Alan Zoellner Email & Phone Number

Madison, Wisconsin, United States

Madison, Wisconsin Area

As CFO, I manage the overall direction of the accounting, budgeting, and reporting of the organization’s financial activities in accordance with Generally Accepted Accounting Principles. I foster and maintain key relationships with internal and external parties related to key deliverables. I am responsible for ensuring grant and contract compliance with multiple federal, state, and local government funding sources. I regularly interface with program directors and managers to help them… Show more As CFO, I manage the overall direction of the accounting, budgeting, and reporting of the organization’s financial activities in accordance with Generally Accepted Accounting Principles. I foster and maintain key relationships with internal and external parties related to key deliverables. I am responsible for ensuring grant and contract compliance with multiple federal, state, and local government funding sources. I regularly interface with program directors and managers to help them understand key financial trends, challenges, opportunities, and forecasts. I routinely present financial results to chief executives, the finance committee, and the board of directors. I am part of a team that sets the strategic direction for the organization, and assist with resource utilization for multiple on-going projects and deliverables. Show less

Madison, Wisconsin Area

While Accounting Manager, I oversaw a staff of four while performing the monthly preparation of financial statements and grant reporting. I served on multiple committees and worked closely with others at all levels in the organization. I made meaningful contributions to the Policy Review and Development Committee, and the Revenue Cycle Group. I have experience with payroll and deferred compensation plans. I managed and negotiated vendor contracts when applicable. I reviewed… Show more While Accounting Manager, I oversaw a staff of four while performing the monthly preparation of financial statements and grant reporting. I served on multiple committees and worked closely with others at all levels in the organization. I made meaningful contributions to the Policy Review and Development Committee, and the Revenue Cycle Group. I have experience with payroll and deferred compensation plans. I managed and negotiated vendor contracts when applicable. I reviewed insurance coverages and recommend policy changes to directors. I assisted with the budgeting process. I oversaw all financial reporting, both to internal and external stakeholders.Journey Mental Health Center improves peoples lives by pioneering and sustaining effective mental health and substance abuse services to approximately 16,000 residents of Southern Wisconsin. Show less

Cottage Grove, Wi

I was responsible for preparing financial statements for approximately 30 subsidiary companies on a monthly and quarterly basis. I also closed the year and prepared tax preparation documents for external tax firm for the same 30 subsidiaries.Shared Medical Services is a premier provider of specialized medical diagnostic imaging solutions for the health care industry.

Madison, Wisconsin Area

I had a very broad role at Access, which allowed me to focus on internal controls and process improvement. Accomplishments:• Streamlined month-end close. Took closing process from 10 days to six days, including intercompany reconciliations.• Implemented additional controls over cash handling and caught fraud. • Led a team of four directors to choose a new Merchant Card Provider, resulting in PCI compliance, 30% cost savings in fees, custom reporting, and the ability… Show more I had a very broad role at Access, which allowed me to focus on internal controls and process improvement. Accomplishments:• Streamlined month-end close. Took closing process from 10 days to six days, including intercompany reconciliations.• Implemented additional controls over cash handling and caught fraud. • Led a team of four directors to choose a new Merchant Card Provider, resulting in PCI compliance, 30% cost savings in fees, custom reporting, and the ability to take donations on our website. • Redesigned internal Medicaid Cost Reporting workpapers. Reduced time needed to prepare the report from two weeks to three days. Increased accuracy of the report from 8% to 0.05%.• Redesigned internal Medicare Cost Reporting workpapers. Filed the report before the deadline for the first time. • Took the lead on audit preparation. Implemented audit workpaper preparation and tracking worksheet for internal purposes. Managed team of four CPA’s to ensure all workpapers were prepared and reviewed before internally before given to financial auditors.• Implemented the Receivables Module in Great Plains• Implemented Fixed Assets Module in Great Plain• Created Eliminations Company to track GAAP eliminations• Implemented Management Reporter for financial reporting (internal and external)Reporting• GAAP Financial Statements• Finance Committee Reports• Management Reports• Budgeting• Ad-hoc o Medicaid Cost Reports o Medicare Cost ReportsAccess Community Health Centers is a non-profit Federally Qualified Health Center serving the Dane and Iowa County communities by providing over 100,000 quality primary medical, dental, behavioral health and pharmacy services to approximately 25,000 patients that would otherwise be unable to access care. Show less

Madison, Wisconsin Area

I served as a Senior Auditor at Wegner CPAs where I in-chargeed engagements for new and current clients. I was responsible for all phases of the audit process, including pre-audit meetings, planning and performing audits, reviewing staff workpapers, and presenting audit findings. I worked primarily on financial and compliance audits in the state of Wisconsin. I was also a member of the 990 Committee and chaired the Staff Development Committee at the firm.Wegner CPAs is a full service… Show more I served as a Senior Auditor at Wegner CPAs where I in-chargeed engagements for new and current clients. I was responsible for all phases of the audit process, including pre-audit meetings, planning and performing audits, reviewing staff workpapers, and presenting audit findings. I worked primarily on financial and compliance audits in the state of Wisconsin. I was also a member of the 990 Committee and chaired the Staff Development Committee at the firm.Wegner CPAs is a full service accounting firm specializing in providing tax and audit services to individuals, businesses and nonprofits. Show less

Madison, Wisconsin Area

I began my career with Spectrum Brands as a Deduction Specialist, and quickly moved up to a Credit Analyst. As a Credit Analyst, I worked with many of Spectrum’s largest retail customers to ensure credit limits were within reason. I managed the collection process, ensured variances were reconciled, and worked with sales reps and business analysts on holiday promotions and returns.As a Deduction Specialist, I researched outstanding chargebacks for validity, and worked with the credit… Show more I began my career with Spectrum Brands as a Deduction Specialist, and quickly moved up to a Credit Analyst. As a Credit Analyst, I worked with many of Spectrum’s largest retail customers to ensure credit limits were within reason. I managed the collection process, ensured variances were reconciled, and worked with sales reps and business analysts on holiday promotions and returns.As a Deduction Specialist, I researched outstanding chargebacks for validity, and worked with the credit analysts and business analysts to resolve customer issues.Spectrum Brands Holdings, a member of the Russell 2000 Index, is a global and diversified consumer products company and a leading supplier of consumer batteries, residential locksets, residential builders’ hardware and faucets, shaving and grooming products, personal care products, small household appliances, specialty pet supplies, lawn and garden and home pest control products, and personal insect repellents. Show less

Master Of Business Administration (Mba)

B.S., Accounting

Activities and Societies: Treasurer of the Accounting Club

Ba, Economics

Associates, Arts And Sciences