Experienced Chief Financial Officer - Nineteen Years
Managing the finances for complex, mission driven 501(c) (3)’s with OPWDD, OCFS, SED, OASAS and NYS OMH funding
Overview
18
18
years of professional experience
Work History
Chief Financial Officer
SAIL At Ferncliff Manor Inc / Ferncliff Manor Inc
04.2019 - Current
Financial management of a for-profit $25 Million-dollar company and a $5 Million- dollar non-profit corporation
Increased Revenue by 20% in three years
Preparing cost reporting data
Compiling information for owners and stakeholders
Contracted Federal Auditor
Management Strategists Consulting Group, MSCG
06.2016 - Current
Health Resources & Services Administration (HRSA)
Hired as a finance expert to review the program requirements of Federally Qualified Health Centers across the country
Elected as a Team Leader on Most Assignments
Work as Needed basis
Chief Financial Officer
Recovery Network Of Programs
11.2018 - 04.2019
Providing Financial Management and Leadership for a $25 million-dollar company
Managing more than 25 government grant funding contracts
Implemented billing through an electronic health record software
Working to create efficiencies through technology
Mentoring and training staff
Chief Financial Officer
Family Christian Health Center
11.2017 - 11.2018
Providing Financial Management and Leadership for a Federally Qualified Health Center with three locations in the Chicago, Illinois area
Management of a $10 Million-dollar operating budget
Preparing timely financial statements and productivity reports with great clarity and accuracy
Working to improve revenue cycle management with the introduction of a new billing company
Working to improve the internal controls and prepare for the annual audit
Preparing the Medicare and Medicaid cost reports
Securing Multi-Million-dollar financing
Mentoring and training staff
Chief Financial Officer
Middletown Community Health Center
11.2015 - 10.2017
Providing Financial Management and Leadership for a Federally Qualified Health Center with ten locations
Management of a $15 Million-dollar operating budget
Working to establish policies and procedures and solid internal controls
Improved revenue cycle management
Improved cash collection by 25% by addressing billing challenges
Secured debt financing to supplement operations
Successfully prepared the Managed Care cost report, Medicaid cost report, the Managed Care visit report (MCVR), and the CFR
Prepared 990 tax return
Expert in preparing Internal Audits and Investigations
Provided recommendations to strategically enhance financial performance and business opportunities
Ensure credibility of Finance group by providing timely and accurate analysis of budgets, financial trends and forecasts.
Chief Financial Officer
LSA Family Health Service
05.2015 - 11.2015
Temporary Position
Provided Financial Management and Leadership
Worked to secure several contracts with the City of New York
Prepared reports for City of New York contracts
Prepared for the annual audit
Chief Financial Officer
Camphill Village USA, Inc, Camphill Village Copake Foundation Inc, Camphill Ghent Inc.
Camphill Hudson Inc
08.2010 - 01.2015
Provided Financial Management and Accounting for four separate 501 (c)(3) corporations totaling $110 million dollars in assets
Hired, Trained, and established an effective Accounting Department
Managed the $70 Million-dollar Camphill Foundation granting funds to many Camphill entities and other charitable organizations
Created complex Annual Operating Budgets for each entity totaling over $20 Million
Prepared detailed monthly financial statements for internal department use and summary financial data for board and audit review
Prepared 990 Tax Filing, NYS CFR Financial Reporting, and other OPWDD reports
Established Policies and Managed Finances during the expansion of services and the addition of two companies
Created Accounting manual and improved internal controls
Analyzed and managed complex investment activities including a tax-exempt bond and hedge funds
Participated in the Investment Committee of the Board
Analyzed and calculated complex trusts and charitable gift annuities
Financial management during a $26 Million-dollar construction project in which a federal grant was awarded and had to be complete within eighteen months
Expert in preparing Internal Audits and Investigations
Ensure credibility of Finance group by providing timely and accurate analysis of budgets, financial trends, and forecasts
Worked with a team creating a strategic infrastructure improvement plan to remodel and rebuild twenty or more buildings to house developmentally disabled adults
Provide recommendations to strategically enhance financial performance and business opportunities
Ensure that effective internal controls are in place and ensure compliance with GAAP and applicable federal, state and local regulatory laws and rules for financial and tax reporting.
Chief Financial Officer
The Children’s Home of Poughkeepsie
02.2007 - 07.2010
Management of Accounting department and all the aspects of Accounting and financial management for a $12 million-dollar corporation and $15 million-dollar foundation
Hired, Trained, and Built the Accounting Department
Prepared the NYS Statewide Standard of Payments System (SSOP) maximizing the set reimbursement rate
Prepared other reports required by OCFS
Accounting Manager
Access for Living
11.2005 - 01.2007
Supervising 25 staff Accountants
Managed the A/R department doing $100 million dollars in Medicaid Billing per year
Medicaid, Medicare, Private Insurance, and Private pay medical claims processed
Responsible for Overseeing Internal Auditing Functions and personally audited several hundred OPWDD funded homes
OPWDD, OMH, and SED Consolidated Financial Reporting
Managed a for profit company along with non-profit entities
Education
MBA - Accounting
State University of New York At New Paltz
New Paltz, NY
Bachelor of Arts - Sociology, Social Work
State University of New York At New Paltz
New Paltz, NY
Skills
Not for Profit Accounting, Auditing & Financial Operations 20 years’ Experience