Dynamic finance and human resource leader with a proven track record at Oasis Senior Advisors, excelling in payroll, budget planning and benefits coordination. Spearheaded software implementations that enhanced data accuracy and streamlined processes. Well-organized, proactive with swift capacity to learn and apply new skills.
Overview
25
25
years of professional experience
Work History
Director of Finance
Oasis Senior Advisors Franchise Systems
01.2016 - 10.2023
Assisted with recruiting, interviewing, hiring and onboarding new department employees.
Developed annual budgets and managed all payroll functions.
Managed all aspects of accounts payable and receivables.
Managed benefits administration including insurance and 401K.
Coordinated all IT services and vendor contracts.
Facilitated process improvements by automating manual tasks for tracking expenses and reimbursements..
Successfully managed multiple audits, ensuring accurate financial information was presented to external parties without discrepancies or delays.
Introduced software tools and process improvements to website.
Prepared monthly reconciliation of bank accounts and analyzed financial statements.
Spearheaded the implementation of new accounting software solutions, improving data accuracy.
Played pivotal role in acquisition process, conducting due diligence requests that led to successful closing.
Financial Administrator
Rocky Patel Premium Cigars
01.2004 - 05.2009
Completed monthly and annually financial reporting.
Streamlined month-end closing procedures, improving timeliness and reliability of financial data presented to stakeholders.
Reconciled accounts and investigated variances.
Prepared payroll, managed benefits and tax reporting.
Managed all accounts payable and receivables processes.
Tracked and ordered inventory to maintain optimal stock levels.
Education
No Degree -
Edison Community College
Fort Myers, FL
Skills
Payroll management
Benefits administration
Financial statement preparation
Audit coordination
Technology-savvy
Organizational skills
Account reconciliation
Budget planning
Revenue recognition
ERP system management
Problem-solving
Planning and coordination
Financial systems implementation
Accomplishments
Utilized Microsoft Excel to develop inventory tracking spreadsheets.
Applied for and received $500K PPP loan during COVID. Then applied for forgiveness, which was granted.
Researched and provided a Web Accessibility Initiative (WAI) to our website to make web content and applications more accessible to people with disabilities saving the company $50K.