Career Track

Senior Manager, Financial Planning & Analysis – Onviv Inc, DBA - Cancer Expert Now.

Morristown, NJ. 6/2020- 9/2023

Responsible for developing and reporting against the annual financial plan.

Monitoring contract compliance and deliverables reporting across a $10M core business and a high growth emerging business division involving modeling, tracking, and reporting. Was the company lead establishing Federal Gov’t contract compliance and payment processes using SAM system.

The role also involved negotiating program deliverables to streamline operations and ensure profitability.

Successes include:

Develop, implement, monitor, and report against annual financial planning model.

Contract compliance including documented close out, billing, and collections.

Cash flow projection modeling of income & expenses for accurate weekly cash closing balance.

Project & Financial Administrator – HARKESS-ORD NYC, New York. 2/2017 – 6/2020

Responsible for project deliverables reporting and financial administration of the New York Office of Harkess-Ord, providing niche project management for Fortune 500 clients. Work closely with Managing Director, CFO and Project Managers to ensure projects deliver to budget, and operations function efficiently.

Team Leader Nonprofit Program Development, AURORA NONPROFIT SOLUTIONS,

Harrington Park, New Jersey 9/2016 - 2/2017

Responsible for integrating industry best practice fraud and risk management into nonprofit operations, work practices, and staff training program.

Senior Financial Analyst, Cathedral Consulting Group, LLC,

Basking Ridge New Jersey 3/2011 to 3/2016

Promoted from Analyst with responsibility for providing business improvement options and to project manage implementation of the firm’s financial systems practice.

Trained and led a team of three providing business and management consulting, including accounting, financial modeling, financial analysis of client options, implementation support, and outsourced controller and CFO-level functions to small/medium businesses. Role included services to REIT’s and other real estate investors, contractors, developers, and the NJ Builders Association.

Project Manager/ Financial Controller, Australian Landscaping, Inc.,

Fairfax, Virginia 3/2007 to 2/2011

Managed landscaping and home improvement projects and supervised accounting functions, including accounts payable, accounts receivable, cash flow, and collections. Shepherded city approvals, project closeouts and tracked inventory as well as labor/equipment utilization. Evaluated project team performance for contract compliance. Coordinated delivery of raw materials and job supplies.

Credentials

Master of Business Administration in Accounting (2014, GPA 3.92, Dean’s List),

Strayer University VA

Bachelor of Science in Regional and Town Planning, (1996) University of Queensland Australia

QuickBooks Pro-Adviser

Corporate Member, International Biochar Institute, & NJ Organic Farmers Association (lapsed)

Computer Systems – QuickBooks, Microsoft Office (Excel, Word, PowerPoint), Microsoft Project, SAP, Sage/Peachtree, Timberline, Quicken, MYOB, Proprietary client developed Bookkeeping and Time Tracking Systems, various Apps for QuickBooks Online including: TSheets Time Tracking and TimeTracker by eBillity, Avalara, and Method which were developed for QuickBooks Online integration, Dropbox, AirTable.

Volunteer Community/Social

- In the early 2000’s I was Treasurer of the Community Support Center, Innisfail, QLD Australia and helped establish and was a facilitator of a domestic violence prevention program targeting male perpetrators. I have maintained a passion and interest in creating inclusive processes and cultures to ensure equity and opportunity for women, minority, and disadvantaged communities.

- From 2014 to 2019, volunteer for an annual Operation Appalachia home repair and renovation program in West Virginia.

Summary – Key Skills, Responsibilities

Manager Financial Planning and Analysis, with current healthcare business experience, Business Analysis skills, experience with real estate and investment. Strong portfolio and partnership allocation.

Major Responsibilities and successes in recent roles:

-Created and presented management reports for biopharmaceutical grants and general business status including Budget to Actual, Balance Sheet, and Cash Flow monitoring, depreciation and amortization schedules.

-Forecasting revenue, asset allocation, financial model development and maintenance including REIT investor reports.

-Work independently and collaboratively with Operations Team Leaders to identify opportunities for process improvements. And supported implementation.

-Evaluated alternatives, break even, minimum funding levels, and comparisons for senior management decision making.

-Develop budgets, report against actual spend for grants, sponsorships, and for-profit business units.

-Develop budgets, monitor, and report business development activities including commission calculations, invoicing, reconciling, trends, variances, and journal entries.

-Monitor and reconcile grants and other revenue against contracted commitments.

-Asset documentation monitoring to ensure contract compliance.

-Review coded expenses and preparing reports for month end close.

-Reconcile General Ledger including Balance Sheet Accounts Receivable, physical assets, and Accounts Payable.

-Monitor and manage Accounts Receivable and Payables against contract commitments and deliverables.

Collaborative team player delivering timely results in both the US and Australia.

Successful communicating complex concepts to diverse stakeholders.

Experience delivering projects, reports and research across health care, real estate, construction, and nonprofits.

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