Janice Willson

Email: ac2f4u@r.postjobfree.com

Cell: 802-***-****

PROFESSIONAL EXPERIENCE

CareGroup Investments, Boston, MA October 2015 – Present

Administrator and Executive Assistant to the Chief Investment Officer

Manages the daily operations of CareGroup Investments, the parent company of Beth Israel Deaconess and its affiliates

Ensures appropriate time management (schedules prep time for important meetings, time to read emails, etc.); schedule and arrange meetings, and update calendar as needed.

Review CareGroup’s monthly budget to actual information and report to CIO.

Review incoming meeting invitations/conferences/events for importance and confer with CIO

Prepare international and domestic business travel arrangements for CIO, understand preferences of supported staff, and proactively troubleshoot and address travel conflicts

Generate detailed itineraries, including arranging visitor offices and coordinating office support needs in satellite locations

Manage expense reporting for supported staff by preparing and submitting expense reports, often including complex international travel related transactions

Successfully complete critical aspects of deliverables with a hands-on approach, including drafting/editing Board of Manager presentations and correspondence, as well as other tasks that facilitate the CIO's ability to effectively lead the company.

Provide logistic support, coordination and setup of meetings, events, off sites, etc.

Manage the process from startup, arranging location and necessary equipment prepare agenda and relevant information, prepare minutes and other relevant tasks

UVM Rubenstein School of Environment and Natural Resources, Burlington, VT July 2015 – August 2015

Executive Assistant - temporary position

Manage all aspects of the calendar mainly for the Associate Dean, as well arrange meetings with faculty and students

Ensure appropriate time management (schedules prep time for important meetings, time to read emails, etc.); schedule and arrange meetings

Prepare international and domestic business travel arrangements for Associate Dean

Perform ad-hoc analysis on field research for Associate Dean to present to department facility

Time off to care for elderly parents 2013-2015

UVM College of Medicine, Burlington, VT July 2011 – September 2013

Area Heath Education Center (AHEC) Program Office – Business Manager

Manage financial and business operations of the OPC and AHEC Programs. Assist and advise the Program Director and department Chair on financial decisions regarding OPC.

Responsible for department’s annual and quarterly forecasts, grant management, and financial models as well as developing the office’s 44 million dollar annual budget.

Instrumental in securing a 5 million dollar federal grant to fund the OPC and the statewide AHEC Offices for the next 5 years. This involved the compilation and forecasting of the annual budgets for OPC and each of the three AHEC centers’ budgets.

Provided finance and budget support to the department Chair, Director and team by understanding requirements for initiating and processing purchase orders, tracking invoices and project budget accruals through the payment process and working with the finance, purchasing and strategic sourcing department to manage practice groups budgets and forecasts

Motivate and direct two AHEC staff members in AHEC programming logistics as well as oversee work study students.

Work closely and effectively with the Chair and Director to keep them well informed of upcoming commitments and responsibilities, following up appropriately

Worked in conjunction with the UVM central administration office on all areas such as facilities, security, IT, and HR to ensure the office is operating under recommended guidelines

Northwestern Counseling and Support Services (NCSS), St Albans, VT September 2007 – November 2011

Budget Manager/Freelance Writer

Responsible for managing and reporting of an 11 million dollar budget for the Developmental Disabilities Division Medicaid budgets to the Department of Aging and Independent Living Division of the State of Vermont. This involved budget reviews for cost saving measures applying rescissions as mandated by the state as well as managing additional funding from the State of Vermont’s Equity Committee. Reported to both Executive Director and the Director of the Disabilities Division of the Agency regarding budgets and cost cutting measures.

Instrumental in recovering a $40,000 loss from the State on a pilot program which the state directed NCSS Inc. to absorb, we recouped the money and made recommendations to the State so that no one would incur a loss of that magnitude in the future.

Mentored and directed (10+) service coordinators regarding their clients Medicaid Budgets; how much they could spend and what the restrictions were on what they could purchase. Also teaching them to forecast expenses so their medicaid dollars would last the entire fiscal year.

Prepared weekly departmental status updates and pipeline reports to present to the executive team

Wrote for the Agency’s freelance writing group on pertinent mental health issues; articles published internally as well as in the local newspaper

GE Healthcare, Burlington, VT 2005-2007

Lead Financial Analyst

Responsible for providing monthly, quarterly and annual forecasts of revenue and expenses to executive vice president and FP&A Manager; I supported both the eCommerce Division as well as the Practice Solutions operating unit.

Conduct variance and ad hoc analysis for executive vice president of e-commerce division.

Develop profit and loss models for new initiatives and existing products.

Responsible for the monthly, quarterly and annual budgets for both Practice Solutions as well as eCommerce Divisions. Involved working closely with department managers to provide information and direction for their budgets.

Track expenses, researched human resource issues, and organized meetings to support the executive vice president

Provide variance and ad hoc analysis for the CFO and executive vice president of division

Bombardier Capital, Colchester, VT 2003-2005

Senior Accountant

Prepare and monitor annual budgets as well as prepare monthly/ annual revenue and expense forecasts

Conduct variance and ad hoc analysis for Controller

Responsible for monthly/ quarterly journal entries

Assisted Controller with preparation of related IFD US Management Reporting

A.G. Brokerage Firm, Burlington, VT 2000-2003

Administrator

Support Investment Advisor in all administrative/operational functions for his book of business

Responsible for client mailings and updating their investment portfolios

Monitored client accounts for Advisor and reported status on a weekly basis

EXPERIENCE PRIOR TO 2000

Chittenden Bank Burlington VT

Registered Representative

Hickok and Boardman Financial Planning

Administrator

The Burlington Free Press

Towns Page Correspondent

ProCD (startup technology company)

Administrator

Fidelity Investments

Writer-marketing department

Fidelity Investments

Registered Representative

EDUCATION

Simmons College, Boston, MA 1984

Bachelor of Art Degree in Finance and Economics

SKILLS

Microsoft Office Suite (Word, Excel and PowerPoint), Microsoft Access, Adobe Pro, Google Apps, PeopleSoft, Drop Box,

Video /Audio Conferencing, Social Media

References

Jane Moncreiff, former Chief Investment Officer CareGroup Investments

19 Shattuck Rd Watertown, MA 02472

(Cell) 617-***-****

Denis Barton, former Director UVM AHEC Office

474 Acorn Lane Shelburne VT 05482

(Home) 802-***-****

Jean Danis former Director Disabilities Division, NCSS

2555 Ballard Rd St. Albans, VT 05478

(Home) 802-***-****

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