Katherine B. Email & Phone Number

United States

United States

Ohio, United States

• Supporting the Chief Financial Officer and Chief Integration Officer
• Coordination of all Finance integration activities for newly acquired practices, including both pre and post-closing items.
• Liaison with M&A team on pre-close activities, including quality of earnings (QoE) review, funds flow, and purchase price allocations
• Prepare all purchase price and opening balance sheets entries, including cash to accrual adjustments, for the Corporate Accounting team.
• Manage the creation, set up of new entities and loading of historical trended financials into ARC’s accounting platform (Sage).
• Manage post-closing integration for month-end close, treasury and payroll through the remainder of the integration period.

United States

Finance Project Lead for Epic Implementation

Cleveland, Ohio, United States

• Alteon Health is one of the largest physician-owned and physician-led acute care medical groups in the United States. Comprised of 800 physicians and 500 APPs across 200 practice locations in 17 states, Alteon Health.
• Key team member for the due diligence process and bond offering on an accelerated timeline.
• Condensed the month-end close process from 30+ days to a consistent 8-day schedule.
• Driving force behind improvements in the patient revenue recognition to allow for reliable estimation of unposted visits and consistent cash per visit metrics.
• Implementation of accrual policy for physician performance-based compensation.
• Transformed the relationship with the Financial Planning and Analysis team by creating an inclusive and collaborative environment between the teams resulting in significant improvements in the budgeting process.

Cleveland/Akron, Ohio Area

As Assistant Controller, I oversee a team of 26 individuals who are responsible for payroll, accounts payable, grant compliance, financial reporting, and general accounting. I drive alliances and improvements across my own group, internal departments, and the entire organization. ✓ Financial & Strategic Planning✓ Cross-Functional Leadership✓ Operational.

Cleveland/Akron, Ohio Area

As a result of my promotion to Director of Accounting and Financial Reporting, I took on increased responsibility for the Financial Reporting and Grants team and served as the point person for the month-end close process. I directed Accounting to achieve their financial, operational, and strategic goals and recommended enhancements to policies, ensuring.

Cleveland/Akron, Ohio Area

As the Senior Manager of Accounting—Financial Reporting, I supervised 4 staff accountants and managed the monthly close process and issuance of annual audited financial statements. I ensured quality financial statements through attention to detail, use of analytical tools, and compliance with technical guidance. I also served as the primary contact for.

Cleveland/Akron, Ohio Area

As an Audit Manager, Senior Auditor, and Bookkeeper for various firms, I was responsible for organizing and overseeing internal audits in accordance with annual audit plans, which often involved managing a team of auditors. After overseeing the review process, I executed the necessary recommendations to change policies, implement new systems, and address.