Kevin Gleason

Transformative and highly productive professional driving strategic financial initiatives and leveraging cross-functional financial acumen to propel all facets of business growth. Meticulous and results-driven leader with expertise in driving financial excellence in expense and cash flow management, analytics, controllership, and operations. Skilled in collaborating with all members of the organization to achieve business and financial objectives.

Instrumental in streamlining and improving processes, enhancing productivity, and implementing creative solutions that perpetually drive and enhance the financial performance of business initiatives. Focused on developing, implementing, and reviewing processes and procedures for financial directives to ensure alignment with organizational culture, mission, and vision. Adept at meeting accounting operational standards by contributing timely and accurate information to strategic plans.

Director of Finance - Barclay Friends Retirement Community

(2024-01)

Provide strategic leadership and executive oversight for all financial operations of the community, ensuring long‑term financial strength, regulatory compliance, and mission‑aligned stewardship of resources. Direct the full scope of finance functions—including budgeting, forecasting, revenue cycle management, accounting, banking, investments, and insurance programs—while serving as a key advisor to the CEO, Board of Directors, and senior leadership team.

• Oversee full revenue cycle operations, including billing and collection of all receivables (private pay, managed care, Medicare, Medicaid). Direct legal matters related to collections and payor contract negotiations. Supervise third‑party billing partners.
• Recommend strategic financial actions by evaluating business opportunities, debt structure, asset management, and operational performance.
• Produce and manage financial data required for audits, regulatory filings, and organizational reporting, including financial statement audits, Medicare/Medicaid Cost Reports, IRS Form 990, Disclosure Statements, and Sales Tax Exemption renewals.
• Manage banking and financial institution relationships, including debt, operating accounts, and investments. Negotiate debt terms, account fees, and banking arrangements; ensure timely submission of required reports.
• Participate actively in Board Finance Committee and Board of Directors meetings, providing regular financial reporting and delivering financial education as needed.
• Prepare and present current and projected financial reports for Board and senior leadership review.
• Provide strategic and financial oversight of facilities and IT operations through partnership with the Director of Facility Operations and Information Technologies.

Director, Financial Planning & Analysis - Elixir Solutions/Rite Aid Corp - Philadelphia, PA

(2022-01 - 2024-01)

Finance strategist positioned as a trusted advisor to executive and senior leaders. Offer astute rationale to steer decision making for multiple FP&A projects that generated millions in cost savings and optimized profits. Financial lead on high-impact technology enhancements. Fosters a culture of professional growth, enhanced productivity, and streamlined processes.

Director, Financial Services - Freedom Village Brandywine - Brandywine, PA

(2017-01 - 2022-01)

Headed all facets of forecasting, variance analysis, creation of annual budgets, long-term planning.

• Collaborated with department directors to discuss labor and operating expense variances, including options for cost savings, labor restructuring, and vendor selection, as well as to scrutinize planning based upon prior activity, occupancy levels, and labor dynamics.
• Planned and executed cost and benefit analysis for proposed capital spending. Supervised business office staff and operations personnel charged with processing payroll, invoices, and payment receipts.
• Leveraged expertise to ensure seamless orchestration of routine and specially requested statistical and financial reports and analytics.
• Unearthed and promoted trend lines and projections relating to income, expenses, and net operating income.
• Tailored financial models designed to facilitate evaluation of forecasted numbers and secure justifications from department heads relating to increases and decreases from former periods.
• Functioned as central resource in analyzing purchase versus lease decisions for capital equipment, as well as in auditing cash handling and purchasing/bid processes to ensure compliance, credibility of vendors, and proper analysis of bids.

Manager, FP&A, Corporate Shares Services Group - Teleflex, Inc. - Wayne, PA

(2015-01 - 2017-01)

Served as Finance Controller of company's shared services group and owned all facets of annual budgeting, forecasting, variance analysis, long range planning, and bank modelling for a $520M budget. Maintained oversight of two-person staff, while also overseeing 118 shared services departments. Presented to C level management, driving business savings, and providing opportunities for financially sound investments.

Various Positions - Teleflex, Inc. - Wayne, PA

(2012-01 - 2015-01)

Manager, Financial Planning & Analysis – Supply Chain – Process Development - Cephalon Inc. - Frazer, PA

(2009-01 - 2012-01)

Spearhead financial planning and analysis efforts, including cost of goods reporting and project analysis. Oversaw multiple $30 million Business Unit budgets and Global Cost of Goods product forecasting with $120 million budgets. Managed annual $80 million Global Capital Expenditure budget approval process, applying justification spending analysis to maximize expenditures.

Senior Financial Analyst III - Cephalon Inc. - Frazer, PA

(2004-01 - 2008-01)

Senior Accountant - Cephalon Inc. - Frazer, PA

(1999-01 - 2003-01)

Employee - Cephalon Inc. - Frazer, PA

(1995-01 - 1999-01)

Master of Business Administration - Finance - DeSales University

Bachelor of Science - Finance - Millersville University