Serves as the Chief Operating Officer for CLC Operations

Support Federally Qualified Health Centers further their missions through Interim CFO roles, month end support, budgeting and forecasting, audit preparation, policy review, Revenue Cycle management, ongoing HRSA reporting, HRSA Onsite Visit support, and more

Support Federally Qualified Health Centers further their missions through Interim CFO roles, month end support, budgeting and forecasting, audit preparation, policy review, Revenue Cycle management, ongoing HRSA reporting, HRSA Onsite Visit support, and more

• Worked hand in hand with the CEO to provide status of financial condition of The Wallace Medical Concern by collecting, interpreting, and reporting key financial data• Key member of the Senior Executive Team• Presented monthly at the Finance Committee, Executive Committee, and Board of Directors meetings• Continuously used forecasting to insure the ongoing financial health of the organization • Guided financial decisions by establishing, monitoring, and enforcing financial policies and procedures• Protected assets by establishing, monitoring, and enforcing internal controls• Ensured compliance with federal, state, and local requirements by researching existing and new legislation, consulting with outside financial advisors, and filed financial reports. Advised management of actions and potential risks• Managed the organizational budget, expenses, revenue cycle, and financial reporting• Reviewed and analyzed organizational production, quality, and financial data• Oversaw the Finance Department, Operations, Front Desk, Human Resources and the Quality & Data department• Mentored mid-level managers• Stayed current on information and technology affecting functional areas to increase innovation and ensure compliance

Accomplishments:• Improved the accounts payable process to increase the timeliness of payments to vendors• Improved the expense coding process to create more accurate financial statements from month to month• Identified and created new processes related to the recording of income and expenses for restricted funds• Created new procedures for cash receipts to ensure accurate cash collection and reporting• Implemented a new tool to calculate the allowance for doubtful accounts• Discovered a reporting and billing error which resulted in an over $200,000 back payment from the State of OR• Promoted to Chief Financial Officer (CFO), September 2015

• Supervised all accounting functions including accounts payable, accounts receivable, collections, escrow and financial statement preparation for 68 associations• Supervised seven licensed Community Association Managers (CAM)• Managed full cycle financial statement preparation for all Homeowners Association clients• Analyzed overall financial health for each community and met with Board Members• Coordinated yearly tax filings and audits with outside CPA firms• Oversaw yearly budget preparation for all associations• Coordinated the transition of new accounts• Assisted in human resource functions – payroll, time-off, employee concerns, hiring/firing decisions, insurance benefitsAccomplishments:• Recovered over $60,000 of unclaimed property for a single association• Enhanced internal processes to improve the efficiency of financial statement preparation

• Supervised six employees• Oversaw accounts receivable, accounts payable, collections, and escrow functions• Trained new employees• Created policies and procedures• Performed reconciliations between corporate and HOA ledgers* Performed bank reconciliations, journal entries, general ledger review• Created monthly financial packets for homeowners associations• Created records for new accounts• Identified errors with journal entries, bank reconciliations, and opening of accounts• Developed systems to correct errors in accounts receivable and prepaid income accounts• Coordinated accounting staff to fix errors made in prior periods to meet auditor’s deadline

• Assisted in the creation of the City’s annual budget in relation to long-term debt• Developed mission statements for several City departments• Managed accounts receivable billing and collection in relation to new development costs• Implemented fixed asset module in MSI• Created and implemented the City’s training manual for accounts receivables

• Performed an in-line costing comparison across four models and four global facilities• Tracked cost reduction implementations for five global facilities• Assisted in creating a list of cost reduction opportunities for eight global facilities