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Candidate Info
15
years in workforce
2
years at this job
C
Management
AS
Nlr / Ar
BA
Organizational Management
Financial Operations Manager/bsa Officer
- Recovered 1.3 million dollars of potential losses (2016).
- Created management reports for the department to track metrics that were previously not being tracked.
- Re-structured the operations unit to increase efficiency.
- Created an atmosphere where vendors were held more accountable towards assisting DataPath with their goals. Vendor service level has went up 40%.
- Was selected by the president of the company to assume the role of BSA Officer. New role includes compliance related duties.
Candidate Info
30
years in workforce
4
years at this job
HS
Business Management
BA
Business Administration
Financial Operations Manager
- Supervise engagement establishment, maintenance, and reporting processes for the Healthcare segment.
- Process owner for all pricing and profitability analysis in the Healthcare segment and provide corresponding guidance to leadership.
- Designed and managed quarterly revenue recognition methodology, procedures, and scorecard reporting packages.
- In depth analysis and reporting of financial results and forecasts.
- Created pricing related tools and metric/profitability reporting to allow leadership effective review and decision
- Key resource in quarterly and annual budget and forecasting processes.
- Significant ad hoc analysis.
Candidate Info
25
years in workforce
14
years at this job
Financial Operations Manager
- Prepare and execute the company budget, allocating over $50,000 to company expenses
- Manage over-all finances for the company, to include cash and banking operations
- Organize and implement budget procedures which lead to institutionalized asset-maximization and overall better performance
- Strategize to improve overall market performance
Candidate Info
21
years in workforce
2
years at this job
BS
Accounting
Financial Operations Manager
- Serves as Company Concur Administrator, which includes conducting and executing new user training and current user refresher courses. Overseeing the Travel and Entertainment Expense process for the company. Managing the reimbursement in accordance to company policy. Perform periodic audits on expense reports and document activity in review log.
- Daily Supervision of the Accounts Payable and Accounts Receivable functions, including training, coaching, and development of 12 employees.
- Produce monthly, quarterly, annual financial and month-end reporting.
- Ensure timely processing of Invoices, Commission Payments, ACH transactions, Cash Application/ Collection as well as Manage the weekly check run processes for seven Jason Pharmaceutical business lines while maintaining compliance with SOX documentation.
- Manage the processing of 1099's for all suppliers paid by the company, and provided leadership over continuous improvement projects within the Finance department
- Manage all financial close processes and procedures ensuring timely monthly, quarterly, year-end close processing as per company policy.
- Prepare and present comprehensive financial reports to Financial Director and Controller
- Coordinated the testing and acceptance to a new Financial Management System