Fractional CFO / Controller providing various services including - system implementations/integrations, full account cleanup, process implementations, budget/cash flow projections, financial statement and reporting needs, and ongoing monthly / quarterly / yearly review and account management.

• CFO Level Responsibilities• Financial analyst reporting directly to the CEO• Developed forecasting tools to analyze revenue variance, business pipeline and industry trends• Improved overall financial reporting by redesigning control processes, chart of accounts, and reporting structures• Maintained and processed invoices, deposits and money logs• Cash Flow Modeling• Trained new and existing staff members in various financial procedures to help each prepare for job requirements• Developed and administered annual budgets following analysis and research• Worked with executives to create annual budget and tracked actual expenses against projected expenses• Audited, balanced and reconciled payroll for more than 90 personnel• Identified improvement changes regarding key processes for internal controls and accounting procedures

• CFO level responsibilities• Mergers & acquisitions integration (M&A)• Multi location dental finance management & reporting• Revenue Cycle Management• Budget development / reporting / variance analysis• Payroll oversight and analysis for FTE and wage rate variances• Direct management of Senior Accountant, A/P, Payroll Processor, Revenue Cycle Manager, Accounts Receivable & Collections Team• Systems integration and administration• Implementation of Concur for expense reimbursement & corporate credit card processing• Policies & Procedures creation / update• Internal Audit• Correction of prior year revenue recognition

• All accounting and finance functions including general ledger, a/r, a/p, reconciliations and month end close processes• Quarterly and year end close functions• All financial reporting• All balance sheet reconciliations• Fixed asset procurement and management• Direct oversight of the monthly revenue cycle billing including but not limited to - Medicaid, Medicare, HMO, supplemental insurance, Managed Care, and Managed Medicare claims processing• Daily census management and coordination of staffing levels• Review of aging and bad debt analysis• Denial review and processing• Annual budget development and monthly variance analysis• Payroll analysis for FTE and wage rate variances• Direct management of Business Office Director (and a team of 3 billers & collectors)• Direct management of A/P and Payroll processors• Indirect management of all other director level positions• Worked directly with the CEO & COO to coordinate and plan operational strategies regarding facility management and marketing plans

Interim Controller or Project Based Controller for multiple clients. Most recent client responsibilities have included reconstructing accounting records from client checks and cash receipts, complex accounting functions including allocations and inventory cost of goods calculations, nonprofit accounting, balance sheet and banking reconciliations, and new company setup. Working in both nonprofit and for-profit environments. Implementation of payroll and accounting software systems. Process improvement suggestions and planning.

Nonprofit CCRC community located in Barton Creek community. All accounting and finance functions including general ledger, a/r, a/p, reconciliations and month end close processes. Quarterly and year end close functions. All financial reporting. All balance sheet reconciliations. Fixed asset procurement and management. Direct oversight of the monthly revenue cycle billing including but not limited to – Medicaid, Medicare, HMO, supplemental insurance, Managed Care, and Managed Medicare claims processing. Review of aging and bad debt analysis.Project lead for annual external audit. Annual budget development and monthly variance analysis. Implementation and ongoing system administrator of point of sale software throughout the community. Development of multiple processes and documentation. Payroll analysisfor FTE and wage rate variances. New hire orientation presentation. Management of accounting staff of one and operations department concierge/valet/transportation team of 20. Training & development of various hospitality initiatives. Management of all company vehicles repairs and licenses. Annual committee chair fundraising for The Alzheimer’s Association (winner of most funds raised and most walkers several years). Community event photographer. Annual team leader for Senior Games event.

Reporting directly to SVP Finance/Business Ops. Review and management off all accounting functions and a staff of five. All financial reporting. Creation and maintenance of all financial policies and procedures. All balance sheet reconciliations. Payroll processing multi state (TX, NM, AR, & OK). Implementation and administration of electronic timesheet for entire affiliate. Project lead for annual external audit. Budget template import and maintenance. New hire orientation presentation.

Responsible for all GL/Banking entries, reconciliations, and reporting. Accounts receivable invoicing and collections. Review and management of all accounting functions and a staff of one. HR management and payroll processing. Warehouse management, shipping, and logistics. Implementation of NetSuite software.

Responsible for all GL/Banking entries, reconciliations, and reporting for 13 locations and 2 corporate entities. Monthly consolidations. Accounts receivable invoicing and collections. Review and management of all accounting functions and a staff of one. HR management and payroll processing. Management of accounting staff of one.