Finance & Project Consultant - Glory Professional Business Services - Miami, FL
(2019-08)
Formerly served as a nonprofit executive board member in the capacity of treasurer and business administrator. Under the general guidance of board officers, sound financial controls, accounting transparency and developed systems and processes to ensure organization's solvency. Implement and streamline sound financial processes to ensure timely and efficient completion of commercial projects within project timeline and budget parameters.
- Developed organization's annual operating budget to drive organizational and ministerial goals.
- Prepared monthly financial analysis, forecasts and income and expense reports for monthly board and director's council leadership meetings.
- Developed financial policies outlining systems of checks and balances, signing authority, expense reimbursements, and handling of cash expenses.
- Managed payroll and followed applicable federal tax reporting guidelines.
- Reduced report reconciliation time from 15 to 5 days, allowing board officers to make faster, more accurate business decisions on behalf of the organization.
- Provide project managers and clients with timely reports and budgets, as well as project forecasts. Review budgets, workplans and fee structures. Prepare actual costs, working capital and tax reports.
Billing Operations & Audit (Contract) - Kaseya - Miami, FL
(2024-04 - 2024-05)
- Assist with reconciling and auditing managed partner service accounts to resolve non-payment issues, perform complex ledger account reconciliation and uncover historical discrepancies.
- Review sales sheets to ensure accurate billing of network monitoring, system monitoring and other cloud-based IT solution services.
- Cross reference and reconcile invoices with balance sheet reports and resolving discrepancies where applicable.
- Partner with Sales Operations, Collections and Business Services departments to ensure billing accuracy.
- Process new contracts and sales transactions. Support monthly/ quarterly audits and cleanups.
- Proficient knowledge of Salesforce, NetSuite, Five9, and Zendesk applications.
Healthcare Administrator - Jackson Health System/ Public Health Trust - Miami, FL
(2016-03 - 2019-08)
- Provided clinical oversight, staffing, day-to-day operations, and regulatory compliance for $12.5 million dollar grant-funded ambulatory outpatient care and treatment business unit.
- Managed recruitment, hiring, onboarding, training, performance evaluation, work-schedules, and disciplinary measures for a 65 FTE clinical and non-clinical unit.
- Collaborated with a cross-function of multi-specialty and primary care practitioners to establish robust treatment and prevention plan programs to improve traceable health outcomes, including 40% in retention and patient compliance.
- Instrumental in acquiring an additional $250,000 in grant-funded health improvement programs to expand and mobilize our rapid access patient initiatives.
- Worked with IT and Business Intelligence to develop the functionality to track and monitor patient care KPIs, employee performance, weekly productivity metrics and cost-benefit analysis for optimizing staffing.
- Managed electronic health records for billing, annual audits, regulatory compliance, and hospital patient guidelines.
- Appointed for a 2-year term on Miami Dade County's HIV/AIDS Partnership Board.
Fund Accountant (Contractor) - H.I.G. Capital, Inc. - Miami, FL
(2015-02 - 2016-02)
- Performed various projects for the Investment Management program, including management and performance fees as outlined in the prospectus.
- Performed daily cash reconciliations for assigned co-investment distributions.
- Calculated forgivable loan and prefunding balances for termed associates.
- Reviewed and analyzed fund profit and loss accounts daily to report fund performance to the Asset Manager.
Sr. Accountant & Project Lead - University of Miami Financial Operations - Coral Gables, FL
(2013-02 - 2015-01)
- Responsible for a $7.5 million-dollar annual operating budget for five business units under the leadership of the AVP of Financial Operations for the division.
- Managed full-cycle accounting, general ledger account reconciliation, month-end closing, journal entries, and expense card and cash management reconciliation for Business Services and Treasury Operations.
- Collaborated with a cross-functional team with the Office of Controller, Business Intelligence and FP&A to develop and enforce sound internal controls, forecasting and streamlined automated reporting for quarterly forecasting and reviews.
- Served as project accountant for a multi-million-dollar managed print implementation project that netted $2.5 cost savings, reduced environmental footprint by 35%, and increased conservation efforts.
- Additional ad-hoc projects as assigned by key department heads reporting up to Assistant Vice President of Financial Operations.
