Summary

• Goal-oriented leader who brings a passion for excellence and integrity, combined with an ability to drive transformational change while enhancing corporate culture• Creative decision-maker, focused on building value through organic and strategic initiatives, with the proven ability to prioritize value drivers, identify impediments/opportunities and devise creative solutions to achieve success; directed or participated in acquisition and/or divestiture transactions• Successful team builder of financial and executive leadership; equally comfortable working alongside operational management to meet a deadline or providing strategic vision/ operational evaluations to the Board of Directors and outside stakeholders• Effective communicator who can assimilate complicated/sensitive information and integrate it into operational and strategic decision-making down into the organization across functions

Experience with international accounting firm, non-profit, privately held and publicly held entities

Involvement in charitable and faith based initiatives

CORE COMPETENCIES

Treasury and cash management

Budgeting and forecasting

Internal controls/ SOX compliance

SEC / financial and management reporting

Strategic planning

Cost reduction/containment

Process improvement

Interpersonal skills

Influencing others

Leadership and mentoring of staff

Communicating with Board members, lendors, other department heads and staff

Project management

Contract negotiation

High integrity and unquestionable ethics 

Work History

Work History
Mar 2010 - Present

Independent consultant

Self Employed

Retained to develop strategic operating plan for ownership privately held manufacturing facility to determine capital expenditure requirements, management initiatives and capital structure for future expansion.

Dec 2003 - Feb 2010

CFO

YTB International, Inc
  • Responsible for all SEC reporting, including SOX implementation and testing
  • Treasury management, budgeting and forecasting
  • Responsible for implementation of SAP system on schedule and under budget
  •  Led risk management and legal services coordination for publicly traded organization experiencing significant growth year over year
  • Led and implemented sustainable cost saving plans and strategies
  • Directed MDA endeavors
  • ERP selection, design, implementation and testing
2002 - 2004

Owner

Provident Financial Serices
  • Provided interim CFO services to a large retirement community in St. Louis South County
  • Led efforts to reduce operating losses
  • Co-led strategic planning and future expansion efforts
  • Provided financial planning to individuals and small groups
1998 - 2002

Director - Operational and Financial Support

Ascension Health
  • Division CFO for the New York Division
  • Led benchmarking initiatives
  • Counsel to local senior management teams
  • Led efforts to improve cash flow by working to reduce days in A/R
1995 - 1997

Director of Physician Services

Saint Anthony's Health Center
  • Consolidated billing for multiple locations into Central Billing Office acheiving economies of scale and improved cash flows.
  • Manage staffing issues for multiple locations
  • Led efforts to increase market share with marketing plans and physician recruitment
  • Led negotiations for purchase and disposition of individual physician practices
1987 - 1994

Corporate Controller

Sisters of Mercy Health System
  • Strategic planning
  • Led feasibility sturdies for acquisitions and divestiture initiatives
  • Responsible for investment policies and directives of $650 million investment portfolio
  • Consolidated financial reporting
  • Internal control evaluations
  • Counsel to local senior management teams
1983 - 1987

Senior Auditor

Arthur Andersen & Co.
  • Audit financial records
  • Evaluate internal control effectiveness
  • Industries included manufacturing, mineral extraction, healthcare

Education

Education
Dec 1982

BS

Southern Illinois University

Accounting

Portfolio