Heather Root

Heather Root Email and Phone Number

CFO at Maryhaven @ Maryhaven, Inc.
Heather Root's Location
Columbus, Ohio, United States, United States
Heather Root's Contact Details

Heather Root personal email

n/a

Heather Root phone numbers

About Heather Root

Certified Public Accountant (CPA) with over 20 years of experience within the Non-Profit sector, and 11 years within public accounting. Possesses demonstrable success at developing robust financial strategy, governance frameworks, policies and procedures for organizations during transformation. Instrumental in driving major finance change initiatives to improve financial management and reporting capability, delivering maximum value to the business. Adept at analyzing and interpreting business performance data and producing insights for C-level leadership teams, supporting strategy development and providing specialist technical knowledge. Highly developed communications skills, gaining buy-in for transformation projects and developing the knowledge of the Finance and non-finance teams. Proficient in Concur, Microsoft Great Plains & Business Central, Excel (advanced) and iMIS databaseAreas of expertise include:  Financial Strategy  Regulatory/Tax Reporting  Financial Analysis  Budgeting/Forecasting  Risk Management  Board Reporting  Business Strategy Development  Stakeholder Communications  Policy Creation  Non-Profit Expertise  Financial Restructure  Systems Implementation Cross-Functional Training  Team Leadership  Staff Development

Heather Root's Current Company Details
Maryhaven, Inc.

Maryhaven, Inc.

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CFO at Maryhaven
Heather Root Work Experience Details
  • Maryhaven, Inc.
    Chief Financial Officer
    Maryhaven, Inc. Jun 2024 - Present
    Columbus, Ohio, Us
    View
  • The Buckeye Ranch
    Chief Financial Officer
    The Buckeye Ranch Jul 2022 - Jun 2024
    Whitehall, Oh, Us
    Oversee all financial policies and procedures, monitor financial status, prepare annual budgets of over $60M, and manage financial audit, tax and monthly management reporting to CEO/President and Board. Manage and develop a team consisting of Finance, IT and Facilities. Spearheading continuous improvement, implementing financial and investment policies, procedures and controls to ensure GAAP compliance. Member of Senior Leadership team and partner of the Board, developing financial and investment strategies in partnership with investment and banking managers to support the organizational goals. Key Contributions:  Developed robust financial reporting and controls to meet GAAP standards, implemented cloud-based accounting systems, and developed training for finance and non-finance staff.  Improved budgeting process to support organizational program expansion, developing the budgeting skills of non-finance team and ensured alignment with overall organizational strategy.  Partnered with Senior Leadership in development and implementation of OhioRISE programs within the organization, including Medicaid funding, and negotiations of contracts with ODM/Aetna to ensure financial stability of programs.
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  • The Buckeye Ranch
    Controller
    The Buckeye Ranch Jan 2021 - Jul 2022
    Whitehall, Oh, Us
    View
  • Kappa Kappa Gamma
    Director Of Finance
    Kappa Kappa Gamma Feb 2002 - Jan 2021
    Dublin, Ohio, Us
    Director of Finance for the Kappa Kappa Gamma Fraternity and the Kappa Kappa Gamma Foundation, a Foundation of over $50 million in net assets, as well as the Fraternity Housing Corporation. As Director I am responsible for the administration of financial policies and procedures. Prepare and manage the operating and capital expenditures budgets. Prepare all audit & tax workpapers and financial reports for the annual audits and 990s. Oversee all accounting, financial and analysis functions and preparation of forecasts and budgets and presentations to Board. Manage a staff of six professionals responsible for the monthly accounting and reporting for all organizations, including 145 collegiate chapters.
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  • American Electric Power
    Senior Accountant
    American Electric Power 2001 - 2002
    Columbus, Oh, Us
    As the senior accountant in Energy Accounting, I was responsible for evaluating energy contracts for derivatives and performing the mark-to-market analysis. My duties also included accounting and reporting for emission allowances and assisting in the setup of the retail electric provider companies in Texas.
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  • Rsm, Hausser + Taylor
    Small Business Supervisor
    Rsm, Hausser + Taylor 1996 - 2001
    As supervisor, I was in charge of all facets of an engagement including planning, reconciliation of general ledger accounts, report preparation, staff supervision and tax return preparation.Performed analysis of general ledger accounts, participated in budget and forecast preparation and presented the company financial position to client’s board of directors.Served as direct contact and consultant for over two dozen business accounts. My client base covered a wide range of organizations including legal, medical, nonprofit, manufacturing and wholesale.
  • Fidler And Fidler Cpa'S
    Senior Accountant
    Fidler And Fidler Cpa'S 1991 - 1996
    Private business accounting, audit and tax preparationAs senior accountant, I was responsible for preparation of the general ledger, payroll, accounts receivable/payable ledgers. Developed financial statements and year end closings. Prepared corporate, partnership, nonprofit and individual tax returns.

Heather Root Skills

Accounting Auditing Budgets Accounts Payable Nonprofits Finance General Ledger Financial Statements Management Non Profits Microsoft Excel Account Reconciliation Analysis Payroll Leadership Financial Accounting Cpa Great Plains Software Income Tax Budget Process Fund Accounting Budgeting And Forecasting Financial Analysis Financial Reporting Managerial Finance Financial Operations Management Accounting Internal Controls

Heather Root Education Details

  • Ohio Dominican University
    Ohio Dominican University
    Master Of Business Administration - Mba
  • The Ohio State University
    The Ohio State University
    Accounting And Finance
  • Notre Dame Academy
    Notre Dame Academy

Frequently Asked Questions about Heather Root

What company does Heather Root work for?

Heather Root works for Maryhaven, Inc.

What is Heather Root's role at the current company?

Heather Root's current role is CFO at Maryhaven.

What is Heather Root's email address?

Heather Root's email address is hr****@****kkg.org

What is Heather Root's direct phone number?

Heather Root's direct phone number is +161434*****

What schools did Heather Root attend?

Heather Root attended Ohio Dominican University, The Ohio State University, Notre Dame Academy.

What skills is Heather Root known for?

Heather Root has skills like Accounting, Auditing, Budgets, Accounts Payable, Nonprofits, Finance, General Ledger, Financial Statements, Management, Non Profits, Microsoft Excel, Account Reconciliation.

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