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Work Background
Financial Analyst
WhiteHorse Partners, LLCFinancial Analyst
Apr. 2024
Sector Lead
USVI Business Emergency Operations CenterSector Lead
Jan. 2023Sector Lead for Gas and Energy During a disaster, the BEOC works with VITEMA to help identify and access resources (food, water, fuel, cleaning supplies, financial resources, medications, etc. ) to assist with disaster response and recovery. BEOC members share information with emergency management and other members on damages, supply chain interruptions, security needs, and other issues that help them prioritize response efforts. By having a direct line of communication with emergency management, BEOC members can help ensure that their needs are addressed, and that they have the information needed to make sound decisions.
General Manager
CaribSupply of St. Croix and St. Thomas Inc.General Manager
May. 2022US Virgin Islands · On-siteProvide leadership to the company by coordinating the development and implementation of its long-term strategic plan, annual operating, and capital expenditure budgets. Ensure company’s operations on St. Croix and St. Thomas meet production efficiency, quality, safety, and service standards. Maintain protective, cost-effective management of all resources. Ensure effective financial management; providing vision for the overall financial health of the company ensuring continuity and solvency; ensuring compliance with financial policies and procedures. Ensure the preparation of timely and accurate financial statements as well as regulatory and administrative reports. Organize aggressive supply chain oversight and logistical coordination to ensure consistent supply of liquid oxygen to all hospitals on St. Croix, St. Thomas, and the British Virgin Islands. Other responsibilities encompass team development and succession, marketing and public relations, inventory management, production, and service management. Key Accomplishments Have improved overall operations, ensuring compliance with local, regional, and federal standards; to include both OSHA and DOT requirements; guaranteeing site inspection readiness. Project planning, resource management, and direct oversite to successfully complete $500K rebuild project of both the St. Croix and St. Thomas facilities as each sustained considerable damage from the 2017 hurricanes. Early 2023, concluded the installation and certification of the new oxygen tank farm at JFL, which facilitated the opening of the new JFL North on April 22, 2023. This project included the installation of two, 1500-gallon oxygen storage tanks, and a backup 30-cylinder manifold system that more than doubles the oxygen storage capacity for patients of the hospital providing reassurance and peace of mind to our community, safeguarding against low supplies of oxygen during a declared state of emergency.
Corporate Administrator
Plessen HealthcareCorporate Administrator
Oct. 2018 - Sep. 2021St. Croix ~ United States Virgin IslandsManaged and ensured corporate compliance for an outpatient surgical center, a full-service medical clinic, urgent care facility, and vaccine center. Ensured compliance with the Center for Medicare and Medicaid Services (CMS) standards, guaranteeing site inspection readiness at all times. Managed physician credentialing, medical staff credentialing, recruitment, and human resources. As the public liaison of the organization, managed social media content and responses, governmental relations, and patient relations. Serving as the direct assistant to the CEO, aggressively facilitated the fruition of his visions in the areas of telemedicine, dialysis, health information exchanges, remote patient monitoring, and vaccine distribution. Provided financial guidance and strategic development plans that were vital to Plessen’s ability to expand its operations as well as merge with and acquire other practices. Key Accomplishments Served as a key member of Operation Warp Speed as the territory’s lead private sector agent. Facilitated successful receipt and dispatch of the COVID 19 vaccinations in December 2020, managing the execution of 1,000s of shots in arms throughout the worldwide pandemic. Successfully opened the first Vaccine Center in the United States Virgin Islands; playing a vital role in the territories ability to maintain adequate vaccine dosages. The effective patient flow process was duplicated by several agencies due to its efficient outcomes. Coordinated the development and execution of the first federally funded apprenticeship program in the USVI. Training included medical assistants, surgical technicians, and life safety coordination. Project manager for the Plessen Urgent Care build out; on time and under budget during the height of COVID 19. Securing and maintaining adequate delivery of supplies which facilitated the successful completion of the project in September of 2020.
