Outstanding health services manager, finance executive and leader with wide experience in complex organisations, managing professional teams, programs, establishing new services, redesigning complex financial systems, and reporting. Managing varied and challenging stakeholders. Experienced financial professional, qualified accountant, gained solid HR, IT and facilities management expertise with superior analytical skills
Overview
23
23
years of professional experience
1
1
Certification
Work History
Finance Manager
Calvary Healthcare Sydney Limited
12.2021 - Current
Managing end-to-end financial processes, including AP, AR, Purchasing, yearend, and month-end processes, including statutory reporting for this not-for-profit limited company; managing team of 5 staff
Redevelopment and creation of entire suite of new reports for leadership team which have included monthly budgetary and performance reports, FTE reporting, reporting on major purchasing items, HR reporting including excessive staff leave for example
Development of 22-23 and 23-24 Opex and Capex budgets
Building and developing close working relationships with those managers to effectively manage budgets throughput financial year, establishing regular budget meetings
Managed upgrade to company's HR system (Chris21) to align it to company's budgeted FTE
Implemented paperless accounts payable IT system, including training of budget managers
Assisted with upgrade to ERP system including moving system from local servers to the Cloud
Managing acquittals and relationships with stakeholders.
Trained new and existing staff members in various financial procedures to prepare for job requirements.
Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
Forecasted trends and recommended improvements based on financial risk analyses.
Senior Finance Manager
NPS MedicineWise
10.2019 - 12.2021
Business Partnering with Directors, Managers, and wide range of stakeholders for this not-for-profit limited company; liaising and supporting complex group of stakeholders, ensuring budgetary targets were met, including establishment of monthly budget meetings with senior managers
Management of end-to-end financial processes and finance team for the National Prescribing Service (NPS) MedicineWise
Redesign of financial systems and reporting to support contract with the Commonwealth Department of Health; redesign of Board and monthly management financial reports, including establishment of monthly budget meetings
Management of accounts payable/receivable, payroll, month-end processes, BAS returns, bank reconciliations, production of P&L, Cash flow projections and Balance sheet reports and financial projections for the Board
Managing forensic audit of major Government contract.
Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
Partnered with IT and operational leadership to develop financial business plans with detailed benchmarks.
Finance Manager
Royal Far West
09.2017 - 10.2019
Business Partnering with Directors and Managers of large not for profit company; managing complex internal as well as external stakeholders, ensuring budgetary targets were met
Management of end-to-end financial processes and small financial team for nationally renowned Children's Charity supporting children with developmental problems in rural and remote areas
Prominent NDIS provider
Management of accounts payable/receivable, payroll, month-end processes, BAS returns, bank reconciliations, production of P&L, Cash flow and Balance sheet reports and financial projections for the Board
Development of new systems and processes, including redesigning reports and business processes; making recommendations to update ERP system
Management and acquittal of multiple complex revenue streams from government, bequests, philanthropy, and donations
Development of three-year business plan and budget
Costing of service activity
Production of annual statutory financial reports
Assistance with transition of Charity to new state-of-art building, including management of financial assets.
Forecasted trends and recommended improvements based on financial risk analyses.
Business Manager
Organ and Tissue Donation Service
09.2015 - 09.2017
Led clinical redesign of service, managing internal and external stakeholders which moved service from a 5 day 9 to 5pm model to a 24hour, 7 day a week model
Oversaw management of a $10 million expense and $5 million revenue budget
Accountable for business and financial functions, performance reporting, including financial and activity reporting, business partnering with General Manager and other key stakeholders
Managed the end of month end accounting processes-including preparation of accruals, reconciliations, preparation of monthly P&L reports, and performance reports
Preparation journal entries related to assigned functional responsibilities
Responsible for performing day-to-day general ledger accounting, financial reporting, and analysis for assigned functional areas
Prepared annual budget, financial planning and business partnering with cost centre managers
Managed distribution of funding to NSW Hospitals for the reimbursement of costs for organ retrievals, along with the management of office facilities, including office refurbishments.
Director of Finance
Camden and Campbelltown Hospitals
09.2012 - 09.2015
Led several clinical service redesign programs of hospital services, including endoscope service, management of hospital consumables, over-ordering of pathology by junior doctors, implementation of new hospital billing system, review of hospital administrative service and redesign and privatisation of hospital catering services
Managing complex groups of stakeholders to successfully implement these programs
Business partnered with senior nursing and medical staff to successfully manage budgets and address variances
Accountable for $270 million and $45 million revenue budget
Supervised group of 20 FTE staff, these included management/financial accountant, cash office and revenue staff
Managed outpatients and hospital medical record services
Successfully coordinated month end accounting processes which included preparation of journals, accruals, and bank reconciliations
Implemented upgrade to ERP system (Oracle) and executed implementation of new hospital billing system
Prepared annual hospital budgets and cash flows across approximately 45 cost centres and business partnered with 40 cost centre managers to manage budgets and variances to target.
Established and enforced controls on revenue and expenses to protect company assets.
Generated financial and operational reports to assist management with business strategy.
Forecasted trends and recommended improvements based on financial risk analyses.
Enhanced internal control systems and procedures to mitigate risk and support opportunities.
