Jeff Kohn Email & Phone Number

Austin, Texas, Us

• Financial Planning and StrategyProvide leadership, direction and management. Develop and execute short term, near term, and long term financial strategy in conjunction with ownership and executive team. Create staffing models identifying optimal clinical and administrative staffing levels. Develop and report key operating metrics to support revenue and operations. Treasury management and cash flow planning. Identify growth opportunities. Assess current and long term risk. Develop and maintain systems of internal controls. Partner with senior leaders to push the boundaries of current and future departmental goals and strategies. Study economic trends and project their impact on future growth in revenue and market share. Bring creativity and passion to the organization and its services and possess a broad institutional perspective while embracing change and innovation.• Financial Reporting and AnalysisPrepare financial reporting package for internal stakeholders including; financial performance, performance to budget, operational metrics, KPIs, staffing levels, and performance to prior periods. Research and resolve operating expense variances, payroll variances, account discrepancies, lease agreement discrepancies and compliance. Work with management to resolve variance issues. Participate in special projects. Work closely with executive team to identify necessary ad hoc reporting needs. Meet with ownership and practice leadership regularly to review financial and operational performance. Provide strong, forward-looking analytical leadership. Clearly articulate the key drivers of the business. Facilitate the appropriate dissemination of useful information between business units and other appropriate departments, groups, or individuals.

Austin, Tx, Us

• AccountingPrepare financial records for the organization. Maintain and oversee accurate journals, ledgers and books of account, including the preparation of general journal entries, cash receipts and vouchers. Complete month-end procedures consistently, accurately and on-time. Perform account reconciliations and analyses of balance sheet accounts. Reconcile bank statements for all organizations. Implement financial report preparation and distribution. Assist in year-end audit, tax filings and other government/regulatory reporting.• Cost AccountingPrepare monthly cost accounting to allocate revenue and expenses between forty-seven physicians and nine locations. Extract and analyze 1.3 million data points from the electronic medical records system to allocate costs by functional category. Prepare financial statements for individual physician and all locations. Prepare combined financial statements for the entity. Oversee spreadsheets and reports that include information on trends in collections, billing, utilization, cost evaluation and efficiency.• Data AnalyticsExtract mass data from electronic medical records (“EMR”) system and perform data hygiene. Upload data into data warehouse. Perform statistical analysis of data to identify trends and areas of improvement. Prepare monthly statistical reporting. Analyze and draw conclusions on EMR data that was imported, exported, scrubbed, transformed, and validated. Provide statistical data for use by the company in decision making and change implementation and management. Assist CEO with decision making. Analyze statistical data for ad hoc reporting for administrative team and physicians. Analyze data in order to determine and track trends in the organization's operational metrics.• PayrollEnter semi-monthly payroll into Paylocity portal. Create general ledger journal entry from Paylocity source documents. Responsible for periodic audit of payroll detail to ensure proper recording.

Austin, Texas, Us

• AccountingResponsible for month-end, quarter-end, and year-end close process. Reconcile balance sheet accounts. Created a detailed Accounts Receivable ledger. Generate and deliver invoices to clients. Ensure collections of Accounts Receivable. Enter Accounts Payable invoices into accounting platform. Download, enter, and reconcile all credit card charges. Administrator for company travel and expense reporting portal. • PayrollEnter semi-monthly payroll into Paycom portal. Create general ledger journal entry from Paycom source documents. Create year end payroll accrual. Responsible for periodic audit of payroll detail to ensure proper recording. Reconcile payroll entries to source documents for month end close. Download and enter all employee benefits from the provider portals into the general ledger. • Financial ReportingCreate and maintain weekly cash flow forecast. Generate revenue reports from project tracking software. Perform ad-hoc reporting as required • Financial AnalysisResearch and resolved operating expense variances, payroll variances, account discrepancies. Perform cost vs. benefit analysis on pending purchasing agreements. Work with management to resolve variance issues. Participate in special projects as needed.

Austin, Texas, Us

• AccountingResponsible for month-end, quarter-end, and year-end close process. Reconcile balance sheet accounts. Created a detailed fixed asset ledger from source documents, and maintained monthly fixed assets and depreciation schedules. Generate invoices for enterprise level customers, create and maintain manual accounts receivable ledger.• PayrollCreate general ledger journal entries for bi-weekly payroll from ADP source documents for over 200 employees. Create monthly payroll accrual. Responsible for periodic audit of payroll detail to ensure proper recording. • Financial ReportingGenerate monthly, quarterly, and annual income statement and balance sheet. Prepare financial statements for distribution to both internal and external stakeholders. Perform ad-hoc reporting as required • Financial AnalysisResearch and resolved operating expense variances, payroll variances, account discrepancies, lease agreement discrepancies and compliance. Work with management to resolve variance issues. Participate in special projects as needed.

• AccountingResponsible for Month-end, Quarter-end, and Year-end close process with all entries related to the close cycle. Reconcile all balance sheet accounts and bank statements. Responsible for administration of the company credit card program. Maintain Fixed Assets and depreciation schedule. Main point of contact for external auditors. Accounts Payable and Accounts Receivable processing.• Financial ReportingGenerated monthly, quarterly, and annual Income Statement and Balance Sheet for the entity, and all locations. Prepared monthly dashboard to track performance measures and cost efficiency.• Financial AnalysisResearched and resolved budget variances, operating expense variances, payroll variances, and account discrepancies. Worked with Management to resolve variance issues.• Payroll SupportAudited the bi-weekly payroll reports, reviewed and uploaded the GL interface into the accounting platform.• Budget Planning and ManagementCreated and managed a $62 million annual operating budget for 20 locations and 500 employees.• Ad Hoc ReportingPrepared non-standard reports and analysis at the request of senior management

Dublin, Oh, Us

• Budget Planning and ManagementResponsible for creation and management of a $22 million annual operating budget covering two divisions and 400 employees.• Financial ReportingPrepared monthly reports on operating expenses, budget performance, headcount goals, and unit cost.• ForecastingPrepared annual and monthly forecast of operating expenses, budget performance, and headcount goals.• Account ReconciliationPerformed monthly account reconciliations of balance sheet accounts relating to operating expenses.• Account AnalysisResearched budget variances and operating expense variances.• Ad Hoc ReportingPreparation of non-standard reports at the request of senior management.• Project AccountingDesignated project accountant for all capital projects relating to the Albuquerque facility

Eindhoven, Noord-Brabant, Nl

Bba, Finance

Education record