Determined and motivated financial professional offering demonstrated success in analyzing KPI trends and tracking revenue and expense variances.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Senior Financial Analyst
VMG HEALTH
05.2023 - Current
Provide support through financial analysis, Excel-based modeling and the preparation of deliverables
Request and organize client data necessary for engagement completion
Timely investigate concerns and communicate findings to consultants
Review client deliverables for quality control purposes.
Enabled informed decision-making by presenting key findings from complex data sets in clear, concise formats for senior leadership team members.
Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
Created and maintained precise and accurate models, charts and reports.
Participated in client meetings to discuss financial analysis and strategies.
Program Manager Finance
BON SECOURS MERCY HEALTH
04.2022 - 02.2023
Served as Program Manager Finance acting as local finance contact for the department, service line, and executive leaders (for Kentucky market), including 2 acute care hospitals and an ambulatory surgery center
Delivered finance support to service line leaders, including assisting with finance specific platform and processing navigation questions
Performed variance analysis at the account, department, service line, site, and market levels
Maintained responsibility for strategic capital planning and monitoring.
Improved program efficiency by streamlining processes and implementing time-saving solutions.
Optimized resource allocation, effectively balancing priorities and managing competing demands.
Delivered high-quality results by setting performance metrics and monitoring progress against targets.
Utilized data-driven decision-making approaches to inform strategy development and optimize outcomes.
Senior Financial Analyst
BON SECOURS MERCY HEALTH
08.2017 - 04.2022
Provided leadership as Senior Financial Analyst responsible for providing financial analysis and strategic support to the Market CFO
Conducted financial analysis supporting business decisions and providing insights to senior management
Developed and maintained financial models and forecasts to support long-term financial planning and budgeting
Partnered and collaborated with cross-functional teams to develop & implement strategic initiatives while identifying potential areas for operational improvement.
Senior Accountant
BLYTHE CPAS & ADVISORS, PLLC
10.2015 - 08.2017
Served as Senior Accountant responsible for providing accounting and financial reporting services for clients
Prepared federal, state, and local individual, corporate, and partnership tax returns for clients
Focused on preparing, analyzing, and reviewing financial statements and reports to ensure accuracy and completeness
Maintained responsibility for reconciling bank accounts and processing accounts payable for clients
Ensured total compliance with internal accounting standards and industry regulations.
Senior Accountant, Reporting
MURRAY STATE UNIVERSITY
10.2014 - 08.2017
Provided leadership as Senior Accountant, Reporting responsible for overseeing financial reporting processes while ensuring compliance with accounting standards and regulations
Maintained responsibility for reconciling fixed assets and analyzing variances
Prepared and analyzed financial statements and reports to ensure accuracy and completeness
Monitored and reviewed cash transactions daily; reconciled cash accounts; prepared ad hoc financial reports for various agencies upon request.
Senior Accountant, General Ledger & Accounts Payable
MURRAY STATE UNIVERSITY
04.2013 - 09.2014
Served as Senior Accountant responsible for overseeing general ledger and accounts payable functions, including processing and reconciling transactions
Reconciled fixed assets, analyzed variances, and processed payments and journal entries
Performed account reconciliations and analyzed financial statements and reports to ensure accuracy and completeness
Delivered ongoing support to department stakeholders by preparing reports, analyzing financial data, and providing insights into trends and variances.
Accounting Specialist, Grants Accounting
MURRAY STATE UNIVERSITY
05.2012 - 03.2013
Provided support as Accounting Specialist responsible for reconciling grant account balances and analyzing unusual transactions
Maintained responsibility for preparing and delivering invoices to grant agencies
Communicated directly with Project Directors regarding grant account activities and concerns
Closed grant accounts after confirming the required information was received.
Education
Master of Business Administration (MBA) -
Murray State University
Murray, KY
05.2011
Bachelor of Science (BS) in Business (Accounting) -
Murray State University
Murray, KY
12.2008
Skills
Accounting Management
Strategic Planning
Team Leadership Skills
Financial Planning & Analysis
Project Management
Data Analytics & Reporting
Budgeting & Forecasting
Financial Compliance
Process Improvement
MS Excel
CarePATH
Workday
LaborLytics
Hyperion
Strata
KPI Monitoring
Business Operations Analysis
Budget Forecasting
Financial Management
Bookkeeping
Cost-Benefit Analysis
Financial Statement Analysis
Annual Budgets
Variance Reporting
Financial Modeling
Financial Statements Expertise
Account Reconciliation
Expense Reduction
GAAP Compliance
Data Analysis
Revenue Recognition
Capital Budgeting
Certification
Certified Public Accountant (CPA) - State of Kentucky
Timeline
Senior Financial Analyst
VMG HEALTH
05.2023 - Current
Program Manager Finance
BON SECOURS MERCY HEALTH
04.2022 - 02.2023
Senior Financial Analyst
BON SECOURS MERCY HEALTH
08.2017 - 04.2022
Senior Accountant
BLYTHE CPAS & ADVISORS, PLLC
10.2015 - 08.2017
Senior Accountant, Reporting
MURRAY STATE UNIVERSITY
10.2014 - 08.2017
Senior Accountant, General Ledger & Accounts Payable
MURRAY STATE UNIVERSITY
04.2013 - 09.2014
Accounting Specialist, Grants Accounting
MURRAY STATE UNIVERSITY
05.2012 - 03.2013
Master of Business Administration (MBA) -
Murray State University
Bachelor of Science (BS) in Business (Accounting) -
Murray State University
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