Functional Skills
Business Analysis
Business Development
Business Planning
Budgeting
Financial Management
Forecasting / Projections
Risk Management
Strategic Planning
Variance Analysis
Cost Accounting
Contract Pricing / Negotiation
Accounts Payable
Data Analysis
Project Management
Digital Transformation
Software Skills
Microsoft Excel
Microsoft Office
Data visualization
Certifications
CMACertified Management Accountant
Sector Experience
Financial Services
Healthcare
Life Sciences & Pharma
Social & Public Sector
Languages
English
Countries Worked In
USExperience
Medium-Sized Business
Finance
Fractional CFO
5/2022 - Present
Deliver strategic leadership in financial management,
including budget planning, forecasting, and variance
analysis to drive business growth and profitability.
• Implement robust financial systems and processes to
improve reporting accuracy, operational efficiency, and
financial transparency.
• Provide insightful data analysis and financial modeling to
guide strategic decision-making and investment
opportunities.
• Conduct comprehensive risk management to identify
financial risks and develop mitigation strategies to
safeguard business assets.
• Lead cross-functional teams in the execution of financial
projects, ensuring collaboration between accounting,
sales, and operations for cohesive business efforts.
• Advise on capital structure optimization, including debt
management and equity financing, to secure favorable
terms and conditions for business expansion.
• Direct M&A activities including due diligence, valuation,
and post-merger integrations to boost company growth
and competitive positioning.
• Forge strong relationships with banks, investors, and
other financial institutions to secure funding and manage
external financial communications.
2025-06 -
Current
• Forge strong relationships with banks, investors, and
other financial institutions to secure funding and manage
external financial communications.
• Leverage financial data and market trends to provide
strategic advice to the CEO and board members,
impacting the company's direction and policy
development.
including budget planning, forecasting, and variance
analysis to drive business growth and profitability.
• Implement robust financial systems and processes to
improve reporting accuracy, operational efficiency, and
financial transparency.
• Provide insightful data analysis and financial modeling to
guide strategic decision-making and investment
opportunities.
• Conduct comprehensive risk management to identify
financial risks and develop mitigation strategies to
safeguard business assets.
• Lead cross-functional teams in the execution of financial
projects, ensuring collaboration between accounting,
sales, and operations for cohesive business efforts.
• Advise on capital structure optimization, including debt
management and equity financing, to secure favorable
terms and conditions for business expansion.
• Direct M&A activities including due diligence, valuation,
and post-merger integrations to boost company growth
and competitive positioning.
• Forge strong relationships with banks, investors, and
other financial institutions to secure funding and manage
external financial communications.
2025-06 -
Current
• Forge strong relationships with banks, investors, and
other financial institutions to secure funding and manage
external financial communications.
• Leverage financial data and market trends to provide
strategic advice to the CEO and board members,
impacting the company's direction and policy
development.
OHSU
Finance
Senior Finance Manager
6/2025 - Present
other financial institutions to secure funding and manage external financial communications.
• Leverage financial data and market trends to provide strategic advice to the CEO and board members, impacting the company's direction and policy development.
• Drive the digital transformation of financial operations through the adoption of cutting-edge technologies and automation tools.
• Optimize cash flow management and working capital to ensure operational stability and long-term financial health. - Current Senior Finance Manager
OHSU, Portland, OR Hub 1-Department of Medicine, Knight Cardiovascular Institute, Family Medicine, Moore Institute
• Directs annual budget process for Knight Cardiovascular Institute, Medicine, Family Medicine, Moore Institute and Psychiatry, including both Operating and Capital Budgets
• Prepares budget templates, helps oversee annual budget process, and monitors fiscal performance
• Provides monthly financial reports for performance against budget, variance analysis, clinical revenues/productivity, etc.