Operations Manager
Gallows Bay HardwareOperations Manager
Nov. 2017 - Sep. 2018St. Croix, United States Virgin IslandsEffectively managed all matters related to the operation of Gallows Bay Hardware, Garden Shop, and ACE Rental facility. This included a 10,000 square warehouse to receive, store, and dispatch inventory. Coordinated the daily activities and functions of the management team. This included the oversight of store activities, purchasing, receiving, and inventory management. Improved and otherwise vulnerable cash flow status through aggressive collection efforts that reduced accounts receivable by 67% or $800K in less than 6 months. Lead staffing and training efforts, as well as talent development. This included process improvements and documentation, formal training programs, and identifying key performance indexes to be used to boost both earnings and performance. Reviewed and approved monthly corporate financial statements, fully responsible for the annual operating budget, and capex. Key Accomplishments Provided leadership and smooth operations of the island’s leading hardware store in a community destroyed and rebuilding after two Category 5 hurricanes, Irma and Maria, September 2017. Facilitated and sustained the supply chain for FEMA, public and private organizations, contractors, and private citizens to ensure timely delivery as needed for recovery. Acquired $250K in reimbursement for generators purchased during storm recovery that later malfunctioned and were returned by customers. The supplier disputed and initially refused to refund money; effective, aggressive negotiations eventually led to full reimbursement to cover customer refunds. During my tenor, the customer experience was greatly improved through team building, effective and efficient purchasing, and strategic product placement.
Practice Manager
Integrated Therapy, LLCPractice Manager
Sep. 2014 - Nov. 2017ChristianstedAs the practice manager, I was responsible for the daily operations and medical billing for a state-of-the-art physical therapy clinic located in the United States Virgin Islands. I assured a relaxed, serene environment for patient treatments. I was responsible for the management and oversight of daily patient flow, EMRs, scheduling, marketing, payroll, accounting, payables, and human resources. My responsibilities also include medical billing including claim management and accounts receivables. Integrated Therapy was a boutique clinic like no other physical therapy clinic, anywhere. We carefully balanced a clinical environment within a spa type setting. Our mission was to provide a place of healing and relaxation while transforming patients from injury or surgery to an active lifestyle.
Financial Planning Manager
ConsultantFinancial Planning Manager
Sep. 2011 - May. 2014St. Croix ~ United States Virgin IslandsProvide customized financial management services to a small, select group of medical offices in the U.S.V.I. Services included: Acquiring necessary licensing and permits, Bookkeeping, Workflow Evaluation and Consulting, Business Plan Preparation, Budget Preparation, Accounting Systems Set-up, and Office Management.
Corporate Controller and IT Director
V&S Absolut SpiritsCorporate Controller and IT Director
Jan. 2001 - Dec. 2011St. Croix, USVI - Stockholm, Sweden - New York, USAAs the corporate financial manager provided consistently accurate and timely reporting of the financial status of the company. This included preparation of the consolidated financial statements, management of the general ledger, monthly balance sheet account reconciliation, and corporate (parent company) reporting. This extended to additional monthly, quarterly, and annual reporting to comply with EDC requirements and governmental/subsidy agreements, as well as, managing the finance team assuring integrity of internal controls, processes, and high ethical standards. Prepared the annual capital expenditures budget, operating budget, and forecast schedules which facilitated management in annual planning and establishment of bonus targets (KPIs) Ensured proper management and controls of corporate fixed assets and inventories. Information Technology manager and director - provided daily management of the corporate network and operating system; enabling continuous, uninterrupted, and secured daily information flow. Served as liaison between local, national, and international infrastructure providers. Provided support to local users including hardware and software installations. Managed financial reporting as a publicly held organization and as a private entity owned both internationally and nationally. Key Accomplishments Managed financial reporting integration during several corporate ownership changes, to include gaining full understanding of International Financial Reporting Standards (IFRSs) Effectively streamlined corporate reporting processes to meet 14-day, 6-day, and eventually 4.5-day closings Managed annual audits, purchasing audits, and due diligence processes to facilitate federal requirements and smooth transitions of ownership.
Financial Analyst
Private Investment Banking FirmFinancial Analyst
Jan. 1996 - Dec. 2001As a managing member and director of a mid-size investment banking firm, was initially responsible for creating the cornerstone product for the company - a comprehensive package which included a client company narrative, industry analysis, financial valuation, and strategic options to grow, sustain or sell the business. Upon product launch, responsibilities turned to that of building, training, managing, and directing a team of professionals that encompassed the knowledge base and experience to facilitate product demand. This team included both virtual and traditional members of professional business writers, financial analyst/consultants, researchers, graphic artists, and production support staff. Key Accomplishments Played a key role in the development of the Strategic Options Analysis (SOA) product. The product launch was on time, highly successful, and demand was underestimated.
Manager - Finance and Customer Relations
Stoney Creek Resort, Inc.Manager - Finance and Customer Relations
Jan. 1986 - Dec. 1992Part of a resort development team that oversaw the planning, construction, management, and member fulfillment of a private camping resort in the Shenandoah Valley of Virginia
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