Fort Lauderdale, Florida, United States
Senior Finance & Consultant responsible for the integration of people, process, and technology to accomplish best practice financial operations. Expertise includes: Revenue Cycle Management and Accounts Payable Processing; Financial Accounting & Internal Control; Financial Analysis, Forecasting & Budgeting; Financial Systems; Treasury/CashFlow Management. Power BI and the Microsoft Power Platform.
• Implement progressive Finance solutions for Finance teams, leveraging the Microsoft Power Platform and other finance automation best practices. • Launched Concur Travel & Expense application to 60+ expense and travel system users. • Implemented BlackLine Systems Task & Recon modules to 14 users. • Transitioned manual reporting process to Power BI Desktop and Power BI Service. • Converted QuickBooks Online company to Dynamics GP ERP.
• Principal financial officer for InComm Agent Solutions, Inc., a national payments processor and a subsidiary of inComm, the industry leading marketer, distributor and technology innovator of stored-value gift and prepaid products. • Responsible for all company Financial Reporting, Accounting & Internal Control, Financial Analysis, Forecasting & Budgeting; Revenue Cycle Management, including Collections, and Cost of Sales payments processing. • Lead a team of 20+ finance and accounting professionals responsible for all financial activities of the company. • Implemented Power BI reporting models to improve payments processing and reconciliation. Improved management reporting by implementing Power BI dashboards. • Responsible for all budget, planning, and reporting activities. • Implemented Solver's BI360 Financial Reporting, Planning, and Data Warehouse Business Intelligence solution that significantly improved financial reporting and planning processes. • Implemented the BlackLine Systems Financial Close Management and Account Reconciliation governance automation solutions. • Manage company financial activities utilizing Microsoft Dynamics GP ERP software
• Finance Director for one of the nation's largest Plastic Surgery groups. Responsible for managing all company financial functions, including: Financial Planning and Analysis, Accounting & Internal Controls; Accounts Payable; Accounts Receivable. • Ownership of all financial, strategic planning and sales management reporting for the company, including daily, weekly, monthly, quarterly, annual and ad hoc reporting and analysis. • Management of the annual planning and ongoing forecasting process. • Partner with CEO/Owner to develop and execute the companies growth strategy and business model. • Responsible for Expense management (including bi-weekly payroll management) to improve efficiency and eliminate waste. • Profitability modeling and management for all Products, Locations, and Compensation Plans.
• Finance Director for Florida’s largest Pediatric Medical Group, responsible for providing over-all financial leadership and direction in the areas of: Financial Reporting, Accounting & Internal Controls; Financial Analysis, Forecasting & Budgeting; Medical Supply Chain Operations / Purchasing; Accounts Payable. • Responsible for all budget, planning, and reporting activities for companies in excess of $125mm in revenue. • Key Driver of significant treasury operations improvements, saving $200k+ of annual banking fees. • Implemented successful financial systems automation projects, including: Concur T&E Processing Automation; Purchase Card; ACH; Automated Check processing; Merchant Services Optimization; G/L Upgrades; Prophix OLAP reporting & analysis tool implementation; • Successfully upgraded finance department processes, technology and talent. Significantly improved financial controls and effectiveness for all accounting operations functions, including Accounts Payable and Purchasing.
Regional Finance Manager for USI’s Southeast insurance brokerage operations, located primarily in Florida and Tennessee. Responsible for all Financial Management activities for Region/Legal Entities, including: Financial Accounting & Internal Control; Financial Analysis; Forecasting & Budgeting; Accounts Receivable; Accounts Payable; Sales Compensation & Reporting, Quarterly Corporate Reviews. • Responsible for all budget, planning & forecasting activities for region with nearly $50mm in annual revenue. • Created a CFO Function from scratch; Leader of a diverse team of 16 accounting and finance associates, plus 2 training/project managers. • Key Driver of 7 insurance agency acquisitions and $10mm of revenue in 2 year period. Led negotiations for pricing and deal structure, liaison with legal team on M&A documentation, personally supervised implementation of the integration project plans. •Project Champion on conversion of 2 operating systems to a single platform Member of corporate. IT Steering committee.