• Creates/revises tools to optimally monitor financial performance and provide routine reports. Communicates with the Department Administrator, Sub-Specialty Directors and others about financial performance
• Monitors and tracks funds flow arrangements relating to the clinical enterprise, SoM and academic departments
• Assists in developing department and programmatic Business Plans for new faculty, clinical services, etc
• Prepares and ana
• Leverage financial data and market trends to provide strategic advice to the CEO and board members, impacting the company's direction and policy development.
• Drive the digital transformation of financial operations through the adoption of cutting-edge technologies and automation tools.
• Optimize cash flow management and working capital to ensure operational stability and long-term financial health. - Current Senior Finance Manager
OHSU, Portland, OR Hub 1-Department of Medicine, Knight Cardiovascular Institute, Family Medicine, Moore Institute
• Directs annual budget process for Knight Cardiovascular Institute, Medicine, Family Medicine, Moore Institute and Psychiatry, including both Operating and Capital Budgets
• Prepares budget templates, helps oversee annual budget process, and monitors fiscal performance
• Provides monthly financial reports for performance against budget, variance analysis, clinical revenues/productivity, etc.
• Creates/revises tools to optimally monitor financial performance and provide routine reports. Communicates with the Department Administrator, Sub-Specialty Directors and others about financial performance
• Monitors and tracks funds flow arrangements relating to the clinical enterprise, SoM and academic departments
• Assists in developing department and programmatic Business Plans for new faculty, clinical services, etc
• Prepares and ana
OHSU
Finance
Senior Finance Analyst
1/2021 - 11/2025
Led a cross-functional team to develop and implement a
strategic $100M budget: demonstrating strong leadership
and project management skills, directed and motivated
team members, fostering a collaborative and results-
driven environment
• Successfully managed complex projects: ensuring
adherence to timelines and budget constraints while
achieving key performance metrics.
• Run and Analyze reports using Cognos: analysis of data
and putting data into a reader friendly format – includes
variance analysis, financial analysis, trend analysis and
running data queries – creating custom dashboards for
senior leadership
• Creating, implementing and closely monitoring budgets
for various grants totaling $12 million - includes payroll,
clinical, and basic science budgets
• Journal entry submissions for various expenses and
internal billing transfers between departments
• Fiscal authority on all managed grants- includes
approving expenses, authorizing payments from
accounts and making judgement decisions in order to
best financially manage accounts
• Disseminate OHSU policies and procedures as it relates
to grant accounting
• Clinical trial financial analysis- includes expense tracking,
income tracking and working with sponsors for payment
• Oracle financial reports- includes payroll reports, data
inquiry and manipulation of data to highlight different
trends to meet the needs of the Principle Investigator
• GL (General Ledger) accounting, reporting and
forecasting and budget preparation
strategic $100M budget: demonstrating strong leadership
and project management skills, directed and motivated
team members, fostering a collaborative and results-
driven environment
• Successfully managed complex projects: ensuring
adherence to timelines and budget constraints while
achieving key performance metrics.
