Insurance brokerage specializing in health, life, group benefits, personal, and commercial insurance.• Championed the integration of AMS360 to Applied Epic Gold Standard and NetSuite, transitioning accounting systems and collaborating with IT and operations teams to ensure seamless workflows across departments. Cut manual processes by 10 hours per week, enhancing accuracy in GAAP-compliant financial reporting and positioning the company for scalable growth through optimized ERP system utilization.• Conducted year-over-year variance analysis of insurance brokerage revenue, expenses, and commission structures, comparing current and previous years' performance. Identified key factors driving changes and explained the what, when, and why behind the variances. This analysis resulted in a 5% reduction in operating costs and $15,000 in annual savings by ensuring GAAP compliance financial practices, optimizing resource allocation, and simplifying operational processes to improve overall efficiency.• Guided cross-functional teams boosting team performance. Worked with account managers to resolve billing inconsistencies, applying accounts reconciliation strategies decreasing billing discrepancies by 10% and accelerated payment cycles by 15 days, resulting in a $25,000 boost in cash flow, representing a 5% increase in liquidity.

Insurance brokerage specializing in health, life, group benefits, personal, and commercial insurance.• Championed the integration of AMS360 to Applied Epic Gold Standard and NetSuite, transitioning accounting systems and collaborating with IT and operations teams to ensure seamless workflows across departments. Cut manual processes by 10 hours per week, enhancing accuracy in GAAP-compliant financial reporting and positioning the company for scalable growth through optimized ERP system utilization.• Conducted year-over-year variance analysis of insurance brokerage revenue, expenses, and commission structures, comparing current and previous years' performance. Identified key factors driving changes and explained the what, when, and why behind the variances. This analysis resulted in a 5% reduction in operating costs and $15,000 in annual savings by ensuring GAAP compliance financial practices, optimizing resource allocation, and simplifying operational processes to improve overall efficiency.• Guided cross-functional teams boosting team performance. Worked with account managers to resolve billing inconsistencies, applying accounts reconciliation strategies decreasing billing discrepancies by 10% and accelerated payment cycles by 15 days, resulting in a $25,000 boost in cash flow, representing a 5% increase in liquidity.

Fund accounting operations for multiple municipal funds with compliance with GASB (Governmental Accounting Standards Board) guidelines and municipal regulations.• Assisted in preparing a multi-million-dollar municipal budget, using budget forecasting and variance analysis to identify key areas for cost optimization. Secured 5% annual savings, supporting critical public services without compromising quality, while ensuring compliance with GASB guidelines.• Collaborated with department heads and public officials to streamline the budget process, resulting in a 35% improvement in transparency, evidenced by fewer inquiries from external auditors, faster approval times from public officials (reduced by 3 weeks), and increased internal reporting clarity based on feedback from department heads.• Spearheaded cross-departmental fund reallocation efforts, using budgeting and financial analysis to identify areas where resources could be shifted, preventing budget shortfalls and ensuring strict adherence to local government regulations. This initiative decreased audit findings by 25% and significantly improved fiscal accountability and compliance across departments, enhancing the organization’s financial health and operational efficiency.

Arc of Chemung-Schuyler is a Non-Profit Organization for Persons with Disabilities. • Recovered over $750,000 in unbilled Medicaid revenue during the pandemic by proactively identifying newly billable services through updated state regulations. Lowered claim errors by 10% and streamlined billing operations. Leveraged expertise in accounts receivable management, Medicaid billing, and regulatory compliance to maximize revenue recovery and ensure seamless compliance, driving significant financial gains and improving operational efficiency for the organization.• Led Medicaid billing operations for multiple programs, reducing claim denials by 10% and improving payment turnaround times by 2 weeks. Achieved these results by conducting detailed audits, ensuring accurate claim submissions, and utilizing Medicaid billing expertise, audit and compliance management, and accounts receivable management to streamline processes and minimize errors.• Provided individualized case management support for Medicaid-eligible families, increasing access to services by 10%. Guided families through complex enrollment processes, ensuring HIPAA compliance and increasing benefits utilization.

E. M. Pfaff and Son, Inc. is a Millwork/Construction Sub-Contractor. They have completed jobs at Guthrie Corning Hospital, Cornell University, and Corning, Inc. to state a few. I collaborated with various contractors including but limited to LeChase Construction, Christa Construction, Edger Enterprises, Streeter Associates, Elmira Structures, and Welliver McGuire.• Enhanced project costing and expense tracking for high-value millwork and construction projects with prestigious clients such as Guthrie Corning Hospital, Cornell University, and Corning Inc. Minimized cost discrepancies by 5% and improved overall project profitability by applying financial analysis, cost control strategies, and project management expertise, ensuring accurate budgeting and efficient resource allocation.• Secured 5% savings on materials, resulting in $10,000 in annual savings by renegotiating supplier contracts for construction materials, leading to a 10% improvement in project profitability. Utilized strong negotiation skills, cost reduction strategies, and vendor management to achieve these savings.• Managed a portfolio of 15 residential properties and reduced tenant turnover by 5%, bringing it down from 20% to 15% annually. Achieved this through proactive communication, timely maintenance, and tenant satisfaction surveys. Utilized property management, client relationship management, and communication skills to enhance tenant retention.