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Project Manager Management

Location:
Shirley, NY
Posted:
October 23, 2013

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Resume:

Executive Summary: A dedicated professional, specializing in the arena of

business and finance with hands on experience, seeking a position where I

can utilize my superior leadership skills as well as project management

abilities to make a positive and lasting impact for a reputable company.

Educational Background:

MBA, University of Phoenix Graduate School of Business in connection w/the

Wharton MBA Program, 2007 (GPA of 3.8 on a 4.0 scale)

Bachelor's Degree in Business Administration, St. Josephs University, 2003

(GPA of 4.0 on a 4.0 scale)

Summary of Qualifications and Skills:

. 12+ years of experience in the finance / business field.

. Advanced Business Intelligence Platform knowledge. (Hyperion,

Oracle, MS products, etc.).

. Expertise in financial and strategic planning, budgeting and

marketing analytics.

. Analytical, mathematical and problem-solving skills.

. Six-Sigma Certified (Black Belt).

. Teaching Certificate in Secondary Education from NY State.

. Strong understanding of operating and working capital. Advanced

knowledge concerning revenue and expense cost allocations.

. Thorough understanding of GAAP, corporate finance, balance sheets,

income statements, cash flow, capital budgeting, forecasting,profit and loss, white papers, audit procedures, time value of

money, rolling budgets, product line profitability analysis.

. Ability to effectively communicate, both orally and in writing,

including making presentations, leading meetings and engaging in

complex discussions or negotiations.

. Superior managerial and coaching skills, and experience in

developing and managing a team of professionals. Success in

building strong partnerships with teams and offering analytical

guidance on marketing strategies and metrics.

. Devised data and reporting requirements that monitor marketing and

financial activity.

Professional experience:

All Care Medical, Plainview NY & Sayreville NJ

March 2013 - Present

Director of Financial Analysis & Planning

. Actively engaged in creating and implementing business strategies

which align with corporate policies.

. Significant role in improving processes that drive profitability,

sales, and brand equity.

. Implementing and developing of all financial analysis, planning,

financial controls, forecasting, compliance, policies and

procedures.

. Created critical processes and data reporting procedures that help

the corporation achieve financial and strategic goals.

. Initiating advanced financial practices pertinent to how the

company spends and invest funds for marketing.

. Directed, evaluated and overseen all aspects of the Finance &

Accounting functions.

. Evaluate and advise on the impact of long range planning,

introduction of new programs/strategies and regulatory action.

. Provided timely and accurate fiscal analysis including budgets,

financial reports and trends for the CEO and other board members.

. Developed and managed processes for financial forecasting, budget

and consolidation.

. Developed a stable cash flow projection, including management of

banking procedures.

. Coordinated financial audits and provided recommendations for

procedural improvements.

. Translate numbers into relevant insight to provide planning and

forecasting based on key economic, statistical and financial

information.

. Developed and evaluated key cost reduction and performance

enhancement initiatives/strategies and metrics; partnering with

line of business to implement.

. Manage and participate in various corporate and line of business

initiatives and projects of varying degrees of complexity.

Huntington Medical Group P.C., Huntington Station, NY

December 2011 - March 2013

Director of Finance / Administration & Marketing

. Administer the financial planning/management, budget development,

supervision of the departments, personnel, payroll, purchasing,

special projects, marketing.

. Partnering the company with similar companies to develop marketing

strategies consistent with the mission and goals of the

organization.

. Accountable for the administrative, financial and risk management

operations of the company including financial and operational

strategy, metrics of such and the ongoing monitoring of all control

systems designed to preserve and grow company assets.

. Planning the strategic business plans, financial strategies,

capital requests, budgeting processes and performance metrics.

. Ensured pricing, internal controls and procedures are in place,

routinely evaluated and followed.

. Understand and mitigating key elements of the company's risk

profile, monitor all open financial issues, awareness of legal

issues affecting the industry, construct, monitor reliable control

systems and maintain appropriate insurance coverage.

. Monitoring cash balances, arrange for debt financing, invest funds

and maintain/foster all financial relationships.

. Analyze and present financial reports in an accurate and timely

manner while clearly communicating monthly and annual financial

statements.

