Managed a budget of $30M, 600+ employees and 26 individual programs in health services.Negotiated $20M refinance of tax-exempt bonds to reduce operating exposure and increase cash on hand.Responsible for the analysis and presentation of financial reports to the Board of Directors.Negotiated contracts for all insurance policies – health, liability, auto and D&O.Analyzed bids and contracts with vendors and contractors for all capital improvements.Created trend reports and ROI analysis of potential business ventures.Developed a new retirement plan for senior management that reduced tax liability for the company and the individuals involved by lowering the cost of the benefit by 40% and receiving net benefit to the employee of 12%.Created a regional office in a remote location to better serve the needs of staff and program participants in the state, which created 30 new jobs and five additional programs for the company.Responsible for a complex buy-out of a for-profit subsidiary.Developed new commercial properties through a 1031 Exchange and reduced tax liability by $4M.Monitored the financial health of the company through financial ratios and budget variance analysis.Created and distributed reports to Medicare, Medicaid, Owner Occupancy and Property Tax Exemptions.Developed a spreadsheet to analyze all daily business activities. Reduced the nightly audit process from seven hours to less than three hours. Implemented changes to accounting software, revised policies and procedures and automated report for governmental entities, which improved net income by $80K/year.Created a team to design two new housing projects to meet the needs of bariatric brain-injured clients.

Designed step-by-step audit procedures to document and audit all computer systems for Y2K compliance.CARTER R. BAIR, MBA PAGE 2(Career Summary Cont’d.)Streamlined the reporting process by automating the consolidation of program financials and creating strict deadlines for month-end processing, which reduced processing by 50%.Audited balance sheet accounts and journal entries to correct over-inflated revenues and misstated asset accounts.Prepared individual and corporate tax returns.Performed audits on a wide-range of clients focusing on governmental and not-for-profit organizations.Prepared detailed financial statements with accompanying footnotes and disclosures.Responded to questions from corporate leadership in regards to internal controls and financial reporting.

· Prepare monthly bank reconciliations, Posted payments and receipts for accounts payable and receivable.· Responsible for Payroll entry and payments, tax payments, and general bookkeeping.· Performed all bookkeeping services for Bonnie Dean Associates (Marketing), Mr. Norm Dean (Personal), The Dean Foundation (Not for Profit), Foothills Financial Corporation (Financial), and

Responsible for monthly bank reconciliations, payments, receipts for AP and AR, payroll, taxes and general bookkeeping.

Bookkeeper, Accounts Payable and Receivable, Bank Reconciliations, monthly financial statements

Prepared monthly owner statements and work with auditors on yearly financial statements.Reconciled $1M in cash, money market, checking and certificates of deposit.Created and designed a website for improved internet identity.Responsible for payroll, HR records, worker’s compensation claims and insurance.

Compiled payroll data.Distributed assignments of work orders.

Served in Sao Paulo, Brazil