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Work Background
Financial Analyst II
Sutter HealthFinancial Analyst II
Dec. 2024
Senior Accountant
EnerVenueSenior Accountant
Nov. 2022 - Nov. 2024• Process payroll for all employees on a biweekly basis, and process terminations and any special payroll runs as needed. Prepare payroll accounting, payroll accrual, and accrued vacation on a monthly basis. • Forecast headcount, including involvement in annual budgeting process. • Manage stock compensation, including issuance, share rollforward, and involvement in annual 409A valuation process. • Manage annual Open Enrollment process which includes determining funding percentages and communicating with employees and third-party administrators. • Oversee 401(k) plan management including determining and implementing amendments. • Assist in the preparation of audit and due diligence reports and documentation as needed. • Manage workers compensation filing and reporting processes.
Interim Physician Services Director
Sutter HealthInterim Physician Services Director
May. 2022 - Nov. 2022• Oversee team providing HR, administrative, and technical support to the approximately 400 clinicians of Sutter East Bay Medical Group, which includes directly working with C suite executives on a daily basis. • Manage the onboarding process for newly hired clinicians, including scheduling and running several multi-day orientations per year with several presenters and EPIC training. • Manage the offboarding process for departing clinicians including overseeing the execution of shareholder redemption paperwork. • Handle ad hoc HR related matters as needed. • Manage the annual Open Enrollment process by working with both internal and external benefit teams. • Coordinate with several different departments on a daily basis, including but not limited to: Credentialing, Finance, Payroll, IT Systems, Recruiting, and Clinical Operations. • Key contributor to the creation of a revamped new clinician orientation as part of department rebuild.
Director of Financial Operations
RightSourcing, Inc.Director of Financial Operations
Oct. 2021 - Apr. 2022• Built and sustained relationships internally and with clients/suppliers at the appropriate levels. • Owned several initiatives as part of companywide projects. • Actively participated in FEMA audits as needed. • Guided team of 20+ that includes managers/supervisors. • Kept abreast of specific client requirements and contracts.
Physician Services Director
Sutter HealthPhysician Services Director
Nov. 2018 - Oct. 2021• Oversee team providing HR, administrative, and technical support to the approximately 400 clinicians of Sutter East Bay Medical Group, which includes directly working with C suite executives on a daily basis. • Manage the onboarding process for newly hired clinicians, including scheduling and running several multi-day orientations per year with several presenters and EPIC training. • Manage the offboarding process for departing clinicians including overseeing the execution of shareholder redemption paperwork. • Handle ad hoc HR related matters as needed. • Manage the annual Open Enrollment process by working with both internal and external benefit teams. • Coordinate with several different departments on a daily basis, including but not limited to: Credentialing, Finance, Payroll, IT Systems, Recruiting, and Clinical Operations. • Key contributor to the creation of a revamped new clinician orientation as part of department rebuild.
JE & Balance Sheet Lead (Accounting Manager)
Sutter HealthJE & Balance Sheet Lead (Accounting Manager)
Jun. 2016 - Nov. 2018· Manage a team of Accountants, Senior Accountants, and Senior Analyst in daily accounting functions, including assigning responsibilities and reviewing work as applicable. · Assist in the preparation of audit schedules and work directly with auditors as needed. · Utilize reporting tools to gain operational insight in order to identify and manage problems and propose resolutions.
Senior Accounting Analyst
Sutter HealthSenior Accounting Analyst
Jul. 2015 - Jun. 2016· Worked with Finance Data & Applications Lead to build two Access databases to streamline the System Wide income statement and balance sheet elimination processes and prepare the related journal entries. · Prepared complex journal entries involving confidential information, such as Administrative Salary allocations, and prepare related reports for Executive Management as necessary
Senior Accountant
Sutter HealthSenior Accountant
Jun. 2014 - Jul. 2015· Maintained the general ledger of several complex accounts and worked directly with management in order to accurately resolve any issues that arose in relation to the general ledger in a timely manner. · Performed extensive variance analysis as applicable to compare month to month inconsistencies.
Accountant
Sutter HealthAccountant
Sep. 2013 - Jun. 2014· Participated in streamlining the Administrative Salary cost allocation to directly bill executive salaries, benefits, and expenses to all Sutter affiliates. · Prepared Nonresident Withholding tax forms for all S3 supported affiliates on a quarterly basis.
Experienced Associate
PwCExperienced Associate
Aug. 2011 - Sep. 2013Sacramento, California Area• Performed extensive testing over merger accounting and several other complex areas • Examined and analyzed financial statements for accuracy • Researched required industry disclosures • Industry Specialties: Higher Education, Utilities, Banking & Capital Markets, Compliance Auditing
Intern
PwCIntern
Jun. 2010 - Aug. 2010
Student Worker
Pepperdine UniversityStudent Worker
Aug. 2007 - Apr. 2011

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