Leading a team to support for all corporate functions: Information Technology, Security, Finance, HR, Law, Operations, and Corporate Real Estate through the annual budgeting process, monthly/quarterly variance analysis, and leading process improvements.

Financial support for the information research & development and product management group while also overseeing the operations team to support purchasing, fixed asset management and timetracking (for the R&D tax credit). Led the annual budgeting process and continuous process improvements to support a monthly outlook cycle.

R&D

Led companywide budgeting and forecasting for multiple business lines and locationsProvided monthly reporting package with management discussion and financial analysisAssisted with integration of acquired company (LifeCare) into new parent company (Preferred Homecare)Calculated the companywide bonus payout based on revenue and EBITDA targets for each budget ownerDeveloped an AR dashboard to display the relationships of Revenue, AR, & cashImplemented CapEx dashboard to examine maintenance and purchases compared to rental revenue and EBITDACreated models to evaluate commission plan changes and acquisitionsRepresented finance within cross functional projects (sales and operations)Directed the quarterly inventory process of medical equipment and supplies

Audited, reviewed, and drafted financial statements in accordance with GAAP for companies with revenues of up to $120M in various industries: life sciences, healthcare, & construction. Planned and performed internal control testing.