Responsible for oversight of the accounting and finance function for the Central Ohio Region of OrthoAlliance (includes seven partner practices). Ensure the financial and management reporting is completed timely and in accordance with GAAP. Main areas of focus: accounting operations, taxation, purchasing, treasury, internal controls, and audit management.● Conduct monthly financial review meetings with CFO and Physician Owners.● Maintain accurate physician compensation model and records.● Support year end audit and tax functions.● Manage Central Ohio regional accounting team.● Integrate newly acquired physician practices to OrthoAlliance accounting systems and operational processes.● Responsible for cash management and retirement plan audits and funding.● Maintain compliance for various regulatory agencies.

Chief Financial Officer and Co-Owner of Birch Tree Home, an upscale and unique home decor and furniture boutique.

OrthoNeuro was acquired by OrthoAlliance in June 2022. Responsible for overseeing all financial activities for a leading orthopedic and neurological medical practice. Provided material financial expertise and support for private equity backed acquisition. Main areas of focus: accounting management, revenue recognition and reporting, payroll, budgeting, treasury and risk management, and procedure documentation development.● Lead the monthly finance committee meeting with shareholders.● Prepare monthly, quarterly, and annual financial reports used for board meetings.● Direct the accounting staff through the monthend close, financial reporting, and reconciliation process.

Led a global team of accounting professionals responsible for creating and analyzing financial statements and statistical reports used for statutory and regulatory reporting purposes. Reviewed Quarterly and Annual Statements (Form 9) for multiple legal entities. Responsible for 14 state specific data calls for financial and statistical information.● Performed quarterly statutory premium reserve analysis used to record the liability reserve balance ($1B balance at 2018 year-end).● Fostered and drove a culture of process improvement, resulting in 2 FTE savings in 2019.● Performed ad-hoc analysis and reporting to support stakeholder and regulatory agency inquiries.

Financial business advisor for the executive leadership team of the Private Client business segment. Provided monthly financial statements, analysis, and ad-hoc reports to leaders.● Developed pro-forma business analysis that served as a roadmap for improving financial results by $20M over a three-year period.● Created annual budget for $250M business segment and submitted quarterly forecasts with detailed analytics to corporate finance.● Built a financial dashboard with performance standards and KPI’s used to evaluate the segment’s quarterly performance against budget and industry benchmarks.

Led team of 18 operational accounting professionals responsible for performing general ledger account reconciliations and balancing cash transactions daily for life insurance and annuity products. ● Responsible for 250 general ledger account reconciliations with an absolute value of $21B. Owned the financial reporting controls (FRC) related to cash balancing and reconciliation.● Directed the customer collections process for life insurance, annuity, and income products lines of business.● Graduated from the Nationwide Financial Business Coaching program receiving certification as a Registered Corporate Coach (RCC).

Led a team of accounting professionals that ranged from 32-36 associates (on-shore and off-shore) responsible for performing general ledger balance sheet reconciliations. Owned the financial reporting controls (FRC) related to the general ledger balance sheet reconciliations.● Maintained the Enterprise Account Reconciliation Policy, which encompassed over 10,000 balance sheet reconciliations quarterly.● Implemented process improvements that led to 1,300 hours of time savings and improved financial results in 2013.● Owned the outsourcing agreement between Nationwide and their outsourcing partner. Established KPI’s, provided candid feedback, and conducted monthly partnership meetings.● Partnered with business segment controllers to identify, research, and resolve operational and process issues that impacted financial results.

Led a team of 3 accounting professionals that provided full cycle accounting support to the Nuclear Pharmacy Services division. Managed the monthend close, generation of financial statements, and financial analysis for 4 specialty business segments and corporate departments. Other areas of control were the account reconciliations, fixed assets, payroll, intercompany processing and settlement, and cash posting.● Created annual budget for $100M specialty segments and corporate departments. Prepared monthly and quarterly forecasts and budget variance analysis reports.● Conducted monthly financial reviews with business partners to explain the financial results and offer guidance as needed. Field Operations Leaders where PhD’s in nuclear medicine and needed strong financial advice with regards to product margins and profitability.● Developed SOX testing framework for areas of responsibility. Eliminated redundant and ineffective controls.