Corporate finance professional with deep expertise in financial analysis, strategic planning, and budget management. Proven track record in optimizing financial performance and driving significant improvements. Strong focus on team collaboration, adaptability, and results-driven outcomes. Skilled in risk management, financial forecasting, and stakeholder communication. Reliable, flexible, and consistently meets evolving business needs.
ST ANDREW’S RESOURCES FOR SENIORS’ SYSTEM (STARSS)
03.2022 - 03.2023
Company Overview: A faith -based, not-for-profit United States senior care system.
Managed the cash, debt, and investments of STARSS with primary responsibility for forecasting and resolving liquidity needs, coordinated the banking, investment, and bond trustee relationships, oversight of the banking relationship, coordination, and maintenance of the system-wide credit card program.
Managed the production, coordination, and initiation of budget process improvements for all STARSS entities and affiliates, including the implementation of budgeting software.
Managed the overall relationship with the insurance broker for STARSS, all affiliates, and managed companies.
A faith -based, not-for-profit United States senior care system.
Lead implementation of improvements to current cash management process.
Redesigned the weekly cash process to better track inflows and outflows for monitoring the daily cash position and anticipating upcoming investment transactions.
Forecasted daily cash requirements and liquidity management, resulting in the determination of cash balances available for investment, or short-term borrowing needs, and recommended action to Senior Management.
Co-led the installation and implementation of Martus Budget software for all STARSS entities.
Trained the Regional Finance staff to utilize the Martus software for the annual budget process.
Corporate Finance Manager – Budget & Planning
SSM HEALTHCARE
02.2009 - 08.2020
Company Overview: A Catholic, not-for-profit United States health care system.
Coordinated strategic financial planning procedures and budgeting procedures for the system.
Led long-range financial planning and operating budget process for SSM Health Care.
Coordinated the major capital project submissions and capital project results.
Maintained the strategic plan application and budgeting application for SSM Health Care.
I interviewed, hired, scheduled, directed, and evaluated budget and planning staff.
A Catholic, not-for-profit United States health care system.
Reworked the modeling of Kaufman Hall forecast model software to new platform.
Trained the Regional Financial Accounting staff in various locations on how to use the upgraded Kaufman Hall forecast modeling software.
Co-led the installation and implementation of StrataJazz Capital software.
Set up the Axiom forecast software for the System in three months – exceeded the expected timeline.
Moved EPSi Budget Management software to the Axiom Operating Budget software.
Education
Master of Business Administration -
Webster University
St. Louis, MO
Bachelor of Science - Accountancy
Southern Illinois University at Edwardsville
Edwardsville, IL
Skills
Capital allocation
Financial budgeting
Financial analysis
Continuous improvement
Budget forecasting
Customer service
Teamwork and collaboration
Problem-solving abilities
Financial analysis and reporting
Attention to detail
Excellent communication
Skilled in Excel, Word, PowerPoint, SAP ERP Systems, StrataJazz Capital Software, Axiom Hospital Advisor Enterprise Edition Software