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Work Background
Western Slope Business Partners PLLCFounder
Jun. 2025
PsychPlusChief Financial Officer
Apr. 2025
PsychPlusHead of Finance
Mar. 2025 - Apr. 2025
Waveny LifeCare NetworkSenior Director Internal Audit
Apr. 2023 - Nov. 2024New Canaan, Connecticut, United States
TalkiatryDirector of Finance
Mar. 2021 - Apr. 2023New York City Metropolitan Area
Ivy Rehab Physical TherapyDirector of Accounting
Mar. 2020 - Mar. 2021White Plains, New York, United States• Oversee and proactively monitor monthly close and accounting projects • Partner with Controller to define, implement, and drive processes and policies in order to enhance internal controls, efficiencies, and accountability within the department
• Review journal entries, reconciliations, and other workpapers of Accounting Managers, Senior, and Staff Accountants
• Lead actual-to-budget and month-over-month variance analysis and commentary for P&L
• Assist in efforts to clean up historical entity accounting while implementing scalable accounting processes
• Assist with external audits and K1 tax filings including preparation of necessary workpapers
• Create true up process for monthly re-occurring expense accruals (clinic level) to ensure expenses are not overstated
• Lead efforts to contact EMR vendors to consolidate monthly invoices to allow for streamlined A/P accrual process
• Spearhead efforts to clean up Vendor Master File to ensure clean transfer of data to Concur A/P system
• Collaborate with Revenue Cycle team to analyze reimbursement rate per visit and create commentary on monthly trends
Stamford HealthFinancial Reporting Manager
Apr. 2019 - Mar. 2020Stamford, Connecticut
Stamford HealthSenior Accountant
Jun. 2017 - Apr. 2019• Manage monthly financial reporting process for SH/HSS partnership by collaborating with finance and operations teams to ensure reporting and analysis are delivered in an accurate, cohesive, and timely manner • Create financial models that leverage Tableau and excel formulas automate financial reporting process • Collaborate with informatics team leaders to develop Tableau reports and incorporate into financial reporting process
• Prepare Consolidated Income Statement, Balance Sheet metrics, and ad hoc analysis for the SH/HSS partnership • Analyze utilization, payor mix, and denial trends for forecasting and actual to budget variance analysis
• Present monthly financial results and variance analysis to senior leadership at monthly operations meetings • Lead allocated purchased services analysis by partnering with senior management to identify appropriate cost drivers and establish sound methodologies to calculate cost per unit estimates for inter-partnership chargebacks
• Communicate with SH and HSS Senior leadership regarding operating budget to resolve discrepancies, communicate concerns, and provide recommendations to enhance the value of actual to budget variance analysis
• Maintain and strengthen relationships and credibility with TSH and HSS finance teams
• Create financial reporting work flow documentation for financial reporting
Village of MamaroneckDeputy Treasurer
Jul. 2014 - Mar. 2017Mamaroneck, NY• Liaised with auditors and supported the preparation of financial statements and related footnotes
• Prepared ad hoc analysis requests from Village Manager and Village Treasurer • Managed daily accounting operations, forecasted monthly cash flow, journalized debt issuances and capital purchases • Assisted with preparation and execution of 33 million annual budget • Reviewed reconciliations and journal entries performed by accounting staff for accuracy
• Supervised, trained, and supported three staff members
Frontier CommunicationsSenior Revenue Accountant
Jul. 2013 - Jul. 2014Stamford, CT• Assisted Director of Accounting with the preparation and variance analysis of 10Q and 10K reporting and ad hoc analysis for revenue, A/R, and bad debt reserve
• Reviewed and evaluated monthly aging adjustments and incorporated into financial reporting analysis
• Updated and examined monthly reserve calculation and allowance schedules
• Built and ran queries from GL system as needed for data mining and reporting needs
Oconnor Davies, LLPAudit Staff Accountant
Nov. 2011 - Jul. 2013Harrison, NY• Prepared annual financial statements in accordance with GAAP
• Tested the validity of management assertions by examining various monthly reconciliations and accruals • Performed test of controls for cash disbursements/ receipts, payroll reconciliations, and retirement plan contributions
• Rotations in healthcare, nonprofit, commercial, employee benefit plans, and government entities
Baker Tilly USAudit Staff Accountant
Jul. 2010 - Nov. 2011Greater New York City Area• Assisted in the preparation of GAAP financial statements • Assisted in performing risk-based assessment of key audit areas to determine audit procedures
• Prepared detailed analytical reviews of balance sheet and income statement accounts
• Participated in audits of 10Q’s and 10K’s for publicly traded manufacturing and marketing industries
• Rotations in commercial, employee benefit plans, and public entities
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