Experienced financial professional with over 10 years of experience in the banking industry. Proven ability to manage multiple projects simultaneously and efficiently. Strong analytical skills, and a team player.
reports, finance, managerial
credit card, financial planning, fasb, credit, leasing, business operations, planning, finance, accounting, real estate, operations, research, consulting, analysis
All Metro Health Care
Responsible for developing and maintaining the company's financial and operational reports for the CFO and the Board of Directors. Also, provided managerial support to the business unit leaders in the development of the annual operating plan.
Lead Finance team in developing and implementing new business processes and procedures to drive efficiencies and improve efficiency. Provide guidance to the business unit leaders on financial issues.
Lead the annual budget process for all business units and provide guidance to the FP&a team. Prepare monthly forecast and annual budget.
Lead the development of the annual operating plan and quarterly forecast process. Provide guidance to business units on the financial performance of the business.
Manage the implementation of a new ERP system, including the creation of a new chart of accounts, and the integration of the financial reporting system.
Preparation of monthly financial package for senior management and Board of Directors. Responsible for the preparation of the annual budget and quarterly forecasts.
Managed the Finance department, including the development of a new leasing business, and real estate analysis, which included the creation of a new financial model, and the creation of a database for the company.
Provided financial planning and consulting services to the corporate credit card division. This included the development of a new process for tracking the monthly expenses and the allocation of expenses to the appropriate departments.
Worked closely with the operations team to research and resolve issues related to the business and provide financial support to the business partners.
Assisted in the development of the business model for the company’s internal control system. This included the creation of a new chart of accounts, and the creation of a new chart of accounts.
Worked closely with the accounting and Finance department to ensure that all financial transactions were recorded accurately and in accordance with company policy and procedures.
Analyzed and reported on cost savings and efficiencies of the business. Worked with the VP of Finance to develop a new process to track and report on capital expenditures.