Results-driven leader with thirty years of experience in multi-disciplinary finance, organizational development and team building. Track record of optimizing operational stability, efficiency and profitability. Successful in improving processes through new standards, internal controls and procedures. Strong collaborator with senior stakeholders, while translating business requirements into solutions to achieve defined objectives.
Overview
17
17
years of professional experience
Work History
Chief Financial Officer
Esperanza Health Center
Philadelphia, PA
05.2021 - Current
Managed company-wide budgets, payroll, accounting and other financial operations.
Oversaw monthly, quarterly and annual financial reporting while developing annual operational budget and two-year projections.
Created and implemented best practices to standardize internal processes and procedures.
Prepared accounts and conducted audits according to regulatory requirements.
Prepared financial forecasts to support fiscal planning and management.
Guided internal audits, risk assessments and compliance monitoring.
Provided strategic and financial growth advice to other company executives.
Devised strategies to drive organizational vision and grow revenues.
Sourced, installed and implemented new accounting systems to streamline operations.
Collaborated with business unit managers to prepare annual financial reports, tax returns and pension plan financial statements.
Developed projections for annual revenues, including donations, sales and grants to support cash flow management.
Oversaw budgeting of each grant spanning development, implementation and close-out.
Worked with volunteers to guide fundraising activities, managed finances and strategized with board members to innovate opportunities to attract new donors.
Global Director of Compensation & Benefits
SUEZ Water Treatment & Solutions, Formerly GE
Trevose, PA
10.2017 - 05.2021
Defined the overall strategy for planning, managing, and executing all aspects of the global payroll function, with an eye towards process improvement.
Aligned the organization’s strategic goals by designing and implementing process architectures and establishing process measurements.
Negotiated new payroll contracts with global payroll providers. Researched changes in laws to maintain adherence to financial regulations.
Executed on the integration of the Global Compensation & Benefits Transitional Service Agreement (TSA) between GE and SUEZ to successfully move $1B of payroll across 68 countries for 10k employees.
Managed team of 14 financial professionals, coaching each employee to successful project execution.
Collaborated extensively with auditors during preliminary and year-end audit processes.
Global Fixed Assets Senior Process Leader
General Electric Water & Process Technology
Trevose, PA
06.2011 - 02.2017
Audited fixed asset operational process inefficiencies and recommended necessary improvements.
Worked cross functionally and developed a global automation process for posting depreciation in SAP. By automating this process, the business eliminated manual touch points and potential errors which could have led to forecasting and P&L discrepancies in the business's financials.
Worked closely with Global Operations to develop a process and operating rhythm for tracking and closing Construction in Progress (CIP), resulting in a reduction of aged CIP by 70%.
FP&A /Senior Finance Manager
General Electric - Water & Process Technology
, PA
04.2007 - 06.2011
Partnered with General Manager on planning cycles including developing & consolidating estimates, operating plans / forecasts / review, Growth Playbook (3-year plan), SII (1-year plan), and HQ reporting.
Identified financial variances and root causes. Defined action owners, and drove improvements with commerical and operational leaders.
Worked with finance and operating leaders to understand and drive opportunities for growth and managing cost.
Analyzed data for accuracy & reviewed variances by considering sources, current business activities and historical trends prior to releasing information to business stakeholders.
Performed quarterly risk management reviews to mitigate risks and/or capitalize on opportunities.
Ensured the accuracy of the organization’s financial results by recognizing controllership issues & ensuring P/L accuracy.
Led process improvement projects to facilitate and increase capacity for value-added financial analysis.
Education
Bachelor of Science - Accounting / Organizational Management
Gwynedd Mercy University
Leadership and Management Executive Program
University Of Pennsylvania - The Wharton School
Johnson & Johnson Health Care Executive Program
UCLA Anderson School of Business
Skills
Organizational Strategist
Process Redesign & Change Management
Finance & Accounting Controls
Budgeting & Cash Flow Optimization
Compliance Reporting
Regulatory requirements
Additional Information
Currently serve as a key member of the Executive Diversity and Inclusion Council. The council is responsible for the the diversity program and ways of working that move the organization forward.
Worked collectively to define the roles and responsibilities of the council. Collaborated with HR to develop effective strategies for hiring and retaining a diverse workforce
Supported business leaders in solving problems associated with incorporating diversity and inclusion into day-to-day management practices.
Spearheaded recruitment and development initiatives to identify and match diverse talent to potential career opportunities.
Facilitated conscious and unconscious bias training to educate people and provide tools to assist with recognizing patterns of thinking, and ultimately eliminating cultural and racial biases.
Community Service and Boards
The First Tee of Greater Trenton - Vice President & Executive Board Member - Creator of the annual Golf-4 Girls fundraiser. proceeds benefit programming for girls to learn leadership skills through the game of golf (ages 6-80+)
The Peace Center - Diversity & Inclusion, Facilitator -To educate, empower and support individuals and organizations in order to prevent violence, promote peaceful resolution of conflict and foster inclusive, equitable and safe communities locally, nationally and worldwide.
African American Museum of Buck County- Executive Board Member -The African American Museum of Bucks County honors the rich legacy of the African American experience, inspiring pride in our heritage, sharing the untold stories and hidden figures in Bucks County and beyond. Our programs explore the diverse cultures that have shaped our shared history and heritage. We tell these stories through special exhibitions, community events and educational programs designed for families, students, and adults of all ages.
National Junior Tennis & Learning, Board Member - National Junior Tennis League was created as a way to gain and hold the attention of young people, with the hope of teaching them the importance of character, getting an education and becoming productive citizens
The Links Incorporated, Bucks County Chapter - Executive Board, Financial Secretary, Treasurer, Recording Secretary, Scholarship Chair and Co-Chair, Fundraiser, Legends Tea, Tri-Chair Founders Day, Co-Chair Teen Leadership Institute along and the Eastern Area Conference Tri-Chair
Esperanza Health Center Support Corp- Board Chair - is a federally qualified health center that provides high-quality and equitable healthcare to underserved areas and populations
Mason Chandler Allen Foundation - Executive Board and Treasurer - Advancing the fight against pediatric cancer through awareness and funding for better treatment options.
Awards
May 2024 - Honored with the Titan 100 Award is a national program that recognizes the top 100 CEOs and C-Level executives in a region who exemplify excellence in leadership in their respective fields.
May 2018 - Honored by Bucks County YWCA for Women Who Make A Difference. The Salute to Women Who Make a Difference is a hallmark event of the YWCA that proudly honors female leaders who live and/or work in Bucks County. Each year, the YWCA Salute to Women recognizes women in Bucks County making exceptional contributions to their businesses, organizations, and their communities.
Timeline
Chief Financial Officer
Esperanza Health Center
05.2021 - Current
Global Director of Compensation & Benefits
SUEZ Water Treatment & Solutions, Formerly GE
10.2017 - 05.2021
Global Fixed Assets Senior Process Leader
General Electric Water & Process Technology
06.2011 - 02.2017
FP&A /Senior Finance Manager
General Electric - Water & Process Technology
04.2007 - 06.2011
Bachelor of Science - Accounting / Organizational Management
Gwynedd Mercy University
Leadership and Management Executive Program
University Of Pennsylvania - The Wharton School
Johnson & Johnson Health Care Executive Program
UCLA Anderson School of Business
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