Professional Services

ROI Healthcare Solutions is a KLAS award-winning consulting & IT services firm, focused on bringing the greatest value to providers from their ERP, EHR, and Revenue Cycle technology. Our seasoned team of passionate experts understands the workflows of our customers firsthand and how to use systems to create efficiency, cost savings, and strategic alignment. We do this work because we believe healthcare providers deserve to focus on the patient -- first. ROI brings decades of experience implementing and optimizing legacy Lawson as it has evolved to Infor FSM and Infor HR Talent platforms. Our team excels at guiding customers with tailored roadmaps and driving transformative engagements that yield success.   As a Senior Consultant of Finance, I provide strategic advice to companies to solve business problems, create value, improve growth and maximize business efficiency and profitability through the configuration and use of technology tools. I partner with the customer's project team to leverage the Infor solutions, and provide guidance and knowledge to the team.  I collaborate with clients, advising them how to use information technology in order to meet their business objectives, and work to improve the structure and efficiency of technology solutions in various organizations.  To learn more about ROI, check out our website at: https://roihs.com/what-we-do/

Provided post production support at Gateway, Inc. for Oracle GL functionality, foreign currency accounting, and legal entity consolidation and liquidation, on an as needed contract basis beginning Nov 2010 and ended Feb 2017, prior to employment with Infor Consulting Services.

Provides clients with expertise in financial system implementation and process re-engineering enhanced by a business owner perspective earned through financial reporting and internal control management experience

Financial systems implementation and process re-engineering. Prophix Performance Management and Oracle GL applications support for optimal leverage of system functionality and rapidly available, actionable and compliant financial reporting.

Currency translation, GL maintenance, consolidation and financial reporting. Financial systems implementation and process re-engineering. Financial report writing, GL training and finance group support to leverage general ledger functionality; maintain foreign currency GAAP compliance; and integrate ERP subsystems and procedures.

Provide client testing, documentation, report writing, training and production support to implement Oracle general ledger functionality and integrate with ERP subsystems and procedures.

Guide the CFO on implementation of MAS 500 general ledger for optimal functionality. Evaluate financial cycle processes and implement improvement.

Prepare financial statements, notes and schedules in compliance with GAAP and SEC requirements for Berkshire Hathaway, the parent. Analyze and interpret financial results for the senior management team. Manage a staff of 7 direct and 12 indirect reports responsible for payroll, accounts-payable, and corporate accounting.

Provide analysis, reconciliation and procedural design relative to payroll accounts, working under contract for the Senior Vice President, Controller.

Led teams on Oracle, People Soft, and SAP R3 initiatives with a combined budget of over $250 million, enhancing management’s strategic decision-making power with more accurate, meaningful and rapidly available business information.

Directed an immediate staff of 5, managing 40 accountants and associates responsible for general accounting, accounts payable, transportation and property accounting/budgeting, and capital project tracking

Managed three professionals responsible for financial consolidation, reporting, planning and forecasting

Assisted in the control, consolidation and reporting of Division financials and managed an 8-member plant accounting department controlling cost accounting, inventory, accounts-payable, accounts-receivable, budgeting and forecasting.

Passed examination and practical experience requirement for that of a Certified Public Accountant