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Click here or scroll down to respond to this candidateCandidate's Name
Street Address Via LeonardoLake Worth, Florida Street Address
EMAIL AVAILABLEPHONE NUMBER AVAILABLE (cell)SUMMARY OF QUALIFICATIONSDiversified executive and management level financial and accounting experience, information systems and personnel management experience in healthcare, municipal government, long term care, behavioral health, publishing, and for-profit/non-profit environments. PROFESSIONAL DEVELOPMENTPennsylvania Adult and Teen Challenge, Rehrersburg, PA 2020 - present Vice President, Finance and Accounting*Responsibilities relating to the substance use disorder in patient and out patient centers across Pennsylvania to include guidance, analysis, and continuous assessments of business environment, banking relationship building, contract negotiation, maintaining stature in accordance with organizations strategic plan, continuous monitoring of the financial status of the organization and our ability to provide and grow community programs. Member of Executive Leadership Team and Finance Committee Director. Reported directly to the Chief Executive Officer.*prepared, analyzed and maintained annual budget of $18 million as well as sustained profitable margins in past two fiscal years (an organizational record). Improved budget creation process and quality by heavily involving key operational managers.*oversaw the investment of funds and managed associated risks, supervised cash management activities, executed capital raising strategies to support the organizations expansion goals in accordance with the strategic plan, explored potential mergers and acquisitions. Increased cash reserves thus doubling historical levels.*through spearheading of aggressive/successful A/R collections campaign organization was able to increase levels of cash reserves thus creating lowest DSO in 72 months. Improved the front office client intake/admissions authorization process thereby reducing bad debt exposure.*prepared monthly financial package (including footnotes) for internal and external interests.*substantially improved data and content quality of monthly financial reporting package, created a monthly departmental review process*Reduced the number of prior audit management findings from eight to two in first year. Broward County BARC, Fort Lauderdale, FL 2019 - 2020 Accounting Supervisor*Responsibilities relating to the county governments Department of Human Services substance abuse center to include oversight of fiscal operations and process improvement at the Broward Addiction Recovery Center.*Implemented insurance authorization process leading to improved cash collections and reduction in general fund draws.*Established and enforced fiscal policies associated with all accounting and cash related procedures.*Creating internal accounts receivable system in order to provide monthly receivables analysis as well as potential allowance requirements.Borough of West Chester, West Chester, PA 2015 - 2019 Treasurer/Finance Director*Responsibilities relating to a municipal government to include monthly closings, fund management, audits, annual budgets, and reconciliations. Reporting to the Borough Manager and direct/supervise all Finance Department functions including bond administration, payroll, accounts payable, accounts receivable (management and billing), purchasing, inventory and fixed assets.*Reduced the number of prior audit management findings from eight to two in first year.*Established fiscal policies associated with all accounting and cash related procedures.*Installed and implemented a server based fixed asset system, billing system, and purchase order system.*Designed and managed systemwide billing rollout for Stream Protection program.*Implemented steps towards reducing unfunded pension and other post employment benefits liabilities for first time in Borough history.*Prepared a variety of detailed accounting, statistical, and narrative financial statements or reports requiring analysis and interpretation as well as public presentation.*Provided management and Council with monthly financial reporting package (never done with consistency or accuracy by prior long term management). Met with Department Directors on a monthly basis to monitor spending trends, savings and budget compliance. Seton Manor, Orwigsburg, PA 2011 - 2015Director of Finance*Responsibilities relating to a not for profit long term care organization to include monthly closings, audit reviews, and reconciliations. Reporting to the Administrator and supervise all Business and Finance office functions.Phoebe Ministries, Allentown, PA 2010 - 2011Assistant Controller*Responsibilities relating to a not for profit long term care organization to include monthly closings, audit reviews, and reconciliations. Reporting to the Controller and supervise two Finance Managers and two Staff Accountants.The Childrens Home of Reading, Reading, PA 2005 - 2009 Chief Financial Officer/Controller*Responsibilities relating to non profit behavioral health residential, and community services for 400 clients per day from 30 different counties to include guidance, analysis, and continuous assessments of business environment, banking relationship building, contract negotiation, maintaining stature in accordance with organizations strategic plan, continuous monitoring of the financial status of the organization and our ability to provide and grow community programs. Member of Executive Leadership Team, Trustee Committee, Ethics Committee, Finance Committee Director, Property Committee, Information Systems Committee. Four direct management employees and 55 indirect employees reporting. Directed/oversaw management information systems as well as engineering department. Reported directly to the Chief Executive Officer.*prepared and maintained annual budget of $31 million and sustained profitable margins in last three fiscal years (an organizational record).*implemented new A/R collections policies thus improving cash flow and reducing bad debt.*converted billing process to electronic format for Medicaid HMO providers such as CCBH, CBHNP, and Magellan thereby reducing the revenue conversion cycle.*prepared monthly financial package (including footnotes) for internal and external interests in accordance with SOX standards.Care One, LLC, Hackensack, NJ 2003 - 2004Regional Accountant*Responsible for all accounting activities relating to eight Long Term Care facilities (including assisted living) in Northern New Jersey including the preparation and analysis (including footnotes) of all financial statements, overseeing the functions of the business offices, accounts receivable and collections, bank reconciliations, quarterly sheet account analysis, year end audit, and special projects. Software utilized included Oracle Financials, Excel, and Word.iCare Management, LLC, Hartford, CT 1999 - 2002Regional Controller*Responsible for all financial activities relating to the Long Term Care facilities in New Jersey including the preparation and analysis (including footnotes) of all financial statements, operations and capital budgets, labor trend analysis, cash flow analysis, accounts receivable reviews and policy creation / implementation, reported directly to company CEO.*Through analysis and adjustments of Accounts Receivable provided an accurate depiction of Net Realizable Value as well as required reserve levels.*Audited payroll system for Connecticut Long Term Care facilities to insure adherence to labor contracts currently in effect for nursing and clerical staffs.*Extracted data from hospitals consolidated financial systems to create Long Term Care specific financial statements. Previously the company did not have this management tool at their disposal.*Created monitoring devices to track daily nursing contracted labor usage which enhanced the administrations ability to take proactive economic measures. Genesis Health Ventures, Hackensack, NJRegional Accountant1997 1999Geisinger Medical Group, Pottsville, PAFinancial Administrator/Site Supervisor1995 1997Geriatric Pharmacy Systems, Pottsville, PAStaff Accountant1992 1995Newsweek, Inc., Mountain Lakes, NJStaff Accountant-Advertising1990 1992EDUCATIONFairleigh Dickinson University, NJBS Degree in Accounting1990Kutztown University, Kutztown, PAMBA CandidateThe Chubb Institute, Parsippany, NJComputer Programming License2005-20062001The Reading Hospital School of NursingDiploma, Registered Nurse2015LICENSESPennsylvania Registered Nurse License #677768 (active) AFFILIATIONSIsola Bella Home Owners Association, Treasurer 2023 2025 (term) Government Financial Officers AssociationPennsylvania State Nurses AssociationOrwigsburg Little League, Team Manager Orwigsburg Area Youth League United States Army (Reserve Forces/National Guard) 1984 - 1991; 1996-1998 |
