Results-driven finance executive with expertise in Sarbanes-Oxley compliance, financial analysis, and process improvement. Proven track record in enhancing financial strategy and leading complex audits in financial and operational realms.
Overview
27
27
years of professional experience
Work History
DIRECTOR OF FINANCE / CHIEF FINANCIAL OFFICER
Fields Senior Living, LLC
Scottsdale
01.2023 - 09.2025
Managed all aspects of the month-end and year-end close processes.
Directed financial strategy for senior living operations and budgeting processes.
Managed, including preparing and analyzing financial statements for internal reporting for Fields management, lenders, and REITs.
Identified and encouraged process improvements in current data collection and reporting procedures.
Lead process improvement in all aspects of financial management and reporting.
Analyzed financial performance to identify trends and inform decision-making processes.
Develop and prepare internal and external financial analyses and reports related to recapitalization efforts, potential acquisitions, and developments.
Responsible for Human Resources at the Home Office, as well as overseeing all Human Resources at the community level.
Travel to communities to provide support, both financially and operationally.
MANAGER – FINANCE / ACCOUNTING
Froedtert Health, Inc.
Milwaukee
05.2016 - 01.2023
Provide leadership to 9 accountants / non-patient financial biller.
Managed all aspects of the month-end and year-end close processes conforming to GAAP.
Managed financial statement processes and external audit for our non-core / joint venture entities (22 in total) under the parent Froedtert Health.
Prepared and analyzed financial statements, budgets, forecasts, and variance reports to support departments and senior leadership.
Created and implemented lease accounting and license/software accounting.
Continued to focus on internal controls and compliance of the Finance / Accounting group.
Team lead for process flow/implementation of new joint Single Billing with Medical College of Wisconsin.
DIRECTOR – INTERNAL AUDIT SERVICES
Brookdale Senior Living, Inc.
Milwaukee
01.2006 - 04.2016
Directed the internal audit function, including risk assessment, audit planning, and execution of operational, financial, and compliance audits for the company – approximately 1,400 properties.
Developed and implemented a comprehensive, risk-based audit plan that was aligned with corporate objectives/strategies and regulatory requirements (e.g., SOX, ICRF, GAAS, IIA Standards).
Provided strategic guidance to senior/executive leadership and the audit committee on internal controls, governance, and risk management practices.
Supervised 20 audit staff, managing hiring, training, and performance.
Evaluated business processes and controls, identifying areas for improvement/recommendations and presented to senior management.
Led or assisted with investigations arising from the ethics hotline or management requests.
MANAGER – INTERNAL AUDIT / SOX COMPLIANCE
Brookdale Senior Living, Inc.
Milwaukee
08.2006 - 04.2011
MANAGER – EXTERNAL FINANCIAL REPORTING
Brookdale Senior Living, Inc.
Milwaukee
01.2006 - 08.2006
Managed the preparation and filing of external financial reports, SEC filings in compliance with U.S. GAAP and SEC regulations for our Alterra Division.
Managed, including preparing and analyzing, financial statements for internal, filing, and external audit for the Alterra Division.
Coordinated audit functions for financial and other regulatory requirements.
Performed due diligence on newly acquired companies.
SUPERVISOR – GENERAL ACCOUNTING, Business Service Control Systems
Rockwell Automation
Milwaukee
07.2003 - 01.2006
Managed a group of 25 accountants.
Managed all aspects of the month-end and year-end close processes conforming to GAAP for Domestic Control Systems.
Responsible for the company’s ICAD (Internal Control Assessment Document) for our Corporate Level and external Financial / ICFR auditors.
Led implementation of HFM – Financial Consolidation Package for Control Systems.
Managed / Directed the transition of two of our outlying accounting offices located in OH.
Continuously improved reporting processes and implemented automation tools to increase efficiency and reduce the risk of errors.
MANAGER – GENERAL LEDGER
Robert W. Baird
Milwaukee
06.2000 - 07.2003
Managed all aspects of the month-end and year-end close processes, conforming to GAAP and US statutory reporting.
Prepared and analyzed consolidated financial statements for U.S. and U.K. Holding companies.
Prepared and analyzed various budgeted departmental financial information.
Implemented PeopleSoft FSM – modules Projects, Accounts Payable, and General Ledger.
Prepared PeopleSoft training manual as well as conducted training on newly implemented systems.
STAFF / SENIOR ACCOUNTANT
KMPG, LLP
Milwaukee
09.1998 - 06.2000
Planned, organized, and coordinated audit engagements for public/privately held companies in a variety of industries, specializing in manufacturing, health care, colleges, universities, and employment benefits.
Prior to senior role, supervised, evaluated, and provided on-the-job training for professional staff members as well as client personnel.
Led numerous first-time audit engagements, which involved detailed control assessments and determination of audit scopes.
Director of Nursing/ Director of health & wellness at crescent fields senior livingDirector of Nursing/ Director of health & wellness at crescent fields senior living