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Over 25 years of experience in strategic planning, finance, budgets, business operations, program management, IT systems, facilities and HR/Talent management. Accomplished collaborator and consensus builder with an entrepreneurial approach to securing staff engagement and positive relationships across all disciplines. Demonstrated record of success implementing and optimizing data and IT solutions, operationalizing workflow changes and applying process improvement methodology to support strategic objectives. Experienced in the strategic policy, evaluation, design and implementation of ERPs (both in-house and SaaS applications) to improve and ensure operations success. A track record of delivering both financial and operational gains, improving financial transparency and efficiency and increasing bottom-line performance.
The Brien Center For Mental Health And Substance Abuse Services, Inc.
View- Website:
- briencenter.org
- Employees:
- 236
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Chief Finance And Administrative OfficerThe Brien Center For Mental Health And Substance Abuse Services, Inc.Guilford, Ct, Us -
Senior Vice President Of Finance And Administration/CfoThe Brien Center For Mental Health And Substance Abuse Services, Inc. Dec 2022 - PresentPittsfield, Ma, Us -
Interim Cfo And Special Projects ConsultantConfidential Consultant Aug 2019 - Jan 2023
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Interim CfoFidelity House Crc Mar 2019 - Aug 2019Lawrence, Ma, UsLead post-merger finances and strategic financial planning for $27 million organization. Responsible for fiscal accounting, management and reporting, which includes accounts payable, accounts receivable, fixed assets, tax management, investments, cash flow, project modeling, forecasting, financial statements, budget preparation, control and analysis. Also, responsible for insurance, benefits administration, grants & contracts, HUD MOR audits, financial and loan management of 26 residential properties, and centralized billing and administration, as well as supervise facilities and information technology departments. Oversaw 12 FTEs. -
Interim CfoVibrant Emotional Health Jan 2019 - Mar 2019New York, New York, UsWorked with senior leadership and trustees of a $45 million organization to analyze their current status, resolve revenue cycle billing issues, determined what needed to be done to move them forward for strategic success, as well as assist in the day to day management and strategic vision of the finance team. Oversaw 7 F/T FTEs. -
Interim CfoHebrew Senior Care Sep 2018 - Nov 2018West Hartford, Ct, UsResponsible for daily financial functions of $16 million Hebrew Health Care, including Hebrew Senior Care; Connecticut Geriatric Specialty Group; Senior Day Center; & Assisted Living Service Agency.• Led post-bankruptcy financial plan. Developed budgets and reports for $16 million organization detailing the financial position, including assets/liabilities and income/expense, based on historical, current, and planned operations to ensure control of revenue, expenditures, and conservation of assets.• Directed and oversaw financial activity and Finance Department, including CMS, revenue cycle & billing -
Interim Cfo / Director Of Budget And FinanceConfidential Consultant Mar 2018 - Aug 2018Oversaw major projects and finance functions of a behavioral healthcare organization, including accounting, budget preparation, fiscal planning, reporting, revenue and operations.• Directed controller, managers and financial analysts in the finance team and provide leadership and guidance.• Presented and participated in Board, Audit & Finance Committee and Compliance Committee meetings. Prepared the agenda and materials for Finance Committee meetings and financial materials for Executive Board meetings. Informed the Board and Audit & Finance Committee about any regulations, issues, and trends which may be of concern or which may affect board functioning or strategic planning.• Directed pre- and post- award grants, contracts and subcontracts including reviewing, negotiating, recommending acceptance or rejection, in compliance and consistent with terms and conditions of awards.• Served as leader of audit process, provided support and participated with external CPA firm.
