Tony C. Email & Phone Number

Woodbury, MN, US

Los Angeles, California, US

Nashville, Tennessee, US

San Diego, California, US

• Financial management of Dept. core admin and clinical funds overseeing budgeting, reporting, forecasting, variance analyses, internal controls, and financial transaction flows.
• Data mine and analyze fiscal data for monthly reporting and variance analysis.
• Provide financial modeling and reporting for $12M+ clinical practice programs.
• Execute monthly, quarterly, and annual close activities (JE, AR/AP analytics, accrual, controls).
• Fund management and monitor operating & capital expenses of admin, clinical and research accounts.
• Review and approve expense transactions, enforce internal controls, provide ad-hoc analysis.

• Create and maintain all real estate appraisal and third-party vendor files
• Create and maintain all real estate appraisal tracking computer databases, spreadsheets, scorecards and summary reports
• Obtain bids for appraisals, order appraisals, and track appraisal process
• Coordinate requests from loan departments and third-party vendors
• Process invoices for payment to vendors and suppliers
• Check, sort, and distribute mail directed to the Appraisal Department

• Perform daily and quarterly reconciliation of institutional investors’ cash flows and unfunded cash balances through in-depth Excel spreadsheets
• Reviewed fund financial statements, cash flow authorization/reconciliation, and management fee analysis
• Supported ad hoc requests for the Research & Risk Management department including bank reconciliation, client presentation data, and internal data cleanup