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Work Background
AcertitudeGlobal Vice President, Finance
Sep. 2021NYC Remote
O'Neill Consulting, an Acertitude companyChief Financial Officer
May. 2019Executive Leadership Team member responsible for budget, forecasting and cash flow projections and all internal and external financial reporting plus human resources and organizational strategic direction. Oversee financial processing, client and vendor contracts and relationships. Developed and maintain internal utilization and KPI measurements including a financial dashboard with the conversion from QuickBooks to NetSuite. Supported implementation of industry-specific CRM system, Invenias and payroll processing from QuickBooks to ADP WorkforceNow.
O'Neill Consulting, an Acertitude companyFinance Director
Oct. 2017 - Sep. 2021Wakefield, RI
Sailors for the SeaDirector of Finance
Jan. 2014 - Oct. 2017Newport, RIResponsible for transaction processing, payroll, accounting practices, reconciliation and reporting. Coordinated all internal and external non-profit financial reporting, reconciliation, audit & 990 preparation, and financial analysis to ensure compliance with GAAP, state, federal, grant, and charity registration requirements. Direct engagement with the Board of Directors, Treasurer, and donors. Successful management of the dissolution for reorganization with Oceana, Inc. in 2018 as a contract consultant.
Protect Allergic Children (PAC)Certified Consultant
Jan. 2009 - Jan. 2013Syracuse, NYCertified food allergy educator to provide tools and strategies for parents, school & daycare center personnel, and nurses about techniques to protect food allergic children in their everyday environment. The ELL Foundation operates as a 501(c)(3) not-for-profit organization that supports the rights of food allergic children to eat safe foods and to engage safety in learning and recreational environments.
In support of its mission, ELL focuses on the following primary initiatives:
• To assist consumers when a food product is suspected to have caused an allergic reaction due to inaccurate allergen ingredient labeling
• To provide food allergy safety education and training as part of the Protect Allergic Children (PAC) Program; a series of training services for schools, camps, child care facilities, hospitals and for food allergic families. A team of certified PAC Consultants are managed to fulfill the PAC services
The ELL Foundation is supported by an impressive Board of Directors and team of Advisors.
CPA / BookkeeperIndependent Financial Consultant
Jan. 2002 - Jan. 2014Syracuse, New York AreaMaintain record keeping and financial preparation and reporting of Loretto Management Corporation including intercompany reconciliations of 13 entities and audit preparation. Completed project-based reporting for local healthcare organizations; insurance analysis, bank reconciliations, and receivable and payable process review.
Loretto - PACE CNYDirector of Finance
Jan. 1998 - Jan. 2002Syracuse, New York AreaEstablished and maintained all finance department activities including operational processes and efficiencies, accounting practices, and reporting from start-up phase to maturity for new innovative joint-venture PACE program. Negotiated NY state reimbursement and healthcare provider contracts and data collection for utilization and cost analysis. Coordinated human resource and purchasing activities with nursing home and hospital sponsors. Managed capital campaign and complex relationships with Management Corporation, Hospital Partnerships, and Foundation.
PwCSenior Audit Supervisor
Jan. 1993 - Jan. 1998Syracuse, New York AreaSuccessful management and supervision of financial statement audits in not-for-profit, healthcare, and insurance industries. Responsible for engagement planning, management, and execution while providing development and supervision of staff. Trusted client advisor on internal control structure technical accounting, financial presentation, and audit issues.
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