Outsourced CFO (BizOps)

Managing Member of the Accounting firm specializing in outsourced accounting services, bookkeeping, audit preparation, tax preparation, compilations, and accounting system set-ups.

Manages all finacial aspects of the organization and reports directly to the President.

Reporting to the Outsourcing Manager and Partner, responsibilities include supporting clients' accounting departments by collecting, reconciling, summarizing information, and entering data. Coordinate month-end and year-end closing process, including preparation of audit schedules and assisting with the annual budget process. Recommends, designs, and implements any necessary department controls and procedures. Prepares monthly financial statements, supervises staff accountants, and oversees the Accounts Payable and Accounts Receivable processes.▪ Spearheaded the organization’s inter-departmental forum to address company wide issues.▪ Bravo Reward recipient nominated by peers and recognized for dedication and being a team player.▪ Recently promoted to Senior II position

Reported to the Director of Finance & Administration and was responsible for the month end closing and financial statement preparation.

Reporting to the Business Manager and the Director of Administration and Operations was responsible for the daily accounting procedures for the organization. Oversaw the work of the A&F Assistant, executed the monthly closing process, and prepared monthly financial reports. Worked closely with the A&O Director in preparation of the annual $10M budget. Created charts and graphs to be presented at the quarterly Board meetings. Performed ad hoc financial analysis, as requested.▪ Performed critical salary analysis which allowed management to address the organization’s unexpected fiscal challenges.▪ Directed the execution of a major payroll project involving the addition of 500 – 600 high school students during the summer months.▪ Spearheaded a successful transition to a windows-based automated payroll system decreasing the biweekly processing time by an average of 90 minutes.▪ Coordinated the successful implementation of the accounting system upgrade from Solomon III to Solomon IV, which brought the company from a DOS to a Windows platform.

Maintained non-patient accounts receivable. Assisted Senior Analyst in daily cash monitoring and bank account reconciliation. Responsible for assigned month-end journal entries. Performed all functions of check signing for payroll and accounts payable. Updated and maintained Fixed Asset subsidiary ledger. Conducted inventory of Pharmacy and Dietary departments at year-end.Cross-trained as Payroll Coordinator. ▪ In addition to my normal responsibilities, was asked to act as interim accountant for the Carney Hospital Foundation reporting to the Director of Fiscal Services, performing all general accounting duties as well as preparing the monthly financial statements.