Brian Goldrick Email & Phone Number

Gilbert, AZ, US

Alpharetta, GA, US

• Spearheaded‬‭ cold‬‭ calling‬‭ campaigns‬‭ targeting‬‭ medical‬‭ billing‬‭ underpayments,‬‭ consistently‬‭ generating‬‭ high-quality‬‭ leads‬‭ and securing new business opportunities.‬
• Developed‬‭ and‬‭ designed‬‭ personalized‬‭ marketing‬‭ materials‬‭ to‬‭ enhance‬‭ outreach‬‭ efforts,‬‭ increasing‬‭ client‬‭ engagement‬‭ and response rates.‬
• Played‬‭ a‬‭ pivotal‬‭ role‬‭ in‬‭ identifying‬‭ and‬‭ resolving‬‭ billing‬‭ discrepancies,‬‭ contributing‬‭ to‬‭ savings‬‭ of‬‭ over‬‭ $50‬‭ million‬‭ for‬ healthcare providers.‬
• Effectively‬‭ communicated‬‭ with‬‭ key‬‭ decision-makers‬‭ at‬‭ hospitals‬‭ and‬‭ healthcare‬‭ organizations,‬‭ nurturing‬‭ long-term‬ client relationships and driving revenue grow

Gilbert, Arizona, US

• Spearheaded executive team recruitment as the inaugural executive hire at Greenlink, strategically aligning with the owner's vision to transition Greenlink into an executive-driven enterprise aimed at diversifying its.
• Orchestrated the development of Greenlink's inaugural internal budget, employing advanced spreadsheet modeling and comprehensive secondary data analysis to forecast business growth objectives accurately.
• Skillfully negotiated multiple contracts to procure additional services and optimize existing ones, resulting in substantial cost savings of over 50% on annual expenditures.
• Established and implemented a robust expense review process, facilitating efficient monitoring and control of incoming expenditures on a weekly basis to maintain fiscal discipline and alignment with organizational goals.
• Cultivated strategic partnerships with banking institutions, leading direct negotiations to maximize returns on investment through enhanced money market and business savings accounts, while concurrently reducing.

New York, NY, US

• Series A Funded start-up
• Worked with the Director of Supply Chain to develop inventory controls and processes to ensure nearly $500K in inventory is properly reported on the balance sheet.
• Liable for $20M in cash reserves as well as the company credit card program.
• Responsible for multi-entity reporting requirements with an MSO in place between our operating entity (NoHo Wellness) and our provider entity (Clement Clinic).
• Developed from scratch all standard operating procedures (SOP’s) for accounting functions, including payroll, A/P, Inventory, ASC 842, ASC 606, BS reconciliations, cash management, financial reporting, and taxes (SUT.
• Implemented a tax software to properly calculate the tax to charge customers for tax eligible items as well as reporting tax obligations to the applicable state and local jurisdictions for states we operated in.

After an amazing tenure at Vera Whole Health, I opted to take some time to focus on myself and my family. I took this time to move my family from WA to AZ, get my daughters adjusted to their new lives in a new state, and focused on what was important to me (my family and my time) for nearly a year. I was able to rejuvenate my mind and body while also.

Seattle, WA, US

• Involved in Series D, D1, E and acquisition of Castlight to create Apree Health
• Manage $5M budget and strategically allocate $500K towards creation and implementation of multi-dimensional, multi-entity ERP system from scratch.
• Responsible for general accounting, internal and external financial reporting, accounts payable, payroll and accounts receivable.
• Lead webinars and podcasts as well as deliver speeches on company business model at national conferences with 200+ attendees at largest presentation.
• Conduct research on all 25+ clinic locations to successfully obtain state, county, and city licenses.
• Responsible for all cash reserves as well as all cash management and company credit card program.

Olympia, WA, US

• Provided guidance and trainings to local governments with up to 120 attendees at largest session, serving as statewide Financial Management Specialist.
• Prepared training on internal controls and audit preparation, presenting at 2016 Washington Finance Officers Association annual meeting with 200 people in attendance.

Olympia, WA, US

• Managed 4 senior and staff auditors, strategically delegating work based on knowledge and experience with compliance, financial, performance, and federal single audits (OMB Circular A-133).
• Presented results in open public meeting to Board of Directors of each customer with up to 75 people in attendance.
• Assisted Auditor in Charge by providing guidance and additional assistance, earning 100% passing score on all audits.

Olympia, WA, US

• Prepared cash basis financial statement checklist, GAAP financial statement checklist, capital asset checklist, School District financial statement checklist, and multiple risk assessment questionnaires for use by 100+.
• Developed software program that converted Housing Authority general ledger accounts into Schedule 1 BARS account codes, improving efficiency by 10X.

Olympia, WA, US

• Reviewed policies, procedures, and internal controls for all aspects of client operations from payroll to bank reconciliations with largest client worth $500M+.

Bellevue, WA, US

• Supervised department with 9 total direct and indirect reports, strategically allocating resources to optimize productivity.
• Prepared monthly financial analysis reports for team of 20, detailing any unusual changes in balances for month-over-month, quarter-over-quarter, and year-over-year.
• Developed an accrual methodology to adequately account for legal expenses, streamlining manual process and saving 10+ hours of work per month.
• Collaborated with IT to automate processes, decreasing 20 hours of staff work per month.
• Facilitated meetings with department heads to discuss expense procedures, successfully reducing annual expenditures by $1M.

Seattle, WA, US

• Managed mapping of Summerville’s subsidiary ledgers with Emeritus’ after merger, growing Emeritus’ properties owned by 80+ facilities and $250M in capital assets.
• Worked directly with in-house attorney and real estate divisions to value and account for purchase of 175+ properties worth $750M in capital assets.

Bellevue, Washington, US

• Prepared financial statements for 15 clients including balance sheet, income statement, cash flow statements, and notes based on audited activity for the year, demonstrating superior knowledge of Generally Accepted.