Amy Sargent Email & Phone Number

Rochester, Ny, Us

Rochester, Ny

Rochester, Ny

A real estate development, management and brokerage company with holdings and management contracts across New York State, Ohio, Georgia and Florida.- Established accounting and financial reporting systems for over 12 new retail centers (1.5 million square feet) jointly owned with a publicly traded organization.- Oversees accounting, financial reporting, compliance, billing, collections and office administration.- Ensures compliance with SEC and lenders’ reporting requirements.

Rochester, Ny

-Key member of the senior leadership team collaborating with colleagues and the Board to determine and achieve the agency's strategic initiatives and its operational goals.-Plan, develop, organize, implement, direct and evaluate the agency's fiscal function and performance; participate in the development of agency plans, policies and programs as a strategic partner.-Plan for the agency's growth and long-term financial stability and health; monitor and report on political and regulatory change that may impact funding and reimbursement.-Department responsibilities include budgeting, accounting and reporting; cash flow and forecasting and investment management; financial management of public and private grants and contracts; ensuring adherence to financial control systems; audit preparation and management.-Oversee development of comprehensive financial statements and management reports, analyze and interpret them to the Board of Directors and its Finance Committee, the executive director and the senior management team.-Support the development director and program directors with financial analysis and preparation of financial proposals and reports for funders and potential funders.-Manage complex and diverse revenue cycle including third party payers, a $4+ million grant portfolio, pharmacy, clinical trials and contractual relationships.-Provide critical input to agency's business processes and procedures to ensure compliance, exceptional patient/client experience and efficiency.-Provide financial leadership in planning of new services that generate additional sources of revenue.-Establish and maintain effective working relationships with Funders, bankers, auditors, attorneys and colleagues in peer organizations.-Lead the senior management team in project prioritization and project management.

- Established an effective and efficient financial and accounting control environment in continuous compliance with GAAP and regulatory requirements. Received no management comments resulting from audits or regulatory exams for the last ten years.- Built and mentored a staff responsible for Budgeting, Investment, General and Cost Accounting, Accounts Payable, Investment Accounting, Bank Account Reconciliation and Financial/Regulatory Reporting. Achieved month-end close consistently in 3 business days, 4 at year-end.- Led strategic planning and budgeting process. Reduced budget process from 10 to 6 weeks.- Partnered with CEO and senior executives to develop Balanced Scorecard for the organization including 25 unit level scorecards resulting in improved brand equity, loyalty index and employee satisfaction.- Developed and documented internal control policies and processes consistent with SOX requirements.- Managed several project teams to achieve improved accuracy, member satisfaction and efficiency.- Successfully implemented budget, general ledger, fixed assets, accounts payable, payroll and operational systems conversions without disruption in day-to-day operations resulting in cost savings and improved efficiency.- Implemented vendor relationship management program and renegotiated major contracts to reduce expenses over $500k. - Served in leadership capacity on the following commitees: * Asset/Liability Management * Credit Administration * Enterprise Risk Management * Operations Review Committee * Strategic Planning & Execution * Product Pricing & Profitability

- Managed a staff of 25 responsible for Accounts Payable, General Accounting, Construction & Real Estate Accounting, Investment Accounting, Budgeting, Tax, Financial & Regulatory Reporting and Bank Account Reconciliation.- Developed and implemented accounting and operations policies.- Developed and implemented lending operations policies in underwriting and collections areas.- Successfully implemented several accounting and operational systems conversions.- Led various merger and acquisition and special project teams from due diligence through conversion.

- Supervised the work of entry level auditors/accountants on a variety of audit and consulting engagements, often scheduled simultaneously.- Clients included health and human services, financial services, not-for-profit, manufacturing, telecommunications and transportation industries.

B.S., Accounting

Accounting

Education record

Education record

Education record