• Supporting The CFO with budgeting a recent acquisition. • Reviewing and identifying contracts for budget impact. • Analyzing Revenue history, defining drivers. and forecasting the expectations for the next yea

• Responsible for the timely regulatory filings of bond covenants on EMMA, for Cost Reporting to CMS, statutory reporting to the NC Department of Insurance, and 990’s and 5500’s with the IRS.• Managed the preparation of the 2020 and 2021Budgets and Audits• Claimed all Covid Relief Fund available to Salemtowne.• Reported monthly, quarterly, and annually to the Finance committee of the Board of Trustees.• In addition to monthly financial reporting, I provided financial analysis to the Executive Team, informing discussions concerning business operations, staffing and benefits design, and future strategic initiatives.• Managed the Finance Department, Accounts Receivable and Payable, Fixed Assets, and the billing team, eliminating a consultant and one FTE. Processed payroll while hiring a new Payroll Specialist.• Accounted for construction project preparing bond draw requisitions and making required filings • Initiated process and system improvements, saving time, costs, and improving reporting.

• Managed financial reporting, budgeting, planning, and benefits while continuously working in close relationship with all levels of the organization to build teams and improve the design and integration of business systems ensuring the transaction and analytical systems combine to increase the timeliness and accuracy of the information needed by decision makers to maintain a competitive edge. • Focused the finance department on producing GAAP basis Financials on a Monthly Basis and ensured all financial regulatory reporting was filed timely.• Brought planning, forecasting, financial analysis, and information systems experience to the Executive Team, informing discussions concerning business operations, staffing and benefits design and future strategic initiatives.• Formed a close working relationship with the Board of Trustees, providing financial and business insights to the Executive, Finance, Investment and Strategic Planning committees.

• Prepared the interim and annual consolidated international financials for reporting to management, the Board of Directors, Shareholders and the SEC. Worked closely with the external auditors to ensure the accuracy of reporting.• Managed the budget process, providing guidance and information to operations worldwide to assist them in the preparation of their budgets and then consolidated the budgeted financial statements for the corporation.• Designed and setup Essbase cube to drive Excel reporting of consolidated financial statements and ad hoc analysis.• Developed and implemented the International Consolidation of Mexican, UK, and US financials, automating currency conversion and GAAP vs IFRS in Lawson Financials (now Infor)• Partnered with IT and programming support for Lawson Financials and Payroll (now Infor) on Unisys, AS400 and Unix platforms to ensure stakeholders receive the system configuration, education, and training necessary for the business to make the most of software. Traveled to the UK and Mexico to ensure that vendor project managers and local business staff’s software implementations properly addressed the local country needs and supported the US consolidation.• Managed Accounts Payable and Fixed Asset staff.

Audit, Compilations, and Tax

Responsible for Store CashOrdering inventoryManaging 15 employees