Seasoned Financial Management professional with proven expertise in accounting processes, systems oversight and compliance reporting. Knowledgeable about AP/AR, cash flow analysis, budgeting and all other aspects of successful financial operations. Talented team builder and supervisor with expertise to develop and maintain consistent, accurate, and legal accounting structures.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Director of Finance and Operations, Catholic Parishes of the Blue Hills
Roman Catholic Archdiocese of Boston
Hyde Park, Massachusetts
04.2022 - Current
Managed treasury functions, including cash management, investments, and liquidity strategies to optimize financial resources.
Managed budgeting processes to ensure alignment with organizational goals and objectives.
Coached staff on best practices for managing finances including budgeting techniques, expense tracking methods.
Oversaw cash flow management to maintain financial stability and operational efficiency.
Provided oversight for accounts receivable and payable functions, payroll processing, investments, and treasury operations.
Created and updated financial reports on monthly basis to present information to Finance Council and Parishioners.
Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
Central Ministries Accounting and Budget Manager
Roman Catholic Archdiocese of Boston
Braintree, Massachusetts
08.2021 - 04.2022
Prepared and presented timely and accurate financials statements on a monthly, quarterly and year end basis.
Responsible for preparing budget reports at a departmental level and for reviewing related financial data with department heads.
Responsible for supervising Central Ministries Accountant, reviewing prepared journal entries, monthly close workpapers, and cash transfers.
Maintained compliance with GAAP for Central Ministries and the associated accounts, including adherence to all required policies.
Demonstrated and maintained a thorough understanding of the financial reporting and general ledger structure.
Controller
Encompass Health Rehabilitation Hospital of Braintree
Braintree, Massachusetts
05.2020 - 07.2021
Responsible for directing and supervising the complete accounting system and financial function of the hospital
Developed and executed the annual financial and capital budget
Prepared weekly projections to forecast Medicare/Non-Medicare reimbursement revenue, Salaries Wages and Benefits, variable expenses, and EBITDA.
Lead internal audits that occurred annually and quarterly focusing on internal controls
Managed team of 9 staff members throughout Accounting, Payroll, Health Information Management Systems, ITG and Central Shipping and Receiving.
Completed ad hoc reports as requested by CEO, hospital leaders, regional teams, and corporate office.
Senior Financial Accounting Analyst
Roman Catholic Archdiocese of Boston
Braintree, Massachusetts
07.2019 - 05.2020
Facilitated the annual financial consolidation process for 280 parishes, 60 schools and 14 cemeteries.
Provided financial consultation and advisory services for regional business managers responsible for preparing financials and implementing/strengthening internal controls.
Performed internal audits on the financials for parishes, schools, and cemeteries, adhering to a robust audit plan reflective of Grant Thornton audit guidance.
Facilitated accounting software integration and conversion (QuickBooks to Sage Intacct), an expected 5-year project, by ensuring proper mapping of accounts and data integrity.
Sr. Staff Accountant
Commonwealth Care Alliance
Boston, MA
06.2015 - 07.2019
Lead the monthly close process by performing reconciliations for all liability accounts; established, analyzed, and reconciled G&A accruals; reconciled the rent and lease obligations, and performed detailed trend analysis on P&L accounts to ensure accuracy of financial records
Responsible for the accounting of capital expense projects specific to lease hold improvements, software integration, and company infrastructure.
Served as a quality manager for the Accounts Payable team by reviewing vendor analysis on a bi-weekly basis and making recommendations for process improvement.
Review AP aging reports to identify invoices outstanding and resolve as needed.
Review and assist in 1099 year-end preparation file to TPA
Responsible for the accounting, financial reporting and compliance of Grants awarded
Prepared financials, requested schedules and documentation for external audits including financial foot notes tables and exhibits, found within our annual report.
Collaborate within the department, as well as cross functionally with other departments and stakeholders to deliver accurate and timely financial information when requested
Research Administrator I
Boston Children's Hospital
Boston, MA
10.2013 - 06.2015
Review hospital financial reports to manage the revenues and expenses of approximately 60 funds / projects in order achieve a balanced budget as well as compliance with the applicable terms and agreements of the funds / projects.
Prepare financial reports and projections for 12 principal investigators to assist them in monitoring expenses and planning for future spending/hiring needs.
Maintain accurate departmental records of grant-related activity and ensures that 'Effort Reporting' is completed timely and accurately to comply with Federal guidelines.
Prepare financial transactions such as cost transfers, payroll changes, AP check requests, petty cash reimbursements, sponsor invoices and patient reimbursements related to clinical trials.
Work with principal investigators to properly allocate salary costs maintaining consistency with research effort reporting.
Experienced Assurance Associate
PricewaterhouseCoopers
Boston, MA
08.2011 - 10.2013
Tested account balances for corporate debt, payroll, AP/AR, revenue, inventory, cash, and operating expenses by performing reconciliations and substantive procedures.
Performed assurance procedures over 10Q, 10K, and 8K filings made with the SEC to ensure financial information presented was reasonable and accurate.
Tested internal controls of all key business process to include Financial Reporting, Revenue, Inventory, Purchasing and Payables, Payroll and Fixed Assets.
Provided reasonable assurance over the university's Schedule of Expenditures of Federal Awards by testing direct costs, effort reporting, cash management, procurement suspension and debarment, and internal controls, for selected government grants.
Tested allowable expenses as regulated by the Office of Management & Budget and dictated by Circulars A-133.
Education
MBA - Global Business Leadership, Accounting
Johnson And Wales University
Providence, RI
05.2011
Post Baccalaureate Management Certificate -
Charlton College of Business Umass Dartmouth
Dartmouth, MA
05.2007
Bachelor of Arts - Education
University of Massachusetts At Dartmouth
South Dartmouth, MA
05.2005
Skills
GAAP
GAAS
FASB
QuickBooks experience
Project management
Oracle (People Soft)
Excel
Great Plains
Sage Intacct
Account reconciliation
Audit coordination
Financial statement preparation
Budgeting processes
Cash management
Financial reporting
Internal controls
Account analysis
Budget planning
Financial reporting and analysis
Cash flow management
Certification
CPA (Pending License via New Hampshire State Board of Accountancy)
MTEL (Massachusetts Test for Educator Licensure - Inactive )
CPR/AED
Lead Diversity and Inclusion council at Encompass Health Rehab Hospital
2011, IRS Certified and Participant in Volunteer Income Tax Assistance (VITA)
Timeline
Director of Finance and Operations, Catholic Parishes of the Blue Hills
Roman Catholic Archdiocese of Boston
04.2022 - Current
Central Ministries Accounting and Budget Manager
Roman Catholic Archdiocese of Boston
08.2021 - 04.2022
Controller
Encompass Health Rehabilitation Hospital of Braintree
Associate Vice President of Government, External Affairs and Institutional Projects at Merrimack CollegeAssociate Vice President of Government, External Affairs and Institutional Projects at Merrimack College