Open To Work
Helen Dann
St. Petersburg
Summary
Strategic financial professional with expertise in accounting operations, financial planning, and managing acquisitions and divestitures for private equity-backed healthcare technology companies. Delivers insightful analyses that drive decision-making and aligns financial initiatives with organizational goals while enhancing cross-functional collaboration and process efficiency.
Overview
12
12
years of professional experience
Work History
Controller
InformedDNA
St. Petersburg
11.2022 - Current
- Directed month-end closes, producing detailed financial reports with variance analysis for leadership decision-making.
- Managed annual budget and forecasting cycles, aligning financial plans with operational goals and enhancing visibility through detailed reporting.
- Led comprehensive accounting operations for payer-focused life sciences payment integrity, managing general ledger, accounts payable, and receivable processes.
- Coordinated external audits by preparing workpapers and serving as key liaison, ensuring compliance with zero major findings.
- Oversaw tax relationships, ensuring compliance with federal, state, and local reporting requirements in multi-jurisdictional payer environments.
- Assessed requirements and supported ERP/tool selection for robust accounting systems and controls.
- Provided specialized financial support to executive and board leadership through ad hoc analyses and high-priority projects.
- Collaborated cross-functionally to streamline due diligence processes for mergers, acquisitions, divestitures, and joint ventures, supporting strategic business objectives.
Financial Planning & Analysis Manager
InformedDNA
St. Petersburg
07.2020 - Current
- Led annual planning process, developing multi-year strategic plans to align financial targets with corporate goals.
- Created and maintained advanced financial models to forecast performance and evaluate new business initiatives.
- Translated business strategies into measurable outcomes via enhanced financial models for budgeting and planning.
- Prepared detailed reports on financial metrics for executive leadership to support informed decision-making.
- Streamlined budgeting procedures, enhancing resource allocation effectiveness.
- Guided capital expenditure projects, ensuring alignment with organizational objectives and strategic priorities.
Principal Accountant
Greenway Health, LLC
Tampa
08.2014 - 07.2020
- Led general ledger and accounts payable teams in SaaS healthcare technology, achieving accurate financial close and timely payment processing.
- Directed monthly close activities by preparing and reviewing complex journal entries and reconciliations for various accounts.
- Oversaw financial audit support for goodwill, stock-based compensation, payroll, and accounts payable, ensuring compliance and accuracy.
- Delivered critical analysis and reporting to management, facilitating informed decision-making in financial matters.
- Acted as subject matter expert in payroll, commissions, benefits, vendor management, and revenue cycle processes.
Education
Bachelor of Science - Business Administration - Accounting
University of South Florida
St. Petersburg, FLSkills
- Financial reporting preparation
- Compliance with GAAP standards
- Month-end and year-end closing processes
- Revenue cycle oversight
- Budgeting and forecasting expertise
- Financial planning and analysis (FP&A)
- Audit readiness and oversight management
- Treasury operations management
- Leadership in team environments
- Mergers and acquisitions experience
- Healthcare regulatory compliance
- Debt recovery methodologies
- ERP system selection and implementation support
- Sage Intacct expertise
- NetSuite expertise
- Microsoft Dynamics AX knowledge
- Workday Adaptive Insights experience
- Advanced skills in Excel techniques
- Advanced skills in Microsoft Office Suite
- Advance skills in Google Workspace tools
Work Preference
Job Search Status
Open to workWork Type
Full TimeLocation Preference
RemoteSalary Range
$150000/yr - $200000/yrTimeline
Controller
InformedDNA
11.2022 - Current
Financial Planning & Analysis Manager
InformedDNA
07.2020 - Current
Principal Accountant
Greenway Health, LLC
08.2014 - 07.2020
Bachelor of Science - Business Administration - Accounting
University of South Florida