Oversaw and optimized financial operations in a community of over 300 residents receiving care in independent living, assisted living, skilled nursing, and memory care settings; responsible for budgeting, month-end close and financial statements, cash and investment management, audit compliance, billing and A/R, payables, and inventory management; reported to Executive Director.Budget Coordination—Coordinated timely and efficient operating and capital budgeting process for 2 entities, 22 departments totaling $22 million in annual operating budgets. Presented budget packages to board of directors.Financial Reporting—Reduced month-end closing period by 30%; responsible for all financial reporting, government reporting, cost reporting, month/year-end close.Financial Performance—Developed reports to improve key metrics in overtime utilization, inventory management accuracy, service line expenses, and costing accuracy in target departments.Capital Projects—Successfully completed accounting, direct purchase requisitions, reporting, and depreciation schedules for over 160 capital projects and acquisitions, including major projects of $10 million+.System Implementation—Led implementation of accounting, purchasing/inventory management, payroll, banking, electronic payment receipt, and asset management systems; led IT conversion from corporate shared network to independent network to improve network performance and customer service; IT Committee Chairman.Board and Leadership Presentations—100% of budgets and finance reports were approved by the board without exceptions or adjustments; responsible for reports and presentations in all board meetings, local executive meetings, and operational leadership meetings.

Led fiscal coordination, analysis, and reporting of 15 post-acute facilities and programs, including skilled nursing, assisted living, independent living, retirement communities (CCRC), and government programs (PACE); reported to CFO/CEO.Budget Coordination—Coordinated budget process for 15 facilities totaling $212 million in annual operating budgets. Specifically coordinated all departments’ budgets for the local 240-bed skilled nursing facility, negotiating elimination of $650K in unwarranted external expense allocations.Financial Analysis—Coordinated monthly budget variance analysis. Created multiple performance and trending reports to identify improvement opportunities and standardize reporting, as facilities were not on a common GL platform.Contract Negotiation—Led due diligence review and negotiation for a maintenance service contract. Mitigated $200K annual expense overstatement in the contracting company’s proposal.Expansion Due Diligence—Provided analysis, needs assessment, and financial due diligence for the team exploring a potential management relationship with an additional retirement community (CCRC organization).System Implementation—Contributed on steering committee responsible for implementing common system platforms across the organization.

Led fiscal coordination, analysis, and reporting for various service lines in three acute care hospitals and a skilled nursing facility.Budget Coordination—Coordinated budget process for various service lines, including Nursing, Surgery, Pharmacy, and Skilled Nursing, representing approximately $300 million in annual operating budgets.Analysis—Performed wide range of complex financial analyses and projects, including:>Management Report Development—Created and presented new management reporting packages for the skilled nursing facility, surgical services, women’s services.>Profitability—Analyzed profitability, revenue capture, and resource consumption for various service lines to identify improvement opportunities.>Insurance Contracts—Led insurance payor contract analysis, resulting in significant revenue rate increases.>Business Expansion—Created pro forma and analyses for new service opportunities in multiple service lines.>Month-End Variance—Identified, documented, and presented explanations of variance to budget and variance to prior year to senior leadership.Database Administration—Maintained online database and produced content for monthly statistical reporting.

Led fiscal coordination and analysis, for one of the largest blood processing and distribution organizations in the country; reported to the Chief Financial Officer.Budget Coordination—Facilitated development and analysis of the $80 million operating budget.Analysis—Coordinated and performed complex financial analysis, including business expansion plans, inventory management, and outsourcing cost comparisons and created multiple tools to track financial performance and resource utilization for 21 operating units in three states..Contract Administration—Reviewed over $6million of purchase contracts to track contract life cycles and prepare for renewal negotiation.

Led fiscal coordination and performance management for the operations division of a 630-bed academic medical center; reported to the Vice President of Operations.Department Supervision—Supervised managers for Management Engineering, ElderCare, Volunteer Services and Gift Shop departments.Budget Coordination—Coordinated budgeting process and tracked performance for the $330 million Operations Division with 29 departments.Contract Administration—Reviewed over $20million in inter-company and federal service contracts to plan for associated financial impact, and tracked contract life cycles.Performance Management—Developed, tracked, and reported financial and operational performance metrics and goals.

Provided project management, analysis and solutions to improve operational and financial efficiency in a multi-facility health system. Presented analysis and project results to executive management.

Provided research, analysis, and project management to improve operational and financial efficiency in a multi-facility health system. Presented analysis and project results to executive management.