Provide Finance leadership supporting a $200M+ health system portfolio with 22 post acute centers located in MO, TX, and WA.

As a trusted partner to the CFO, successfully oversaw budgeting, financial modeling, and compliance enhancements for a post-acute portfolio company. Leveraged in-depth financial analysis to identify actionable insights resulting in $1 million in expense reductions. Developed strategic relationships, negotiated agreements, and fostered collaboration within the finance team. Led a project to revamp financial reporting and implement cutting-edge technology tools to optimize operations and provide valuable insights. Played a key role in strategic decision-making, including portfolio investments, staffing initiatives, and fostering accountability throughout the organization.

In a consumer finance fintech/neobank startup (Series B), successfully managed day-to-day operational accounting responsibilities encompassing accounts payable and receivable, expense accruals, prepaid assets, corporate cards, expense reimbursement, fixed assets, and equity administration. Developed a comprehensive working capital cash forecast utilized by the Senior Leadership Team and Board of Directors to inform decision-making. Implemented operational accounting technology tools to enhance efficiency and maintain robust controls. Provided valuable support to critical business initiatives, including due diligence reviews for fundraising campaigns and annual compliance audits. Managed 6 FTEs.

** Former GE Capital LE **Provided technical guidance on revenue recognition (ASC 310) for Sponsor Finance syndicated loan portfolio valued at $11 billion, resulting in an impressive $300 million in fee income. Ensured the accuracy in all financial reporting activities while extending support to the Commercial and FP&A teams for revenue forecasting. Following the divestiture of the leveraged finance business to the Canadian Pension Plan Investment Board in August 2016, seamlessly transitioned into a role encompassing due diligence support and trailing services for the divested entity. Led the charge in developing robust internal control protocols within the Operations function, amplifying oversight and streamlining reconciliation efforts for the new entity.

Provided crucial technical guidance on revenue recognition (ASC 310) for a substantial syndicated loan portfolio valued at $20 billion, resulting in an impressive $400 million in fee income. Supported multiple business verticals, including Sponsor Finance, Healthcare and Consumer teams. Ensured the accuracy in all financial reporting activities while supporting the Commercial and FP&A teams in revenue forecasting. Additionally, presented quarterly results to the GE Capital Americas CFO, showcasing financial performance.

Managed the financial statement close process, overseeing general ledger maintenance, account and bank reconciliations, and journal entry approvals for the largest network hospital and parent organization. Generated timely variance analytics for operating expenses and offered guidance to senior management as needed. Managed team of 13 FTEs.

Managed post-financial crisis regulatory compliance reporting (FR Y-9C, Y-11, 2314) and consolidated vital lending metrics for aged accounts reported to the Federal Reserve. Implemented standardized reporting templates and submission protocols in collaboration with legal entity controllers, streamlining the automation of over 200 quarterly legal entity submissions. Managed 3 FTEs.

Supported the External Reporting function by assisting with Earnings Release flash reporting and preparing SEC filings (10-Q, 10-K). Produced monthly FFIEC 031 Call Report for American Express Bank. Provided due diligence reporting for the divestiture of American Express Bank to Standard Chartered.

Managed the books and records of both owned and third-party managed commercial properties, ensuring accurate financial statements, analyzing variances, maintaining rent rolls, lease abstracts, and vacancy reports. Conducted monthly income and expense forecasts, providing comprehensive reports for review by the Property Manager.

Developed core foundation in auditing financial statements, conducting internal control evaluations, and ensuring compliance with industry regulations and standards. Skilled in performing risk assessments, attestations, agreed upon procedures, and implementing effective financial controls. Proven ability to work collaboratively in fast-paced environments, delivering accurate and timely results. Committed to delivering exceptional client service and contributing to the success of the team.Key clients: GE Capital, Pepsi Bottling Group, Landmark Partners (mezzanine fund), Davidoff of Geneva