Accomplished financial executive with a proven track record at Spring Education Group, adept in driving process improvements and leading teams to achieve organizational goals. Expert in financial management and relationship building, demonstrated through strategic initiatives that enhanced operational efficiency and revenue growth.
Overview
31
31
years of professional experience
Work History
Vice President of Financial Operations
Spring Education Group
08.2018 - 06.2024
Developed, implemented, and communicated strategic financial operational solutions to optimize performance and achieve organizational objectives
Evaluated and analyzed monthly profit & loss statements to identify risk areas and develop proactive solutions
Designed and launched a centralized billing group to streamline billing processes for 170 child care and private elementary schools
Led cross-functional teams to successfully execute major projects, including acquisitions and new builds
Directed a team of in developing a staffing matrix to enhance labor efficiency
Developed new revenue streams by identifying growth opportunities in drop in care services and fee generation
Director of Financial Operations
Spring Education Group-Nobel Learning Communities
06.2007 - 08.2018
Assisted in the development of policies and procedures that impact school operations and ensure all policies are communicated effectively to field organization
Managed training and implementation of financial system, overseeing user communication and change management
Served as financial liaison for Principals, Regional Directors, and shared services team, facilitating policy communication, monitoring adherence, and resolving issues
Reduced operational costs through meticulous budget management and expense reduction strategies.
Analyzed and reported out on all key performance indicators for network of schools
Enhanced financial operations by streamlining cash management processes and implementing best practices
Assisted Interim CFO with negotiation of bank revolver and leasing line of credit
Supported strategic decision-making by providing accurate and timely financial reports to executive management
Directed project for bank reconciliation software implementation and consolidation of bank accounts
Managed treasury bank relationships with multiple financial institutions, overseeing tracking of letter of credit fees, interest swap payments, and revolver activity
Cash Analyst
IKON Office Solutions
08.1998 - 08.2000
Managed the operation of the treasury workstation which performed various cash management functions including the forecasting and reconciling of cash activity for the operating units in the United States
Implemented best practices for managing bank relationships, resulting in improved customer service and reduced fees
Participated in special projects related to finance or treasury functions as required by senior leadership or departmental needs
Identified opportunities for cost savings by analyzing transaction patterns and recommending process improvements
Assisted in the development of short-term investment strategies to maximize returns while minimizing risk exposure
Increased accuracy in cash projections with thorough attention to detail and regular monitoring
Cash Analyst
Brandywine Financial Services
07.1997 - 08.1998
Supported treasury operations by maintaining accurate records of cash transactions, investments, and banking activities
Performed daily cash reconciliations to determine accuracy of financial reports
Recorded deposits, reconciled monthly bank accounts and tracked expenses
Commercial Loan Officer
Dauphin Deposit Bank & Trust Co,
07.1995 - 07.1997
Business development targeting small businesses in the region that borrowed under a million dollars
Relationship manager for a $10MM loan portfolio
Analysis of financial statements for loan requests
Mentor for branch managers
Commercial Credit Analyst
Dauphin Deposit Bank & Trust Co.
07.1993 - 07.1995
Analyzed and compiled financial statements to assess creditworthiness. Prepared credit summaries on accounts based on findings
Ensured regulatory compliance in all credit-related activities by staying updated on industry best practices and adhering to internal policies
Education
MBA - Business Administration
Penn State University
Great Valley, PA
12.2000
Bachelor of Arts - Honors in Business-Financial Planning
Grove City College
Grove City, PA
05.1993
Skills
Team Leadership
Relationship Building
Decision-Making
Critical Thinking
Process Improvement
Budget Oversight
Performance metrics analysis
Financial Management
Timeline
Vice President of Financial Operations
Spring Education Group
08.2018 - 06.2024
Director of Financial Operations
Spring Education Group-Nobel Learning Communities
06.2007 - 08.2018
Assistant Treasurer
Nobel Learning Communities, Inc.
12.2000 - 06.2007
Cash Analyst
IKON Office Solutions
08.1998 - 08.2000
Cash Analyst
Brandywine Financial Services
07.1997 - 08.1998
Commercial Loan Officer
Dauphin Deposit Bank & Trust Co,
07.1995 - 07.1997
Commercial Credit Analyst
Dauphin Deposit Bank & Trust Co.
07.1993 - 07.1995
MBA - Business Administration
Penn State University
Bachelor of Arts - Honors in Business-Financial Planning