. Developing human resources and administration, enhancing

professional development, compensation and benefits, performance

evaluation, training and recruiting.

. Establish and managing a comprehensive training program to educate

employees regarding staffing tools and policies/procedures.

NYU School of Medicine, New York, NY

August 2008 - December 2011

Director of Finance, Budget & Compliance

. Ensured compliance with audit standards and proper handling of

contract & grant funds.

. Administered the financial affairs of the University, under the

direction of CFO.

. Led the operating and capital budget development, periodic

projections and forecasting as well as monthly, quarterly and year

end closeouts.

. Led annual budgeting and planning process in conjunction with the

board of shareholders; administering and reviewing all financial

plans and budgets.

. Processed and reviewed required financial queries for reconciling

statements.

. Led multiple projects involving change management guided by Six

Sigma methodologies.

. Taught, coached and mentored financials analysts, assistant

managers, etc.

. Project manager on the 2010 Facilities and Administration Indirect

Cost Proposal which resulted in an estimated 340 million over 4

years.

. Project manager on the 2009, 2010 and 2011 Fringe Benefit Proposal

for the NYU SOM.

. Led day to day operations of the finance and budget departments.

. Developed and maintained strong working relationships with key

partners and stakeholders including online and in-person

presentations.

. Liaison with external auditors and the finance committee of the

board of director and then assessing any necessary changes.

. Oversaw all aspects of accounts payable, charge-backs to users,

maintaining the general ledger, funding requests and tracking, and

balance sheet reconciliation.

. Implemented new cost allocation business intelligence methodologies

in order to optimize the appropriate spending of funds.

. Led the data collection and mining of all facilities and management

allocations while analyzing financial performance.

. Developed advanced financial modeling programs while also

incorporating technological ways of optimizing various financial

data used for financial reporting and forecasting.

. Examined the audited financial statements and corollary data in

order to assess risks.

. Performed in depth ROI analysis while utilizing Hyperion ad hoc

queries & Oracle technology.

Euro Bankers/Ameritrust Bankers, New York, NY

March 2005 - July 2008

Regional Director of Finance, Budget & Business Development

. Managed a division of over 50 financial advisors and analysts.

. Developed numerous complex financial modeling and forecasting

methodologies.

. Directed P&L as well as staff responsibility; Prepared monthly

close of financials.

. Updated and implemented all necessary business policies and

accounting practices.

. Used qualitative criteria to properly analyze exposure to subprime

and Alt-A paper.

. Effectively communicated and presented the critical financial

matters to the board directors.

. Designed business intelligence for analyzing demographic data and

optimizing revenue.

. Provided the advisory services including buying, selling and

managing various assets and financial advice to commercial

establishments as well as organizational leaders.

. Prepared the annual operating budget, in conjunction with the

Business Administrator, the Treasurer, and designated financial

management committees.

. Prepared technical white papers for submission to executive finance

management/auditors.

. Developed a successful sales division by establishing call centers

and innovative campaigns.

. Involvement in internal and external audits and ensuring adequacy

of internal controls.

. Identified business opportunities and shaped strategies to improve

sales process/productivity, and client/balance retention.

. Maintained an immaculate compliance record and numerous successful

audits.

. Track individual departments and made determinations as to where to

focus increased time upon based on financial modeling and

forecasting with qualitative/quantitative analysis.

Merrill Lynch, New York, NY

February 2001 - February 2005

Sr. Associate M&A (Started as a Financial Analyst)

. Studied company financial statements and analyzed prices, sales,

costs, expenses, and tax rates in order to determine various

companies' value and project future earnings.

. Implemented a robust contracts management and financial

management/reporting system; ensured that the contract billing and

collections schedule is adhered to and that the financial data and

cash flows are steady while supporting operational requirements.

. Forecasted revenue and cash requirements, prepared revenue

accruals, lead capital asset management, and oversee all journal

entries.

. Prepared financial statements and schedules for the earnings

releases.

. Analyzed if companies can pay their debts and if buying or selling

stock is applicable.

. Worked with investor relations, legal counsel and executive

management on presentations.

. Developed Cost allocation methodology.

. Analyzed cash flow, cost controls, and expenses to guide business

leaders.



Contact this candidate