Business and Operations Manager
MH-Kids, Ministry of Health
09.2010 - 09.2012
Accountable for strategic financial planning for state-wide child and adolescent mental health services, which included development of business and financial plans for all new service developments such as GOT-IT, School Link, COPMI and Assertive Outreach, liaising with internal and external stakeholders
Closely monitored financial performance of child and adolescent mental health services across State
Oversaw variety of departments from human resources to accounts payable, coordinating daily tasks for staff, reviewed budgetary information, interpreted financial data, monitored expense reports, and conducted cost-benefit analysis
Expertly coordinated month end accounting processes which included preparation of journals, accruals, and bank reconciliation
Completed monthly analysis of performance to budget as well as forecasted year-end results, as well as yearly preparation of budget and cash flow.
Promoted energetic atmosphere with purpose to drive improvements in customer care and experiences.
Business Manager
North Shore and Ryde Mental Health
05.2008 - 09.2010
Conducted complete financial review of service, business partnering with cost centre managers and internal and external stakeholders
Took ownership of a $35 million expenditure budget
Coordinated month end accounting processes-this included preparation of journals, accruals, and bank reconciliations
Completed the monthly P&L and cost centre reports
Managed medical staffing recruitment processes such as monitored interview processes, issued contracts, and managed medical staffing payroll and overtime
Managed other HR and recruitment process as well as budgets for group homes and monthly reconciliation of accounts.
Assisted with hiring process and training of new employees.
Drafted reports and documents to improve correspondence management, schedule coordination and recordkeeping.
Operations Manager
NSW Community Forensic Mental Health Services
05.2005 - 05.2008
Established NSW State-wide Community Forensic Mental Health Services for adults and adolescents, including development of service model and business plans for service, liaising with a very wide range of stakeholders across the whole of NSW Health to develop referral pathways and service integration
Brokered and managed complex relationships with other mental health services
Developed business plan for sex offender treatment program in conjunction with the Department of Corrective Services
Liaising with stakeholders across government departments
Line managed and recruited complex group of senior clinical staff, including medical, nursing, occupational therapy, and administrative staff, and provided line management of all clinical staff
Management of weekly intake, case management review processes and allocation of cases to clinical staff
Developed innovative training programs for NSW clinical staff concerning management of forensic patients.
Supervised operations staff and kept employees compliant with company policies and procedures.
Developed systems and procedures to improve operational quality and team efficiency.
Led hiring, onboarding and training of new hires to fulfill business requirements.
Identified and resolved unauthorized, unsafe, or ineffective practices.
Introduced new methods, practices, and systems to reduce turnaround time.
Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.
Deputy Director and Head of Business Management
West London Forensic Mental Health NHS Service
09.2002 - 02.2005
Modernized operations with strategic process improvements.
Business Manager
East London & the City Mental Health NHS Trust
09.2000 - 09.2002
Supported business management projects by monitoring and tracking risks, issues and action items.
Assisted with hiring process and training of new employees.
Executed business plans to further strengthen and maximize territory sales and profits.
Education
Master of Professional Accounting -
Charles Sturt University
Master of Health Management -
University of New South Wales
BA (Hons) Politics and Law -
London Guildhall University
Diploma in Management Studies -
Greenwich School of Management-London
Completed year 12 with Advanced Level in English, History and Economics -
UK
Skills
Adept team leader and people manager
Excellent business partnering and stakeholder management skills
Empathetic listening style
Natural people unifier
Strategic business planning and thinker
Excellent soft skills with high impact
Persuasive approach which is warm and sincere and does not rely upon hype
Always prepared to work over long-haul to achieve goals
Wide experience of financial systems design
Superior data analytics: P&L, balance sheet, cash flow, projections, annual budget preparation
Many years of business partnering experience with managers and executives
Technical financial and accounting expertise
Controls System Maintenance
Account and Ledger Reconciliations
Staff Training
Human Resources Procedures
Active Listening Skills
Employee Performance Evaluations
Certification
Full member of the Australian Institute Public Accountants (IPA)
Full member of the Institute of Financial Accountants UK (IFAC)
References
REFERENCES AVAILABLE ON REQUEST
Timeline
Finance Manager
Calvary Healthcare Sydney Limited
12.2021 - Current
Senior Finance Manager
NPS MedicineWise
10.2019 - 12.2021
Finance Manager
Royal Far West
09.2017 - 10.2019
Business Manager
Organ and Tissue Donation Service
09.2015 - 09.2017
Director of Finance
Camden and Campbelltown Hospitals
09.2012 - 09.2015
Business and Operations Manager
MH-Kids, Ministry of Health
09.2010 - 09.2012
Business Manager
North Shore and Ryde Mental Health
05.2008 - 09.2010
Operations Manager
NSW Community Forensic Mental Health Services
05.2005 - 05.2008
Deputy Director and Head of Business Management
West London Forensic Mental Health NHS Service
09.2002 - 02.2005
Business Manager
East London & the City Mental Health NHS Trust
09.2000 - 09.2002
Master of Professional Accounting -
Charles Sturt University
Master of Health Management -
University of New South Wales
BA (Hons) Politics and Law -
London Guildhall University
Diploma in Management Studies -
Greenwich School of Management-London
Completed year 12 with Advanced Level in English, History and Economics -
General Manager RAC and ILU at AJN Healthcare Services - Contracted Calvary CareGeneral Manager RAC and ILU at AJN Healthcare Services - Contracted Calvary Care
Senior Communications Consultant at Australian Orthotic Prosthetic AssociationSenior Communications Consultant at Australian Orthotic Prosthetic Association