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Financial Sales

Oak Park, IL
March 21, 2020

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Financial Consultant Healthcare Insurance (Medicare, Medicaid)

Not-For Profit Organization – Providing Medicare and Medicaid Insurance Chicago

July 2018 to May 5th 2019 – This organization was in Receivership, and under The Office of the Special Deputy Rehabilitation programme

Review of all Previous monthly Balance Sheet and P&L reports for both Medicare and Medicaid for 2017 and 2018

Receivables and Payables Analyses

Investigation and correction of all balance sheet accounts for 2017 and 2018

Monthly Financial Reporting and analysis, P&L/BS reviews for 2018

Correction of Management Accounts for Medicare Admin and Medical for 2017 and 2018

Medicare Parts A&B, Part D reporting and reconciliation for 2017 and 2018


Orange Book Quarterlies, preparation and submission of

Year End Federal 990 Reporting, and State AG990 reporting for 2017 and 2018

PPR’s and MMR’s Revenue streams and Expenses review and corrections for 201 and 2018

Intercompany Financials, corrections for 2017 and 2018

Banking Recs, etc

Director of Financial Planning, Budgeting and analysis.

Thresholds - Not-For-Profit Organization - provides healthcare, housing, support and advocacy for thousands of persons with mental illnesses and substance use disorders in Greater Chicago.

July 2014 to July 2018

Reporting to the CFO

Responsible for financial planning, forecasting, budgeting, analysis and reporting and variance analysis

Preparation of all agency budgets including oversight of all subsidiaries and affiliates,

Preparation of Year End audit reports, and year end grant reporting for Federal and state requirements

Worked closely with the grants team in the preparation of Grant reports for State and Federal submissions, and year end reporting requirements.

Prepared all agency Budgets, Planning and re-forecasting in collaboration with the Grants team, and other divisions and business units.

CAPEX, all aspects including budgets, reforecasting, capital projects, depreciation fixed assets register etc

Review income streams and expenditures for all cost centres, within approved fiscal year budgets.

Recommended and developed policies, procedures and systems to meet company objectives, such as systems integration of Adaptive Insights.

Provided strategic financial leadership and support on the evaluation of all issues affecting business.

Project lead for Financial Systems integration of MIP Fund Accounting software with Adaptive Insights (Planning BI software).

CONSULTANT – Senior Financial Director 2006 – 2014

(Manufacturing (Food, Hospital Equipment), Healthcare NHS based clients)

Healthcare Clinical Commissioning Group

Interim cover as Senior Finance Director during year end processing within a newly formed commissioning organisation

Managed Year End Financial Statements Reporting and Year End National Draft Accounts spreadsheet models

Created and managed the Agreement of Balances process with healthcare providers within SLA's and contract requirements

Created and implemented the yearend reconciliation processes; created SOP procedures for month end and year end processes

Managed and developed Month End and Year End reporting

Wrightington, Wigan & Leigh Acute NHS Trust – Financial Consultant

Prepared Associate Commissioning Primary Care Trusts year end final contract settlements

Prepared Incomplete Spells WIP

Negotiated year end settlement contracts with Associate Primary Care Trusts

Provided analytical review of income benefit of Year End Deals

Reviewed, analysed, and prepared Strategic Health Authority year end settlement

Provided analytical review of education funding income

Reviewed aged debtors and accounts receivable processes

Salford Primary Care Trusts – Financial Consultant

Performed contract monitoring and produced executive reports

Reporting to The Director of Finance - Reviewed, analysed, and monitored Month End reports, monitor and analyse year end forecast positions

British Energy Coast Ltd – Interim Financial Controller – Financial Consultant

Managed and controlled the transfer of company accounts from Pegasus Accounting System to Sage

Managed month end accounts during the transfer process

Reconciled closing balances from Pegasus with opening balances of Sage

Created new MI reporting pack

NHS Leeds Primary Care Trust – Financial Consultant

Developed and managed the SLAM Costing System models and supported new for Service Level Agreements, and contract costing; monitored and performed financial planning for the current year

Managed the year end process for 2011-12 Payment By Results and non Payment By Results for SLAM, and contract reporting

Created 2012/13 SLAM costing models, and Management of the planning process for the 2012-13 Payment By Results and Non Payment By Results Service Level Agreements for SLAM and the contract reporting team

Reconciled SLAM data to SLA Trading Reports

Managed the SQL developer for SLAM SUS data processing

York Teaching Hospital NHS Trust – Director of Financial Planning, Budgeting, Reporting and Analysis – Financial Consultant

Created new data analysis spreadsheet models and processing procedures, create new financial reporting spreadsheet models, and modify existing models, create new planning spreadsheet models

Introduce month end reconciliation processes and procedures to prevent the above recurring; Development and refinement of the existing systems, and improve analytical processes and procedures

Created new monitoring procedures to ensure the integrity of internal and external reporting

Responsible for the delivery of accurate finance information for the Hospital Trust and PCT reporting for Payment By Results and Non Payment By Results activity and income.