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Interim Cfo / Vice President Of FinanceSound Community Services, Inc. Jul 2017 - Jan 2018New London, Ct, UsResponsible for all financial matters of $11 million organization, including budgeting, controlling, monitoring, planning and forecasting. Managed state mandated 5% revenue budget reductions and new revenue development strategies. Worked collaboratively with Sr. Management teams. Recruited, trained and managed staff. Supervised 15 FTEs, including finance, revenue cycle, IT, facilities, payroll and data management.• Reorganized, recruited and trained new finance team, revenue cycle and IT departments.• Supervised Controller and managed audits. Communicated required information with external auditors. • Optimized accounting systems, tools, and controls. Presented timely reports to internal/external providers.• Led state run DMHAS programs, new business development, contracts administration, as well as strategic planning initiatives of the organization. Managed Medicaid, Medicare & commercial payer A/R & contracts.• Worked with senior leadership and staff in recasting and creation of budgets and forecasts.• Maintained banking relationships, enhanced cash flow and led change management initiatives. • Prepared and presented strategic, financial, facilities, data quality and IT agenda/materials to Board.• Served as designated Health Insurance Portability and Accountability Act (HIPAA) Security Officer. -
Director Of Finance And OperationsWeill Cornell Medicine Mar 2015 - 2017New York, Ny, UsProvided financial and operational oversight and growth of the Sandra and Edward Meyer Cancer Center, the Jill Roberts Research IBD Institute, the Metabolic Health Center and the Cardiovascular Research Institute encompassing multiple departments (which included 25 separate labs), as well as research in Radiation Oncology. Managed the philanthropic funds associated with each Center/Institute, in excess of $250 million. Supervised 6 F/T FTEs. • Provided operating budgets, capital budgets and P&L for multiple academic clinical & research departments.• Directed grants & contracts management efforts and supervised grants managers.• Coordinated talent management, including recruitment and onboarding for a >75% growth in 18 months. • Managed federal grants, contracts & philanthropic funds associated with clinical and basic science Centers/Institutes/Depts., greater than $250 million, funded by WCM and New York Presbyterian Hospital.• Served dual responsibility as interim Administrative Director for Research Dean’s office for over 18 months, including centralization of administration and finances for 12 core businesses in the WCM Core Labs. -
Director Of Finance And BudgetInstitute Of International Education (Iie) Sep 2013 - Dec 2014New York, New York, UsCentral point of contact to all directors and vice presidents for initiating, monitoring and reviewing budgeting, forecasting and management reporting of a $908 million budget across 18 program finance managers, 50 division directors and 12 vice presidents for 250 programs that benefit 20,000 grantees from 175 countries. * Prepared and presented budgets to Budget & Finance and Investment committee board members.* Responsible for in-depth analysis and management reporting to senior management for 250 programs on a monthly, quarterly, and annual basis with a focus on budget variances.* Administered IIE’s $124 million endowment/investment portfolio.* Led selection and implementation of a new Budgeting, Planning, and Forecasting application (Adaptive Insights).* Played a lead role in the upgrade to a sophisticated ERP G/L system (PeopleSoft).* Developed, shared and taught stakeholders how to best use reports, monthly budget-to-actuals and forecasting tools to ensure that everyone has the necessary information to develop and manage their budgets.* Built pricing and revenue forecasting models, cost analyses and trend analyses; prepared recommendations for management to implement procedures to improve the organization's financial position.* Reviewed new grants and contracts, competitive agreements, MOUs and gifts budgets.* Responsible for reviewing all government drawdowns and monitoring daily operational cash management.* Appointed as CFO and Treasurer of IIE, 809 United Nations Plaza Building, Condo Board.* Contributed to refinancing of Bond at 809 United Nations Plaza Building for a NPV Savings of $1.9 million. -
Senior Director Of Finance And Financial SystemsThe Jewish Board Of Family And Children Services Nov 2011 - Sep 2013New York, Ny, UsSenior Director of Finance & Financial Systems {Promoted to this position}Senior Director of Finance & Special Projects, 2011-2013Responsible for the financial operations and strategic planning of $200 million budget for over 185 programs serving programs in New York City and Westchester in more than 70 locations. Recruited by the Controller as the chief financial advisor for special projects for process improvement, customer service and improved financial transparency.* A track record of improving financial transparency and bottom-line performance, increasing cash flow, and increasing accuracy in Medicaid and Medicare billing, policy and procedures. * Lead on conversion and implementation of Dayforce (new Workforce Management/HR/Payroll application).