Responsible for overall compliance activities for West Market finance team, managing key compliance processes, and identifying areas of improvement which would enhance service levels to customers.Financial & Operational Highlights:• Responsible for completing quarterly/annual self-assessment internal audits by deadlines for 5 sites. • Oversees continuous review of internal processes to ensure compliance (Sarbanes/Oxley). • Recommend necessary actions to management to improve/correct those processes identified.

Responsible for overall compliance activities for local finance team, managing key compliance processes, supervising associates who maintain accurate perpetual inventory records including $49M in inventory, and identifying areas of improvement which would enhance service levels to customers.Financial & Operational Highlights:• Manage Inventory Control, Quality Assurance, Driver Check In, Will Call, and Cashier/Imaging.• Oversee Product Recall function and HACCP compliance.• Manage staff of 12, with 5 more indirect reports.• Completed quarterly/annual self-assessment internal audits by deadlines

Provided status of financial condition by collecting, interpreting, and reporting financial data for company totaling $9 million in sales. Analyzed financial results for reporting to management and corporate office. Guided financial decisions by establishing, monitoring, and enforcing policies and procedures.Financial & Operational Highlights:• Oversaw finances, accounting, reporting, billing, credit, collections, cash management, budgeting, forecasting, A/P, A/R, cost negotiations, and human resources, including payroll.• Developed accounting department – small company merged with large company.• Managed staff of 3, with 3 more indirect reports.• Coordinated software implementation from QuickBooks to Sage300

Oversaw all financial aspects and human resources for company totaling $13 million in sales. Devised cost controls and annual business plan with CFO. Analyzed financial results for reporting to executives.Financial & Operational Highlights:• Created financial package to report financial status to executives. • Developed formal policies for all aspects of the company.• Changed company from Cash Basis to Accrual Basis.

Oversaw finances, accounting, reporting, billing, credit, collections, cash management, budgeting, forecasting, A/P, A/R, cost negotiations, and human resources for company totaling $19 million in sales. Lead onsite team, including Sales Analysis Manager and Compliance Admin. Devised cost controls and annual business plan with General Manager and department heads. Analyzed financial results for reporting to management and corporate office.Financial & Operational Highlights:• Saved approximately $500,000 per year by analyzing piece part costs, negotiating these costs with China.• Utilized purchase discounts from vendors – saved over $10,000 annually.• Increased efficiency and accuracy by automating and consolidating functions as a result of workforce downsizing.

Assisted in the preparation of annual operating budgets, performed monthly maintenance and auditing of Decision Support system, updated net revenue modeling capabilities and indirect allocation within TSI system. Assisted operational management in identifying financial opportunities for improvement and analyzing performance by providing data, program analyses, profitability reviews and proformas.Worked with entity management to develop and monitor effective cost standards and worked as key liaison with IS, Accounting, Reimbursement, Payroll, and various other departments to ensure the DS system was consistent with other operating systems.Educated and supported assigned entity management in comprehending financial reports and performance.Created ad hoc analysis, as requested.

Provided support to users of products and services and helped in the analysis of requests for system or process changes and faults. Acted as the user liaison with IT systems and support.Analyzed the impact of proposed new processes or system development by working with customers, staff and managers to identify their needs.Identified procedural implications of proposed system changes or developments. Prioritized action and complete help desk calls, investigated delays in response time and took appropriate remedial action.Produced implementation plans and, where appropriate, options for consideration.Created ad hoc analysis, as requested.Managed the support and direction of junior staff (3) assigned to the team.

Responsible for working with all levels of management in developing, maintaining, and evaluating various spreadsheet models, such as product pricing and budgets. Also responsible for all aspects of Purchasing.Developed and maintained spreadsheet models to evaluate product pricing.Developed and maintained spreadsheet models for productivity and staffing. Responsible for provider billing and new sales reports.Budget forecasting and reporting.Created ad hoc financial and data analysis, as requested.Monitored purchase requisitions, purchase orders, and maintained supplies.

Performed the more complex duties involved in compiling, analyzing and reporting the financial performance of departmental operating units.Analyzed monthly financial statements to determine proper charging of operating revenues and expenditures in accordance with company procedures.Monitored and reported on financial performance of individual departments and the division as a whole; recommended corrective actions based on analysis. Worked with departmental directors, unit managers and appropriate personnel to prepare annual budgets; provided forecasts to directors and line managers.Created ad hoc reports, as needed.

Responsible for the accounting and financial management of the non-profit museum.Maintained books of accounts for all financial transactions, processed monthly bank reconciliations, payroll, helped maintain general insurance policies, prepared all documents for annual audit and government filings.Responsible for preparation of an annual budget, preparation of monthly financial statements and for ensuring availability of normal operating funds at all times.Was Secretary to the Board of Directors and was responsible for recording the minutes of Board of Directors meetings as well as of annual and special general meetings of the museum.Supervised a staff of six.

Supported company controller in directing budget and cost controls, financial analysis, and accounting procedures.Assisted in preparation of financial and operating reports including trial balances, adjustments, closing entries, and budgets.Verified and posted accounts receivable transactions to journals, ledgers, and other records, and prepared bank deposits.Maintained payroll and pension fund records.Supervised staff of two.

Responsible for determining monthly health care cost accruals and budgets for five regions and for performing analysis on health claims (facility, professional, pharmacy, capitation), provider data and member data. Organized and analyzed information in the design, policy, and implementation of insurance products.Prepared schedules of statistics, financial statements, premiums, reserves and/or benefits, documenting, and verifying the factors used in related computations.Performed and analyzed actuarial research, experience studies, and statistical analyses and calculations and audits.Developed, calculated, and analyzed policy values, profit studies, forfeiture values, reserve programs, rate files and procedures.Created reports that interpreted data in an understandable format that met customers' needs.Effectively accessed claims detail, authorization, member and provider information in Monument, Amisys, and EZ Reporter.Accurately determined monthly accruals using lag factors, reserve schedules, and inpatient pricing.