Managed the financial planning process for the Payment By Results and non Payment By Results Service Level Agreements for SLAM and the contract reporting

Investigated and corrected activity and financial errors created

Managed and developed the Finance and Contracting team, Give in-house excel and systems training to the team

Worked with the Assistant Director of Finance to align financial status of the Trust internal and PCT external reports generated from 2 different SLAM systems and ensure the alignment of these in activity and income

Set up and configured SQL SLAM for 2010-11 Financial Year to replace the Access version

NHS Kirklees PCT Huddersfield – Financial Consultant

Built and created models and complex spreadsheets for the PBC (Practice Based Commissioning) budget setting process within the new HRG4 chapter and speciality costing, after interpretation of the DOH guidance for fair share and distance from target distribution of budgets to Practices Toolkit analysis of budget in Access dBase and spreadsheets

Created new methodology for data extraction from the data warehouse (Finance Cube) with pivot tables

Remodelled existing management accounts spreadsheets for PBC costs with lookups to the new Finance Cube pivot tables

A. Steadman & Son Ltd, Manufacturing Company – Financial Consultant

Managed accounts, P&L, fixed assets, created exceptions reports, and variance analysis

Developed Sales Analysis spreadsheets, incorporating Budget and forecasting

BIB Cochran Ltd - Boiler Manufacturing Company – Financial Consultant

Assisted with yearend reconciliation and analyse out errors with journals to correct the necessary nominal codes

Generated corrected management reports for the full year

Created new nominal coding for payroll system and reconcile to previous reports

Metcalfe Plant Hire Ltd, Penrith – Financial Consultant

Developed a new methodology and created process for operations management accounting; created new COA in accounting program Sage Line 50 and split company accounts into cost centres for greater visibility

Created Budget & Forecast spreadsheet models to allow in depth analysis of profit and loss of the individual cost centres and the consolidated company accounts

Full automation of Excel integrated with Sage Line 50 of the above extracting live data from Sage Line 50.

General Anaesthetic Services Ltd – VP of Finance, Financial Planning, Budgets and reporting, Financial Control)

April 2006 to 31st October 2007 – Left for relocation to Cumbria

Financial management of the business

Produced Financial Statements for review with the CEO

Managed accounts, produced cash-flow forecasts and variance analysis

Provided analysis of sales and services; Developed marketing strategies with CEO and negotiated sales contracts

Created and managed budgets & forecasts spreadsheet models

CAPEX, all aspects including budgets, reforecasting, capital projects, depreciation fixed assets register etc

Managed payroll for the company, and provided forecasts/budgets for labour costs

Created new variance analysis spreadsheet models and provided variance analysis

Led daily finance and operations meetings,Ensured integrity of existing accounting procedures, and introduce new SOP’s

Negotiated & Managed service contracts & manage team of 6; also in directors absence manage a further team of 6

Monkhill Confectionery, Cadbury Schweppes Plc subsidiary 2002 – 2006

Plant Financial Controller

As plant FC managed all aspects of financial planning in collaboration with the Plant operations manager, and group CFO.

Created, developed, and interpreted sales data, budget, and forecasting models for sales analysis

Managed accounts, variance analysis, KPI’s, budgets/forecasts, P&L, and balance sheet

Worked closely with the Sales team to ensure that factory variances did not affect the sales margins.

Project managed genesis to correct recipe structures and costs in MRP to improve data integrity of MRP and to improve sales

Forecasted, budgeted, and analysed labour costs

Project Management accounting, re-modelling spreadsheets for factory production analysis; Performed cost accounting functions

Created new financial models for WIP stock accounting and new variance analysis spreadsheet models

Created recipe spreadsheet model to enable NPD correct recipe data input to MRP

CAPEX, all aspects including budgets, reforecasting, capital projects, depreciation fixed assets register etc

Performed internal year end audits

Performed stock inventory audits

Heinz Frozen & Chilled Foods 2000 – 2002

Interim Financial Controller – Financial Consultant

Consolidated financial reports for 5 UK factories; Provided financial support to the General Manager Operations

Analysed and interpreted the financial performance for 5 UK manufacturing plants; Performed KPI analysis

Prepared Manufacturing budgets and forecasts for review by the GM Finance

Performed financial planning, developed a strategic plan, Fy03 Budget; Developed automated reporting models using excel

Analysed and produced monthly Management Accounts of Heinz Public Cold Storage

Performed costs analysis, produced budgets, P & Ls, and Balance Sheet Spreadsheet modelling:

Developed forecast and budget spreadsheet models for the UK Cold Storage & Distribution Service


Adaptive Planning BI. Abila MIP Fund Accounting, Quick Books, Oracle, SBT Executive Series, SAP, MAX (MRP), Sage Line 50 Financial Controller, Advanced Excel Spreadsheet modelling, CIVICA SLAM, Crystal Report Writer, SQL queries, AS400, Reflection 2, MS Premier Accounting, FMS, Word Perfect, WordStar 2000, MS PowerPoint, and MS Word

Languages: Fluent French


Anglia Polytechnic University - BSc Earth Sciences

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