• Run and Analyze reports using Cognos: analysis of data
and putting data into a reader friendly format – includes
variance analysis, financial analysis, trend analysis and
running data queries – creating custom dashboards for
senior leadership
• Creating, implementing and closely monitoring budgets
for various grants totaling $12 million - includes payroll,
clinical, and basic science budgets
• Journal entry submissions for various expenses and
internal billing transfers between departments
• Fiscal authority on all managed grants- includes
approving expenses, authorizing payments from
accounts and making judgement decisions in order to
best financially manage accounts
• Disseminate OHSU policies and procedures as it relates
to grant accounting
• Clinical trial financial analysis- includes expense tracking,
income tracking and working with sponsors for payment
• Oracle financial reports- includes payroll reports, data
inquiry and manipulation of data to highlight different
trends to meet the needs of the Principle Investigator
• GL (General Ledger) accounting, reporting and
forecasting and budget preparation
OHSU
Finance
Finance Analyst
7/2019 - 12/2021
Projects Team
• Run and Analyze reports using Cognos: analysis of data and putting data into a reader friendly format – includes variance analysis, financial analysis, trend analysis and running data queries
• Creating, implementing and closely monitoring budgets for various grants - includes payroll budgets and clinical budgets
• Journal entry submissions for various expenses and internal billing transfers between departments
• Fiscal authority on all managed grants totaling $7 million includes approving expenses, authorizing payments from accounts and making judgement decisions in order to best financially manage accounts
• Disseminate OHSU policies and procedures as it relates to grant accounting
• Clinical trial financial analysis- includes expense tracking, income tracking and working with sponsors for payment
• Oracle financial reports- includes payroll reports, data inquiry and manipulation of data to highlight different trends to meet the needs of the Principle Investigator
• Special projects: Effort tracker set up and management, grant closing reports
• Run and Analyze reports using Cognos: analysis of data and putting data into a reader friendly format – includes variance analysis, financial analysis, trend analysis and running data queries
• Creating, implementing and closely monitoring budgets for various grants - includes payroll budgets and clinical budgets
• Journal entry submissions for various expenses and internal billing transfers between departments
• Fiscal authority on all managed grants totaling $7 million includes approving expenses, authorizing payments from accounts and making judgement decisions in order to best financially manage accounts
• Disseminate OHSU policies and procedures as it relates to grant accounting
• Clinical trial financial analysis- includes expense tracking, income tracking and working with sponsors for payment
• Oracle financial reports- includes payroll reports, data inquiry and manipulation of data to highlight different trends to meet the needs of the Principle Investigator
• Special projects: Effort tracker set up and management, grant closing reports
OHSU Emergency Medicine
Finance
Finance Coordinator
7/2017 - 7/2019
procedures as it relates to grant accounting
• Financial management of 50+ grant portfolios - includes 50+ separate budgets, sponsors, and Principle Investigators
• Create, manipulate, and disseminate technical excel financial reports to Principle Investigators- includes recommendations and implementation as it relates to budget balancing
• Effort management of grants – includes moving or changing effort charges based on budgetary limitations
• Policy Development – Create, disseminate, and enforce policies related to department grant and general ledger account management
• Budget Development and Management for the Department of Anesthesiology – Development and creation of yearly budget totally more than $50 million
• Analysis and Management of budget variations – strategic planning around variations and recommendations regarding the correction plan - Finance Coordinator
OHSUEmergency Medicine
• Run and Analyze reports using Cognos, analysis of data and putting data into reader friendly formatting – Variance analysis, financial analysis, run data queries
• Help with budgeting for the department – including payroll budgets and operating budgets
• Coordinate departmental financial services - includes A/P, Professional Service and Purchased Orders
• Responsible for general ledger and department journal entries
• Responsible for accurate and timely handling of departmental accounts payable - includes disbursements and reimbursements and ORACLE purchasing and receivin
• Financial management of 50+ grant portfolios - includes 50+ separate budgets, sponsors, and Principle Investigators
• Create, manipulate, and disseminate technical excel financial reports to Principle Investigators- includes recommendations and implementation as it relates to budget balancing
• Effort management of grants – includes moving or changing effort charges based on budgetary limitations
• Policy Development – Create, disseminate, and enforce policies related to department grant and general ledger account management
• Budget Development and Management for the Department of Anesthesiology – Development and creation of yearly budget totally more than $50 million
