San Francisco Bay Area
Executive level finance and accounting professional with leadership experience in the Not-For-Profit, Banking, Healthcare and Hospitality / Gaming industries. Skills encompassing roles that incorporate a strategic element including bankruptcy, mergers & acquisitions, system implementations, process re-engineering and business process improvement. Supervisory experience ranging from two to fifteen direct reports and forty indirect reports.
• Collaborate with the Governing Board, President and Vice President of Development to support and advance the goals of the Foundation. • Prepare and oversee financial projections, investments, budgeting, accounting, payroll, and purchasing for The Foundation. • Treasury management, including cash flow management and working capital monitoring. • Responsible for oversight of the Foundation’s investment management function including relationships with the custodian bank, investment advisors and managers, reporting and development of collateral materials and reporting to constituent investors. • Responsible for oversight of accounting systems, processes and related internal controls. • Manage compliance with regulatory requirements including corporate registration, income and sales tax exemption status. • Develop an enhanced system of internal controls and maintain a documented system of accounting policies and procedures. • Prepare the annual Audited Financial Statements; coordinate the annual audit and preparation of Form 990.
Consultant on Controller level consulting engagements in the healthcare industry.
• Managed team of 15 staff with responsibility for all aspects of accounting function for 16 casino / hotel properties. • Managed month-end close process including generation of detail financial statements showing results for all casino entities. • Produced complex consolidating financial statements in conjunction with issuance of SEC reporting on a quarterly basis. • Participated in development and implementation of Sarbanes-Oxley processes and procedures. • Reported to VP of Accounting and CFO. Interacted daily with executive management within the corporate office and Directors of Finance at the property level. • Coordinated standardization of accounting policies and procedures across all properties. • Served as functional Cognos administrator; developed, implemented, and integrated system process improvements.
• Managed three Operations Accounting groups; ATM Accounting, Bankcard Accounting, and Commercial Services Accounting, with four direct reports and indirect supervision of forty employees. • Managed reconciliation process including aging and clearing of items from 600+ operational accounts. • Reported directly to Operations Controller. Assembled monthly management reports of all accounts for review by business line CFOs and Executive Management. • Partnered with Servicing areas, IT, Risk Management, Finance and Audit teams on multiple process improvement and efficiency initiatives. Recognized as the subject-matter expert for areas of responsibility.