Chief Financial Officer
CurrentProvide oversight of the accounting, billing, and legal conflicts department, including 10 direct reports.Appointed to an ad-hoc committee to review the internal processes for vetting and reviewing new clients and establishing and training on new processes firm-wide. • After the findings, our entire internal process was updated, and improvements were made to the training and continuing education process. This was imperative to help decrease the likelihood of professional… Show more Provide oversight of the accounting, billing, and legal conflicts department, including 10 direct reports.Appointed to an ad-hoc committee to review the internal processes for vetting and reviewing new clients and establishing and training on new processes firm-wide. • After the findings, our entire internal process was updated, and improvements were made to the training and continuing education process. This was imperative to help decrease the likelihood of professional liability claims.Helped increase our income stream by supporting the establishment of a fourth captive subsidiary. This included establishing new budgets related to income and expenses, opening bank accounts, and working with legal on establishing the entity.Worked with Human Resources to reorganize our finance, billing, and conflicts departments, including full compensation analysis and establishing personnel job descriptions. • This invaluable training in the HR processes helped me to do a full analysis of my department, identify areas of realignment in duties, and support continued growth. Our industry is very risk-averse and traditional, so successfully navigating and recommending change with approval is a large accomplishment.• Currently on a committee made up of our board of directors, president, and Chief Administrative Officer to work with leadership consultants on an organization-wide strategic plan. Show less