• Analysis and Management of budget variations – strategic planning around variations and recommendations regarding the correction plan - Finance Coordinator
OHSUEmergency Medicine
• Run and Analyze reports using Cognos, analysis of data and putting data into reader friendly formatting – Variance analysis, financial analysis, run data queries
• Help with budgeting for the department – including payroll budgets and operating budgets
• Coordinate departmental financial services - includes A/P, Professional Service and Purchased Orders
• Responsible for general ledger and department journal entries
• Responsible for accurate and timely handling of departmental accounts payable - includes disbursements and reimbursements and ORACLE purchasing and receivin
Legacy Health-Unity
Other
Behavioral Health Therapist
1/2017 - 7/2017
• Manage open milieu in the Psychiatric Emergency Department of Unity
• Assist in the planning and opening of Unity- coordination of staff and trainings
• Triage management- assist patients with getting ready to enter the milieu in Psychiatric Emergency Medicine, coordinate movement of patients to units
• Work with walk-ins and assist transfers back to triage area– assessment made of safety and evaluation of patient status
• Excellent communication: ability to communicate with the toughest populations, being clear, open-minded, friendly and empathetic to others
• De-escalation: several classes have been taken in de escalation techniques, and knowing how to get priorities accomplished: this takes creativity, feedback and confidence
• Assist in the planning and opening of Unity- coordination of staff and trainings
• Triage management- assist patients with getting ready to enter the milieu in Psychiatric Emergency Medicine, coordinate movement of patients to units
• Work with walk-ins and assist transfers back to triage area– assessment made of safety and evaluation of patient status
• Excellent communication: ability to communicate with the toughest populations, being clear, open-minded, friendly and empathetic to others
• De-escalation: several classes have been taken in de escalation techniques, and knowing how to get priorities accomplished: this takes creativity, feedback and confidence
OHSU Inpatient Psychiatry
Other
Administrative Assistant
6/2015 - 1/2017
• Create, refine and change the schedule for all Inpatient Psychiatry staff
• Assist with nurse manager tasks related to schedules, CNI, Kronos reports, and personnel issues like attendance and interpersonal management
• Reconciliation of all Pcard charges and usage
• Timekeeper for Inpatient Psychiatry
• Order supplies, order outside vendors, manage unit needs
• Project management for the unit- including organizing unit remodel, phone upgrades, and computer upgrades
• Event coordinator including annual education days for staff
• Travel accommodations for staff and nurse manager
• Highly skilled at handling confidential and sensitive information
• Assist with nurse manager tasks related to schedules, CNI, Kronos reports, and personnel issues like attendance and interpersonal management
• Reconciliation of all Pcard charges and usage
• Timekeeper for Inpatient Psychiatry
• Order supplies, order outside vendors, manage unit needs
• Project management for the unit- including organizing unit remodel, phone upgrades, and computer upgrades
• Event coordinator including annual education days for staff
• Travel accommodations for staff and nurse manager
• Highly skilled at handling confidential and sensitive information
OHSU
Other
Health Unit Coordinator
8/2010 - 7/2015
• Responded to patient call lights to expedite appropriate follow-through.
• Entered work orders into computer system for appropriate departments regarding maintenance issues and biomed needs.
• Provided care for 30-patient unit, coordinating day-to-day hygiene, feeding and quality of life functions.
• Assisted with processing patient admissions, transfers and discharges.
• Helped troubleshoot equipment failures such as call system, portable phones, WOWs and other unit devices.
• Conducted in-person greeting, welcome and orientation for newly admitted and transferred patients.
• Communicated with patients, ensuring that medical information was kept private.
• Entered work orders into computer system for appropriate departments regarding maintenance issues and biomed needs.
• Provided care for 30-patient unit, coordinating day-to-day hygiene, feeding and quality of life functions.
• Assisted with processing patient admissions, transfers and discharges.
• Helped troubleshoot equipment failures such as call system, portable phones, WOWs and other unit devices.
• Conducted in-person greeting, welcome and orientation for newly admitted and transferred patients.
• Communicated with patients, ensuring that medical information was kept private.
OHSU
Other
Certified Nursing Assistant
10/2008 - 7/2012
• Evaluated patients to identify and address wounds, behavioral concerns and medically relevant symptoms.
• Oversaw and maintained patients' rooms, group living areas and nurse stations.
• Supported ambulation and physical therapy needs by conducting planned exercise routines.
• Obtained biological specimens for ordered tests and prepared for laboratory transport.
• Delivered individualized patient care by recording vital signs, documenting observations, administering treatments and evaluating patient needs.
• Obtained client medical history, medication information, symptoms and allergies.
