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Work Background
The Galilee GroupVP of Operations
Dec. 2022 - Jun. 2024United StatesThe Galilee Group is a TPA, Third Party Administrator serving the Health Share community. The Galilee Group is incorporated in the State of Texas and managed operations for two National Health Shares.
• Setup and manage all aspects of organization operations including –
o Program creation and administration, member engagement, support and escalations, producer onboarding, training and support, information technology, & compliance
o Maintain third-party vendor relationships, vetting and management including Merchant accounts, fulfilment, Rx and vision programs, discount services, member support team, and medical bill processor. All vendors and service providers located within the US.
o Work closely with Marketing team located in Orlando, Fl on printed documentation, website creation and maintenance, social media posts and promotions, and events
o Manage fully remote team to include Director of Programs, Systems Specialist, and Program & System Administrator.
Jericho ShareFinance and Operations Consultant
Jun. 2021 - Mar. 2023United States, HoustonJericho Share is a Healthcare Sharing Ministry created in 2022 and a subsidiary of House of Prayer and Life Church, Pastor Dr. Yoshika Berroud. Operations of the Health Share began August 2022.
• Setup company structure, business plans and projections
• Create Board Structure and oversee all Board document preparation including, Articles of Incorporation, Bylaws, Resolutions and Board policies
• Setup banking, financials, financial platform, payroll, expense tracking systems and integrations of all. Prepared and presented quarterly financials for both the Church and Health Share.
• Review all company products financial sustainability
• Work closely with Pastor on all Church financial issues including $200k+ renovation.
OneShareHealthDirector of Finance
Jul. 2018 - Feb. 2021United States, DallasOneShare Health is a Healthcare Sharing Ministry and non-profit serving the needs of their members nationwide. Began working with OneShare as a consultant in July 2018. Hired as a full-time employee January 2019. OneShare Health maintains a fully digital finance office and at its peak employed over 300 full time staff.
• Oversee all Financial processes and procedures to ensure accuracy, efficiency and adherence
• Responsible for all cash management and investments of $14M portfolio. Oversee all business liability insurance needs
• Prepare monthly management reports and quarterly financial presentation to the Executive Leadership Team and Board of Directors
• Responsible for creating and implementing Budget processes, oversee review of Budget with team leads, finalization of Budget with CEO and COO and present annual budget to the Board of Directors
• Successfully set up financial platform with all aspects of financial recordkeeping, processes and reporting using QuickBooks online in 2018. Successfully migrated financial platform from QuickBooks Online to Sage Intacct in 2020.
• Completed implementing Sage Budget and Planning tool October 2020.
• Successfully set up payroll and HR platform complete with onboarding processes, personnel file electronic storage, document retention, employee portal, and benefits integration
• Manage remote finance team to include Sr. Staff Accountant, Payroll Specialist, AP Specialist, Financial Analyst and Accounting assistant. This team handles all aspects of the accounting and finance needs for this $130M organization.
TechBridge, IncDirector of Finance & Operations
Jul. 2011 - May. 2018United StatesTechBridge is a non-profit that drives community impact by bringing affordable business and technology expertise to other non-profits. Tech Bridge employs 26 US staff and utilizes 10 offshore resources. Fiscal year budget 2018 was approximately $4M.
• Responsible for all accounting, finance, human resources and daily operations with an accounting team of three (3) staff members and approximately twenty-five (25) full time staff located across the US
• Assist COO with all financial needs related to fundraising efforts, corporate sponsorships, event planning, donor tracking and volunteer management. Assist CEO & CDO with Board of Directors development and communications
• Coordinate, consolidate, monitor and report annual budget to track and report by department, program and community
• Led successful conversion from NetSuite to QuickBooks Pro 2012 then converted to QuickBooks Online 2013
• Designed effective method for detailed recording, tracking and reporting of all revenue including corporate and individual donations, program sponsorships, grants and earned revenue from services provided to other nonprofits
• 2016 Implemented new platform for HR Management, personnel documentation storage and retention
• Successfully set up 401K plan with Mass Mutual and online portal for employee self-management
• Maintain appropriate corporate business insurance coverage and all vendor contracts.
Focus Receivables ManagementAccounting Manager
Jul. 2003 - Aug. 2010United States, MariettaResponsible for all aspects of accounting with a staff of eight (8) team members; AR Specialist, AP Specialist, GL Accountant, Cash Accountant and four (4) Cash Receipts Clerks. Worked closely with auditing team for annual audits. Responsible for all cash management including client reporting and timely funding of accounts. Prepared all reconciliations of cash postings and debtor accounts as well as all monthly management and quarterly board reports. Successfully lead team in software conversion from QuickBooks Pro to Great Plains.
48 Hour Festival IncorporatedProducer
Jan. 2002 - Dec. 2005
Freelance WriterWriter
Jan. 2000 - Dec. 2011
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