Chief Financial Officer
• Served as the principal financial manager for a private sector medical services company servicing patients in 40+ states throughout the United States and generating $25M in revenue.• Identified, planed, and assigned work to subordinate employees. Reviewed work products for accuracy & completeness.• Routinely collaborated and briefed the Chief Executive Officer and other senior executives on the company’s financial position, budget, reporting, tax filings, and other pertinent financial information. Frequently conducted oral presentations and provided written reports. • Implemented QuickBooks Enterprise Accounting Software and Contingent Talent Management Human Resources and Payroll Software producing the technical solutions and software integrations needed to grow the business from $5M+ in Revenue in 2018 to 25M+ in revenue in 2021.• Oversaw all accounting functions including Accounts Receivable, Accounts Payable, Payroll, and Billing leading the oversight of twelve employees and the hiring and training of new and qualified employees.• Processed weekly payroll for over 500 Corporate and Clinical employees and produced 1500+ Form W-2’s annually while completing all annual and quarterly Federal 941 and 940 reporting in addition to state income tax and unemployment reporting to the Department of Treasury for 40+ states.• Reviewed all monthly bookkeeping and completed monthly reconciliations and allocations ensuring Generally Accepted Accounting Principles followed properly.• Provided Human Resource Administration implementing Bamboo HR Software and ensuring employees’ coverage and deductions as well as Workman’s Compensation Insurance reporting, New Hire reporting, and Affordable Care Act compliance reporting.• Collaborated with executive team and CPA firm to produce financial information required during due diligence which led to a successful company buy out in October of 2021 for $50M.