projects

accounting

budgeting & capital program

business process improvement & cost management

financial data, reporting & systems

financial analysis

financial policy & planning

economic development

partnerships

business & strategic planning

projects:  financial data, reporting & systems


budget systems training
trained client staff in the use of a new budgeting system which required an understanding of the client’s budget and accounting structure, policies and practices.

data mining
strengthened the integrity of financial reporting through the use of database tools and queries that extracted data from data warehouses. provided detailed analysis and transparent standard reports that allowed executives to easily make informed decisions.

data mapping
geo-mapped child social service caseloads during pre and post hurricane periods to provide legislators with a visual representation of the displacement of children across multiple states in order to assess budget implications.

financial reporting for closing process
supported executive staff of a medical center in the management of the annual closing process by developing and producing financial reports that showed the daily impact of closing activities on operating results by department and identifying issues that required troubleshooting.

information technology assessment
assessed information technology structure and output for state office of community services to support availability of and access to data for case workers.

inter-company charges and allocation of corporate costs
structured a new financial reporting tool which analyzed the income statements of individual operating units by adding direct and allocated inter-company charges and corporate costs.

monthly monitoring program
established monthly business unit performance reports providing financial and operational results, trends, budget variances and goal comparisons.

product line business analysis
created new monthly reporting tools, used for ongoing internal management, and annual business analyses for distinct product lines including operational and financial results, statistics, performance measures, and unit production.

accounting system re-design
designed a completely revamped revenue accounting system for an international retailer that streamlined and automated the sales audit and bank account reconciliation process, yielding $1 million in annual cost savings.

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