Finance professional with over twenty years of experience in auditing,
accounting, and operations. Diverse background in industry, including
steel making, railroads, insurance and healthcare.
EXPERIENCE
University of Pennsylvania Health System Philadelphia, PA 2008 -
Present
Assistant Director of Finance - CPUP Dept of Medicine
Responsible for the financial operations of a complex academic medical
department that includes 400 physicians and 1,100 employees. Manage the
clinical, research and education missions with leadership of Penn
Medicine and the Perelman School of Medicine. Both clinical net patient
revenue and research direct revenues are in excess of $110M. Track grant
spending.
. Manage staff of four employees, provide effective on-the-job training
and coordinate work assignments to ensure efficient work flows
. Responsible for financial analysis and implementation of financial
reporting for newly acquired independent physician practices
. Led departmental redesign of UPHS funds flow model. The department now
receives over $80M in UPHS financial support
. Assist in the development of a comprehensive annual operating budget
for approval by both the School of Medicine and University of
Pennsylvania Health System. This budget encompasses the clinical,
academic and research missions of the Department of Medicine
. Assisted in the implementation of a strategic plan that reduced
temporary and agency staff expenses by $600K annually
. Created a practice scoreboard that encompassed patient satisfaction,
practice efficiency and financial metrics
University of Pennsylvania Health System Philadelphia, PA 2002 -
2008
Supervisor of Capital and Operating Budgets
Manage staff of five accountants and financial analysts. Oversee
accounting and budget maintenance of an annual $100 million capital program
for three hospitals. Assist Director of Capital and Operating Budgets in
the annual budget process for the health system in Hyperion. Report on
monthly patient activity reporting for the health system. Lead health
system benchmarking initiative utilizing Solucient's Action OI software.
. Consistently meet accounting close deadlines.
. Helped create and implement an on-line capital expenditure request
system to replace the current paper process.
. Created on line project management reports to assist capital project
managers
. Part of the install team for Hyperion Planning budget system
. Converted three hospitals to Solucient's Action OI software for
benchmarking.
Prudential Insurance Company of America Horsham, PA 1998 - 2002
Supervisor GUL/GVUL Accounting
Manage staff of three accountants for Prudential's Group Universal Life
(GUL) and Group Variable Universal Life (GVUL) products. Accounted for
annual revenue of $250 million. Established procedures to reconcile
payments in A/R system. Was part of team that created a direct lockbox
feed of individual payments into the A/R system which cleared up a habitual
two month backlog of uncredited payments.
The Consolidated Rail Corporation Philadelphia, PA 1996 - 1998
Financial Analyst
Responsible for maintaining and tracking Conrail's $500 million capital
budget. Performed net present value analysis on proposed capital projects.
Created a forecasting system for unabsorbed switching expense which
reduced the forecast error from above 10% to less than 3%.
The Consolidated Rail Corporation Philadelphia, PA 1994 - 1996
Internal Auditor
Conduct risk assessment of assigned department or functional area in
established/required timeline. Establish risk-based audit programs.
Determine scope of review in conjunction with the Audit Manager. Review the
suitability of internal control design. Conduct audit testing of specified
area and identify reportable issues and dimension of risk. Determine
compliance with policies and procedures. Verbally communicate findings to
senior management and draft comprehensive and complete report of audit
area.
The Consolidated Rail Corporation Pittsburgh, PA 1993 - 1994
Car Reporting Clerk
Tracked the status of Conrail's train cars across the northeastern USA.
Shenango, Inc. Pittsburgh, PA 1992 - 1993
Accounts Receivable
Performed accounts receivable and treasury functions for a coke and mold
manufacturer.
Lender's Services Inc. Pittsburgh, PA 1991 -
1992
Title Insurance Manager
Approved title insurance commitments for homes valued up to $300,000.
EDUCATION
Drexel University MBA Finance 1997
University of Pittsburgh BA Business and Liberal Arts
1989