• Provides counsel and direction on operational financial matters for multiple departments across the College of Medicine• Oversee the preparation of monthly financial statements and variance analyses for the College of Medicine and Office of Health Sciences• Developed days cash on hand and cash projection forecast statements for distribution to College of Medicine and Health System leadership• Assist in the preparation of the College of Medicine’s $30M Capital Budget• Created the College of Medicine’s 10-year financial plan using historical data and assumptions impacting future years• Work with the Neurology and Neurological Surgery department chairs to manage the finances of the Neurological Institute• Collaborate with the Associate Vice President of Finance to improve the clinical department allocation models• Led project to assign Workday system access for the College of Medicine and the Office of Health Sciences upon implementation• Key member of Anaplan financial statement development team

• Assist with the development of a $460+ million annual operating budget for the Case School of Medicine.• Oversee finances for the School of Medicine clinical departments.• Prepare quarterly financial forecasts and long-term financial plan for departments within the School of Medicine.• Coordinate the annual operating budget process through development of supplementary schedules used in the review process.• Conduct budget-to-actual and trend analysis to identify variances and financial issues for senior management.• Monitor and track the Case Research Institute recruitment commitments and expenses. • Prepare ad hoc analysis for senior management quickly and accurately.• Review HR faculty and staff position requests to ensure they fit within the school’s financial plan and budget guidelines.• Designed and developed a financial model for use in budgeting and forecasting Graduate tuition.• Supervisory responsibility for a Senior Financial Analyst.

• Coordinated the preparation of the University’s $1+ billion annual operating budget and quarterly forecasts.• Performed Director of Capital Planning duties from January 2013 through September 2015 and assisted in the preparation of University’s $60+ M capital budget.• Developed financial models used to allocate undergraduate tuition revenue and indirect expense.• Generated University’s year-end operating statements.• Assisted with the development of the University’s three-year financial plan.• Created and maintained financial analyses used in the CFO’s evaluation of strategic capital projects and of individual areas of the University.• Led Budget Office testing of the University’s Budget Module system and trained employees on system.• Member of the University Undergraduate Tuition Team committee.• Interacted daily with the CFO and Vice Presidents of the University.

• Provide reporting and analysis for Keycorp’s HR, Aviation and Marketing & Communications groups.• Assist in quarterly forecasting and annual planning of costs.• Perform ad-hoc analysis to explain variances to plan, prior forecast and prior months.• Reconcile financial reports with General Ledger on a monthly basis.• Maintain employee salary information and assist in salary reporting.• Automated month-end accrual process and the allocation of Marketing & Communications costs to lines of business.• Developed Access database that provides invoice-level detail behind monthly financial data.

• Performed reconciliation, research and notification of exceptions relating to Foreign Exchange, Derivative and Treasury Operations accounting systems.• Trained new employees on Foreign Exchange reconciliation of Nostro accounts.• Utilized Excel to automate reconciliation portion of quarterly SEC reporting.

• Created annual and semi-annual reports for a group of mutual funds. • Prepared form N-SAR and related financial data schedules to be filed with the SEC.• Conducted monthly analytical review of total returns and distribution rates.• Performed Accounts Payable function of 78 individual mutual funds.• Automated reconciliation of mutual fund expenses in accounting system to accounts payable records.

• Calculated daily Net Asset Values and Income Factors with 100% accuracy for over 2 years.• Managed workflow of two Mutual Fund Accountants and one Senior Fund Accountant.• Promoted June 2001 to Senior Fund Accountant and November 2002 to Lead Fund Accountant.