Experienced CFO/Controller and Senior Finance Management Executive with diverse experience in strategic leadership of finance and operations within public and private accounting firms. Track record of integrity, leadership, and results in driving the attainment of business, revenue, expense, and profitability targets. Expert in identifying and leading strategic business opportunities, analyzing value and impact across complex enterprises, and directing highly skilled teams to achieve long-term goals and objectives. Accomplished team builder and business partner who combines tactical financial expertise with strong qualifications in operations and P&L management. Provided high-level strategic consulting services to public service companies and delivered expert financial advisement in areas including healthcare reform, financial regulatory reform, and utility rate cases.
Health Care Reform – Direct Communication with CMS and SEC regarding Medicare/Medicaid Accounting between Insurers and 3rd party service providers. Prepared accounting proposals for reconciliations of Medicare/Medicaid payments to insurers and 3rd party service providers.
Interested Party in Utility Rate Case
Provided technical regulatory accounting to the PSC with regard to Utility Holding company accounting and issues related to the current rate case proceeding. Prepared accounting proposals to the SEC regarding Utility Holding Company Concepts as it relates to cash flow reporting. Information made part of the public record.
Received a letter from the President of the United States: Received an email from the President regarding Transparency and Open Government.
Quoted in Web Press Release by the Sun-Sentinel
Should Utility Customers benefit from FPL Group’s renewable energy tax credits? Prepared/Filed motions to protect legal interests from both a shareholders and ratepayer perspective in a rate case proceeding. Utilized application of Federal laws to support positions that might preempt laws at the State/Local level.
Worked on the impacts of preemption from a legal perspective with regard to Healthcare/Financial regulatory reform and how Federal Preemption impacts Federal/State/Local laws. Examples included Constitutional Rights, Commerce Act, “Ex parte” Communications, Federal Unemployment Tax Act, and the Federal Administrative Procedures Act.
Financial Regulatory Reform: Direct communication with US Treasury regarding accounting for TARP funding for the banking industry.
Received an email from a US Senator to consult on Healthcare Reform specifically on accounting/billing impacts related to the analysis of Federal PPACA impacts/Exchange implementation/State Medicaid expansion. Provided technical accounting emails to Federal/State Agencies including Legislative/Executive Branches of Federal/State government.
Other strengths encompass
- Strategic Financial & Operational Business Planning
- Financial Analysis/Modeling & Risk Management
- Technology/Management Information Systems
- Capital Expenditure Analysis, Planning & Funding
- Process Improvement Strategy Implementation
- Budgeting and Forecasting
- Mergers and Acquisitions
- Internal Audits/Controls & Reporting
- Financial Statement & Reporting
- Tax Preparation
- Revenue/Profit Optimization
- Cash Flow Management
- General/Tax Accounting
- Regulatory Compliance
- Revenue Cycle Management