Supporting various Accounts Payable projects for Nutrien, including telecom expense management outsourcing, ERP integration, AP spend dashboard development, etc.

Temporary employee role managing North America AP organization for Nutrien. Worked with third party managed services provider responsible for virtually all AP functions across Canada and the U.S. Supervised three tower leaders and worked closely with other functional leaders. Provided guidance and support to leaders and their employees in furtherance of overall goal of AP Operational Excellence.

Responsible for working closely with Nutrien’s Managed Services provider to provide tier 2 level support for AP Customer Service & Supplier Reconciliation, AP Exceptions Processing, and AP Payments and T&E issues for North America Accounts Payable (Retail, Corporate, Wholesale) that require higher level analysis and research to resolve. Additionally, responsible for supporting interaction between the AP Operational Excellence team and the GPO team to raise process improvement opportunities.Actively participate in Finance Transformation project planning, knowledge transfer, service rehearsal testing, SOP review, and overall support transition to Managed Service provider.Actively participate in ERP transition of Canada and US Retail operations from legacy system to foundational system, including serving as consult role for all AP activities to ensure that all considerations are addressed.Manage employee and contractor teams in Canada and the US, including staffing up for busy season, contractor recruitment for special projects, handover of responsibilities of existing employees and contractors when leaving the organization, hiring and termination.

Responsible for managing Accounts Payable for Nutrien's North America Retail division.

Responsible for managing Accounts Payable for Agrium's Corporate and Wholesale operations

Oversight of Accounts Receivable (nine FTEs) and Accounts Payable (17 FTEs) functions in Denver accounting. Accounts Receivable responsibilities include cash applications, invoicing for particular business segments, collections efforts, support of monthly crude settlement process. Accounts Payable responsibilities include processing supplier invoices, expense reports, payments, supplier, / customer maintenance, integration of newly acquired entities, identifying and implementing process improvements. Process improvements included Perceptive, an invoice automation solution with OCR functionality, design of in-house unclaimed property function, and Workday Expense, an out of pocket and P-card expense reporting solution.

Assist integration efforts when new entities are acquired, including coordinating overall project team efforts in Accounting, Treasury, Operations, etc. and assisting in data gathering where needed. Coordinated unclaimed property project for Voluntary Disclosure Agreement with the State of Delaware. Proactively identified process improvement opportunities with accounting departments and assisted with implementation.

Supervised 21 FTE’s directly and 50 indirectly under a shared services environment, supporting all Energy Transfer companies. Responsible for A/P invoice processing (normal trade vendors, special wires, right of way transactions, etc.), expense report processing, document audit of invoices and credit memos (Key SOX control), vendor / customer maintenance and review (Key SOX control), miscellaneous A/R Billings, new acquisition integrations, continual review of manual and system processes for improvement.

Responsible for all financial aspects of this roughly $10 million state of the art cancer treatment clinic, including business office, billing, payroll, human resources, accounts payable, and general ledger. Daily duties included management and oversight of financial operations, bank account activity, payroll and personnel, financial forecasting, relationships with various banks and insurance entities. Other areas of responsibility included extensive relationship with bankers and equipment financing companies including management of recent debt restructures, and leading team in developing new medical oncology department. In addition to duties with Texas Cancer Clinic, was also responsible for all administrative, accounting, and grant functions for TCC’s non-profit Foundation, South Texas Cancer Foundation. Directly supervised 2 employees. Indirectly supervised 8 employees. Reported to the Medical Director / CEO.

Responsible for overall accounting and information technology operations for this 119 employee premiere land development consulting firm in the Pacific Northwest with gross annual billings in excess of $15M. Functional areas of responsibility included information technology department, payroll, accounts receivable, accounts payable, billing, general ledger, financial statement preparation, financial system maintenance and updates, financial results presentations to employees, oversight of general, professional liability, and directors’ and officers’ insurance, all banking relationships, and excise and use tax filings. Worked closely with CEO, CFO, and Project Managers to ensure timely and usable financial information. Management responsibility included Accounting department (3 employees) and Information Technology department (3 employees). Stockholder as of June 2005.

Responsible for various duties at this start-up biotechnology firm including: bi-weekly payroll processing and maintenance of employee time records; management of daily cash transactions, including wires and bank relationships; preparation of monthly cash forecast and investigation of significant variances; led month end closing process including final preparation of financial statement package for VP, Finance; ensured that all balance sheet accounts were reconciled on a monthly basis; ensured that all financial and regulatory filings to outside agencies were timely and accurate; coordinated all external audits including auditors from public accounting firm, Department of Defense, and NIH; performed all grant accounting; cross-trained in Accounts Payable functions.

Responsible for preparation of monthly Finance Committee packet. Prepared annual Form’s 990 and 990-T; coordinated all annual audits; Performed grant accounting; Worked closely with Accounting and Accounts Payable staff; Served as System Administrator for Accounts Payable system and coordinated system upgrades. Reviewed current financial policies and made recommendations for improvement or clarifications; served as Financial Analyst for group of Hospital cost centers. On-point for Finance department for on going system implementations including new statewide general ledger and materials management software.

In addition to duties as Accounting Project Specialist, also responsible for oversight and daily direction of 15 accounting department staff covering general ledger, accounts payable, payroll, decision support and long-term temporary staff during transitional period from Service Area to Regional Finance Offices. Had daily interaction with Chief Financial Officer, department directors and managers regarding productivity, revenue, and expenses.

Responsible for preparation of monthly Finance Committee packet which includes monthly financial reports, variance analysis, graphical representations of trends, and narrative of significant information in a time sensitive manner. Prepared annual Form 990 and 990-T for organization, coordinated annual audit, both overall and A-133 for Federal grants. Worked closely with Accounts Payable staff to ensure proper documentation of expenditures as well as to enforce appropriate policy and perform System Administrator functions with regard to current Accounts Payable information system. Reviewed current financial policies, made recommendations for improvement or clarifications of policies, and drafted such revisions where necessary. Served as Financial Analyst for group of cost centers including Family Services, Cancer Services, Occupational, and Business Health Services as well as other overhead cost centers. Responsible for various other projects as requested by CFO and Director of Finance.

Responsible for financial operations of both Sea Mar Community Health Center and Sea Mar Community Care Center (100 bed inter-generational skilled nursing facility). Total agency budget exceeded $26 million. Oversaw Accounting, Billing and Purchasing departments. Responsible for preparation and maintenance of overall agency budget. Monitored federal, state, and local grant contracts as well as coordinated overall annual audit with independent Certified Public Accountants.

Responsible for managing day-to-day operations of the accounting department including accounts payable, payroll, and general ledger functions. Prepared revenue, expenditure, financial and statistical reports.

Responsible for preparation of financial and statistical reports, budget variance analysis reports, and allocation of overhead expenses. Maintained sub ledger for fixed asset detail, monitored federal, state, and local grant contracts and invoiced monthly for services.