and accounting, strategic planning, cash flow, management, taxation, business plans, clients, cash, instructor, design, accounting, file, planning, analysis, solutions, presentations
Southwest Key Programs
Provide assistance to the IT department in the areas of purchasing, accounts payable, and computer systems management. Design and implement a budget for the organization.
Coordinate with the office of the business to ensure timely and accurate delivery of financial statements, including ordering, pricing, and reconciliation of invoices.
Prepare monthly reconciliations and presentations for the executive Director and the Board of Directors. Work closely with the marketing department to ensure that all the information is properly recorded.
Manage accounts receivable, including planning, tracking, and ordering supplies, and work with the sales team to ensure that all customer service needs are met.
Provide telephone support to the client and the business unit. Review and approve all requests for information. Prepare and present the final approval.
Developed and implemented strategic and tactical plans for the company. Provided leadership and support for new business development. Worked with the CEO to develop and implement a new product line.
Nashoba Valley Medical Center
Responsible for the development and implementation of the annual operating plan and long range plans. Developed and maintained the financial model for the company.
Conducted analysis of business operations, including: Discounted cash flow, precedent transaction, and comparable company, and performed feasibility studies for potential acquisitions.
Participated in the development of business plans and strategic planning for the management of the accounting and financial systems of the company.
Assisted in the design and implementation of a new pipeline of financial and operational information. This project was used to create a new business plan.
Created and implemented a new pipeline of financial solutions for clients and construction in the company. Developed and implemented a computer system to track and monitor the progress of the project.
Created and implemented a budget and forecast model for the organization, which was adopted by the accounting Manager. This included the creation of a new file cabinet.