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Work experience

Sep 2004Mar 2015

Finance Manager

Genesis HealthCare LLC
Kennett Square, PA IT Finance Manager Partnered with IT Vice President's to compile and analyze financial performance for individual operating departments to ensure alignment with budget, project objectives, and identify opportunities and risks. Prepared and presented financial reporting packages of current results versus prior period including monthly, quarterly, and year-to-date results to senior management. Related financial results to facilitate alignment with strategic business objectives and highlighted decisions to be considered for future planning, while maintaining acceptable budgetvariances. Performed monthly general ledger close for individual IT departments including accruals, analysis, and re-classes to ensure financial statements are compliant with GAAP. Prepared detailed project accounting reports of capital expenditures. Presented capital reports to senior management and worked with Vice President's to re-forecast deliverables and related spend. Drove the annual budget process from inception to final approval with a budget range of $40M-$55M. Managed all aspects of the IT Accounts Payable process: managed staff; vendor relationships; audit requests; and tax law issues. Managed relationship with 3rd party telecom expense management vendor to ensure financial quality of billing system output; managed relationship with telecom vendors; lead a team of Telecom Analysts in the daily processing of over 650 accounts with annual spend of $20M. Managed the IT purchasing department including supervision of staff. Initiated purchase request form to ensure compliance with budget and to define business critical need. Lead weekly meetings with IT buyers and department Vice President's to review non-project hardware/software requests and determine justification to fund or decline, while keeping within budget targets. Provided cash flow forecasting to support Treasure departments' cashflow planning.
Apr 2003Aug 2004


Genesis HealthCare LLC
Controller Provided financial planning and analysis support and project accounting for a unit with a $40M department and project budget. Generated comprehensive performance and productivity reports to empower business owners in making decisions on level of future spending and direction of business objectives. Implemented monthly forecasting of the product P&L in order to gain a clear understanding of dynamics driving revenues and expenses, and thereby facilitate achievement of budget and forecast targets.


Phoenix Home Life Mutual Insurance Company
New York, NY Manager Investment Analysis Developed invested assets annual forecast to facilitate the management of risk through the allocation of invested assets, investment income, and capital gains and losses across multiple lines of business. Reviewed asset allocation forecasts with senior management to support evaluation and understanding of financial impact to individual business segments.

Senior Forecasting Specialist

Phoenix Home Life Mutual Insurance Company
Senior Forecasting Specialist Developed and implemented a cash flow forecasting model to anticipate negative and positive changes in cash flow. Created forecast reports for investment strategy planning sessions; collaborated with the Treasurer in liquidity planning sessions to analyze and establish schedule for the optimal use of short-term cash and borrowing balances.

Senior Cash Management Analyst

Phoenix Home Life Mutual Insurance Company
Senior Cash Management Analyst Assembled the daily cash position to determine borrowing requirements of funds available for investment; tracked the maturity schedule of investments and borrowings to report the overall liquidity position to the Treasure for short-term planning. CORE COMPETENCIES Financial Controls development and implementation Budget development Strategic planning and decision making Process improvements Accounting compliance with GAAP Financial forecasting, analysis and reporting Project accounting Staff management and development CAPABILITIES Strong interpersonal, oral and written communication skills Complex problem solving Excellent analytical abilities Ability to prioritize and follow-through on ever-changing priorities Results oriented to meet deadlines and deliverables Exercises solid judgement Ability to influence Unwavering integrity SKILLS Financial systems(PeopleSoft) Microsoft Office Suite SharePoint Database software Teamwork collaborative software


B.A. Finance

University of Louisiana at Lafayette