Brian Roth Email & Phone Number

Iowa City-Cedar Rapids Area

Cedar Rapids, Iowa Area

Functions as part of the client’s accounting services team and is accountable for acting as and managing the designated function(s) for the client. Also accountable for identifying and implementing best practices related to the service(s) provided to add value to the client. Develops full knowledge of GAAP(FASB/SFAS) and deep understanding of financial and operational aspects of the client's specific industry.Primary ResponsibilitiesDevelops internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting. Coordinates and directs the financial planning, budgeting, procurements, or investment activities for all or part of an organization. Prepare financial information.Prepare, or direct preparation of financial statements, business activity reports, financial position forecasts, budgets, or reports required by regulatory agencies. Evaluate needs for procurement of funds and investment of surpluses and make appropriate recommendations.Meets financial objectives by forecasting requirements, and prepares budgets. Monitor ratio and key performance indicators (KPI).Monitors and evaluates the performance of accounting and other financial staff, recommending and implementing actions. Advise management on short-term and long-term financial objectives, policies, and actions.Supervise and develop staff on a small number of clients. Communicate on a regular basis with boards, bankers, investors, constituents, etc.; including preparing and hosting board presentations.

Cedar Rapids, Iowa Area

Accountable for the strategic and financial leadership of this multi-faceted, multi-state organization, through the development and maintenance of financial policy, controls, management of liabilities, financial planning, budgeting and reporting, banking and insurance relationships.

Marion, Iowa

Responsible for top administrative-level management of the not-for-profit agency’s financial systems and Social Security Representative Payee functions. This involves developing and implementing an effective system of accounting, rate setting and government cost reporting in accordance with GAAP and Medicaid directives; preparing agency’s budget; conducting financial analysis; preparing financial reports and presenting to theboard of directors; billing third parties and managing cash flow.

Pearson

Director of Accounting – Regional Finance• Protect Pearson’s assets and provide clear, accurate financial information to stakeholders by creating and applying a sound financial framework for our businesses to operate within simplified and standardized policies and procedures. More specifically, to manage accounting staff supporting a complex standard costing environment utilizing several corporate provided shared service functions, to develop, implement and maintain accounting systems and design operational procedures and processes to meet audit standards and improve efficiency.Manager, Financial Reporting & Analysis • Provide financial leadership over the Central Region in State Assessment Services consisting of $140 million in revenue annually. Primarily responsible for overseeing monthly and quarterly financial forecasting, three year strategic planning, budgeting, and analysis of data for all programs. Senior Financial Analyst • Provide leadership and expertise to the PACT (Planning, Accounting, and Costing Transformation) project team with the objective to: o improve management planning, product costing and analysis and revenue accounting stewardship, o improve the financial cycle of our business so we can better understand our bidding cost structure, budgeting and forecasting, o enhance our analysis reporting, our use of technology and our overall productivity o gain much needed insight into our program and product profitability which allows us to make the management decisions to grow our business • Directly responsible for the PACT Reporting work stream charged with providing standard, timely information with a high level of data integrity.

Chief Financial Officer • Provided financial leadership. Primarily responsible for the daily financial accounting, reporting, budgeting, payroll and analysis of data for all operations, clinics and related entities. Positions held in conjunction with CFO position: Assistant Administrator • Provided management oversight to network clinics. Responsible for directing the operational and fiscal aspects of the clinics including financial reporting and analysis, preparing budgets and comparatives, resolving personnel issues, physician liaison, administering clinic policies and procedures, and ensuring quality customer service. Senior Associate Management Consultant • Provided professional healthcare consulting services in financial areas including physician compensation, benchmarking, cash controls, and enhancements of billing and receivable systems.

Masters Of Business Administration

Bba, Accounting