and accounting procedures.
- Advise executives on contracts with significant financial implications.
- Develop annual budget and compared actual expenses against projected budget monthly.
- Collaborate with finance and accounting departments to deliver comprehensive financial information to facilitate strategic decision making.
- Direct and coordinate 30 personal lines department budgets worth combined $65 million per year.
- Streamline agency operations to achieve new efficiencies, improve agency on boarding and reduce errors by 15%.
- Limit financial discrepancies, reviewing and approving billing invoices and expense reports.
- Develop and implement promotional strategies to drive top line growth and maintain budgetary guidelines.
- Monitor supplier operations to verify quality, delivery schedule and conformance to contract specifications.
- Participate in activities involved with organizational transformation and implementation.
- Engaged professionally with Product Leaders and customers to build rapport and nurture relationships.
- Supervised and led five department managers while overseeing performance and productivity of 15 employees.
Investor Relations Director, 01/2014 to 08/2018
Medtronic Inc. – Green Bay, WI,
- Partnered with executive leadership to establish strategic plans and objectives surrounding outreach to Wall Street and rating agency analysts.
- Managed executive participation in Wall Street analyst interactions.
- Supported credit rating agency and Wall Street meetings; including the development of presentation materials, as needed.
- Maintained strong relationships and served as primary point of contact with research analysts covering the company.
- Compared analyst estimates to company forecasts developing key topics for the earnings call, monitored analyst questions posed on peer companies' earnings calls in advance of quarterly earnings.
- Utilized SNL to compile, monitor and analyze Key Performance Indicators (KPI) and financial ratios such as combined ratios.
Financial Accounting Manager, 01/2008 to 01/2014
Advanced Micro Devices, Inc. – Phoenix, AZ,
- Optimized staff productivity by managing inter-team conflict resolution, yearly performance reviews, hiring and terminating processes, and training initiatives.
- Researched, analyzed, interpreted and implemented new, existing and proposed accounting standards.
- Provided technical accounting expertise with respect to corporate transactions, projects and other business initiatives.
- Established and maintained financial accounting policies, internal controls and reporting processes.
- Prepared, reviewed and analyzed consolidated financial statements to ensure compliance with GAAP, SEC and Company policies.
- Coordinated internal and third-party financial and accounting audits.
External Financial Statement Audit Manager, 05/2001 to 01/2008
Ernst & Young LLP – City, STATE,
• Directed financial statement, pension, 401(k), and A-133 audits, within the health care industry.
- Communicated audit plans to executive management team.
- Applied audit fundamentals to identify risks and develop action plans.
- Researched technical accounting issues to ensure appropriate accounting compliance with GAAP and other regulatory requirements.
- Managed and coached teams of up to 10 individuals on audit projects.
- Managed completion of planned audits, reviewed records and procedures for accuracy to accomplish objectives and appraised policies and plans under audit review.
- Prioritized multiple, concurrent projects to deliver high-quality results.
- Trained, developed and provided performance management initiatives to audit staff.
Master of Science: Accounting, Expected in 08/2002
University of Notre Dame - Notre Dame, IN
GPA:
Bachelor of Science: Finance And International Finance, Expected in 12/2000
Pennsylvania State University - University Park, PA
GPA:
Audit Committee Chair from January 2011 to May 2012 for the Rosemont Center. The Rosemont Center served abused and troubled children through its foster, counseling and residential treatment programs.
- Certified Public Accountant (CPA)
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