The Surgical Clinic (TSC) is the premier multi-specialty surgical practice in Middle Tennessee. TSC is a physician-owned group with over 40 surgeons specializing in general, vascular and plastic surgery (cosmetic and reconstructive) as well as subspecialties such as breast, bowel, bariatric, oncology and veins. In addition, The Surgical Clinic has established an accredited CT center, Ultrasound Labs, a Vascular Office Based Procedure Center and Prosthetic Services.

Overseeing accounting and financial operations of the practice and implementing new policies and procedures, including key responsibilities:Managing $18 million dollar annual budgetImplementing and maintaining reconciliation and monthly closing processes for accounting recordsDesigning monthly and quarterly financial reports for the physician-owners of the practiceEvaluating and improving internal processes in accounting, inventory control and clinic environmentsNegotiating contracts with health insurance companies, including successfully negotiating the highest paying contract for the practice.Performing interim and year-end federal and state tax projections for three companies Overseeing HIPAA training and compliance as HIPAA compliance officerIdentifying and tracking key performance indicators for the practiceManaging inter-company transactions for up to four related entitiesNegotiating and managing lease contractsManaging day-to-day accounting functions including accounts receivables and payables.Supervising billing department manager and collaborating on billing and collecting best practicesEstablishing and maintaining receivables collections policies and proceduresAd-hoc analyses for upper management and physicians as requestedManaging implementation process for ICD-10 diagnosis code conversion

Maintaining the general ledger for the practice and preparing monthly financial statements.Preparing and maintaining accounts payable.Managing cash flow and consulting with management on cash flow and practice issues.Reconciling bank accounts.Preparing payroll as well as preparing quarterly and year-end payroll tax returns.

Overseeing all day-to-day financial operations of the District which includes, but is not limited to:Managing the operating cash flows of the District to best utilize investment opportunities for short-term cash excesses. Managing a $30 million annual budget and over $145 million of debt.Reviewing and approving accounts payable.Processing bi-weekly payroll and submitting all required regulatory filings.Preparing monthly reconciliations of the District’s accounting records.Investing and monitoring the District’s restricted and reserve funds.All communications, reporting requirements and required submissions for FEMA grant contracts.Annually evaluating health and business insurance options and proposing adjustments for maximizing benefits/cost.Reporting to the Board of Commissioners on a monthly basis concerning the financial affairs of the District.Managing & training accounting staff.• Overseeing the annual cost of service rate study and preparing the annual financial forecast.• Overseeing and implementing the annual capital and operating budgets.• Monitoring and implementing internal controls.• Annually reporting to the District’s bondholders on the financial affairs of the District.• Preparing annual financial statements in accordance with Generally Accepted Accounting Principles.• Responsible for overseeing conversion to Great Plains financial systems software.

Responsibilities included: Manager level responsibilities for audits including reviewing working papers, managing time budgets, supervising, training and evaluating staff, developing client relationships and implementing new financial accounting and auditing standards. Supervising performance of monthly, quarterly and annual compilations and reviews for several physician practices. Consulting clients on various organizational issues including accounting practices, management policies and internal control policies and procedures. Teaching accounting practices courses for client personnel. Implementing policies and practices for enhancing efficiency within the firm. Scheduling for audit department staff. Monitoring developments in financial reporting standards.

Responsibilities included: In-charging audits for electric, gas, telephone, cellular, water and wastewater utilities. Supervising up to four staff members on audit engagements. Planning, performing and wrapping up audit engagements. Supervising filings of all utility client tax returns. Assisting with management and utility-related consulting engagements for various utilities throughout the southeastern United States. Preparing and reviewing corporate, partnership, non-profit and individual tax returns. Researching tax-related issues.

Preparation of corporate, partnership and individual tax returns.Researching corporate, partnership and individual tax issues.Consulting on general business issues.