* Coordinated purchase and setup of Payroll and Accounts Receivable ERP applications and provided systems support with IT department to ensure operations success. * Led Accounts Receivable reporting and improvement taskforces to audit and reclaim receivables.* Introduced Accounts Payable outsourcing, including a document management, pay card and check writing system.* Led several projects, including strategic reorganization of Payroll Dept., creation of fiscal report distribution server, project tracking system, electronic time & attendance application.* Built financial and organizational management reports utilizing Lawson (General Ledger), Ceridian (HR and Payroll) and Anasazi/Accumedic/Fund E-Z (Accounts Receivable) systems. * Developed, built, managed and updated Strategic Dashboards, Business Intelligences data models, Key Performance Indicators and advanced reports. -
Assistant Vice President, Financial OperationsPolytechnic Institute Of New York University Nov 2010 - Jul 2011Brooklyn, Ny, UsResponsible for $100 million in budget (operating funds, capital, sponsored funds and several financial departments in the University), expenses, receivables, operations and cash flow management for Institution, including satellite offices in Westchester, Long Island and Israel. Supervised 11 full-time staff and 5 part-time student employees.* Prepared and managed University Budgets, including Profit/Loss statements for campuses and programs.* Provided multi-year budget forecast and analysis using various enrollment assumptions.* Developed revenue sharing goals and analyses for departments. Implemented $0.5 million in cost control mechanisms and overages.* Produced monthly, quarterly and year-end closings, audits and provided oversight.* Oversaw the Controller, General Accounting, Payroll, Accounts Payable, Accounts and Grants Receivable and Purchasing functions. Created an effort reporting system and journal entry approval process. Worked with HR, IT and Payroll to revise Personnel Action Form (PAF) process.* Assisted with Information System evaluations, upgrades and implementation. Led several ERP changes including implementation of a faculty records module in PeopleSoft.* Reviewed and approved of Institutional contracts, with assistance from legal counsel. Revised contract review and approval policy and reduced outstanding receivables by 60%* Modified Chart of Accounts, developed an ROI analysis for a $50 million loan and created several reports to track cash flow and budget/expenses.* Revised purchasing policies to address underutilized purchase order system, created sole source documentation, and identified multiple preferred providers to consolidate and maximize Purchasing power.* Led and responded to internal and external audit inquiries, policy changes and operational changes on behalf of the Institute. * Responsible for institutional cash flow management, bank wire transfers, cost transfers and journal entry approvals. -
Assistant Dean, Finance And AdministrationNew York Medical College Mar 2006 - Nov 2010Valhalla, Ny, UsAssistant Dean of Finance and Administration, 2008-2010 {Promoted to this position}Director of Finance, 2006 – 2008Responsibilities included integral day-to-day financial and administrative management and coordination of activities for the Medical School. Provided information and analyses of problems that are necessary for setting priorities, goals and objectives for programs and resource allocation. Planned, operational and support activities, including the design and implementation of an electronic (paperless) information sharing environment and online financial reporting database and website to provide funding and expense data to more than 50 academic and administrative departments to ensure fiscal prudence through budgetary responsibility. Assisted in financial research, statistical analysis, budgeting, and space management. Supervised 3 full-time staff. * Provided regular reports, metrics and dashboards on billing, accounts receivable, accounts payable and overdraft analyses; trained faculty and staff on how to read reports; and enforced the financial policies and procedures.* Responsible for working cooperatively with the sponsors and the grantee community to ensure that federal dollars are spent in accordance with College policies and Federal Office of Management and Budget (OMB) Circular A-21, A-133, A-110 applicable laws and regulations.* Coordinated an electronic LCME submission, as well as assisted in data analysis.* Provided mission critical due diligence submissions for mergers opportunities on behalf of the Medical School.* Created electronic invoicing system for General Accounting.* Presented and designed regular ad hoc financial reports, models, and metrics for Sr. Leadership. -
