Amy Sargent

Amy Sargent Email and Phone Number

Client Services Manager @ Your Part-Time Controller, LLC
Rochester, NY, US
Amy Sargent's Location
Rochester, New York, United States, United States
Amy Sargent's Contact Details
About Amy Sargent

* CPA with Big 4 experience.* 20+ years experience in Financial Services industry.* 8 years experience in Healthcare/Not-for-Profit.* 15+ years as VP of Finance, Chief Financial Officer and Controller.* High energy, goal-oriented professional.* Pro-active and results-oriented with demonstrated leadership and analytical skills. * Exceptional communicator and relationship builder/mentor.Specialties: -Budgeting & Forecasting -Revenue Cycle Management including 3rd party reimbursement -Grant Management

Amy Sargent's Current Company Details
Your Part-Time Controller, LLC

Your Part-Time Controller, Llc

View
Client Services Manager
Rochester, NY, US
Website:
yptc.com
Employees:
750
Amy Sargent Work Experience Details
  • Your Part-Time Controller, Llc
    Client Services Manager
    Your Part-Time Controller, Llc
    Rochester, Ny, Us
  • Your Part-Time Controller, Llc
    Associate
    Your Part-Time Controller, Llc Jan 2023 - Present
  • Ibero American Action League
    Chief Financial Officer
    Ibero American Action League Jan 2019 - Jan 2023
  • Center For Disability Rights
    Cfo, Director Of Finance
    Center For Disability Rights Aug 2017 - Jan 2023
    Rochester, Ny
  • Jadd Management Llc
    Controller
    Jadd Management Llc Nov 2014 - Aug 2017
    Rochester, Ny
    A real estate development, management and brokerage company with holdings and management contracts across New York State, Ohio, Georgia and Florida.- Established accounting and financial reporting systems for over 12 new retail centers (1.5 million square feet) jointly owned with a publicly traded organization.- Oversees accounting, financial reporting, compliance, billing, collections and office administration.- Ensures compliance with SEC and lenders’ reporting requirements.
  • Trillium Health
    Vp Of Finance, Chief Financial Officer
    Trillium Health May 2012 - Jan 2014
    Rochester, Ny
    -Key member of the senior leadership team collaborating with colleagues and the Board to determine and achieve the agency's strategic initiatives and its operational goals.-Plan, develop, organize, implement, direct and evaluate the agency's fiscal function and performance; participate in the development of agency plans, policies and programs as a strategic partner.-Plan for the agency's growth and long-term financial stability and health; monitor and report on political and regulatory change that may impact funding and reimbursement.-Department responsibilities include budgeting, accounting and reporting; cash flow and forecasting and investment management; financial management of public and private grants and contracts; ensuring adherence to financial control systems; audit preparation and management.-Oversee development of comprehensive financial statements and management reports, analyze and interpret them to the Board of Directors and its Finance Committee, the executive director and the senior management team.-Support the development director and program directors with financial analysis and preparation of financial proposals and reports for funders and potential funders.-Manage complex and diverse revenue cycle including third party payers, a $4+ million grant portfolio, pharmacy, clinical trials and contractual relationships.-Provide critical input to agency's business processes and procedures to ensure compliance, exceptional patient/client experience and efficiency.-Provide financial leadership in planning of new services that generate additional sources of revenue.-Establish and maintain effective working relationships with Funders, bankers, auditors, attorneys and colleagues in peer organizations.-Lead the senior management team in project prioritization and project management.
  • Aids Care
    Senior Director, Controller
    Aids Care Aug 2011 - May 2012
  • Robert Half International
    Recruiting Manager
    Robert Half International Sep 2010 - Aug 2011
  • Esl Federal Credit Union
    Corporate Controller
    Esl Federal Credit Union Apr 1997 - Feb 2010
    - Established an effective and efficient financial and accounting control environment in continuous compliance with GAAP and regulatory requirements. Received no management comments resulting from audits or regulatory exams for the last ten years.- Built and mentored a staff responsible for Budgeting, Investment, General and Cost Accounting, Accounts Payable, Investment Accounting, Bank Account Reconciliation and Financial/Regulatory Reporting. Achieved month-end close consistently in 3 business days, 4 at year-end.- Led strategic planning and budgeting process. Reduced budget process from 10 to 6 weeks.- Partnered with CEO and senior executives to develop Balanced Scorecard for the organization including 25 unit level scorecards resulting in improved brand equity, loyalty index and employee satisfaction.- Developed and documented internal control policies and processes consistent with SOX requirements.- Managed several project teams to achieve improved accuracy, member satisfaction and efficiency.- Successfully implemented budget, general ledger, fixed assets, accounts payable, payroll and operational systems conversions without disruption in day-to-day operations resulting in cost savings and improved efficiency.- Implemented vendor relationship management program and renegotiated major contracts to reduce expenses over $500k. - Served in leadership capacity on the following commitees: * Asset/Liability Management * Credit Administration * Enterprise Risk Management * Operations Review Committee * Strategic Planning & Execution * Product Pricing & Profitability
  • First Federal Savings & Loan Association
    Assistant Controller
    First Federal Savings & Loan Association Apr 1986 - Apr 1997
    - Managed a staff of 25 responsible for Accounts Payable, General Accounting, Construction & Real Estate Accounting, Investment Accounting, Budgeting, Tax, Financial & Regulatory Reporting and Bank Account Reconciliation.- Developed and implemented accounting and operations policies.- Developed and implemented lending operations policies in underwriting and collections areas.- Successfully implemented several accounting and operational systems conversions.- Led various merger and acquisition and special project teams from due diligence through conversion.
  • Price Waterhouse
    Auditor
    Price Waterhouse Aug 1983 - Apr 1986
    - Supervised the work of entry level auditors/accountants on a variety of audit and consulting engagements, often scheduled simultaneously.- Clients included health and human services, financial services, not-for-profit, manufacturing, telecommunications and transportation industries.

Amy Sargent Skills

Accounting Finance Forecasting Financial Analysis Cash Management Internal Controls Budgets Quickbooks Auditing Tax Cost Accounting Sarbanes Oxley Act General Ledger Jd Edwards Analysis Managerial Finance Mergers And Acquisitions Cash Flow Budgeting

Amy Sargent Education Details

Frequently Asked Questions about Amy Sargent

What company does Amy Sargent work for?

Amy Sargent works for Your Part-Time Controller, Llc

What is Amy Sargent's role at the current company?

Amy Sargent's current role is Client Services Manager.

What is Amy Sargent's email address?

Amy Sargent's email address is am****@****aal.org

What is Amy Sargent's direct phone number?

Amy Sargent's direct phone number is +158531*****

What schools did Amy Sargent attend?

Amy Sargent attended St. John Fisher University, St. Bonaventure University, Bishop Kearney, Strategic Leadership, Strategic Leadership.

What skills is Amy Sargent known for?

Amy Sargent has skills like Accounting, Finance, Forecasting, Financial Analysis, Cash Management, Internal Controls, Budgets, Quickbooks, Auditing, Tax, Cost Accounting, Sarbanes Oxley Act.

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