We specialize in serving medium to large businesses in the hospitality and service industries. We use cloud-based software along with careful attention to detail and proactive, professional communication to empower you with knowledge about your organization’s finances.

Coached management team to ensure revenue and profit goals were met. Provided analytical support and decision-making tools to leadership team to help achieve desired business results. Managed the day to day operations of the Accounting Department to execute finance and accounting responsibilities for the property. Provided technical expertise and direction to support the development of the annual business plan, operating budget, forecast, and capital expenditures plans.Key Contributions Include:- Designed and implemented automated Daily Labor Reporting increasing the visibility for all departments into their labor expense for both internal and third-party staffing.- Transitioned the resort to a fully receipt based expense system utilizing an existing procurement system and by setting up new procedures and protocols.- Prepared Month End Analysis Materials for every manager and director at the resort.- Built Monthly Forecasts for all departments, on property, and performed post-mortem analysis on all results.

Worked closely with the resort COO, Senior Leadership Team, the operational managers for each department, and the Corporate Finance Team to produce forecasts, budgets, and planning materials. Oversaw the financial performance for both Capital and Expense budgets across the resort, providee detailed analysis, recommendations on performance, and post-mortem reviews of department and project operations.Key Contributions Include:- Built and Implemented an automated series of reports using Visual Basic to provide daily updates for over 60 departments with a level of expense tracking never before available to managers.- Developed a Capital Project Expense Tracking System that increased the accuracy and timeliness of the reporting for all capital projects. This was later implemented across all resorts in the corporation.- Prepared Month End Analysis Materials for every manager and director at the resort.- Worked closely with Corporate Analytics to develop a datamart to provide quicker and faster analysis of Ski School Operations- Built and Maintained Budgets and Forecasts for 30 departments, providing year-over-year analysis to all variances.

Oversaw all Finances, Accounting, Human Resources, and Legal issues for a growing nonprofit organization. Included managing the audit preparation process, overseeing 990 reporting, and preparing all policies for other reviewing institutions. Sought out and obtained new contracts with providers and vendors to reduce costs, and negotiated new contracts with business partners to achieve the greater output with reduced expenses. Represented the organization at various fund raisers, speaking opportunities, and donor relation events.Key Contributions Include: - Designed a new monthly financial reporting structure that included dashboards for specific stores, management, officers, and directors.- Sought out and implemented a new Point of Sale system revamping cash reconciliation, inventory tracking, and effort allocations to increase the sales in three retail clothing and home décor stores.- Created a new Gift-In-Kind receiving platform in order to value and recognize GIK donations in real time. - Revamped the organization’s financial statements to an accrual based accounting system coupled with a class based restricted funding tracking system.- Created new company policies to bring the institution in compliance with many Non-Profit evaluating entities in order to increase company exposure.- Transitioned the company’s entire financial documentation structure from paper general ledgers to a completely paperless record retention system.

Prepared and negotiated budgets and provided financial analysis to HCI Trials Office Management.• Analyzed clinical trial protocols to create clinical trial budgets.• Developed billing grid/calendar in Oncore (Clinical Trial Management Software)• Negotiated budgets with industry sponsors.• Met with Principle Investigators in developing Billing Grid/Calendar regarding study vs standard of care procedures.• Worked with research coordinators, physicians, and other departments to resolve financial and logistical clinical trial issues.• Recommended and implements unit process improvements.• Worked with other unit staff to coordinate language in financial and regulatory documents.

- Obtained insurance prior-authorization for all chemotherapy, bone-marrow biopsies, and PET/CT scans.- Worked with ordering physicians, study coordinators, financial counselors, and insurances companies to verify the medical necessity of the patient’s treatment plan and resolve insurance, payment, or treatment issues.- Trained to cover for surgical reception, financial counseling, radiation oncology authorizations, and cash reconciliation.