Jennifer Nam
Mantua
Summary
Finance Director with extensive experience in fiscal management for start-ups and large organizations within the healthcare and nonprofit sectors. Successfully established accounting departments ensuring GAAP compliance and implemented automated systems that enhanced operational efficiency, resulting in a 40% reduction in payroll costs.
Overview
27
27
years of professional experience
Work History
CEO
Meals Direct LLC
Philadelphia
09.2025 - Current
- Strategic planning, operational efficiency, financial management, Team leadership.
- Implemented automated system to enhance operational efficiency and reduce payroll costs by 40%.
- Established accounting department to produce monthly financial statements and ensure GAAP compliance.
- Partnered with city representatives to explore and obtain available grant resources.
Franchise CO-owner/operator
Seniors Helping Seniors
Sewell
01.2024 - Current
- Managed in-home care operations for Seniors Helping Seniors, ensuring quality service delivery.
- Developed financial strategies to drive sustainable business growth.
- Managed daily operations to ensure high-quality care for seniors.
- Developed training programs for caregivers to enhance skill sets.
- Coordinated schedules between clients and caregivers to optimize service delivery.
Interim CFO
Philadelphia Parking Authority
Philadelphia
06.2022 - 03.2023
- Consolidated and developed financial strategies and policies across organization.
- Prepare and lead the budget process.
- Managed the month end closing process and prepared the monthly financial statement.
- Prepared and presented monthly report to Board of Directors.
- Oversaw revenue control procedures and managed risk assessment processes.
- Oversaw financial matters and managed contracts and grants.
Director of FP&A
Crozer Health System
Upland
01.2022 - 06.2022
- Led annual budgeting and monthly forecasting analytics for financial team, enhancing accuracy of financial planning.
- Conducted financial analysis, modeling, and reporting to streamline financial reporting and operations.
- Managed compilation and distribution of daily and monthly key metrics, ensuring accuracy as defined by Crozer health system.
CFO
Main Line Senior Care Alliance
Wynnewood
06.2019 - 06.2021
- Managed financial operations for three entities, ensuring accuracy and compliance.
- Oversaw month-end close process, publishing timely financial statements to inform stakeholders.
- Prepare annual budget and quarterly forecast.
- Handled the filing of 990s, conducted the year-end audit, and submitted Medicare/Medicaid cost reports.
- Ensured adherence to state and federal billing regulations.
- Cash management and tracking of capital projects.
- Ensured debt covenants compliance while preparing bi-monthly reports for Board of Directors.
Director of FP&A
Enclara Pharmacia
Philadelphia
09.2014 - 06.2019
- Prepared and led the annual operating budgets and monthly forecasts.
- Analyzed monthly and quarterly operating results against plan to inform strategic decision-making.
- Developed financial models for proposed projects to assess economic feasibility and support investment decisions.
- Monitored monthly customer contribution margin and proposed a strategic plan to increase profitability.
- Prepared and reviewed with the executive team monthly management and quarterly Board of Directors presentations.
- Published bi-weekly productivity metrics and collaborated with operations to identify cost savings opportunities.
- Collaborated with managers to develop annual expense goals.
- Published scorecard of key operating and financial metrics.
- Supported merger and acquisition processes by conducting due diligence and analysis.
Vice President of Finance
Enclara Health
West Deptford
02.2011 - 08.2014
- Managed month-end closing activities, preparing accurate financial statements and statistical reports to inform strategic decision-making.
- Reviewed and presented monthly financial statements to management, ensuring clarity in financial performance and compliance.
- Completed audit work papers, managed tax filings, and developed annual operating budgets to align financial resources with organizational goals.
- Monitored, managed and forecast daily cash flows.
- Managed daily operations in Finance including payroll and billing.
- Administered loans according to debt covenants.
- Lead and manage accounting staff including hiring, objective setting, performance management, coaching/development and training.
Controller
Lutheran Social Ministries
Burlington
01.2008 - 02.2011
- Managed daily finance operations to ensure accuracy and compliance.
- Prepared annual budgets/monthly forecast and worked closely with operations to provide necessary tools/reports to meet target.
- Reviewed financial statements and audit workpapers and provided the information to the facility administrators, operation directors and board of directors.
- Established policies and procedures to ensure controls are in place.
- Oversaw payroll and business office personnel to streamline processes and support organizational goals.
- Coordinated preparation of cost reports and tax returns, ensuring timely and accurate submissions.
- Prepared pro forma for new development and assisted CFO in financial statement related matters.
Director of Finance
Penn Center for Rehabilitation and Care
Philadelphia
12.2003 - 01.2008
- Managed the facility’s financial affairs, particularly directing and supervising the functions and activities of the business office, accounting, and payroll.
- Evaluated and established controls to ensure business systems compliance with regulations and GAAP, safeguarding financial integrity.
- Established and supported an accounting system to meet the facility’s needs and provide complete and accurate financial reports.
- Recommended methods to reduce operating costs and maximize revenue, enhancing financial sustainability.
- Led business and clinical systems conversions, streamlining processes and improving operational efficiency.
Financial Account Analyst
Extendicare Inc.
Langhorne
04.2001 - 12.2003
- Monitored daily cash collection process to ensure timely initiation and effectiveness.
- Advised Business Office on best practices and process improvements to enhance operational efficiency.
- Audit facility policy and procedure to ensure facility is in compliance with the company policy and third party regulations.
Accounting Manager
Episcopal Hospital
philadelphia
01.1999 - 03.2001
- Directed the accounting staff handling financial reporting, billing, collections, payroll, and budget preparation.
- Managed financial reporting and analysis processes for healthcare operations.
- Oversaw budgeting and forecasting activities across multiple departments.
- Led month-end close processes, ensuring timely and accurate financial statements.
Education
MBA -
William Howard Taft University
Denver, CO09-2020
BBA - Accounting
Temple University
Philadelphia, PA05-1992
Skills
- Strategic Planning
- Business Development
- Financial Oversight
- Market Analysis
- Investor Relations
- Corporate Governance
- Risk Management
- Change Management
- Operational Efficiency
- Performance Metrics
- Organizational Strategy
- Stakeholder Engagement
- Team Leadership
References
Available upon request
Timeline
CEO
Meals Direct LLC
09.2025 - Current
Franchise CO-owner/operator
Seniors Helping Seniors
01.2024 - Current
Interim CFO
Philadelphia Parking Authority
06.2022 - 03.2023
Director of FP&A
Crozer Health System
01.2022 - 06.2022
CFO
Main Line Senior Care Alliance
06.2019 - 06.2021
Director of FP&A
Enclara Pharmacia
09.2014 - 06.2019
Vice President of Finance
Enclara Health
02.2011 - 08.2014
Controller
Lutheran Social Ministries
01.2008 - 02.2011
Director of Finance
Penn Center for Rehabilitation and Care
12.2003 - 01.2008
Financial Account Analyst
Extendicare Inc.
04.2001 - 12.2003
Accounting Manager
Episcopal Hospital
01.1999 - 03.2001
MBA -
William Howard Taft University
BBA - Accounting
Temple University