• Checked patient vitals such as temperature, blood pressure and blood sugar levels.
• Promoted good oral and personal hygiene by aiding patients with shaving, bathing and teeth brushing.
• Conferred with multidisciplinary healthcare team to help effectively manage patient conditions with regular testing and vitals assessments.
• Offered immediate assistance in emergency and routine paging situations to evaluate needs and deliver care.
• Answered call lights and supported patient comfort and safety by adjusting bed rails and equipment.
• Reduced risks of patient infection and cross contamination by cleaning and sterilizing equipment.
• Maintained best-in-class standards for individualized care in 35-bed unit by continuously checking in with patients and families and quickly providing care.
• Facilitated personal hygiene management, feeding and ambulation.
• Oversaw and maintained patients' rooms, group living areas and nurse stations.
• Supported ambulation and physical therapy needs by conducting planned exercise routines.
• Obtained biological specimens for ordered tests and prepared for laboratory transport.
• Delivered individualized patient care by recording vital signs, documenting observations, administering treatments and evaluating patient needs.
• Obtained client medical history, medication information, symptoms and allergies.
• Checked patient vitals such as temperature, blood pressure and blood sugar levels.
• Promoted good oral and personal hygiene by aiding patients with shaving, bathing and teeth brushing.
• Conferred with multidisciplinary healthcare team to help effectively manage patient conditions with regular testing and vitals assessments.
• Offered immediate assistance in emergency and routine paging situations to evaluate needs and deliver care.
• Answered call lights and supported patient comfort and safety by adjusting bed rails and equipment.
• Reduced risks of patient infection and cross contamination by cleaning and sterilizing equipment.
• Maintained best-in-class standards for individualized care in 35-bed unit by continuously checking in with patients and families and quickly providing care.
• Facilitated personal hygiene management, feeding and ambulation.
OHSU
Other
Certified Nursing Assistant
10/2008 - 6/2012
• Evaluated patients to identify and address wounds, behavioral concerns and medically relevant symptoms.
• Oversaw and maintained patients' rooms, group living areas and nurse stations.
• Supported ambulation and physical therapy needs by conducting planned exercise routines.
• Obtained biological specimens for ordered tests and prepared for laboratory transport.
• Delivered individualized patient care by recording vital signs, documenting observations, administering treatments and evaluating patient needs.
• Checked patient vitals such as temperature, blood pressure and blood sugar levels.
• Cared for clients with diagnoses such as respiratory failure, diabetes, Parkinson's disease and muscular dystrophy.
• Offered immediate assistance in emergency and routine paging situations to evaluate needs and deliver care.
• Reduced risks of patient infection and cross contamination by cleaning and sterilizing equipment.
• Monitored patient specimen samples and test results to effectively alert supervisors of potentially unhealthy changes.
• Maintained best-in-class standards for individualized care in 35-bed unit by continuously checking in with patients and families and quickly providing care.
• Facilitated personal hygiene management, feeding and ambulation.
• Oversaw and maintained patients' rooms, group living areas and nurse stations.
• Supported ambulation and physical therapy needs by conducting planned exercise routines.
• Obtained biological specimens for ordered tests and prepared for laboratory transport.
• Delivered individualized patient care by recording vital signs, documenting observations, administering treatments and evaluating patient needs.
• Checked patient vitals such as temperature, blood pressure and blood sugar levels.
• Cared for clients with diagnoses such as respiratory failure, diabetes, Parkinson's disease and muscular dystrophy.
• Offered immediate assistance in emergency and routine paging situations to evaluate needs and deliver care.
• Reduced risks of patient infection and cross contamination by cleaning and sterilizing equipment.
• Monitored patient specimen samples and test results to effectively alert supervisors of potentially unhealthy changes.
• Maintained best-in-class standards for individualized care in 35-bed unit by continuously checking in with patients and families and quickly providing care.
• Facilitated personal hygiene management, feeding and ambulation.