Provide area managers financial insight to better run their projects. Analyze sources of revenue and expenses including labor, subcontractor costs, etc. to maximize EBITDA.Responsible for the creation of CapEx analyses for management including analysis of costs, depreciation, ROI, NPV and IRR.Creation of monthly performance slide deck to review with ownership group. Participate in conference calls, responsible for explaining variances to budget and resulting corrective actions to improve growth and profitability.Proficient in the use of Microsoft Business Intelligence (BI) data query tool

Responsible for leading the creation of the annual operating and capital budgets for three divisions, vetting the results and looking for opportunites for revenue enhancement & expense reductions. Variance analysis of monthly P&L's, reviewing the results with division general managers, sales manager and product managers. Track how fluctuations in foreign exchange rates affect our pricing models domestically, in addition to sales we make into the European and Asian markets.Creation of new product feasibility analyses. Analyze inputs including bill of material costs, overhead burdens, cycle times and CapEx required and then determine ROI, NPV, IRR and break-even. Present and review with senior management.

Developed comprehensive financial plans for high net worth clients ($5MM - $40MM) as part of a team that included investment managers, estate planning attorneys and insurance professionals.Solved complex estate tax issues through financial modeling of various solutions, coming up with suitable options for clients such as the installment sale of a business to a "beneficiary defective trust".Ensured client understanding of their estate plans, cash flows, estate distribution goals, estate planning documents, tax issues and investment strategy.

Member of team responsible for creating and vetting the annual operating and capital budgets for St. Lukes Medical Center. Created supporting documents including analysis of budget to actual, justification of revenue estimates and contractual allowances.Analyzed monthly P&L’s for Radiology, Surgery, Pulmonology, Ambulatory Services, etc. Reviewed variances with department managers and crafted solutions to maintain adherence to budget goals. Worked with department leads to generate $300,000 in expense reductions necessary to meet departments’ 2005 budget goalsCalculated new procedure pricing that was both competitive and profitable. Analyzed equipment and supply costs, labor costs, competitor pricing and regulatory/payer considerations.Generated monthly VP financial reporting package. Analyzed the financial impact of monthly and YTD changes in the balance sheet, income statement, and payer mix.

Managed the books of business for five audit and tax Partners. Made recommendations to improve profitability based upon variance analysis of client engagements. Also prepared forecasts, created annual operating budgets for each engagement, analyzed budget to actual variances and provided solutions for negative budget variances.Reduced unbilled inventory from $1,700,000 to $235,000 in 18 months. Reduced average accounts receivable aging from 185 days to 43 days in 14 months.Beta tested PeopleSoft ERP finance package. Provided developers with change matrix. Trained staff in Milwaukee, Chicago and Montreal on final iteration of the PeopleSoft package. Met monthly with Area Director of Finance to review and explain drivers of the financials.