Business Manager / AdministratorYale University Jan 2001 - Oct 2005New Haven, Ct, UsBusiness Manager, Cell Biology Department, 2004 – 2005 {Promoted to this position}Business Manager, Pharmacology Department, 2001 – 2005 {Recruited to this position}Performed overlapping management responsibilities for both Cell Biology and Pharmacology Departments, including research funds management, policy making/operations, financial management, human resources, T&E, P&L, departmental strategic planning and regulatory/advisory functions. * Led turnaround of the $12 million Cell Biology Department from a $275,000 deficit to break even in an eight-month period. * Developed and implemented CellServ and PharmServ, intranet/internet administrative tools utilizing internal accounting and auditing systems resulting in a paperless work environment.* Led Pharmacology department turnaround with a budget in excess of $15 million annually. Brought about financial stability in a one-fiscal-year cycle from an accumulated deficit of $670,000 to a surplus of $150,000+. Developed, monitored and managed budgets comprised of various revenue sources, including federal grants, private grants, contracts and gifts.* Expanded Pharmacology department and assisted in the recruitment of six faculty members* Coordinated and supervised all design, administrative and financial aspects of a $12 million Pharmacology departmental construction/renovation project; worked closely with faculty, the Department Chairman, the Dean’s Office, facility design staff, architects, engineers and contractors.* Served on school and university committees; hired, managed, trained, and mentored Business Office staff; assisted in grievance resolutions. Contributed to University business processes utilizing knowledge of best practices and Information Technology skills; authorized and established subordinate approval authorization for all administrative functions. * Supervised 12 full-time Pharmacology support staff, 6 Cell Biology full-time staff and 2 part-time staff. -
Academic Programs Manager - Skirball InstituteNyu Medical Center May 1998 - Jan 2001New York, Ny, UsAcademic Programs Manager, 1999 – 2001 {Promoted to this position}Scientific Project Manager, 1998 – 1999Provided analytical and consultative services to faculty, staff, and campus administrators regarding the Institute’s academic affairs; supervised and trained the scientific support staff for the Developmental Genetics, Molecular Neurobiology, Molecular Pathogenesis, and Structural Biology Programs. Managed grants management and submissions, faculty recruitment, mentoring, and promotions process; advised and assisted the Director and faculty on the resolution of administrative issues. Coordinated Institute-wide special events, symposiums and seminars. Supervised 5 full-time support staff.* Designed, created and implemented sophisticated reports and established and maintained confidentiality of information in accordance with NYU policy and procedures.* Acted as Interim HR Coordinator and Finance Director for a one-year period. -
Executive AssistantAdelphi Academy Sep 1995 - May 1998Assisted Headmaster with administrative responsibilities, including record keeping, scheduling, purchasing, alumni affairs, and staff supervision; acted as a liaison for faculty, staff, parents and students.* Worked collaboratively to obtain a Certificate of Occupancy and supervised contractors.* Taught ninth grade Biology and eighth grade Life Science for 1995-96 academic year.* Managed the development program for the school, which included biannual publications and several annual events.
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Clinical Research AssistantLipha Pharmaceuticals, Inc Nov 1992 - Sep 1995Participated in Phase III trial and NDA submission for Metformin Hydrochloride (Glucophage®); monitored trial sites and prepared written monitoring reports. Edited, collected, and analyzed data for submission to statisticians (Quintiles). Oversaw all record keeping, expenses, narrative reports, and documentation involving travel to multiple sites within the U.S.* Worked closely with administrators as a freelance computer operator in the development of an in-house database to log data flow.* Acted as a liaison between Lipha administrators and investigators at each site.
Richard Wilson Skills
Richard Wilson Education Details
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New York Medical CollegeMaster Of Public Health (M.P.H.) -
New York UniversityBachelor Of Science (Magna Cum Laude)
Frequently Asked Questions about Richard Wilson
What company does Richard Wilson work for?
Richard Wilson works for The Brien Center For Mental Health And Substance Abuse Services, Inc.
What is Richard Wilson's role at the current company?
Richard Wilson's current role is Chief Finance and Administrative Officer.
What is Richard Wilson's email address?
Richard Wilson's email address is ri****@****ail.com
What is Richard Wilson's direct phone number?
Richard Wilson's direct phone number is +151632*****
What schools did Richard Wilson attend?
Richard Wilson attended New York Medical College, New York University.
What skills is Richard Wilson known for?
Richard Wilson has skills like Peoplesoft, Finance, Strategic Planning, Process Improvement, Leadership, Microsoft Excel, Budgets, Management, Access, Financial Reporting, Microsoft Office, Higher Education.
Who are Richard Wilson's colleagues?
Richard Wilson's colleagues are Stephanie Giardina, Janet Brannen, Kevin Polidoro, Vicky Hartwell, Lillian Zavatsky, Peter Scattareggia, Lillian Lennox.
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