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.